Bank reconciliation models | Odoo Accounting – CBMS Odoo ERP

Learn how to manage bank reconciliation models in Odoo Accounting. – Test your knowledge on bank reconciliation models:  – Expand your knowledge on Invoicing and Accounting:  – Deep dive into Odoo Accounting with official Odoo documentation on bank reconciliation:  Chapters: 00:00 Intro 00:40 Reconciliation model overview 01:56 Reconciliation model form view 04:17 Reconciliation model use 05:44 Automatic reconciliation model […]

Odoo Spreadsheet basics | Odoo Spreadsheet & Odoo Dashboards – CBMS Odoo ERP

Learn how to access and navigate Odoo Spreadsheet so you can work with and analyze live Odoo data. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards:  Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation:  Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards:  Chapters: 00:00 Intro 01:04 Creating, opening or uploading a spreadsheet […]

Insert an Odoo chart | Odoo Spreadsheet & Odoo Dashboards – CBMS Odoo ERP

Learn how to insert an Odoo chart into an Odoo spreadsheet so you can visualize and analyze live Odoo data. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards:  Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation:  Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 00:34 Prepare the […]

Odoo Dashboards basics | Odoo Spreadsheet & Odoo Dashboards – CBMS Odoo ERP

Learn how to access and navigate Odoo Dashboards to track KPIs and gain insights into your business. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards:  Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation:  Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 00:42 The main Odoo Dashboards interface […]

Insert an Odoo list | Odoo Spreadsheet & Odoo Dashboards – CBMS Odoo ERP

Learn how to insert an Odoo list into an Odoo spreadsheet so you can work with and analyze live Odoo data. Expand your knowledge on Odoo Spreadsheet and Odoo Dashboards:  Deep dive into Odoo Spreadsheet and Odoo Dashboards with official Odoo documentation:  Watch more tutorials on Odoo Spreadsheet and Odoo Dashboards: Chapters: 00:00 Intro 00:35 Prepare the […]

Lead Mining | Odoo CRM – CBMS Odoo ERP

In this video, learn what lead mining is, how it can enhance your sales team’s efforts, and how to lead mine effectively. **Check out more Odoo tutorials** – Lead and opportunity basics:  – Leads from websites:  – Vibe Check CRM Leads using AI:  **App documentation** – Lead mining:  – In-app purchases:  – Convert leads into […]

Ship Multi-Box Packages | Odoo Inventory – CBMS Odoo ERP

In this video, learn how to ship multi-box packages (nested packages, or pack-in-pack). **Check out more Odoo tutorials** – Packages:  – Bill of Materials:  – Create Products:  **App documentation** – Packages:  – Packaging:  – Pack-in-pack:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Ship #MultiBox #Packages #Odoo […]

In-App Services (Tokens and Credits) – CBMS Odoo ERP

In this video, learn what in-app purchase credits are for and how to get them. **Check out more Odoo tutorials** – Multi-Company Basics:  – Multi-Company Transactions:  – Vendor bill digitization:  **App documentation** – Contacts:  – Multi-company:  – In-app purchases:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  […]

Learning | Odoo Human Resources – CBMS Odoo ERP

In this video, learn how to create, invite, and manage employee learning courses. **Check out more Odoo tutorials** – Employees Basics:  – Add an Employee: – Certifications:  – Survey Essentials:  **App documentation** – New Employees:  – Certifications:  – Create Surveys:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free […]