Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of setting up and managing referral points within Odoo 18. Referral programs are a great way to encourage customers to spread the word about your business and reward them for bringing in new clients. We’ll cover: How to enable and […]
In Odoo 18 POS (Point of Sale), Inventory Management is seamlessly integrated with the Odoo Inventory module to ensure real-time stock updates and efficient product tracking. Here’s how inventory management works within Odoo 18 POS: 1. Real-time Stock Updates Odoo POS is connected to the Inventory module, meaning sales transactions immediately affect stock levels. If […]
In this video, learn how to effectively utilize manufacturing orders and work orders with Odoo MRP. 0:00 – Intro 0:58 – Create a MO 4:05 – Confirm MO 6:10 – Start WO(s) 6:48 – Complete WO(s) 7:00 – Close MO 7:09 – Conclusion **Check out more Odoo tutorials** – Bill of Materials Basics: – MRP playlist: **App […]
In this video, we’ll walk you through the Automatic Transfers feature in Odoo 18 Accounting. This tool automates fund movements between accounts, reducing manual data entry and ensuring accuracy in your financial records. With Odoo’s automated transfer system, you can schedule and manage recurring transactions effortlessly. What You’ll Learn: ✨ 🏦 How to set up […]
Boost Employee Engagement with Alerts in Odoo 18 Referrals This video demonstrates how to effectively utilize the Alerts feature within the Odoo 18 Referrals app to keep your employees informed and engaged. Key Features: Create and Schedule Alerts: Easily create and schedule important announcements for your referral program. Target Specific Audiences: Display alerts to specific […]
In this video, we’ll walk you through the Bank Reconciliation process in Odoo 18 Accounting. Bank reconciliation is essential for ensuring your accounting records align with your bank statements, helping you prevent fraud, reduce errors, and maintain accurate financial records. With Odoo’s smart reconciliation tools, you can efficiently match transactions and stay on top of […]
In this video, we’ll guide you through the Loan Management feature in the Odoo 18 Accounting module. This feature enables businesses to efficiently manage loans, automate amortization schedules, and track financial liabilities with ease. By leveraging this new functionality, you can streamline loan handling and ensure accurate financial reporting. What You’ll Learn: ✨ 💰 How […]
In this video, learn how to sell online subscriptions using Odoo! Follow along as we walk through Tecpro’s business flow on Odoo’s Subscription, Sales, Website, Timesheet, and Project apps. **Check out more Odoo tutorials** – Subscription basics: – Subscription playlist: – Website playlist: -Project playlist: **App documentation** – All Subscriptions docs: **See what Odoo can do for […]
In Odoo 18, you can configure an authorized signatory on invoices by adding a signature field to your invoice templates. Here’s how to set it up: Access the Invoicing Module: Navigate to the Invoicing module from the Odoo dashboard. Modify the Invoice Report Template: Go to Configuration — Templates. Locate the invoice report template, typically […]