Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 18 Roles This video is all about Roles in Odoo 18. Secure your Odoo 18 with User Roles! Learn how to manage permissions, understand pre-defined roles, create custom access, and assign roles to your team. Ensure data integrity and efficient workflows by mastering Odoo’s user role system. Watch now for a quick overview of […]
In Odoo, ESG typically refers to Environmental, Social, and Governance factors—non-financial metrics used to evaluate a company’s ethical and sustainability performance. While Odoo 19 have a built-in module explicitly labeled “ESG” in its standard apps, it can support ESG tracking and reporting. How ESG Can Be Managed in Odoo: 1. Environmental Inventory & Manufacturing: Track resource […]
Discover the power of the new and improved Spreadsheet module in Odoo 18! In this video, we’ll walk you through how to organize, analyze, and visualize data directly inside Odoo—without needing external tools like Excel or Google Sheets. ✅ What you’ll learn: How to link real-time data from Sales, CRM, Accounting & more Create dynamic […]
Gain Valuable Insights with the Appraisal Analysis Report in Odoo 18 This video demonstrates how to effectively use the Appraisal Analysis report in Odoo 18 to gain valuable insights into your employee performance reviews. Learn how to: Track appraisal progress: Monitor the status of all appraisals (completed, pending, cancelled). Identify potential bottlenecks: Quickly identify any […]
Effortlessly Request Time Off in Odoo 18! This video guides you through the process of requesting time off within the Odoo 18 Time Off app. Learn how to: Submit time off requests: Easily request vacation, sick leave, and other types of time off. Specify request details: Set start and end dates, define duration, and add […]
Mastering ECO Workflows in Odoo 18! ⚙️ This video explores the crucial role of stages in managing Engineering Change Orders (ECOs) within the Product Lifecycle Management (PLM) module. 🔄 Learn how to define and configure stages, assign approvers, and easily track your ECOs’ progress. 📈 Improve collaboration, minimize errors, and ensure timely implementation of product […]
‘Operation Type’ is the term used to describe several inventory operations. It can be picked up from the warehouse to deliver goods to customers. Or it can be a receipt to the warehouse or moving goods from one warehouse to another. Receipts, Internal Transfers, Delivery Orders, Manufacturing, Resupply Subcontractor, PoS Orders, Repairs, Dropship and Dropship […]
In Odoo, storno accounting refers to a method of reversing accounting entries by posting a new transaction that negates or offsets the original entry. It is typically used to correct mistakes or adjust previously recorded transactions. The term “storno” comes from the Italian word for “reversal.” How Storno Accounting Works in Odoo When a storno […]
How to Enable Re-Order From Portal in Odoo 18 Website Odoo 18 offers a convenient feature that allows customers to easily re-order previously purchased products directly from their portal. This significantly streamlines the re-ordering process, saving both time and effort for your customers. Here’s how to enable and configure this feature: 1. Enable the Feature: […]
The “Ship Later” feature in Odoo 18 POS allows you to process sales orders without immediately shipping products. This is particularly useful for: Inventory Management: Reducing the need to maintain large inventory levels. Customer Convenience: Offering flexible delivery options. Operational Efficiency: Streamlining order processing and fulfillment. Enabling Ship Later in Odoo 18 POS: Configure Inventory […]
