Types of Projects in Odoo 14 | Odoo Projects – CBMS Odoo ERP

The project types are categorized on the basis of certain criteria like the invoicing policy they had chosen, timesheet updation, or whether the project contains tasks. The types of projects include timesheet projects, No task found projects, Nonbillable projects, Fixed projects. Video Contents: 0:00 – Introduction 1:12 – Create a new Project in Odoo14 9:08 […]

How to Create and Manage Stages in Odoo14 Project – CBMS Odoo ERP

As soon as you enter the project management module, you see the dashboard. The dashboard gives you a glimpse of every project that currently the company has in its store. From here, one can get a complete overview of the project and also the tasks underneath every project. Video Contents 00:00 Introduction 00:53 How to […]

Use of Project Forecast in Odoo | Odoo 14 Project – CBMS Odoo ERP

The Planning or forecasting feature in Odoo Project Management helps in setting projects under a specific deadline. One can seamlessly schedule their tasks under Planning and the feature helps with analyzing or estimating the time needed for each task by different employees. The forecast option will initiate you to utilize your human resource in a […]

Views of Forecast in Odoo 14 Project – CBMS Odoo ERP

Scheduling & forecasting tasks is another way to manage projects. Views provide a visual view of tasks scheduled overtime. In Odoo, the Planning option gives access to Gant view, Listview, and Pivot view which shows you the progress of a project and its related task. Gant view provides a timeline view of individual tasks, their […]

Odoo 14 Webinar on Sales ,Purchase & Accounting – CBMS Odoo ERP

The key objective behind the Odoo Functional Webinar is to literate the Odoo users, Consultants, Partners, and other public on Odoo. The webinar envisions sharing how Odoo functions in various modules and how Odoo’s incorporation at the business place improves the operational speed and effectiveness. The Webinar will cover the Sales, Purchase, and Accounting modules […]

Reconciliation Models in Odoo 14 | Odoo 14 Accounting – CBMS Odoo ERP

Once the bank statements are correctly imported, it is essential to reconcile the records properly and ensure all Journal Entries are balanced and in agreement. To ease and speed up the reconciliation process, you can configure Reconciliation Models, which are particularly useful with recurrent entries such as bank fees. There are three types of Reconciliation […]

Lot or Serial Number Configuration in Odoo 14 Sales – CBMS Odoo ERP

In Odoo, lots and serial numbers have similarities in their functional system but are different in their behavior. They are both managed within the Inventory, Purchases, and Sales app. Lots correspond to a certain number of products you received and store altogether in one single pack. Lots will help identify a number of pieces having […]

Batch Picking in Odoo 14 Inventory – CBMS Odoo ERP

Batch picking is the process of selecting a group of products for meeting the requirement of the order. The order can be in small batches or large batches. An ERP enables the user to automate batch picking following a group of set guidelines. Batch picking is done from a group of products produced in the […]