Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to schedule meetings using Odoo Calendar. Intro: 0:00 Scheduling in chatter: 0:29 Scheduling in calendar: 1:14 Event configuration: 2:15 Sending calendar invites: 5:00 View scheduled event in chatter: 6:04 Conclusion: 6:13 **Check out more Odoo tutorials** – Contacts: – Schedule Activities: **App documentation** – Activities: – All docs: **See what Odoo […]
In this video, learn how to schedule activities in Odoo from the chatter and Kanban view. We’ll also touch on activity types, triggering activities, and creating custom activities. Intro: 0:00 Activity icons: 0:41 Activities pop-up window: 1:23 Activities dashboard: 1:50 Filtering activities: 2:50 Completing and creating activities: 3:21 Creating custom activity types: 5:05 Conclusion: 8:20 **Check […]
In this video, learn how to use the Surveys app to create scored tests and provide proof of certification. **Check out more Odoo tutorials** – Survey playlist: – Survey essentials: – Survey questions and sections: **App documentation** – Survey docs: – Scoring Surveys: – Create Surveys: **See what Odoo can do for you!** – Schedule […]
In this video, learn how to configure access rights for your sales team. Intro- 00:00 Setup sales manager- 00:47 Setup salesperson- 03:43 Workflow #1- 05:35 Workflow #2- 07:22 Outro- 08:25 **Check out more Odoo tutorials** – CRM playlist: – CRM Basics: – Sales teams: **App documentation** – CRM Docs: – Sales Docs: – Forecast report: […]
In this video, learn how to create and manage access rights for your Inventory team. 00:00 – Intro 01:00 – Warehouse manager profile 03:00 – Warehouse operator profile 04:31 – Manage purchase orders 05:17 – Validate reciept **Check out more Odoo tutorials** – Inventory tutorials: – Barcode basics: – Barcode: Receipts and Deliveries **App documentation** […]
Track and improve your order preparation efficiency in Odoo POS with the Prepare Time Management Report! In this video, you’ll learn how to: ✅ Access and understand the “Prepare Time” report in Odoo POS ✅ Monitor how long it takes to prepare each order ✅ Identify bottlenecks in your kitchen, bar, or production area ✅ […]
Odoo MTO Explained in 60 Seconds! Make to Order means you only buy or produce items after a sale — no extra stock, no storage costs, just on-demand fulfillment! #Odoo18 #Odoo18Shorts #OdooTutorials #OdooERP #Odoo18NewFeatures #Odoo18FunctionalTutorials #OdooMTO #MakeToOrder #OdooInventory #OdooManufacturing Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ […]
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 […]