Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Configure Membership Products in Odoo 18: A Step-by-Step Guide Learn how to set up and manage membership products in Odoo 18. This video will guide you through the process of creating membership plans, defining their features, and setting up recurring billing. Key Topics Covered: Creating Membership Products Defining Membership Features and Benefits Setting Up Recurring […]
FIFO (First In, First Out) is a common inventory valuation method where the oldest inventory items are sold first. In Odoo, you can configure this strategy for specific product categories to ensure accurate cost calculations and financial reporting. How to Set Up FIFO Removal Strategy in Odoo: Define Product Categories: Create product categories to group […]
Odoo 18: Powerful Reporting for Event Management Odoo’s Event module offers robust reporting tools to help you analyze event performance and make data-driven decisions. With detailed reports on attendee registrations, revenue, and other key metrics, you can optimize your event planning and execution. Key Reporting Features: Attendee Reports: Track attendee demographics, registration sources, and ticket […]
Odoo 18 offers robust support for multi-language invoices, allowing you to cater to a diverse international clientele. Here’s a detailed guide on how to achieve this: 1. Language Configuration: – Install Required Languages: Navigate to Settings — Languages. Click Add a Language and select the desired languages. – Set User Preferences: Go to a user’s […]
Odoo provides a robust and efficient tool for bank reconciliation, ensuring accurate and up-to-date financial records. Here’s a general overview of the process: 1. Import Bank Statements: Manual Import: You can manually input bank statements into Odoo. Automated Import: For seamless integration, you can configure Odoo to automatically import bank statements from various […]
Prepayments in Odoo 18 Sales are a valuable tool for businesses to secure upfront payments from customers, especially for large orders or projects. This feature allows you to create down payment invoices, which can be settled before the final invoice is generated. Here’s a step-by-step guide on how to manage prepayments in Odoo 18 Sales: […]
In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18’s CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy. Why Configure Lost Reasons? Identify Trends: By tracking lost reasons, you can identify recurring patterns and […]
Consolidating Subscription Billing in Odoo 18 Sales Odoo 18 offers a streamlined way to consolidate multiple subscription orders into a single invoice, simplifying your billing process. Here’s a step-by-step guide: 1. Enable Consolidated Billing: Navigate to Settings — Configuration — Invoicing. Check the box for Consolidate Subscriptions Billing. Save the changes. 2. Create Multiple Subscription […]
Changing Sequence Numbers in Odoo 18 Understanding Sequences in Odoo In Odoo, sequences are used to generate unique identifiers for records. These identifiers are often displayed as reference numbers, such as invoice numbers, purchase order numbers, or customer numbers. Methods to Change Sequence Numbers There are primarily two ways to change sequence numbers in Odoo […]
Streamline Your Procurement Process: Mastering Purchase Order Approvals in Odoo 18 Learn how to efficiently manage and control your purchase order approvals in Odoo 18. This video will guide you through the step-by-step process of setting up approval workflows, assigning approvers, and tracking the progress of purchase orders. Key topics covered: – Configuring approval workflows […]
