How to Convert Tickets Into Sales Opportunity in Odoo 18 | Odoo 18 Help Desk Tutorials | Odoo 18 – CBMS Odoo ERP

Did you know your helpdesk team could be generating sales leads? In this step-by-step video, we’ll show you how to convert Helpdesk tickets into sales opportunities directly in Odoo — turning customer questions or service requests into potential revenue! Whether it’s a request for a product upgrade, a hardware replacement, or a paid service add-on, […]

How to Manage Product Catalog in Odoo 18 Field Service | Odoo 18 Field Service Tutorials | Odoo 18 – CBMS Odoo ERP

Learn how to easily add and track products like spare parts or materials during a field service task in Odoo. Whether you’re on-site or remote, Odoo lets your team update the product catalog in real-time—no paperwork needed! 1. Add products directly from the task 2. Track used items for accurate billing 3. Seamless inventory & invoicing integration […]

How to Create a New Field Service Task Manually in Odoo 18 | Odoo 18 Tutorials | Odoo 18 New Feature – CBMS Odoo ERP

Struggling to manage field service operations? In this video, learn how to manually create a Field Service Task in Odoo—fast, easy, and step-by-step. Perfect for service businesses, technicians, and managers who want to streamline job scheduling and boost productivity!     Learn how to: 1. Create tasks for on-site jobs 2. Assign technicians and set schedules […]

Overview of Planning Module Dashboard in Odoo 18 | Odoo 18 Planning | Odoo 18 Tutorials | Odoo 18 – CBMS Odoo ERP

In this video, we dive into the Odoo Planning Module and explain what the different shift colors and visuals on the dashboard really mean — so you can manage your team’s schedule with confidence. Shift Color & Icon Guide: Full color: Shift is planned and published Diagonal stripes: Shift is planned but not yet published […]

How to Configure Sub Tasks in Odoo 18 Project | Managing Sub Tasks in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Project: Conquer Complexity with Sub-tasks! Tired of overwhelming project tasks? Odoo 18’s Sub-tasks feature lets you break down large projects into smaller, manageable pieces for better organisation and tracking. This video demonstrates how to: Simplify complex projects by creating sub-tasks. Clearly define individual responsibilities within a larger task. Track progress more effectively with […]

Cross Selling in Odoo 18 Boosts the Revenue | Manage Cross Selling in Odoo 18 Sales | Odoo 18 Sales – CBMS Odoo ERP

Discover how to suggest related products, bundle items, and maximize every sale using Odoo Sales. Perfect for increasing customer value effortlessly! For Reference on How to Manage Cross Selling in Odoo 18 Sales: #Odoo18 #CrossSelling #OdooSales #BoostRevenue #OdooTutorial #SalesTips #ERP #OdooERP #OdooCRM #Odoo18Features #OdooForBusiness #SalesStrategy #TechTonic #CBMS #Odoo18CrossSelling #Odoo18Sales #SalesBoost #RevenueGrowth #Odoo18SalesModule #ManageCrossSellingOdoo #OdooCRM #Odoo18SalesStrategy […]

How to Manage Multi-Language Invoices in Odoo 18 | Odoo 18 Sales Tutorial – CBMS Odoo ERP

In this video, we’re diving into how to manage invoices in multiple languages using Odoo 18. Whether you serve international customers or just want to personalize communication, this step-by-step tutorial shows you how to activate new languages, set language preferences per customer, and automatically generate translated invoices. What You’ll Learn: 🔍 🌍 How to enable […]

Upselling in Odoo to Boost Sales | Upselling in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to suggest premium products, use optional items, and increase order value right inside Odoo Sales. Perfect for sales teams & businesses looking to grow fast! Refer to this Video for How to Manage Upselling in Odoo 18 Sales: #Odoo18 #OdooUpselling #OdooSales #OdooTutorials #BoostSales #OdooERP #OdooCRM #Odoo18Features #UpsellingTips #OdooForBusiness #Odoo18Upselling #Odoo18Sales #Odoo18Tutorial #BoostSales #SalesStrategy […]