Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Closing your books is one of the most important tasks in accounting. Once transactions are finalized, you don’t want anyone to accidentally (or intentionally) make changes to past records. That’s where Lock Dates in Odoo 18 come in! Lock Dates are essential for businesses of any size. They protect your books, give confidence in your […]
In this video, we’ll explain how Subcontracted Services work in Odoo 19 Project. Subcontracting lets you outsource specific services to external vendors while keeping full control of your sales, purchases, and project tasks inside Odoo. You’ll learn: What subcontracted services are How to configure a service product with a vendor How Odoo automatically generates a […]
Learn how Fiscal Positions in Odoo 18 help you automatically map taxes and accounts for different customers and regions. A quick guide to simplify tax handling and stay compliant. #Odoo18 #FiscalPositions #OdooNewFeatures #OdooAccounting #AccountingSoftware #OdooTutorial #BusinessManagement #ERPSoftware #FinancialManagement #OdooUpdates Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: / cybrosys ➡️ LinkedIn: / […]
In today’s video, we’re exploring User Session Management in Odoo 18. With this tool, you can see exactly which devices are logged into your account, when they were last active, and from where. More importantly, you can revoke access or log out from all devices in just a few clicks. What You’ll Learn in This […]
Sub-task Smart Button When viewing a parent task, you’ll see a smart button showing the total number of sub-tasks (including how many are done or canceled). Clicking that button brings up the list of sub-tasks. Odoo In certain views—like the All Tasks list or Kanban—sub-tasks can be shown or hidden using an “eye” icon. Clicking […]
Managing taxes across different regions can be tricky, but Odoo makes it simple with Fiscal Positions. In this step-by-step tutorial, we’ll explain what fiscal positions are, why they matter, and how to configure them in Odoo 18. In this video, you’ll learn: What Fiscal Positions mean in accounting How to create a new Fiscal Position […]
Ever wished your reports in Odoo could do more than just show static data? In Odoo 19, you can bring your reports to life with clickable graphs. This feature allows you to drill down directly from a chart into detailed records, making reporting more interactive and insightful. In this video, you’ll learn: ✅ What clickable […]
In today’s video, we’re exploring Cluster Picking in Odoo 18—a powerful method for handling large volumes of orders more efficiently. Instead of picking products for each order separately, Cluster Picking lets you gather items for multiple orders in one trip and sort them into containers as you go. This saves time, reduces unnecessary movement, and […]
Navigate to the Employees app. Open the employee’s record you want to terminate. Click the gear icon (⚙) in the top-left of the form view. Select Archive, which brings up the Employee Termination wizard. Fill out the form: ✅ Departure Reason: e.g., Fired, Resigned, Retired, Became Freelance. ✅ Contract End Date. ✅ Detailed Reason (optional […]
Want to sell products or services on a subscription basis? In this video, we’ll walk you through creating a recurring subscription plan in Odoo 18—step by step. Learn how to configure subscription products, set recurring periods (weekly, monthly, yearly), and automate invoicing so your business runs smoothly. Whether you’re offering SaaS, memberships, or service packages, […]