Partner Autocomplete | Odoo CRM – CBMS Odoo ERP

In this video, learn how to enable and use the partner autocomplete feature in Odoo CRM. **Check out more Odoo tutorials** In-App Services:  CRM Lead & Opportunity Basics:  **App documentation** In-app purchases (IAP):  CRM:  Partner autocomplete:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Partner #Autocomplete #Odoo […]

Inactive Tickets | Odoo Helpdesk – CBMS Odoo ERP

In this video, learn how to do dntify an handle inactive tickets in Helpdesk. **Check out more Odoo tutorials** – [Helpdesk Stages]  – [Helpdesk] playlist: [ **App documentation** – [Receiving Tickets]: [ – All [Helpdesk] docs: [ **See what Odoo can do for you!** – Schedule a demo:   – Start a free trial:  #Inactive #Tickets #Odoo #Helpdesk

Know What You Owe | Odoo AI – CBMS Odoo ERP

In this video, learn how to use Odoo AI to summarize outstanding vendor balances and aging bills so I can manage cash flow effectively and avoid late fees. **Check out more Odoo tutorials** – Odoo AI: Build custom agents to streamline your operations:  – Odoo AI: Setup your own agents & RAG:  **App documentation** – AI […]

Multi-Package Shipments | Odoo Inventory – CBMS Odoo ERP

In this video, learn how to ship multiple packages for a single delivery order, and create and complete a backorder for out-of-stock products. **Check out more Odoo tutorials** – Packages:  – Ship Multi-Box Packages:  – Shipping Policy:  – Print Shipping Labels:  **App documentation** – Packages:  – Multi-package shipments:  **See what Odoo can do for you!** […]

Product Packaging | Odoo Inventory – CBMS Odoo ERP

In this video, learn how to create packagings for sale or purchase, and sell products using that packaging. **Check out more Odoo tutorials** – Units of Measure:  – Packages: **App documentation** – Packaging:  – Packages:  – Units of measure:  – Configure product:  **See what Odoo can do for you!** – Schedule a demo:  – Start […]

Financial reports | Odoo Accounting – CBMS Odoo ERP

Learn how to navigate financial reports and create financial budgets in Odoo. – Test your knowledge on Financial report:  – Expand your knowledge on Accounting reporting:  – Deep dive into Odoo Accounting with official Odoo documentation on Financial reports:  Chapters: 00:00 Intro 00:17 Reporting menu and filters 02:41 Financial budgets 04:51 More accounting reports 05:32 Download and […]

Lead Enrichment | Odoo CRM – CBMS Odoo ERP

In this video, learn what lead enrichment is, how to enable it in your Odoo database, and how it can help give your team the edge they need to succeed. **Check out more Odoo tutorials** – Lead and opportunity basics:  – In-App Services (Tokens and Credits):  – Vibe Check CRM Leads using AI:  **App documentation** – […]

Invoicing for what is delivered | Odoo Sales – CBMS Odoo ERP

In this video, learn how to set up your Sales app. **Check out more Odoo tutorials** – [Odoo Accounting – Customer invoice from sales order ]( – [Odoo Sales – Delivery Prices]( **App documentation** -[Third-party shipping carriers]( -[Invoicing policies]( -[Sales quotations](  **See what Odoo can do for you!** – Schedule a demo:  – Start a […]

Reordering Rules | Odoo Inventory – CBMS Odoo ERP

In this video, learn how to use automatic and manual reordering rules to automatically track and reorder inventory based on stock levels with the Odoo Inventory App. **Check out more Odoo tutorials** Recommended and Related Tutorials: – Sales Order to Manufacturing Order | Odoo MRP:  – Inventory basics: Receive and Store Stock | Odoo Inventory:  – […]

Work Center Basics | Odoo MRP – CBMS Odoo ERP

In this video, learn how to set up work centers In your Odoo database. **Check out more Odoo tutorials** – Bill of materials basics:  – Work center dependencies:  – Basic subcontracting:  **App documentation** – Work centers:  – All MRP docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  […]