Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
📌 Business Scenario A fitness club wants to sell membership plans (Bronze, Silver, Gold) to customers. They want automatic invoicing, membership level assignment, and integration with partner management. 🏋️ Step-by-Step Workflow in Odoo 19 1. Create Membership Products Go to Sales → Products → Create. Add a new product called “Bronze Membership”. Product Type: Service […]
In today’s video, we’re exploring the Suggest Quantities tool in Odoo 19 Purchase—a feature designed to help you reorder products from vendors more accurately. Instead of guessing how much stock you’ll need, Odoo looks at past sales, on-hand quantities, and expected demand to recommend the right purchase quantities. This saves time, prevents stockouts, and avoids […]
In this video, learn how Odoo install odoo 19 on a server (*App documentation*). Step 1: Log in to the Ubuntu Server Before installing, you’ll need to log in to your Ubuntu 24.04 server. You can do this using SSH if you’re accessing the server remotely, or directly if you have physical access. Depending on your […]
In today’s video, we’re exploring a small but useful feature in Odoo 19—the Birthday field for employees. This makes it easy to keep track of your team’s special days directly in the Employee module. From setting up birthdays on employee profiles to displaying the cake icon on their cards, Odoo helps you celebrate your team’s […]
Learn how to generate and analyze the Partner Ledger Report in Odoo 18 to keep track of all transactions by customer or vendor. This report helps you monitor outstanding balances, past payments, and overall relationship with your business partners. 👉 In this video, you will learn: ✔️ How to generate the Partner Ledger report ✔️ […]
🚀 Curious about Odoo? Get the full picture in just 10 minutes! This fast-paced, essential guide breaks down what Odoo is, why it’s revolutionising business management, and how it can streamline your entire operation. Stop juggling multiple software solutions! Odoo is the all-in-one ERP that brings sales, accounting, inventory, HR, website, and more under a […]
Managing Salary Attachment in Odoo 18 Payroll (Enterprise Edition) typically involves setting up salary rules or deductions that attach a part of the employee’s salary for specific purposes—like loan repayments, legal attachments, or garnishments. Here’s a step-by-step guide to manage Salary Attachments in Odoo 18 Payroll: 1. Access Payroll Configuration Go to Employees – Payroll […]
🚀 Supercharge your SMS marketing and stay compliant with Odoo 18! This in-depth tutorial reveals the secrets to highly targeted messaging and perfect customer relations using Mailing Lists & Blacklists within Odoo’s SMS Marketing module. Stop sending irrelevant messages and start building trust! Discover how to segment your audience for maximum impact, respecting customer preferences […]
In today’s video, we’re diving into one of the most essential features in Odoo Accounting—creating and managing invoices, vendor bills, and payments. From generating customer invoices and sending them directly to clients, to confirming vendor bills and tracking payments—Odoo helps you keep your finances organized and accurate with real-time accounting integration. What You’ll Learn in […]
“Welcome to our Odoo 18 HR Mastery series! 🚀 In this very first episode, we’ll explore how to manage HR and work locations inside Odoo 18. From setting up office and remote workspaces, to assigning employees to specific locations, and even configuring remote work schedules—this video will guide you step by step. Whether you’re an […]