Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring how to manage Reservation Methods in Odoo 18 Inventory—a key feature that controls when products are reserved for delivery after a sales order is confirmed. Odoo gives you the flexibility to decide how and when to allocate stock—whether immediately, manually, or just before the scheduled delivery. This helps you plan […]
Purpose of “Display More / Display Less” in Odoo 19: 1. Improves Readability It allows the interface to remain clean by collapsing long texts (like descriptions, comments, or notes) or large lists of related records by default. When content is collapsed, the screen is easier to navigate. 2. Reduces Visual Clutter Prevents overwhelming users with […]
In this tutorial, we’re exploring how to manage cross docking in Odoo 18 Inventory—a great feature for businesses looking to streamline warehouse operations and speed up deliveries. Cross docking lets you receive products and send them out to customers with minimal storage time in your warehouse. This reduces handling time and minimizes the space you […]
In today’s video, we’re exploring how to find late RFQs in Odoo 19. This is a powerful feature that helps you identify which purchase requests haven’t been confirmed on time—so you can follow up, take action, and avoid delays. Odoo 19 makes this process easier than ever with a set of smart buttons and quick […]
In this tutorial, we’re exploring how to manage customer payment follow-ups in Odoo 18 Accounting—a must-know feature for businesses looking to reduce overdue invoices and streamline their collection process. Odoo makes it easy to configure follow-up levels, send reminders automatically or manually, and track overdue payments without missing a beat. Whether you’re managing a few […]
In today’s video, we’re exploring how to configure Payment Terms and Terms & Conditions in Odoo 18 Accounting. These two features help you clarify expectations with your customers, streamline your billing process, and ensure you get paid on time. Terms & Conditions let you include important legal or policy information—like return policies, disclaimers, or warranty […]
In this video, learn how to do use packages to move, store, and track products throughout your warehouse! Introduction – 0:00 Configuration – 1:13 Putting Products in Packages – 1:30 Configuration for Moving Packages – 3:59 Packages in Storage Locations – 5:23 Conclusion – 8:33 **Check out more Odoo tutorials** – Shipping Labels: – Batch Picking: – […]
In today’s video, we’re diving into Analytic Accounting in Odoo 18—how it works, how to set it up, and how to use it to gain deeper insights into your costs and revenue. Analytic accounting lets you track financial data by dimensions like departments, projects, or other categories, without cluttering your chart of accounts. It’s a […]
You’ve configured your products and Bills of Materials in Odoo 18 – now it’s time to bring them to life! This video is your complete guide to the manufacturing process in Odoo 18, from creating a Manufacturing Order (MO) to completing production and updating your inventory. We’ll walk you through every critical step, showing you […]
In today’s video, we’re showing you how to enable and use Proforma Invoices in Odoo 18 Sales—a great way to share billing information with your customers without generating an official invoice. Unlike quotations, proforma invoices are sent once the sale has already been agreed upon. And unlike final invoices, they don’t trigger taxes or accounting […]