How to Merge Multiple Lead/Opportunity in Odoo 16 CRM | Odoo 16 Functional Videos – CBMS Odoo ERP

Lead management is a primary task for most companies to increase sales growth. Merging documents is necessary in a firm’s case of duplicate files. #odoo16crm In some instances, there may be duplicate lead files regarding specific areas. By imparting ERP software, the merging of files becomes an easy process. #odoocrm You can merge various leads […]

Product Variant Management in Odoo 16 | Odoo 16 Functional Tutorials – CBMS Odoo ERP

Product variants are used to give single products a variety of different characteristics, such as size and color. Products using variants can be managed at the product template level (for all attributes and variants of that product), and/or at the variant level (for individual variants). #odoo16 #odoofunctionalvideos As an example, a company selling t-shirts may […]

How to Customize Worksheet in Odoo 16 Field Service | Create Worksheet in Odoo 16 – CBMS Odoo ERP

This video covers the use and creation of Worksheet Templates in the Field Service application of Odoo 15. Worksheet Templates allow you to create a step in Field Service tasks where you can gather information and collect signatures from workers or clients. #odoo Creating a Worksheet Template Go to CONFIGURATION – WORKSHEET TEMPLATES. Here you’ll see the existing Worksheet Templates. […]

How to Handle Unrealized Currency Gain/Loss in Odoo 16 Accounting – CBMS Odoo ERP

In #Odoo, “unrealized currency” refers to the potential gain or loss that arises from changes in the exchange rate between two currencies before a transaction is settled or realized. Video Chapters 00:00 – What is Unrealized Currency Gain/loss 00:49 – How to Configure Currency 01:44 – How to Configure Automatic Currency Rate 04:20 – How […]

How to Use Odoo 16 Social Marketing | Odoo 16 Enterprise Edition | Odoo 16 Social Marketing – CBMS Odoo ERP

Social marketing is one of the most effective marketing methods in the modern business world. Not only marketing but marketing through social media can improve business-to-customer relationships. Video Chapters 00:00 – Configuration of Social Marketing 03:22 – How to add a Stream 06:41 – How to add a Post 12:51 – How to Create a […]

How to Customize Reports in Odoo 16 Studio | Odoo 16 Functional Videos | Odoo 16 Enterprise Edition – CBMS Odoo ERP

Odoo uses HTML and CSS technologies to create reports. HTML is a markup language that uses tags, also called elements. It is the core of any webpage because it provides its basic structure. #odoostudio CSS interacts with HTML elements to add style to the page, establishing how the HTML is shown to the user. Odoo’s […]