Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring the Customer Ratings feature in Odoo 18 Project—a great way to collect client feedback at different stages of task execution. Instead of waiting until the end of a project, you can request feedback automatically as tasks move through stages. This helps you monitor client satisfaction in real time, improve project […]
In today’s video, we’re exploring the Closest Location removal strategy in Odoo 18 Inventory—a feature designed to make warehouse operations faster and more efficient. Instead of picking items from far shelves or using a forklift when stock is already available nearby, Odoo automatically suggests the nearest location for picking. This saves time, reduces effort, and […]
In today’s video, we’re exploring a super useful feature in Odoo 18 Sales—Payment Links. Instead of sending invoices and waiting for manual transfers, Payment Links let you share a direct link with your customer so they can pay online instantly through the portal. This makes the payment process faster, easier, and more convenient for both […]
You want Odoo 19 to create a Project automatically when confirming a Sales Order (SO) even if the product is not a service (i.e., a normal stockable/consumable product). By default, Odoo only creates a project/task when the SO line has a service-type product with the right configuration (“Create a Project”/”Create a Task”). For normal products, […]
If you’re looking to enhance stage configuration in Odoo 19 Field Service, here are some powerful improvements—leveraging both built-in Odoo features and OCA (Odoo Community Association) modules—that can take your workflows to the next level: Core Stage Configuration (Built into Odoo Field Service) You can manage stages out of the box via: Field Service → […]
Allows defining roles globally (e.g., Developer, Designer, Tester) under Project → Configuration → Project Roles. Lets you assign people to roles on specific projects via the project’s Assignments smart button or through the Assignments menu. #Odoo19 #OdooTutorial #ProjectManagement #DispatchTasks #OdooFeatures #FunctionalTraining #OdooERP #ProjectRole #BusinessAutomation #odootips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ […]
Ever wished your reports in Odoo could do more than just show static data? In Odoo 19, you can bring your reports to life with clickable graphs. This feature allows you to drill down directly from a chart into detailed records, making reporting more interactive and insightful. In this video, you’ll learn: ✅ What clickable […]
In today’s video, we’re exploring Cluster Picking in Odoo 18—a powerful method for handling large volumes of orders more efficiently. Instead of picking products for each order separately, Cluster Picking lets you gather items for multiple orders in one trip and sort them into containers as you go. This saves time, reduces unnecessary movement, and […]
Navigate to the Employees app. Open the employee’s record you want to terminate. Click the gear icon (⚙) in the top-left of the form view. Select Archive, which brings up the Employee Termination wizard. Fill out the form: ✅ Departure Reason: e.g., Fired, Resigned, Retired, Became Freelance. ✅ Contract End Date. ✅ Detailed Reason (optional […]
Want to sell products or services on a subscription basis? In this video, we’ll walk you through creating a recurring subscription plan in Odoo 18—step by step. Learn how to configure subscription products, set recurring periods (weekly, monthly, yearly), and automate invoicing so your business runs smoothly. Whether you’re offering SaaS, memberships, or service packages, […]