Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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. […]
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: […]