Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
In this video, learn about setting up multiple company databases in Odoo! 0:00 – Intro 0:52 – Who Needs Multi-Company? 1:50 – Multi-Company vs Branches vs Access Rights 2:48 – Create Second Company: Country & Currency 3:44 – Set Fiscal Localization Package 5:54 – Set User Access & Language 7:04 – Isolate or Share Products […]
In this video, learn how to create and edit channels in Odoo Discuss. Intro: 0:00 Database chat widget: 1:14 Discuss app overview: 1:57 Join channels: 2:47 Leave channels: 3:03 Creating a new channel: 3:35 Invite users to a channel: 5:01 Channel Privacy Settings: 5:42 Conclusion: 8:19 **Check out more Odoo tutorials** – Chatter Basics: – Odoo Calendar: […]
In this video, learn how to create custom KPIs and implement them in your periodic digest emails with Odoo Studio! 0:00 – Intro 0:53 – Digest Email Backend 1:51 – Create a Custom KPI Field 3:37 – Models, Fields, and Code 6:21 – Demo 8:24 – Conclusion **Check out more Odoo tutorials** – Studio playlist: […]
In this video, learn how to do create and modify periodic digest emails in Odoo! 0:00 Introduction 0:48 Configuration 1:29 Customizing Digest Emails 4:00 Creating New Digest Emails 5:44 Conclusion **App documentation** – Digest Emails:Â **See what Odoo can do for you!** – Schedule a demo:Â – Start a free trial:Â #Digest #Emails #Started
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 about the Odoo Accounting interface and basic accounting concepts necessary to follow this series. Need more information about Odoo apps?  Discover Odoo, schedule a demo, or start your own Odoo revolution […]
In this video, learn how to create and edit channels in Odoo Discuss. **Check out more Odoo tutorials** – 1.e Odoo Discuss: Direct Messages & Voice/Video Calls – 1.c Chatter Basics – 1.g Odoo Calendar **App documentation** – Odoo Channels: – All docs: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: […]
In this video, learn how to manage contacts in Odoo. **Check out more Odoo tutorials** – 1.g Odoo Calendar (not live yet) – 1.d Schedule Activities – 1.e Odoo Discuss: Direct Messages & Voice/Video Calls **App documentation** – Import/export contacts: – All docs: **See what Odoo can do for you!** – Schedule a demo: – Start […]
In this video, learn how to navigate an Odoo database. Explore menu options, settings, navigating records, and go over what the chatter is. 0:00 – Intro 0:24 – Main Odoo Dashboard 2:40 – Global Search 3:33 – Dark Mode 3:58 – Profile Settings 6:17 – Account Security 6:46 – App Dashboard 8:38 – Search, Filter, […]