Business Flow: Administrative Department – CBMS Odoo ERP

In this video, learn how to use the Odoo Documents App to optimize your business. Follow along in this tutorial while an Administrative Department uses Odoo Documents to streamline its business processes. Create Bills from documents, split documents, create a task from a document and learn how to create new actions.  0:00 – Introduction 0:54 – Overview […]

Contacts | Getting Started – CBMS Odoo ERP

In this video, learn how to manage contacts in Odoo. **Check out more Odoo tutorials** – 1.g Odoo Calendar (not live yet) – 1.d Schedule Activities – 1.e Odoo Discuss: Direct Messages & Voice/Video Calls **App documentation** – Import/export contacts: – All docs: **See what Odoo can do for you!** – Schedule a demo:  – Start […]

How to Configure Helpdesk Module in Odoo 17 | Helpdesk Management in Odoo 17 | Best Ticketing System – CBMS Odoo ERP

Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]

Navigate in Odoo | Getting Started – CBMS Odoo ERP

In this video, learn how to navigate an Odoo database. Explore menu options, settings, navigating records, and go over what the chatter is. 0:00 – Intro 0:24 – Main Odoo Dashboard 2:40 – Global Search 3:33 – Dark Mode 3:58 – Profile Settings 6:17 – Account Security 6:46 – App Dashboard 8:38 – Search, Filter, […]

How to Set Access Rights in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]