Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Sub-task Smart Button When viewing a parent task, you’ll see a smart button showing the total number of sub-tasks (including how many are done or canceled). Clicking that button brings up the list of sub-tasks. Odoo In certain views—like the All Tasks list or Kanban—sub-tasks can be shown or hidden using an “eye” icon. Clicking […]
Managing taxes across different regions can be tricky, but Odoo makes it simple with Fiscal Positions. In this step-by-step tutorial, we’ll explain what fiscal positions are, why they matter, and how to configure them in Odoo 18. In this video, you’ll learn: What Fiscal Positions mean in accounting How to create a new Fiscal Position […]
Ever wished your reports in Odoo could do more than just show static data? In Odoo 19, you can bring your reports to life with clickable graphs. This feature allows you to drill down directly from a chart into detailed records, making reporting more interactive and insightful. In this video, you’ll learn: ✅ What clickable […]
1. Using Built-In Odoo Configuration You can enable COD as a manual payment method without needing external modules: ✅ Navigate to Website Settings → Payment Acquirers, and create a new payment method named “Cash on Delivery” using a Manual provider. ✅ Configure any relevant details (e.g., messages like “Pay in cash upon delivery”) and enable […]
Tired of manual expense reports piling up? Odoo 18 provides a powerful and intuitive system for managing and approving expenses, bringing clarity and control to your financial workflows. This video is your essential guide to efficiently reviewing, approving, and rejecting employee expenses. We’ll show you how Odoo 18 empowers finance teams and managers to: Quickly […]
Approvals in Odoo 17 are a robust feature streamlining business processes by automating and tracking approvals across various departments. This feature enables organizations to configure customized approval workflows for different scenarios, such as: – Purchase orders – Sales orders – Expenses – Time off requests – Documents In Odoo 17, approvals are highly customizable, allowing […]
There are several advantages to creating project tasks from an email alias in Odoo, which can benefit both project managers and team members: Enhanced Workflow Efficiency: Reduced Manual Work: Eliminates the need to manually switch between email and Odoo to create tasks. Emails requesting work are automatically converted into tasks within the project, saving time […]
Margin and cost are important in a point-of-sale (POS) system, as they directly impact your business’s profitability. Here’s a breakdown of these terms and how they function in POS: Margin: This refers to the difference between a product’s selling price and its cost price, typically expressed as a percentage. It essentially represents the profit you […]
Approvals are frequently related to workflows and business processes in Odoo, wherein authorization is needed for specific actions or transactions to be accomplished. Workflows in Odoo specify which parties have the power to accept or reject documents and data, as well as how they go through the various stages. Approval procedures may be set up […]
This is a new feature in odoo 17 CRM and it allows to insertion pipeline into an article/spreadsheet. #odoo17 #odoo17features #odoofunctionalvideos #odoocrm Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Insert #Pipeline #Spreadsheet #Article #Odoo #CRM #Odoo #Features
