Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo 19, suggested quantities based on sales and demand are fully automated and can be calculated using a combination of features in the Inventory, Sales, and Purchase modules. Here’s how you can approach this in Odoo 19: 🧮 1. Using Reordering Rules Reordering rules help maintain minimum stock levels based on historical demand. Location: Inventory → […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn the basics of the Sign app, a solution for businesses that want to go paperless and save time. Chapters 0:00 Introduction 0:48 Chapter 1: Dashboard overview 1:20 Chapter 2: Prepare the […]
In today’s video, we’re exploring how to configure and use the Global Discount feature in Odoo 18 Point of Sale. This feature allows you to apply a discount to the entire order, instead of discounting individual products—making it ideal for promotional campaigns, seasonal offers, or customer loyalty programs. It’s a simple yet effective way to […]
In this video, learn how to create and edit channels in Odoo Discuss. Intro: 0:00 Database chat widget: 1:14 Discuss app overview: 1:57 Join channels: 2:47 Leave channels: 3:03 Creating a new channel: 3:35 Invite users to a channel: 5:01 Channel Privacy Settings: 5:42 Conclusion: 8:19 **Check out more Odoo tutorials** – Chatter Basics: – Odoo Calendar: […]
To set up Cash on Delivery (COD) as a Delivery Method in Odoo 19, follow these steps. Odoo treats delivery methods and payment methods separately, but you can integrate COD as a payment method tied to certain delivery operations. ✅ Step-by-Step Guide to Setup Cash on Delivery in Odoo 19 1. Activate Delivery Methods First, […]
🎯 Welcome to CBMS – Your Source for Practical Odoo Development Tutorials! Are you a developer, functional consultant, or Odoo enthusiast looking to deepen your understanding of Odoo’s framework? You’re in the right place! 📌 In this channel, we break down technical Odoo concepts in a beginner-friendly and practical way. In our latest video, we cover: […]
In this video, we’ll show you how to create a subscription-based product from scratch in Odoo 18. Whether you’re offering services like online courses or products like subscription boxes, Odoo’s Subscriptions app helps you manage everything efficiently—from task automation to recurring billing. What You’ll Learn: 🔍 ✅ How to enable the Subscriptions option on a […]
Are duplicate records slowing down your sales team or causing customer confusion? This comprehensive Odoo 18 CRM tutorial is your solution! We’ll show you exactly how to “Merge Similar Leads and Opportunities” to keep your sales pipeline clean, accurate, and efficient. You’ll discover: How Odoo 18 automatically detects similar leads/opportunities based on contact info. A […]
Want to automate repetitive work in your Odoo project management? In this video, learn how to set up recurring tasks in Odoo Projects like a pro! We’ll walk you through: 1.What recurring tasks are in Odoo 2.How to configure recurring tasks step-by-step 3.Best practices to manage weekly/monthly tasks 4.Tips to avoid duplication & track task […]
Are you struggling to get a clear, real-time picture of your Odoo 18 projects? This video introduces you to the indispensable “Project Dashboard,” your ultimate project visibility and control tool! Learn how to: ✅ Instantly see task completion, timesheet usage, and planned hours. ✅ Monitor project profitability and budget adherence at a glance. ✅ Track […]