Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Ready to transform your sales game in 2025? Dive deep into Odoo 18 Sales and discover how this powerful ERP module can supercharge your entire sales cycle, from lead nurturing to invoice generation! In this comprehensive guide, we’ll unlock the full potential of Odoo 18’s Sales features, helping you close more deals, manage customer relationships, […]
Get deep insights into your Odoo 18 sales pipeline with powerful analysis tools! Learn how to navigate the Pipeline Analysis page, use filters and groupings, and interpret key sales metrics to optimise your strategy. Essential for sales managers and data-driven teams. #Odoo18CRM #Odoo18Tutorials #PipelineAnalysis #Odoo18NewFeatures #OdooCRM #Odoo18ReleaseDate #CRMSalesPipeline #OdooTutorial #OdooCRM2025 #Odoo18Features #Odoo18 #OdooCRM #Odoo18PipelineAnalysis #OdooCRMTutorial […]
In this video, we dive into the Odoo Planning Module and explain what the different shift colors and visuals on the dashboard really mean — so you can manage your team’s schedule with confidence. Shift Color & Icon Guide: Full color: Shift is planned and published Diagonal stripes: Shift is planned but not yet published […]
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 this video, we’ll cover the ‘Other Info’ tab in Odoo Sales, which helps manage key details for your quotations. The Other Info tab in Odoo provides additional settings for quotations, divided into four sections. The Sales section lets you assign a salesperson, sales team, and company (useful in multi-company environments). You also have the […]
In today’s video, we’re exploring the Shop Floor module in Odoo 18—a powerful tool for managing manufacturing and work orders with ease! This module provides a real-time view of production, helping you streamline operations and improve efficiency. What You’ll Learn: ✨ 🏭 How to navigate the Shop Floor module 📊 How to track and manage […]
In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]
In Odoo, “Chatter” is a core communication and collaboration feature that’s integrated throughout the platform. Here’s a breakdown of what it entails: Communication Hub: Chatter acts as a central hub for communication related to specific records within Odoo. This means that within a sales order, a project task, or a customer record, you’ll find the […]
This Odoo 18 tutorial explores the comprehensive employee offboarding process. We’ll walk through: Navigating to the employee record Archiving the employee Selecting departure reasons and adding details Closing related activities (appraisals, contracts, company cars, time off, etc.) Managing HR information and access (including sending access links) Understanding the offboarding workflow and best practices. Ensure compliance […]
In Odoo 18, the Employee Overview provides a centralized way to manage employee-related data, including personal details, job positions, contracts, attendance, and more. It is part of the Employees module (HR Module) and integrates with other Odoo apps like Payroll, Attendance, and Leaves. Key Features of Employee Overview in Odoo 18 1. Employee Dashboard Displays […]