How to Configure Helpdesk Module in Odoo 17 | Helpdesk Management in Odoo 17 | Best Ticketing System – CBMS Odoo ERP

Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]

Navigate in Odoo | Getting Started – CBMS Odoo ERP

In this video, learn how to navigate an Odoo database. Explore menu options, settings, navigating records, and go over what the chatter is. 0:00 – Intro 0:24 – Main Odoo Dashboard 2:40 – Global Search 3:33 – Dark Mode 3:58 – Profile Settings 6:17 – Account Security 6:46 – App Dashboard 8:38 – Search, Filter, […]

How to Set Access Rights in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]

How to Configure Re Ordering From Portal in Odoo 17 Website | Re-Order From Portal in Odoo 17 – CBMS Odoo ERP

Re-order from Portal is a feature offered by Odoo, an open-source business management software. It specifically allows customers to easily re-purchase items they previously bought through the company’s online customer portal. In simpler terms, it streamlines repeat orders for frequently needed products. Here’s a breakdown of the benefits: Saves Time: Customers don’t have to search […]

Importing and Exporting Data | Getting Started – CBMS Odoo ERP

In this video, learn how to import and export data within Odoo. **Check out more Odoo tutorials** – Contacts – Navigate in Odoo – Create A Odoo Database – Odoo Calendar **App documentation** – Import  / Export Documentation:  – All Odoo docs: [ **See what Odoo can do for you!** – Schedule a demo:  – […]

How to Manage Advanced Pricelist in Odoo 17 Sales App | Advanced Price Rules in Odoo 17 Sales Module – CBMS Odoo ERP

An advanced price rule is a business rule used to define dynamic pricing based on various conditions. It’s more sophisticated than a basic rule that simply sets a fixed price. Benefits of Advanced Price Rules: Increased sales through targeted promotions and discounts. Improved profit margins by automatically adjusting prices based on costs or competitor pricing. […]