Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 18 has introduced significant enhancements to the dashboard app, making it more versatile, customizable, and user-friendly. Here are some of the key improvements: 1. Enhanced Customization: Drag-and-Drop Functionality: Users can now easily rearrange dashboard components using a simple drag-and-drop interface, allowing for greater flexibility in layout customization. Configurable Widgets: A wider range of widgets […]
In this video, learn how to use scheduled actions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions:  **App documentation** -Scheduled Actions:  -Models and Basic Fields:  – All Subscriptions docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Scheduled #actions #Subscriptions #Odoo […]
In this video, learn how to upsell subscriptions in the Odoo Subscriptions app. **Check out more Odoo tutorials**- Subscriptions:  – Subscriptions basics:  **App documentation** – Upsell subscriptions:  – Quotation templates:  – All Subscriptions docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Upsell #Subscriptions #Odoo #Subscriptions
In this video, learn how to configure and sell recurring products on Odoo’s Subscriptions app. We’re going to walk through creating a quotation for a new subscription and how to set up recurring payment plans. For more on how to sell recurring products and services, check out the other tutorials in our Subscriptions app: – Renew […]
Odoo 18 offers a robust loyalty card and e-wallet system within its portal functionality. Here’s a breakdown of how it works: Loyalty Cards: – Customer Creation: When a new customer is created, a loyalty card is automatically generated for them. – Point Accumulation: Every purchase made by the customer contributes to their loyalty points balance. […]
In this video, learn how to manufacture products using components that must also be manufactured. 0:00 Introduction 1:16 Product configuration 3:18 Create sub-assembly MO 4:35 Sub-assembly planning 6:30 Conclusion **Check out more Odoo tutorials** – Bill of Materials Basics: www.youtube.com/watch?v=Z9i6Bgr2K_Y&list=PL1-aSABtP6ADCBK2-v4_EyzAuFwx6Owks&index=3 – Manufacturing:  **App documentation** – Bill of Materials: www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing/basic_setup/bill_configuration.html – All Manufacturing docs: www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing.html **See what […]
In this video, learn how to manage recurring orders from a single supplier using blanket orders. 0:00 – Introduction 0:54 – Create blanket order 2:55 – Create RFQ/Orders 4:42 – Reporting 5:44 – Bill Blanket Purchase Order 7:36 – Conclusion Other lessons related to this video: RFQ basics: Alternative RFQs: **See what Odoo can do […]
In this video, learn about how to control your purchases with approvals and warnings. 0:00 – Introduction 0:47 – PO Approval Setup 1:23 – Configure User Settings 2:12 – Warnings Setup 4:08 – Blocking Message Setup 5:03 – Warnings and Blocks 🛑 6:17 – Approve RFQ 6:50 – Conclusion Other lessons related to this video: […]
In this video, learn how to configure a product to be manufactured using the Dropship Subcontractor on Order route. **Check out more Odoo tutorials** – MRP playlist:  **App documentation** – Dropship to Subcontractor:  – All MRP docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial: […]
Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]