Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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, […]
Ready to revolutionise your procurement process? In this comprehensive tutorial, we delve into the Odoo 18 Purchase module, exploring all the new features and functionalities designed to enhance your purchasing process, making it more efficient, transparent, and profitable. Whether you’re a business owner, a purchasing manager, or an Odoo enthusiast, this video provides a step-by-step […]
In today’s video, we’re walking through one of the most important processes for any subscription-based business—handling renewals and closures in Odoo 18. Whether you’re offering memberships, ongoing services, or digital products, managing these steps correctly can boost customer retention and ensure smooth operations. From processing renewals and confirming invoices to closing subscriptions and setting up […]
In this video, learn how a construction company uses Odoo to manage its daily business processes. From sales and timesheets to material purchasing and project management, Odoo covers all the operations needed to sell, plan, and track a construction project. 0:00 – Introduction 1:40 – Settings 4:52 – Project Tasks 1:40 – Logged Hours for SOs 1:40 […]
Run your entire Odoo ERP on the go with the Odoo Community Mobile App! This tutorial walks you through setup and usage so you can manage sales, inventory, CRM, accounting, and more—right from your phone. Perfect for Odoo Community users (v17 & v18), the app brings the full Odoo web interface to your fingertips. 📱 […]
Supercharge your sales with the Odoo CRM Community Mobile App! This tutorial walks you through everything you need to know to manage your CRM like a pro, right from your phone! Perfect for Odoo Community users (versions 17 and 18), this app puts your sales pipeline, leads, quotations, and customer management at your fingertips. 📱 […]
In today’s video, we’re diving into how to manage and customize the Forecast Report in Odoo 18 CRM—an essential tool for sales teams to track pipeline performance and make accurate revenue projections. With real-time drag-and-drop updates, dynamic revenue calculations, and flexible reporting views, Odoo’s Forecast Report helps you stay ahead of your sales goals and […]
In today’s video, we’re diving into how to create and manage Coupon Codes in Odoo 18 Sales—a powerful feature that helps boost customer loyalty and drive more revenue. With coupon programs, you can run targeted promotions, reward loyal customers, or launch public discount campaigns that are easy to configure and track inside Odoo. Whether you’re […]
Buying from international suppliers? Discover how to set up and use vendor pricelists in different currencies inside Odoo — so you never have to calculate manually again! In this video, you’ll learn: ✔️ How to enable multi-currency support in Odoo ✔️ How to create vendor pricelists with USD, EUR, JPY, and more ✔️ How Odoo […]
In today’s video, we’re exploring how to manage portal user addresses in Odoo 18.2—a powerful new update that allows portal users to control their delivery and billing information directly from the portal. With this new feature, your customers can now add, edit, and remove multiple addresses without needing to contact your support team. It’s a […]