Blog – Page 28 – CBMS ODOO ERP TRAINING AGENT

What is a Quotation Template in Odoo | How to Create a Quotation Template in Odoo 18| Odoo 18 Shorts – CBMS Odoo ERP

Use Quotation Templates to send stunning, ready-made offers in just a few clicks. Fast, easy, and super professional! #Odoo18 #Odoo18QuotationTemplate #OdooShorts #OdooFunctionalTutorials #Odoo18Features #OdooSales #OdooTips #OdooERP #Odoo18ReleaseDate #OdooCustomization #Odoo #QuotationTemplate #OdooTutorial #OdooFunctional #OdooNewFeatures #SalesAutomation #ERPSystem #BusinessEfficiency #HowToOdoo #OdooTips #OdooSales #OdooConsulting #OpenSourceERP #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]

Odoo 18

How to Manage a Sales Team in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Is your sales department ready for peak performance? In Odoo 18 CRM, the “Sales Team” functionality provides the essential framework to organise, manage, and empower your sales force for maximum efficiency and goal achievement. This video dives into the strategic advantages and practical setup of Sales Teams in Odoo 18. You’ll learn how to: Create […]

Odoo 18

How to Schedule/Book an Appointment in Odoo 18 Calendar | Odoo 18 Calendar Tutorials | Odoo 18 – CBMS Odoo ERP

In this in-depth tutorial, we walk you step-by-step through how to set up and manage appointments using the powerful Odoo Calendar module. Whether you’re managing client meetings, internal events, or booking sales calls — this video will help you streamline scheduling like a pro. What you’ll learn in this video: 1. How to create […]

Odoo 18

How to Master All the Essential Planning Views in Odoo 18 | What are the Different Views in Odoo 18 – CBMS Odoo ERP

In this video, we’ll show you how to master all the essential planning views in Odoo — including Gantt, Calendar, List, Kanban, and more What You’ll Learn: 1.When and why to use each view 2.How to manage team schedules using the Gantt view 3.Visualize appointments and shifts with the Calendar view 4.Use List view for […]

Odoo ERP

CBMS Assista- Odoo helper for VS Code| How to Make Odoo Custom Module Development Simpler,Faster – CBMS Odoo ERP

How to Make Odoo Custom Module Development Simpler, Faster & Better – Get Started Today CBMS Assista: Odoo helper for VS Code – An intelligent code assistant designed to accelerate Odoo development in Visual Studio Code. Whether you’re building your first Odoo module or developing complex enterprise features, this extension streamlines your workflow with powerful […]

Odoo 18

EP-32 Edit Attribute in Odoo 18 Form View | How to Restrict Edit Record From Form View | Odoo 18 – CBMS Odoo ERP

Welcome to CBMS—Your Ultimate Destination for Odoo Development & Customization! Are you diving into Odoo and lookingSub-tasks to master its powerful features? This channel is dedicated to helping developers, implementers, and Odoo enthusiasts understand and harness the full potential of Odoo ERP. 📌 What You’ll Learn Here: Odoo List View Customization Editing View Attributes & […]

Odoo 18

How to Duplicate & Reuse Past Purchase Orders in Odoo 18 Purchase | Odoo 18 Purchase Tutorials – CBMS Odoo ERP

In this video, learn how to quickly duplicate and reuse previous Purchase Orders (POs) in Odoo 18. Perfect for businesses that regularly reorder the same products or replenish stock with recurring suppliers. What You’ll Learn: 1. How to duplicate existing purchase orders in just 2 clicks 2. Modify and reuse old POs with updated quantities […]

Odoo 18

How to Create Quality Leads Report in Odoo 18 CRM | Odoo 18 CRM Tutorials |Odoo 18 Functional Videos – CBMS Odoo ERP

Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline. Join us at CBMS Technologies as […]

Odoo 18

How to Configure Proforma Invoice in Odoo 18 | Odoo Sales Tutorial – CBMS Odoo ERP

In today’s video, we’re showing you how to enable and use Proforma Invoices in Odoo 18 Sales—a great way to share billing information with your customers without generating an official invoice. Unlike quotations, proforma invoices are sent once the sale has already been agreed upon. And unlike final invoices, they don’t trigger taxes or accounting […]

Odoo 18

How to Create & Customize Forecast Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]

Blog Posts

What is a Quotation Template in Odoo | How to Create a Quotation Template in Odoo 18| Odoo 18 Shorts – CBMS Odoo ERP

How to Manage a Sales Team in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

How to Schedule/Book an Appointment in Odoo 18 Calendar | Odoo 18 Calendar Tutorials | Odoo 18 – CBMS Odoo ERP

CBMS Assista- Odoo helper for VS Code| How to Make Odoo Custom Module Development Simpler,Faster – CBMS Odoo ERP

EP-32 Edit Attribute in Odoo 18 Form View | How to Restrict Edit Record From Form View | Odoo 18 – CBMS Odoo ERP

How to Duplicate & Reuse Past Purchase Orders in Odoo 18 Purchase | Odoo 18 Purchase Tutorials – CBMS Odoo ERP

How to Create Quality Leads Report in Odoo 18 CRM | Odoo 18 CRM Tutorials |Odoo 18 Functional Videos – CBMS Odoo ERP

How to Configure Proforma Invoice in Odoo 18 | Odoo Sales Tutorial – CBMS Odoo ERP

How to Create & Customize Forecast Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

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