Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Need to collect advance payments before delivering a product or service? In this video, we’ll show you exactly how to create and manage down payments in Odoo 18 Sales using real-world business scenarios. Whether you’re running a manufacturing business, selling services, or managing large orders — down payments help secure revenue and reduce risk. […]
In this video, learn how to use voice and video calls with Odoo Discuss. 0:00 – Intro 0:45 – Creating a Group Chat 1:32 – Adding a Chat Description 1:44 – Group Chat Members 2:00 – Inviting Internal and External Users 2:20 – External User Chat Portal 2:54 – Starting a Voice Call 4:05 – […]
In Odoo 19, managing sections and notes in the Sales Order lines (often referred to as “Product Lines”) can be done either via the user interface or through customization, depending on what exactly you want to achieve — delete or duplicate them. 📌 Context: In Sales Orders (or Invoices), sections are used to group product […]
To get a customer’s location in Odoo 19 CRM using Maps, you typically want to: Capture the customer’s address in the CRM. Use a map widget or integration (like Google Maps) to show or fetch the location based on that address. Odoo 19 (from Odoo 13 onwards) has built-in support for Google Maps integration in […]
In Odoo 19, an email template prompt usually refers to a predefined message or default content in an email template that helps users write or send consistent emails. It’s not an official Odoo term, but here’s how it breaks down based on the context: 💡 What Is an Email Template in Odoo? An email template […]
Creating a Purchase Bill in Odoo 19 (also known as a Vendor Bill) involves recording a vendor invoice against an existing Purchase Order or creating one manually. Here’s a step-by-step guide: ✅ Pre-requisites Ensure: The Purchase and Invoicing/Accounting modules are installed. You have the proper user rights (e.g., Purchase Manager or Accountant). 🔧 Option 1: […]
In this video, learn how to send direct messages to other database users with Odoo Discuss. Intro: 0:00 Direct Messages in Apps: 0:52 Discuss App Walkthrough: 2:21 Conclusion: 4:26 **Check out more Odoo tutorials** Odoo Discuss – Channels: Chatter Basics: WhatsApp Basics: Odoo Calendar: **App documentation** – All docs – Odoo Discuss: **See what Odoo […]
In this video, learn the basics of Access Rights, Record Rules, and User Groups. Intro – 00:00 User Groups – 00:48 Access Rights – 01:52 Record Rules and Visibility – 02:23 Solving Common Issues – 03:04 Outro – 04:35 **Check out more Odoo tutorials** – Group Access rights: – Studio tutorials: – Multi company basics: […]
In this video, learn how to setup access rights for members of your accounting team. Intro – 00:00 Create Accountant Profile – 01:23 Create Billing Clerk Profile – 04:10 Workflow #1 – 05:55 Workflow #2 – 07:10 **Check out more Odoo tutorials** – Group Access rights: – Accounting tutorials: – Multi company and branch management: […]
In Odoo 19 Manufacturing, splitting a Manufacturing Order (MO) using batch size helps manage production more efficiently, especially when: 🎯 Purpose of Splitting MO by Batch Size 1. Efficient Production Scheduling Batch production allows you to produce smaller quantities in manageable steps rather than producing the entire MO quantity in one go. Helps reduce downtime […]