How to Manage Tasks with Gantt View in Odoo 17 | Project Management Tutorial – CBMS Odoo ERP

In this video, I’ll show you how to manage the Gantt view for tasks in Odoo 17 Project module. The Gantt view helps you stay organized by visualizing timelines, tracking progress, and effectively prioritizing tasks. What You’ll Learn:✨ 🚀 Master the Gantt timeline for better planning 🔍 Filter tasks for better focus and efficiency 📊 […]

How to Add Notes, Sections & Catalog in Odoo 18 | Odoo 18 Sales Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]

How to Configure Automatic Wave Transfer in Odoo 18 Inventory| Odoo 18 New features| Odoo 18 Release – CBMS Odoo ERP

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How to Create Quotation Templates Sequence in Odoo 18 Sales | Odoo 18 Sales | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 Sales offers a variety of quotation templates that can be used to create different types of sales documents. The following is the typical sequence of quotation templates in Odoo 18 Sales: Sales Order: This is the most basic type of quotation template for creating simple sales orders. Quotation: This template creates formal quotations […]

How to Set Up & Manage Invoicing Policies in Odoo 18 | Invoicing Policy in Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

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Business Flow: eLearning – CBMS Odoo ERP

In this video, learn how Big Berkeley’s Bakery uses Odoo to publish and sell top-notch eLearning courses. We will use the Website, eCommerce, and eLearning Applications. In addition, we will also touch upon the Sales app, and even the Survey & Email Marketing modules. 0:00 – Intro 1:09 – Build eLearning course on Website 10:13 – Create Certification […]

How to Setup Sales Warning in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorial| Odoo 18 – CBMS Odoo ERP

Sales Warnings in Odoo 18: A Comprehensive Guide Sales warnings in Odoo 18 are a valuable tool to proactively alert users about potential issues or important information related to sales orders. These warnings can be set for specific products, customers, or even entire sales orders. They can be configured to display as simple warnings or […]

What are the Improvements in Odoo 18 PDF Quote Builder | Odoo 18 Sales App | Odoo 18 New Features – CBMS Odoo ERP

A PDF quote builder is a software tool that allows you to create professional-looking quotes in PDF format. These tools often come with pre-designed templates that you can customize with your company’s branding and information. They also allow you to add details such as product descriptions, pricing, terms and conditions, and more. Some PDF quote […]

How to Create a Customer in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo 18 provides a user-friendly interface for creating and managing customer records. Here’s a detailed guide on how to create a customer in the Odoo 18 Sales module: 1. Access the Sales Module: Log in to your Odoo instance. Navigate to the “Sales” app. 2. Open the Customer List: Click on the “Customers” menu item. […]