Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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. […]
Odoo 18, package reservation is a crucial feature for efficient inventory management, especially when dealing with products that are packaged in specific units. It ensures that the right quantity of packages is reserved for outgoing shipments, preventing stockouts and improving order fulfillment accuracy. Key Points: Product Packagings: To enable package reservation, you need to define […]
Creating Tasks from the Odoo 18 Website App 1. Install Necessary Modules: Ensure the following modules are installed in your Odoo database: Website Project 2. Create a Website Page: Go to Website Pages and create a new page. Give it a suitable name and URL. 3. Add a Form Building Block: In the website editor, […]
1. Access the Website Builder Log in to your Odoo 18 backend. Navigate to Websites — Website Builder. 2. Add a Newsletter Block In the website builder, locate the Newsletter block. Â Drag and drop the Newsletter block into the desired location on your webpage. Â 3. Configure the Newsletter Block Select a Mailing List: […]
Creating a Customer from an Odoo Website Form 1. Install the Necessary Module: * eCommerce: Ensure this module is installed. It’s essential for enabling customer creation from website forms. 2. Create a Website Form: * Navigate to Website: Go to the Website module in your Odoo backend. * Create a New Form: Design a form […]
In Odoo 18 Inventory, a reception report is a crucial document that provides a detailed record of incoming goods or products into your inventory. It serves as a valuable tool for businesses to track and manage their inventory effectively. Key Features and Benefits: Accurate Inventory Tracking: The reception report helps maintain accurate stock levels by […]
Cluster picking in Odoo 18 Inventory is a method to optimize the picking process by grouping multiple orders together that need to be picked from the same location. This helps to reduce the number of trips warehouse workers need to make, improving efficiency and productivity. Here’s how cluster picking works in Odoo 18: Configuration: Enable […]
1. Wishlist Functionality: Enable Wishlist: Activate the wishlist feature in your Odoo website’s configuration. Add to Wishlist: Allow customers to add out-of-stock products to their wishlist. Collect Email Addresses: When adding to the wishlist, collect customers’ email addresses. 2. Stock Alerts and Notifications: Configure Stock Alerts: Set up stock alerts for specific products. Trigger Email […]