Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo CRM (versions 18.2 and 19), you can efficiently manage and filter leads based on their priority to streamline your sales process. Here’s how you can utilize the Lead Priority feature: Filtering Leads by Priority Odoo allows you to filter leads using the priority field directly within the CRM module.Set filters (e.g., languages) to […]
Set default headers and footers for the quote builder. #Odoo18 #Odoo18.2 #Odoo19 #OdooTutorial #HeaderFooter #OdooTips #BusinessSoftware #ERP #NewFeatures #TechTutorial #Odoo18Tutorials #Odoo19 #Odoo19Tutorials #Odoo18Features #Odoo18ERP #Odoo18Development #Odoo18Tips #HeaderFooterOdoo #Odoo18Reports Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Set #Default #HeaderFooter #Odoo #Odoo #Tutorials #Odoo #Features […]
In this video, we are taking a look at the screen where you set up the activity type we handle in the system. You can give each of these ‘activity types’ a name, and then you can tweak their default settings. This includes things like the main action that’s involved, who’s typically in charge, what the […]
Favorite filters Easily edit your favorite filters from the search panel. #Odoo18 #OdooTutorial #OdooDashboard #OdooFavorites #OdooNewFeatures #OdooRelease #ERP #BusinessSoftware #ProductivityTips #SoftwareTutorial #TechTutorial #BusinessTools #Odoo18Dashboard #Odoo18Tutorials #Odoo18Features #ERP #BusinessSoftware #Odoo18Update #Odoo18ERP #Odoo18Community #Odoo18Release #Odoo18Customization #EnterpriseSoftware #Productivity #Odoo18NewFeatures #Odoo18ReleaseDate Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to set up and use pricelists in Odoo Point of Sale. Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for free […]
Appraisal Goals in Odoo 18: Setting and Tracking Employee Objectives This video explores the powerful feature of setting and tracking employee goals within the Odoo 18 Appraisals module. Learn how to: Define clear goals: Create specific, measurable, achievable, relevant, and time-bound (SMART) goals for your employees. Assign goals to employees: Assign goals to individual employees […]
In Odoo, handling consignment (buying and selling stock without owning it) involves specific configurations to manage inventory and financial transactions effectively. Below are the steps to set up consignment operations in Odoo: 1. Set Up Consignment Locations Consignment stock typically requires separate inventory locations. Create Vendor Location: Go to Inventory → Configuration → Locations. Create […]
In this video, we’ll explore how to configure Public Holidays and Mandatory Days in Odoo 17 using the Time Off app. These powerful features help businesses manage their leave policies effectively, ensuring employees are informed about holidays and critical no-leave days. What You’ll Learn: ✨ 🚀 Create and configure Public Holidays 🔍 Configure Mandatory Days […]
In this video, we’ll explore how to use Quotation Templates in Odoo 17. This powerful feature allows sales teams to streamline their workflows and save time when creating quotations for common products or services. By using templates, you can ensure consistency, reduce repetitive tasks, and improve customer response times. What You’ll Learn: ✨ 🔧 Enable […]
The “Set Maximum Difference” feature in Odoo POS helps you maintain accuracy in cash handling by defining a tolerance level for discrepancies between the calculated cash balance and the actual cash in the drawer at the end of a shift. Here’s how to set it up: Enable the Feature: Go to Point of Sale — […]