CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this video, learn how to use voice and video calls with Odoo Discuss. 0:00 – Intro 0:45 – Creating a Group Chat 1:32 – Adding a Chat Description 1:44 – Group Chat Members 2:00 – Inviting Internal and External Users 2:20 – External User Chat Portal 2:54 – Starting a Voice Call 4:05 – […]
In today’s video, we’re diving into how to manage and customize the Forecast Report in Odoo 18 CRM—an essential tool for sales teams to track pipeline performance and make accurate revenue projections. With real-time drag-and-drop updates, dynamic revenue calculations, and flexible reporting views, Odoo’s Forecast Report helps you stay ahead of your sales goals and […]
Wave picking is a smart order fulfillment strategy where multiple orders are grouped into “waves” and picked together to save time and reduce travel in the warehouse. #Odoo18 #WavePicking #Odoo18Tutorials #OdooWarehouseManagement #OdooFunctionalTutorial #OdooERP #Odoo18NewFeatures #OdooWMS #OdooTips #Odoo18ReleaseDate Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ […]
In Odoo 19, managing sections and notes in the Sales Order lines (often referred to as “Product Lines”) can be done either via the user interface or through customization, depending on what exactly you want to achieve — delete or duplicate them. 📌 Context: In Sales Orders (or Invoices), sections are used to group product […]
Those 3-letter codes are called Incoterms — global trade rules that decide: Who pays for shipping? Who handles risk? Who clears customs? If you’re importing, exporting, or just curious — knowing Incoterms = saving money & avoiding drama in business! #Odoo18 #Odoo18Tutorials #Odoo18NewFeatures #OdooFunctionalTutorials #IncotermInOdoo #OdooERP #OdooIncoterm #OdooTraining #OdooRelease #OdooSales Connect With Us: ————————————— ➡️ […]
In Odoo 19, adding a new stage directly from the list (tree) view of the Project module is enabled by default—it’s usually done in the Kanban view. However, you can customize this behavior. Below are two methods to allow adding a project stage from a list view. ✅ Option 1: Enable “Create” in the List View […]
To get a customer’s location in Odoo 19 CRM using Maps, you typically want to: Capture the customer’s address in the CRM. Use a map widget or integration (like Google Maps) to show or fetch the location based on that address. Odoo 19 (from Odoo 13 onwards) has built-in support for Google Maps integration in […]
In today’s video, we’re diving into how to create and manage Coupon Codes in Odoo 18 Sales—a powerful feature that helps boost customer loyalty and drive more revenue. With coupon programs, you can run targeted promotions, reward loyal customers, or launch public discount campaigns that are easy to configure and track inside Odoo. Whether you’re […]
Buying from international suppliers? Discover how to set up and use vendor pricelists in different currencies inside Odoo — so you never have to calculate manually again! In this video, you’ll learn: ✔️ How to enable multi-currency support in Odoo ✔️ How to create vendor pricelists with USD, EUR, JPY, and more ✔️ How Odoo […]
Dashboard for Live Chat in Odoo 19 is a new feature. Key Metrics You get from dashboar are: Total chats per day/week/month Average response time Active visitors on website Chats per operator Customer satisfaction rating (if enabled) Conversion from chat to lead/sale #Odoo19 #Odoo19Tutorials #LiveChatDashboard #OdooLiveChat #OdooFunctionalTutorial #Odoo19Features #Odoo19ReleaseDate #OdooTips #OdooDashboard #CustomerSupport Connect With Us: ————————————— […]