Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
In this video, learn how to edit articles. Other lessons related to this video: – Check out more tutorials on Knowledge: Need more information about this topic in the documentation? Discover Odoo or schedule a demo #Edit #content #Odoo #Knowledge
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 […]
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 the basics of the Sign app, a solution for businesses that want to go paperless and save time. Chapters 0:00 Introduction 0:48 Chapter 1: Dashboard overview 1:20 Chapter 2: Prepare the […]
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 add (and customize) survey questions and sections using the Odoo Surveys application. Intro- 00:00 Add Questions – 00:31 Question types – 02:19 Answers – 04:45 Options – 05:54 Sections – 09:31 Conclusion – 10:45 **Check out more Odoo tutorials** –Â Survey playlist:Â **App documentation** – All Survey docs:Â **See what […]
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: […]