Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Ever wondered how Odoo 18 assigns those unique numbers to your invoices? In this comprehensive tutorial, we dive deep into “Invoice Sequences” within Odoo 18 Accounting! You’ll discover: Where to locate invoice sequences in your Odoo setup. How to modify existing sequences to fit your business’s numbering conventions. Understanding the structure and logic behind Odoo’s […]
Once an expense report is approved, what’s next? This comprehensive tutorial covers the crucial final step: “Posting Expenses” to your accounting journals in Odoo 18! You’ll discover: The specific access rights required to post expense reports (Accountant/Adviser + Expense Manager). How can we efficiently filter and view only approved expense reports that are ready for […]
In today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18. Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your […]
Every appointment record (e.g., calendar.event) can have attachments via the chatter. You can do this manually or via code. Manually: Open the appointment form. Use the Messages chatter panel → click the paperclip icon to upload images or documents. #Odoo18 #Odoo19 #OdooTutorial #OdooAppointments #OdooDiscuss #OdooFeatures #OdooERP #OdooDevelopment #AttachFilesInOdoo #Odoo18NewFeatures #Odoo19Release #OdooTips #Odoo #Odoo19Tutorial #OdooNewFeatures #Odoo19Appointments […]
In today’s video, we’re exploring how to configure and use the Line Discount feature in Odoo 18 Point of Sale. Unlike the global discount, which applies to the entire order, line discounts let you apply different discount percentages to individual products—making them ideal for targeted promotions, product-specific offers, or negotiation-based pricing. It’s a practical way […]
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 […]
🎯 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 […]