How to Add Collaborators to a Project in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Adding Collaborators to Streamline Projects in Odoo 17 Effective project management in Odoo 17 hinges on collaboration. By adding collaborators, you can assign tasks, share information, and keep everyone on the same page. Here’s a detailed guide on incorporating collaborators into your Odoo 17 projects: 1. Accessing Your Project: Launch your Odoo 17 instance and […]

How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]

How to Define Compute Fields & Compute Functions in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In this video, we will explore how to create and use compute fields and compute functions in Odoo 17. Compute fields are special fields whose values are computed dynamically based on other fields or data in the system. This feature allows you to create fields that automatically update their values when related fields change, ensuring […]

How to Configure Project Visibility & Access Rights in Odoo 17 Project App | Odoo 17 Tutorials – CBMS Odoo ERP

Controlling Access with Project Visibility in Odoo 17 Odoo 17’s project module empowers you to manage projects efficiently. However, not every project requires the same level of visibility within your organization. Project visibility settings in Odoo 17 provide granular control over who can access and interact with project details. This guide explores the different visibility […]

How to Configure the Deduplication Rule in Odoo 17 Data Cleaning | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Keeping Your Data Clean: A Guide to Deduplication in Odoo 17 Data integrity is paramount in any business management system. Odoo 17 offers robust features to tackle a common data quality challenge – duplicate records. This guide explores deduplication in Odoo 17, explaining its benefits and how to utilize it effectively. Understanding Duplicate Records: Duplicate […]

Create Your Event | Odoo Events – CBMS Odoo ERP

In this video, you’ll discover how easy it is to create, configure, and fully customize an event from scratch using the intuitive, user-friendly Odoo Events application! 00:00 – 00:17 Introduction 00:18 – 03:14 Event Form 03:15 – 05:05 Event Tickets 05:06 – 06:35 Event Communication 06:36 – 08:36 Event Questions 08:37 – 09:06 Event Notes […]

How to Add a Chatter in Odoo 17 | Adding a Chatter in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, the chatter feature remains a fundamental aspect of the platform, serving as a central hub for communication, collaboration, and activity tracking. Essentially, it provides a threaded discussion area associated with each record in the system. This feature enhances productivity, fosters teamwork, and streamlines business processes by providing a centralized platform for communication […]

How to Configure Push & Pull Rule in Odoo 17 Inventory | Push & Pull | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

In Odoo’s inventory management system, push and pull are two opposing forces that work together to automate stock movements within your warehouse. Here’s a breakdown of how they differ: Push Rules: Triggered by: arrival of products in a specific location (often the receiving area). Action: Move the products to another location based on predefined rules. […]