Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, we’re exploring Odoo 19’s updated Commission Plans — a powerful tool for managing targets, achievements, and commission payouts for your sales team. What You’ll Learn 🔎 🎯 How Target-based and Achievement-based commissions work 🗓️ Using quarterly targets for seasonal businesses 📈 Creating Commission levels — rewarding partial progress and overperformance 👤 Adding […]
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 today’s video, we’re exploring how to track sales performance in Odoo 18 using powerful tools like reports, dashboards, and automated email digests. Instead of relying on manual tracking or scattered spreadsheets, Odoo gives you real-time insights to help you make smarter business decisions, monitor performance, and keep your team aligned. What You’ll Learn in […]
Learn how to create a Sales Order in Odoo 19 using a real-world example. In this video, we walk through the step-by-step process of managing a customer request, adding products, setting delivery dates, and confirming the order in the Sales module. This tutorial is designed for sales managers, business owners, and anyone new to Odoo […]
In this video, you will learn how to create and manage Sales Teams in Odoo 19. We’ll go through the complete setup process including creating a new sales team, assigning a team leader, adding salespersons, and enabling pipelines or leads. What you’ll learn: How to create a new Sales Team in Odoo 19 Assigning a […]
In today’s video, we’re exploring a super useful feature in Odoo 18 Sales—Payment Links. Instead of sending invoices and waiting for manual transfers, Payment Links let you share a direct link with your customer so they can pay online instantly through the portal. This makes the payment process faster, easier, and more convenient for both […]
This video demonstrates the creation of a quotation within the Sales app’s Quotations dashboard. It walks through the process of inputting customer information, selecting products or services, and applying relevant templates and payment terms. The tutorial highlights the dashboard’s features, showcasing how users can efficiently generate and manage sales quotations. #Odoo18, #OdooSales, #SalesQuotations, #CreateQuotations, #OdooSalesModule, […]
Supercharge your sales with the Odoo CRM Community Mobile App! This tutorial walks you through everything you need to know to manage your CRM like a pro, right from your phone! Perfect for Odoo Community users (versions 17 and 18), this app puts your sales pipeline, leads, quotations, and customer management at your fingertips. 📱 […]
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 today’s video, we’re diving into how to create and manage Coupon Codes in Odoo 18 Sales—a powerful feature that helps boost customer loyalty and drive more revenue. With coupon programs, you can run targeted promotions, reward loyal customers, or launch public discount campaigns that are easy to configure and track inside Odoo. Whether you’re […]