Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
In today’s video, we’re taking a closer look at a new feature in Odoo 18.1—Debit Notes for customer invoices. This tool helps you issue additional charges for extra services, corrections, or other updates, without altering the original invoice. Whether you’re billing for an added consulting fee or fixing an undercharge, debit notes give you a […]
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 […]