CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In today’s video, we’re diving into Prepayments in Odoo 18—how they work and how to manage them effectively. A prepayment is any payment made in advance before receiving goods or services. Instead of linking the payment to a Purchase Order, we can create it directly in the Accounting module and later apply it to the […]
In this video, we’ll walk you through how to manage Group Payments in Odoo 18 Accounting. This feature allows businesses to process multiple payments at once, simplifying financial operations and saving time. Instead of handling each payment separately, Odoo 18 lets you combine multiple invoices or bills into a single transaction. What You’ll Learn: ✨ […]
In this video, we’ll walk you through how to manage Post-Dated Cheques (PDC) in Odoo 18 Accounting. Since PDCs are issued for a future date, handling them correctly is essential for smooth financial operations. While Odoo 18 doesn’t have a dedicated PDC feature, we can efficiently manage them using Journals. What You’ll Learn: ✨ ✅ […]
In this video, we’ll walk you through Push & Pull Rule Management in Odoo 18 Inventory. These rules help automate inventory movements, ensuring a smooth and efficient stock flow within your warehouse. Understanding how Push and Pull Rules work can significantly improve your warehouse operations by reducing manual handling and optimizing inventory flow. What You’ll […]
In this video, we’ll show you how to configure the Credit Card Journal in Odoo 18 Accounting. This new feature helps businesses efficiently manage credit card transactions, track balances, and streamline financial operations with ease. What You’ll Learn: ✨ 💳 How to create and configure a Credit Card Journal in Odoo 18 🏦 Connecting the […]
In this video, we’ll walk you through Loyalty Card Management in Odoo 18. A well-structured loyalty program can boost sales and encourage repeat customers. Odoo offers multiple reward options, and today, we’re focusing on Loyalty Cards—from setup to applying rewards. What You’ll Learn: ✨ ✅ How to enable and configure Loyalty Programs in Odoo 18 […]
If you’re managing sales in Odoo 18 CRM, keeping your pipeline well-organized is key to tracking opportunities and closing deals efficiently. In this tutorial, we’ll walk you through: ✅ Setting up and customizing your sales pipeline ✅ Adding and modifying pipeline stages ✅ Creating new opportunities and managing them ✅ Using activities to stay on […]
In today’s video, we’ll learn how to convert an opportunity into a quotation using the CRM module in Odoo 18. This feature helps streamline your sales process by turning potential deals into actual quotes with just a few clicks. What You’ll Learn: ✨ 📌 How to create and manage opportunities in Odoo 18 📌 How […]
✨ Odoo 18 introduces exciting enhancements to the HTML Editor, making it even more powerful and user-friendly! Whether you’re editing email templates for invoices, orders, or marketing, these updates will help you create better content with ease. 🆕 What’s New? 📑 New “Paragraph” option for improved text formatting and spacing 🎨 Redesigned Font & Background […]
In this video, we’ll walk you through the Automatic Transfers feature in Odoo 18 Accounting. This tool automates fund movements between accounts, reducing manual data entry and ensuring accuracy in your financial records. With Odoo’s automated transfer system, you can schedule and manage recurring transactions effortlessly. What You’ll Learn: ✨ 🏦 How to set up […]