Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to configure settings, add vendors, manage products, and create alerts in the Lunch app. **Check out more Odoo tutorials** (can update when first Lunch script is recorded) – [Tutorial label]: [link to youtube tutorial] (add individual tutorial links as they are relevant to do so) – [APP] playlist: [link to youtube tutorial […]
Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]
In this video, learn how to use scheduled actions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions:  **App documentation** -Scheduled Actions:  -Models and Basic Fields:  – All Subscriptions docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Scheduled #actions #Subscriptions #Odoo […]
In this video, learn how to upsell subscriptions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions:  – Subscriptions basics:  **App documentation** – Upsell subscriptions:  – Quotation templates:  – All Subscriptions docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Upsell #Subscriptions #Odoo #Subscriptions
In this video, learn how to configure and sell recurring products on Odoo’s Subscriptions app. We’re going to walk through creating a quotation for a new subscription and how to set up recurring payment plans. For more on how to sell recurring products and services, check out the other tutorials in our Subscriptions app: – Renew […]
In this video, learn about how you can control your vendor bills with the Purchase app. Other lessons related to this video: – Purchase Basics and Your First Request for Quotation:  Alternative RFQs:  – Blanket Orders **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial: #Bill #Control #Odoo #Purchase
To filter rules and domains in Odoo Studio, you can follow these steps: 1. Access the Object’s Form View: Go to Studio — Apps. Find and click on the object you want to modify. Select Form View from the available views. 2. Locate the Field or Field Group: Scroll through the form view until you […]
Automatic transfers in Odoo 17 Accounting are a powerful tool that can streamline your financial processes and reduce manual data entry. They allow you to automatically move funds between bank accounts based on specific conditions or schedules. Types of Automatic Transfers: Scheduled Transfers: These transfers are triggered at predefined intervals, such as daily, weekly, or […]
In this video, learn how to manufacture products using components that must also be manufactured. 0:00 Introduction 1:16 Product configuration 3:18 Create sub-assembly MO 4:35 Sub-assembly planning 6:30 Conclusion **Check out more Odoo tutorials** – Bill of Materials Basics: www.youtube.com/watch?v=Z9i6Bgr2K_Y&list=PL1-aSABtP6ADCBK2-v4_EyzAuFwx6Owks&index=3 – Manufacturing:  **App documentation** – Bill of Materials: www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.html – All Manufacturing docs: www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing.html **See what […]
In this video, learn how to manage recurring orders from a single supplier using blanket orders. 0:00 – Introduction 0:54 – Create blanket order 2:55 – Create RFQ/Orders 4:42 – Reporting 5:44 – Bill Blanket Purchase Order 7:36 – Conclusion Other lessons related to this video: RFQ basics: Alternative RFQs: **See what Odoo can do […]