How to Create Lead/Opportunity From Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are several advantages to creating opportunities through an Odoo website: Automate Lead Capture: Odoo can turn website interactions into opportunities automatically. When a visitor fills out a contact form or submits an inquiry, Odoo can create a new lead or opportunity in your CRM. This saves you time and effort compared to manually entering […]

How to Create Ticket From Odoo 17 Website Form | Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, a ticket is a record within the Helpdesk module that represents a customer support request. It essentially acts as a digital file that tracks all the communication and activity related to a specific customer issue. Here’s a breakdown of what a ticket in Odoo typically entails: Customer Issue: This is the core of […]

How to Create a Customer Through the Odoo 17 Website Form | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are two main reasons why customers are created from Odoo website forms: 1. Streamlining Lead Capture and Customer Onboarding: Odoo website forms allow visitors to easily submit their information, such as name, email, and phone number. This eliminates the need for manual data entry, saving time and reducing errors. The captured information can be […]

How to Maximize Your Profit in Rental Industry | How to Configure Rental Analysis in Odoo 17 Rental – CBMS Odoo ERP

Odoo 17’s Rental App Module goes beyond simply managing rentals. It provides powerful built-in reporting and analysis tools to help you understand your business performance and make informed decisions. This allows you to optimize pricing, identify popular products, and track key metrics for better rental management. Rental Reporting at Your Fingertips The Rental Orders dashboard […]

How to Manage Reporting in Events of Odoo 17 Events App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Unleash the Power of Data: Reporting in Odoo 17 Events Planning and executing a successful event is no small feat. But what about measuring its impact and learning for the future? In Odoo 17, reporting within the Events module shines a light on crucial data, transforming your event management from guesswork to informed decision-making. This […]

How to Manage Scraping of Product in Odoo 17 Manufacturing App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, scrap during manufacturing refers to unusable material left over or entire products that fail quality checks during the production process. Odoo offers functionalities to manage scrap, including: Scrapping components: You can scrap components before they are used in production or while a work order is ongoing. This can be done from the manufacturing […]

How to Unbuild Order in Odoo 17 Manufacturing App | Odoo 17 Manufacturing Tutorials | Odoo 17 Videos – CBMS Odoo ERP

Unbuild orders are a process used in manufacturing to disassemble a finished product back into its individual components. This can be done for a number of reasons, such as: Recovering parts for reuse: Sometimes a manufactured product may not sell or may be returned due to defects. Unbuilding allows the component parts to be recovered […]

How to Configure Access Rights of Manufacturing Orders in Odoo 17 Manufacturing App | Odoo 17 Videos – CBMS Odoo ERP

Access rights are essentially permissions that define a user’s ability to interact with specific data and functionalities in Odoo. By assigning different access rights, you can ensure that users only have access to the information and tools they need for their job. How are access rights managed? Odoo allows you to manage access rights for […]

How to Manage Work Order Dependencies in Odoo 17 Manufacturing App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

When manufacturing certain products, specific operations may need to be completed before others can begin. In order to ensure operations are carried out in the correct order, Odoo Manufacturing features a work order dependencies setting. Enabling this setting allows for operations on a Bill of Materials (BoM) to be blocked by other operations that should occur first. Configuration The work order dependencies setting […]