Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Lunch in Odoo 18 is a handy application designed to streamline and manage employee lunch orders within a company. It simplifies the process of ordering, tracking, and delivering meals, fostering a more organized and efficient lunch experience. Think of it as your company’s dedicated lunch management platform. Â Here’s a breakdown of what Lunch in […]
Putaway rules in Odoo 18 Inventory are a powerful tool for automating and optimizing the placement of incoming stock within your warehouse. They define where specific products should be stored based on various criteria, ensuring efficient stock management and retrieval. Think of them as your warehouse’s automated “stock placement director.” Â Here’s a breakdown of […]
Odoo Discuss is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. Discuss enables communication through a persistent chat window that works across applications, or through the dedicated Discuss dashboard. Upon opening the Discuss app, the Discuss dashboard appears. Inbox, starred, and history Upon opening the Discuss app, the Discuss dashboard appears. On the Discuss dashboard, unread messages are visible in […]
To-do To-do assists you in organizing and managing personal tasks. Creating to-dos To create a to-do, click New or the plus button (âž•) next to a stage name. Add a title to your to-do, then click Add to save it or Edit to access more options. If you choose to Edit a to-do, you have the option to add Tags, Assignees, or more information using […]
Cross-docking is a logistics practice that involves unloading materials from incoming transport and loading them directly onto outbound transport with minimal or no storage in between. In Odoo 18 (or similar versions), cross-docking can be implemented through the Inventory and Purchase modules with proper configuration. Here’s a guide on how to set up and use […]
In Odoo 18 Accounting, Analytic Accounts are a powerful tool for tracking costs and revenues associated with specific projects, departments, products, or other segments of your business. Key Concepts: Purpose: To gain deeper insights into the profitability and performance of different aspects of your business beyond basic financial statements. Functionality: Allows you to categorize transactions […]
In this video, learn how to configure and setup your Lunch app. Learn how to add vendors and products, set up your locations and product categories, and create alerts. **Check out more Odoo tutorials** – Placing Lunch Orders:Â – Managing Lunch Orders: **App documentation** – Vendors:Â – Products:Â – All Lunch docs:Â **See what Odoo […]
In this video, learn how to create Loyalty Programs in Odoo, as well as how to apply rewards to sales orders! TIMESTAMPS 00:00 INTRO 01:04 Configure Promotions, Loyalty & Gift Card 01:58 Loyalty Programs 02:57 Conditional Rules: How to set up loyalty points 05:47 Rewards: How to set up loyalty rewards 07:44 Loyalty Cards 08:20 […]
Taxes in Company Currency in Odoo Odoo, a powerful open-source ERP, offers a feature to display taxes on invoices in the company’s currency, even when the invoice is created in a different currency. This can be particularly useful for businesses operating in multiple currencies or for regulatory compliance in certain regions. How to Enable Taxes […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]