Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn how to configure and setup your Lunch app. Learn how to add vendors and products, set up your locations and product categories, and create alerts. **Check out more Odoo tutorials** – Placing Lunch Orders: – Managing Lunch Orders: **App documentation** – Vendors: – Products: – All Lunch docs: **See what Odoo […]
In this video, learn how to create Loyalty Programs in Odoo, as well as how to apply rewards to sales orders! TIMESTAMPS 00:00 INTRO 01:04 Configure Promotions, Loyalty & Gift Card 01:58 Loyalty Programs 02:57 Conditional Rules: How to set up loyalty points 05:47 Rewards: How to set up loyalty rewards 07:44 Loyalty Cards 08:20 […]
The purpose of displaying the total amount in words on invoices is to enhance clarity, professionalism, and security. Here’s a breakdown of the reasons: 1. Clarity and Precision: Reduced Errors: By explicitly stating the amount in words, it minimizes the risk of misinterpretations or errors that might occur due to numerical typos or discrepancies. Enhanced […]
Odoo 18: A Comprehensive Learning Platform Odoo 18’s eLearning module empowers organizations to create engaging and effective online training programs. This powerful tool allows you to: Design and Deliver High-Quality Courses: Create interactive courses with videos, documents, quizzes, and more. Track Learner Progress: Monitor individual learner progress, track course completion rates, and identify areas for […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
1. Wishlist Functionality: Enable Wishlist: Activate the wishlist feature in your Odoo website’s configuration. Add to Wishlist: Allow customers to add out-of-stock products to their wishlist. Collect Email Addresses: When adding to the wishlist, collect customers’ email addresses. 2. Stock Alerts and Notifications: Configure Stock Alerts: Set up stock alerts for specific products. Trigger Email […]
Automatic Reordering Rules in Odoo 18 Inventory Automatic reordering rules in Odoo 18 Inventory are a powerful tool to streamline your inventory management and ensure you always have enough stock on hand to meet customer demand. These rules automate the process of creating purchase orders or manufacturing orders when stock levels fall below a certain […]
In this video, learn how to set up products & locations to receive and store your items in Odoo Inventory. 0:00 – Introduction 0:36 – Configure Product 2:09 – Configure Locations 3:53 – Inventory Dashboard 4:35 – Receive and Store Products 7:40 – Check and Adjust Stock Levels 9:10 – Conclusion **Check out more Odoo […]
In Odoo 18, Warehouses and Locations are crucial components of inventory management, allowing you to efficiently organize and track your stock across different physical sites and storage areas. Warehouses Warehouses represent physical locations where your products are stored. They can be configured with: Physical Address: This helps in tracking the physical location of the warehouse. […]
In Odoo 18 POS, understanding and managing margin and cost is crucial for maintaining profitability and making informed business decisions. Here’s a breakdown of how you can effectively handle these aspects: 1. Setting Up Product Costs: Standard Price: This is the default cost price for a product, often used for inventory valuation and accounting purposes. […]