Budget template | Odoo Business Intelligence – CBMS Odoo ERP

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at  In this video, learn how to create a budget template on Odoo Spreadsheet. Need more information about Odoo apps?  Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card […]

How to Set up Fiscal Year in Odoo 17 – CBMS Odoo ERP

Managing fiscal periods effectively is crucial for any business to maintain accurate financial records and compliance. In this video, we’ll guide you through the steps to configure and customize your fiscal year settings in Odoo 17. See more details here #Set #Fiscal #Year #Odoo

How to Configure Inventory Operation Types in Odoo 17 |What are Warehouse Operation Types in Odoo 17 – CBMS Odoo ERP

Warehouse operations are the essential behind-the-scenes activities that ensure goods are received, stored, shipped, and delivered efficiently. They encompass all the processes that happen within a warehouse to keep products flowing smoothly. Here’s a breakdown of the key areas of warehouse operations: Receiving: This involves inspecting incoming shipments for accuracy and damage, verifying product quantities […]

Online Signature in Odoo 17 | Sign Basics – CBMS Odoo ERP

In today’s video, we’re going to dive into one of Odoo’s most exciting features: online signatures. Whether you’re looking to streamline your approval processes, improve your document management, or just want a more efficient way to handle signatures, Odoo has you covered. Watch now for a step-by-step guide! #Online #Signature #Odoo #Sign #Basics

How to Create a Ticket From Forum Post in Odoo 18 | New & Latest Features in Odoo 18 | Odoo 18 Forum – CBMS Odoo ERP

Odoo 18 itself doesn’t directly integrate with external forums to automatically create tickets from forum posts. However, there are a couple of workarounds you can consider: Monitor the forum: Regularly check your forum for new posts indicating potential issues. Gather information: When you find a relevant post, collect key details like the post title, description, […]

Odoo Discuss: Channels | Getting started – CBMS Odoo ERP

In this video, learn how to create and edit channels in Odoo Discuss.  **Check out more Odoo tutorials** – 1.e Odoo Discuss: Direct Messages & Voice/Video Calls – 1.c Chatter Basics – 1.g Odoo Calendar **App documentation** – Odoo Channels: – All docs: **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial: […]

Gamification | Odoo CRM – CBMS Odoo ERP

This tutorial takes a deep dive into Odoo CRM’s gamification capabilities. 00:00 – 01:14 Introduction 01:15 – 02:02 Configuration 02:03 – 03:20 Goal Definitions 03:21 – 08:24 Goal Challenges 08:25 – 08:42 Conclusion How to enter Developer Mode: **App documentation** – CRM documentation:  **See what Odoo can do for you!** – Schedule a demo:  – […]