Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, we’ll walk you through how to manually create opening balances in Odoo 18 Accounting. Opening balances are essentially the financial starting point for your company—they represent the amounts in your accounts before you begin recording new transactions in Odoo. So, whether you’re migrating from another system or setting up your books for […]
The two field definitions, image_1920 = fields.Image(string=”Student Image”) and image_1920 = fields.Binary(string=”Student Image”), both serve the purpose of storing image data in an Odoo model, but they have some key differences in how they are intended to be used and how Odoo handles them by default. Here’s a breakdown of the distinctions: fields.Image(string=”Student Image”) Intended […]
Unlock the power of Odoo 18’s Planning app to streamline your team’s schedule! This video guides you through creating and managing shifts for optimal resource allocation. Discover how to: Navigate the Planning Interface for easy schedule access. Manually create new shifts with resource, role, date, and time details. Utilise Shift Templates for quick recurring shift […]
Planning a successful event involves managing speakers, their proposals, and a well-structured agenda. Odoo 18’s Events app provides powerful tools to streamline this process! In this video, we’ll show you how to manage effectively: Talk Proposals: Collect and organise speaker submissions directly within Odoo. Speaker Management: Keep track of speaker details, bios, and contact information. […]
Need to swap a shift? See how easy it is for employees to unassign themselves from shifts directly within Odoo’s Planning module. This quick demo shows the simple steps, promoting flexibility and empowering your team. #Odoo18 #OdooTutorial #ShiftManagement #EmployeeSelfService #NewFeatures #OdooPlanning #FunctionalTutorial #OdooReleaseDate #Odoo18Tutorials #Odoo18Planning #Odoo18NewFeatures #Odoo18Tutorials #ShiftManagementOdoo18 #Odoo18ReleaseDate #Odoo18FunctionalTutorials #OdooERP #OdooTips #Odoo18Updates Connect With […]
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: […]
Tired of manual scheduling? See how easy it is to add shifts in Odoo 18 using pre-built templates! #Odoo18 #OdooPlanning #ShiftTemplates #OdooTutorial #OdooFunctional #NewFeatures #Productivity #BusinessSoftware #ERP #OdooERP #Odoo18Planning #Odoo18NewFeatures #OdooPlanningModule #Odoo18ShiftTemplates #ShiftScheduling #Odoo18Tutorials #Odoo18Release #OdooFunctionalTutorial #Odoo18ERP Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ […]
Adding a new line in Odoo Timesheets allows you to record a specific block of time spent on a particular task or project. You’ll typically select the date, the project and task you worked on, and then enter the duration of your work for that entry. This feature is essential for accurately tracking billable hours, […]
Set default headers and footers for the quote builder. #Odoo18 #Odoo18.2 #Odoo19 #OdooTutorial #HeaderFooter #OdooTips #BusinessSoftware #ERP #NewFeatures #TechTutorial #Odoo18Tutorials #Odoo19 #Odoo19Tutorials #Odoo18Features #Odoo18ERP #Odoo18Development #Odoo18Tips #HeaderFooterOdoo #Odoo18Reports Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Set #Default #HeaderFooter #Odoo #Odoo #Tutorials #Odoo #Features […]
In this video, we are taking a look at the screen where you set up the activity type we handle in the system. You can give each of these ‘activity types’ a name, and then you can tweak their default settings. This includes things like the main action that’s involved, who’s typically in charge, what the […]