Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Odoo 18 Form View attributes are used to control overall Form behavior. It allows users to interact with individual records of a model. Here are four types of attributes we are going to discuss in this blog. Create Attribute It controls whether users can create new records in a form view. In the case of […]
In today’s video, we’re exploring how to create a Customer Statement Report in Odoo 18. This feature allows you to generate a clear summary of all financial transactions with a specific customer — including invoices, payments, credit notes, and any outstanding balances — all in one organized report. It’s a simple yet powerful way to […]
In Odoo, notebook and pages are UI (User Interface) elements used primarily in form views to organize and display data in a structured, tabbed layout.A notebook is a container in Odoo XML views that holds multiple pages. It represents a tabbed interface, allowing users to navigate between different sections of a form without leaving the […]
Struggling with unexpected stockouts or excess inventory? The Forecasted Report in Odoo 18 Inventory is your solution! This video will show you how to use this report to: effectively Gain clear visibility into your future stock position. Proactively address potential supply chain disruptions. Improve cash flow by optimising inventory levels. Make informed decisions for purchasing […]
Struggling with messy schedules and constant miscommunication? Discover how Odoo Planning transforms the way you organize shifts, tasks, and teams — compared to traditional manual methods like spreadsheets or whiteboards. Manual Planning: 1.Prone to errors 2.No real-time updates 3.Time-consuming Odoo Planning: 1. Real-time scheduling 2. Auto task assignment & reminders 3. Conflict-free planning with smart […]
Have a special offer you want to launch fast? Whether you’re clearing out old stock, running a holiday promo, or just want to boost weekend sales — this video will show you exactly how to set up a flash sale in Odoo (the easy way). No complex setups, no guesswork. Just a clear step-by-step guide […]
Quick-create contacts Link a new contact directly to a company in the new Kanban card when creating a lead. #Odoo19 #Odoo19CRM #OdooTutorials #Odoo19NewFeatures #Odoo19ReleaseDate #QuickContactsOdoo #OdooCRM #Odoo19Tips #OdooBeginners #CRMtutorials #Odoo19CRMTutorial #OdooNewFeatures #QuickContacts #Odoo19Tutorials #CRMTips #SalesAutomation #BusinessSoftware #ERP #Odoo #OdooExperience2025 #ProductivityTips #CRMSoftware #LeadManagement #DigitalTransformation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ […]
Did you know your helpdesk team could be generating sales leads? In this step-by-step video, we’ll show you how to convert Helpdesk tickets into sales opportunities directly in Odoo — turning customer questions or service requests into potential revenue! Whether it’s a request for a product upgrade, a hardware replacement, or a paid service add-on, […]
Learn how to easily add and track products like spare parts or materials during a field service task in Odoo. Whether you’re on-site or remote, Odoo lets your team update the product catalog in real-time—no paperwork needed! 1. Add products directly from the task 2. Track used items for accurate billing 3. Seamless inventory & invoicing integration […]
Generate invoices directly from sales orders, automate billing, and get paid faster—all in one place. Odoo makes invoicing easy and efficient! #Odoo17 #OdooInvoicing #Odoo17Sales #OdooERP #OdooTutorial #InvoicingSystem #OdooAccounting #BusinessAutomation #SalesInvoices #OdooTraining #Odoo17Invoicing #OdooSales #InvoicingSoftware #FinancialManagement #Odoo18Tutorial #OdooGuide #AccountingSoftware #HowToInvoice #ERPSolution #SmallBusinessInvoicing #AccountReceivables #OdooCommunity #DigitalTransformation #BillingSoftware #AutomatedInvoicing #Odoo17Features #OdooAccounting #SalesManagement Connect With Us: ————————————— ➡️ Website: […]