Automation in Odoo 17 CRM | Odoo 17 Studio Tutorials – CBMS Odoo ERP

Odoo allows you to define custom workflows for different business processes. You can automate the movement of documents and tasks from one stage to another based on predefined conditions. For example, in the sales module, you can set up automated actions to move a sales order to the next stage once it’s confirmed. #odoo17 Odoo […]

#46 How to Change the Sequence Number in Odoo 17 Sale Order | Odoo 17 Sales App Tutorials – CBMS Odoo ERP

In Odoo, a sequence number is a unique identifier assigned to records within a particular model or document type. Sequence numbers are used to ensure that each record has a distinct and sequential identification. They are commonly employed in various modules and documents, including sales orders, purchase orders, invoices, and more. #odoosales #odoo17 #odoofunctionalvideos Connect […]

Quality Overview | Odoo Quality – CBMS Odoo ERP

In this video, learn how Odoo handles quality checks through this overview of the quality app. Need more information about Odoo apps?  Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at #Quality #Overview #Odoo #Quality

Purchase Analysis in Odoo 17 | Odoo 17 Purchase Tutorials – CBMS Odoo ERP

Users of the Odoo 17 Purchase Management module can generate graphical and analytical reports on each buying process through a dynamic report management section. This tool makes it simple for users to analyze data and make wiser business decisions. #odootutorials #odoofunctionalvideos #odoo17 The platform includes a “Purchase Analysis” option under its dedicated “Reporting” menu to […]

#40 What is PDF Quote Builder in Odoo 17 Sales App? | Odoo 17 New Features – CBMS Odoo ERP

With Odoo’s new PDF quote functionality, you can customise the quotation’s appearance by adjusting its header, footer, and explanation pages. All of the files we submit have to be PDFs.Because of this, the quotation has greater appeal. #odoo17 #odoofunctionalvideos #odoosales Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: […]

CRM Basics – Pipelines & Opportunities | Odoo CRM – CBMS Odoo ERP

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at 00:00 – 00:55 – Introduction 00:56 – 02:49 – Pipelines 02:50 – 04:27 – Create Opportunities 04:28 – 06:53 – Scheduled Activities 06:54 – 07:47 – Moving Opportunities 07:48 – 09:14 – Opportunity Form 09:15 […]