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:Â – CRM Basics: – Sales teams: **App documentation** – CRM Docs:Â – Sales Docs:Â – 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** […]
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 this video, learn how to send direct messages to other database users with Odoo Discuss. Intro: 0:00 Direct Messages in Apps: 0:52 Discuss App Walkthrough: 2:21 Conclusion: 4:26 **Check out more Odoo tutorials** Odoo Discuss – Channels: Chatter Basics: WhatsApp Basics: Odoo Calendar: **App documentation** – All docs – Odoo Discuss: **See what Odoo […]
In this video, learn the basics of Access Rights, Record Rules, and User Groups. Intro – 00:00 User Groups – 00:48 Access Rights – 01:52 Record Rules and Visibility – 02:23 Solving Common Issues – 03:04 Outro – 04:35 **Check out more Odoo tutorials** – Group Access rights:Â – Studio tutorials:Â – Multi company basics: […]
In this video, learn how to setup access rights for members of your accounting team. Intro – 00:00 Create Accountant Profile – 01:23 Create Billing Clerk Profile – 04:10 Workflow #1 – 05:55 Workflow #2 – 07:10 **Check out more Odoo tutorials** – Group Access rights:Â – Accounting tutorials:Â – Multi company and branch management:Â […]
In this video, learn how to set up and so multi-company transactions in a single database in Odoo. 0:00 – Intro 1:26 – Enable Inter-Company Transactions 2:40 – Buyer Company Configuration 3:50 – Buyer’s Accounting Journal Configuration 4:45 – Seller Company Configuration 5:34 – Seller’s Accounting Journal Configuration 6:28 – Pricelist Configuration: Buyer & Seller […]