Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of managing event booths within Odoo 18. Whether you’re organizing a conference, trade show, or exhibition, Odoo’s Event module allows you to efficiently manage booths, bookings, and resources for your events. In this video, you’ll learn: How to set up […]
In Odoo 18, Sales Team Reporting provides insights into sales performance, team efficiency, and revenue trends. This helps managers track sales team activities, identify bottlenecks, and make data-driven decisions. 1. Accessing Sales Team Reporting Navigate to: Sales Module → Reporting → Sales Teams 2. Key Features of Sales Team Reporting Dashboard View Overview of total […]
In Odoo 18 POS (Point of Sale), Inventory Management is seamlessly integrated with the Odoo Inventory module to ensure real-time stock updates and efficient product tracking. Here’s how inventory management works within Odoo 18 POS: 1. Real-time Stock Updates Odoo POS is connected to the Inventory module, meaning sales transactions immediately affect stock levels. If […]
In this video, learn how to effectively utilize manufacturing orders and work orders with Odoo MRP. 0:00 – Intro 0:58 – Create a MO 4:05 – Confirm MO 6:10 – Start WO(s) 6:48 – Complete WO(s) 7:00 – Close MO 7:09 – Conclusion **Check out more Odoo tutorials** – Bill of Materials Basics: – MRP playlist: **App […]
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]
Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]
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 […]
In Odoo 18, the Survey module is a powerful tool designed to create, manage, and analyze surveys efficiently. It allows users to collect feedback, conduct assessments, and engage with customers, employees, or students. Key Features of Odoo 18 Survey Module 1. Easy Survey Creation Drag-and-drop interface to create surveys. Supports multiple question types (MCQs, text, […]
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 how to use the most useful feature of Odoo Project : Top bar. It allows you to quickly browse all the records you need right from the Project app. Need more […]
In Odoo 18, the Shop Floor module enhances the Manufacturing app by providing a visual interface for managing Manufacturing Orders (MOs) and Work Orders (WOs). It enables manufacturing employees to track time spent on tasks and streamlines the production process. Key Features of the Shop Floor Module: Visual Management of Orders: Offers a dashboard displaying […]
