How to Create Maintenance Request in Odoo 17 | Odoo 17 Maintenance App |Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]

Quoted Search for Exact Match in Odoo 18 | Odoo 18 New Features | Odoo 18 Expected Features |Odoo 18 – CBMS Odoo ERP

A quoted search for an exact match means enclosing your search term in quotation marks. This instructs the search engine to look for the exact phrase you entered, rather than individual words within the phrase.   Example: Regular search: “” This will return results containing the words “Aksa” and “Foster ” in any contact. Quoted […]

Print Shipping Labels | Odoo Inventory – CBMS Odoo ERP

In this video, learn how to configure Odoo to automatically generate shipping labels. **Check out more Odoo tutorials** – Shipping and Payment Providers:  Shipping and Payment Providers | Odoo eCommerce (youtube.com) – Inventory playlist:  **App documentation** – Print shipping labels:  www.odoo.com/documentation/17.0/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.html – All Inventory docs:  www.odoo.com/documentation/17.0/applications/inventory_and_mrp/inventory.html **See what Odoo can do for you!** – Schedule a demo:  […]

How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button.   You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]

How to Configure Task Management in Odoo 17 Field Service | How to Manage Task Creation in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]

How to Create Worksheet Template in Odoo 17 Field Service | Customize Worksheet in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]