Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
While performing the tasks in a project, we often collect many important documents and data from customers for the development of the project. Video Chapters 00:00 – Introduction 00:55 – How to Set Visibility for Invited Internal User 04:52 – How to Set Visibility for All Internal User 06:31 – How to Set Visibility for […]
The running of multi-companies in a system is challenging for most companies. Using ERP software, we can manage the sales, purchases, and inventory operations in various organizational branches. Video Chapters 00:00 – Introduction 00:49 – How to Create a New Company. 05:10 – How to Create Users 07:09 – How to Manage Leads for Multi-company […]
Customer ratings are the review of the customer based on his experience with the specific service that they are availed. #odoo16 #odoofunctionalvideos #odootutorials Odoo features a customer rating so that customers can rate and review once the stage changes or a periodical basis. Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: […]
In Odoo, the invoicing policy for a project refers to the rules and methods used to generate and send invoices to customers for the work done on a particular project. Video Chapters 00:00 – Introduction 01:06 – How to Invoice Based on Fixed Price/prepaid 05:54 – How to Invoice Based on Timesheet 09:09 – How […]
In this video, we will be discussing how to add users and manage their access rights in Odoo. In Odoo, the user is the one who has access to the database. #odoocrm We can add as many users as we want and decide which type of information the user can access by giving access rights […]
With Odoo, customers can use gift cards for online and in-store shopping. Customers can purchase gift cards, and in turn, used as a payment method upon checkout at an eCommerce shop or PoS. Video Chapters 00:00 Introduction 00:30 How to generate gift cards in PDF cards 10:43 How to scan existing gift cards Before creating a new gift […]
In Odoo, the “translate” attribute is used to indicate whether a field’s value should be translated or not. By default, most fields are translatable in Odoo, meaning their values can be translated into different languages based on the user’s language preference. #odoodevelopment #odoo16 #odootutorials When the “translate” attribute is set to True for a field, […]
For the success of a company, it is essential to analyze the operations of the company regularly. Then only you can understand the loss and gains in your business. Proper monitoring will help you to easily trace the areas that require improvement. #odoopos 00:00 Introduction 01:10 How to Get Reports in Pos 01:35 How to […]
A recurring task is a task that is repeated at regular intervals, either daily, weekly, monthly, or any other frequency that is deemed necessary. Here’s a real-time example of a recurring task, Let’s say you are a content creator and you have a recurring task to publish a blog post every Monday. You can use […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn the basics of going from sales orders to manufacturing orders on Odoo. 0:00 – Introduction 0:53 – Configure component reordering rules 2:53 – Begin sales flow 4:04 – Automate RFQ creation […]
