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 configure access rights for your sales team. Intro- 00:00 Setup sales manager- 00:47 Setup salesperson- 03:43 Workflow #1- 05:35 Workflow #2- 07:22 Outro- 08:25 **Check out more Odoo tutorials** – CRM playlist: – CRM Basics: – Sales teams: **App documentation** – CRM Docs: – Sales Docs: – Forecast report: […]
In today’s video, we’re exploring how to track sales performance in Odoo 18 using powerful tools like reports, dashboards, and automated email digests. Instead of relying on manual tracking or scattered spreadsheets, Odoo gives you real-time insights to help you make smarter business decisions, monitor performance, and keep your team aligned. What You’ll Learn in […]
In this video, learn how to create and manage access rights for your Inventory team. 00:00 – Intro 01:00 – Warehouse manager profile 03:00 – Warehouse operator profile 04:31 – Manage purchase orders 05:17 – Validate reciept **Check out more Odoo tutorials** – Inventory tutorials: – Barcode basics: – Barcode: Receipts and Deliveries **App documentation** […]
AI is transforming business, but how is it impacting the software you use every day? This documentary, “The Future of Intelligence in ERP,” explores how Artificial Intelligence is being integrated into ERP systems. We focus on Odoo to show real-world examples of AI-powered automation, real-time insights, and a smarter way to manage your business. Learn […]
Learn how to create a Sales Order in Odoo 19 using a real-world example. In this video, we walk through the step-by-step process of managing a customer request, adding products, setting delivery dates, and confirming the order in the Sales module. This tutorial is designed for sales managers, business owners, and anyone new to Odoo […]
Want to understand Odoo but don’t know where to start? This is the video for you. In just one hour, we’ll take you on a complete tour of the Odoo platform. From the basics of what an ERP is to setting up your first apps, we’ll show you how to get a working knowledge of […]
In this video, you will learn how to create and manage Sales Teams in Odoo 19. We’ll go through the complete setup process including creating a new sales team, assigning a team leader, adding salespersons, and enabling pipelines or leads. What you’ll learn: How to create a new Sales Team in Odoo 19 Assigning a […]
Learn how to create and manage products in Odoo 19 with this easy step-by-step guide. 🚀 Whether you’re selling goods, services, or managing stock, Odoo makes it simple to configure product details, categories, and variants. 👉 In this video, you’ll learn: How to navigate to the Product menu in Odoo 19 Setting up basic product […]
In this video, we’ll walk you through the Odoo 19 Dashboard, where you can monitor sales, purchases, accounting, inventory, and more – all from a single screen. Learn how to customize dashboards, track KPIs, and analyze real-time business performance effortlessly. Whether you’re a small business owner or an ERP user, Odoo 19’s dashboard helps you […]
Manage your meeting spaces effortlessly with Odoo 19 Meeting Rooms. From booking rooms to avoiding double scheduling, Odoo makes collaboration smoother and more efficient. ✅ Reserve meeting rooms directly from your calendar ✅ Check availability in real-time ✅ Avoid conflicts with smart scheduling ✅ Integrate with Odoo Calendar & other apps ✅ Improve team productivity […]