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 […]

Odoo 17 Sales Module | Odoo 17 Functional Tutorials – CBMS Odoo ERP

This is an overview of the Sales module in odoo17. Sales is one of the important procedures of business. The most sophisticated sales management solution for ERPs is the Odoo 17 Sales module. Over the last few Odoo versions, the Sales module’s advanced features have increased dramatically. The sales module in Odoo 17 is the […]

Manual Reordering Rules | Odoo Inventory – CBMS Odoo ERP

Set up and use manual reordering rules to replenish stock in Odoo! 0:00 – Intro 0:51 – Set up 2:44 – Manual Reordering Rules 3:30 – Show Vendor Lead Times 4:21 – Order to Max 4:51 – Review Purchase Orders 5:37 – Conclusion Other lessons related to this video:  – Inventory basics & your first […]

Automatic Reordering Rules | Odoo Inventory – CBMS Odoo ERP

In this video, learn how to set up automatic replenishments. 0:00 – Intro 0:36 – Create Reordering Rule 2:42 – Trigger RR: Run Scheduler 4:48 – Trigger RR: Create Sales Order 6:49 – Conclusion Other lessons related to this video: – Inventory basics & your first warehouse operations: – Manual reordering rules:​ – Reordering rule […]

How to Manage Front Desk in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Front desk officers are responsible for taking care of guests and customers. Their work mainly involves interacting with customers and business partners, either in person or through phone calls. They also assist in organizing work documents and firm logistics.A front desk will have a receptionist. A Receptionist is a professional who manages the front desk of an […]

Incoterms in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

“Incoterm” stands for International Commercial Terms, which are a set of standardized three-letter trade terms created by the International Chamber of Commerce (ICC). #odoo17 Incoterms are widely used in international commercial transactions to define the responsibilities and obligations of buyers and sellers regarding the delivery of goods, the transfer of risk, and the payment of […]