CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In today’s video, we’re exploring a super useful feature in Odoo 18 Sales—Payment Links. Instead of sending invoices and waiting for manual transfers, Payment Links let you share a direct link with your customer so they can pay online instantly through the portal. This makes the payment process faster, easier, and more convenient for both […]
You want Odoo 19 to create a Project automatically when confirming a Sales Order (SO) even if the product is not a service (i.e., a normal stockable/consumable product). By default, Odoo only creates a project/task when the SO line has a service-type product with the right configuration (“Create a Project”/”Create a Task”). For normal products, […]
In Odoo, when you’re calculating dependencies (for project tasks) and you want to maintain a buffer, the idea is usually to add some “slack” or “safety time” into lead times or dependencies so that delays don’t propagate directly to the dependent activity. #Odoo19 #OdooTutorials #FunctionalOdoo #OdooDevelopment #OdooTraining #OdooDependencies #OdooBuffer #OdooERP #OdooTips #odoocommunity Connect With Us: […]
If you’re looking to enhance stage configuration in Odoo 19 Field Service, here are some powerful improvements—leveraging both built-in Odoo features and OCA (Odoo Community Association) modules—that can take your workflows to the next level: Core Stage Configuration (Built into Odoo Field Service) You can manage stages out of the box via: Field Service → […]
In today’s video, we’re exploring a key step in the hiring process—scheduling interviews in Odoo 18 Recruitment. Odoo makes this process simple and efficient. Applicants can book their own time slots based on your availability, and as a recruiter, you can also manually schedule interviews when needed. No more endless back-and-forth emails or phone calls […]
Allows defining roles globally (e.g., Developer, Designer, Tester) under Project → Configuration → Project Roles. Lets you assign people to roles on specific projects via the project’s Assignments smart button or through the Assignments menu. #Odoo19 #OdooTutorial #ProjectManagement #DispatchTasks #OdooFeatures #FunctionalTraining #OdooERP #ProjectRole #BusinessAutomation #odootips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ […]
Learn how to record employee expenses in Odoo 18 Accounting with this detailed step-by-step tutorial. We’ll show you how to: Create an expense report in Odoo 18 Add expense details like travel, meals, and office supplies Submit expenses for manager approval Post expenses into accounting and reimburse employees Employee expenses are common in every business, […]
In this video, we’ll explain Disallowed Expenses in Odoo 18 Accounting Module – what they mean, why they are important for tax compliance, and how to configure them step by step in Odoo. Disallowed expenses are costs that cannot be deducted for tax purposes, and Odoo 18 gives you a simple way to manage them […]
Closing your books is one of the most important tasks in accounting. Once transactions are finalized, you don’t want anyone to accidentally (or intentionally) make changes to past records. That’s where Lock Dates in Odoo 18 come in! Lock Dates are essential for businesses of any size. They protect your books, give confidence in your […]
In this video, we’ll explain how Subcontracted Services work in Odoo 19 Project. Subcontracting lets you outsource specific services to external vendors while keeping full control of your sales, purchases, and project tasks inside Odoo. You’ll learn: What subcontracted services are How to configure a service product with a vendor How Odoo automatically generates a […]