Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, we’ll take a look at the Order Lines tab in Odoo, which is the first step when creating a quotation and adding products.The Order Lines tab is the first section you’ll encounter when creating a quotation in Odoo, where you can add products and their quantities. There are two ways to add […]
In this video, we’ll cover the ‘Other Info’ tab in Odoo Sales, which helps manage key details for your quotations. The Other Info tab in Odoo provides additional settings for quotations, divided into four sections. The Sales section lets you assign a salesperson, sales team, and company (useful in multi-company environments). You also have the […]
Reply to a specific message and/or forward it to the desired recipients. If the recipient hasn’t provided the forwarding, it will do for the followers of the record. If the recipient is mentioned, then the message will go to the recipient #Odoo18 #OdooTutorials #OdooSales #OdooNewFeatures #OdooTips #OdooMessaging #OdooReleaseDate #ERP #BusinessSoftware #ProductivityTips #SoftwareTutorial #CRM #Odoo18Chatter #Odoo18Sales #OdooSales #Odoo18Tutorials #Odoo18Features #Odoo18CRM […]
In this video, we’ll walk you through Loyalty Card Management in Odoo 18. A well-structured loyalty program can boost sales and encourage repeat customers. Odoo offers multiple reward options, and today, we’re focusing on Loyalty Cards—from setup to applying rewards. What You’ll Learn: ✨ ✅ How to enable and configure Loyalty Programs in Odoo 18 […]
In Odoo 18, Sales Team Reporting provides insights into sales performance, team efficiency, and revenue trends. This helps managers track sales team activities, identify bottlenecks, and make data-driven decisions. 1. Accessing Sales Team Reporting Navigate to: Sales Module → Reporting → Sales Teams 2. Key Features of Sales Team Reporting Dashboard View Overview of total […]
Analyze Your Referral Program with Odoo 18 Reporting This video shows you how to leverage the powerful reporting features within the Odoo 18 Referrals app to gain valuable insights into your employee referral program. Key Features: Track Referral Sources: Identify the most effective referral sources (e.g., employee referrals, social media, job boards). Analyze Hiring Outcomes: […]
Boost Employee Engagement with Rewards in Odoo 18 Referrals This video shows you how to effectively manage and utilize the Rewards feature within the Odoo 18 Referrals app. Learn how to: Create and configure rewards: Define rewards, setpoint values, and manage reward availability. Redeem rewards: Guide employees on how to redeem their earned referral points. […]
In this video, we’ll guide you through the Discount Code feature in the Odoo 18 Sales module. This feature allows businesses to create and manage discount promotions effortlessly, helping them attract customers, boost sales, and enhance marketing strategies. With discount codes, you can easily apply percentage-based, fixed-amount, or product-specific discounts. What You’ll Learn: ✨ 💳 […]
Upselling subscriptions in Odoo 18 is a strategic feature that empowers businesses to increase recurring revenue by offering existing subscribers upgraded or enhanced subscription options. Here’s a breakdown of what subscription upselling in Odoo 18 entails: Targeted Offers: Identify opportunities to offer higher-value subscriptions to current customers based on their usage patterns, needs, or engagement. […]
“Unlock the power of your Point of Sale data with Odoo 18! 📈 This video dives deep into the robust reporting features of Odoo POS, revealing valuable insights into your sales performance. 📊 Learn how to analyze sales trends, track top-selling products, identify peak hours, and better understand your customer behaviour. ✨ With insightful reports […]