Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Welcome to CBMS—Your Go-To Hub for Odoo 19 Tips & Sales Workflow Solutions! Are you navigating the powerful world of Odoo 19 and looking to master its features—especially when it comes to sales warnings and smarter sales operations? You’re in the right place! Warning messages: Blocking messages for products and contacts has been removed. Only warning messages […]
Struggling with accurate stock counts or limited visibility into your inventory? The Stock Report in Odoo 18 Inventory is your solution! This video will show you how to use this report to: effectively Eliminate manual stock checks and discrepancies. Get instant, accurate inventory data. Identify slow-moving or fast-moving items. Make smarter purchasing and sales decisions. […]
Odoo 18 Form View attributes are used to control overall Form behavior. It allows users to interact with individual records of a model. Here are four types of attributes we are going to discuss in this blog. Create Attribute It controls whether users can create new records in a form view. In the case of […]
In today’s video, we’re exploring how to create a Customer Statement Report in Odoo 18. This feature allows you to generate a clear summary of all financial transactions with a specific customer — including invoices, payments, credit notes, and any outstanding balances — all in one organized report. It’s a simple yet powerful way to […]
In Odoo, notebook and pages are UI (User Interface) elements used primarily in form views to organize and display data in a structured, tabbed layout.A notebook is a container in Odoo XML views that holds multiple pages. It represents a tabbed interface, allowing users to navigate between different sections of a form without leaving the […]
Struggling with unexpected stockouts or excess inventory? The Forecasted Report in Odoo 18 Inventory is your solution! This video will show you how to use this report to: effectively Gain clear visibility into your future stock position. Proactively address potential supply chain disruptions. Improve cash flow by optimising inventory levels. Make informed decisions for purchasing […]
Struggling with messy schedules and constant miscommunication? Discover how Odoo Planning transforms the way you organize shifts, tasks, and teams — compared to traditional manual methods like spreadsheets or whiteboards. Manual Planning: 1.Prone to errors 2.No real-time updates 3.Time-consuming Odoo Planning: 1. Real-time scheduling 2. Auto task assignment & reminders 3. Conflict-free planning with smart […]
Have a special offer you want to launch fast? Whether you’re clearing out old stock, running a holiday promo, or just want to boost weekend sales — this video will show you exactly how to set up a flash sale in Odoo (the easy way). No complex setups, no guesswork. Just a clear step-by-step guide […]
Quick-create contacts Link a new contact directly to a company in the new Kanban card when creating a lead. #Odoo19 #Odoo19CRM #OdooTutorials #Odoo19NewFeatures #Odoo19ReleaseDate #QuickContactsOdoo #OdooCRM #Odoo19Tips #OdooBeginners #CRMtutorials #Odoo19CRMTutorial #OdooNewFeatures #QuickContacts #Odoo19Tutorials #CRMTips #SalesAutomation #BusinessSoftware #ERP #Odoo #OdooExperience2025 #ProductivityTips #CRMSoftware #LeadManagement #DigitalTransformation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ […]
Did you know your helpdesk team could be generating sales leads? In this step-by-step video, we’ll show you how to convert Helpdesk tickets into sales opportunities directly in Odoo — turning customer questions or service requests into potential revenue! Whether it’s a request for a product upgrade, a hardware replacement, or a paid service add-on, […]
