Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to set up your Sales app. **Check out more Odoo tutorials** – [Odoo Accounting – Customer invoice from sales order ]( – [Odoo Sales – Delivery Prices]( **App documentation** -[Third-party shipping carriers]( -[Invoicing policies]( -[Sales quotations]( **See what Odoo can do for you!** – Schedule a demo: – Start a […]
In this video, learn how to set up your Sales app. Other lessons related to this video: – [Odoo Accounting – Customer invoice from sales order ]( – [Odoo Sales – Delivery Prices]( **App documentation** -[Third-party shipping carriers]( -[Invoicing policies]( -[Sales quotations]( **See what Odoo can do for you!** – Schedule a demo: – Start […]
In today’s video, we’re walking through how to customize sequence numbers in Odoo 19 for Sales Orders, Invoices, and other records. You’ll learn how Odoo generates document numbers by default, how to adjust prefixes and formats, how to include dates, and how to manage numbering when migrating from another system—all using Odoo’s built-in sequence configuration. […]
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, […]