CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In today’s video, we’re exploring how Artificial Intelligence is transforming Odoo 19 CRM. With AI now built directly into your CRM, sales teams can enrich opportunities, analyze customer data more effectively, and automate tasks that used to take hours of manual work. What You’ll Learn in This Video ✨ 🤖 How to use the AI […]
Stop wasting time manually updating timesheets for employee leaves! In this tutorial, I’ll show you how to automate timesheets in Odoo 18 using the built-in Time Off integration. You’ll learn how to: ✅ Enable and configure Timesheets & Time Off modules ✅ Link leave types directly to timesheets ✅ Automatically record approved leave in your […]
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 […]
In today’s video, we’re exploring how to use the Deliver Content by Email feature in Odoo 18 Sales. This powerful tool allows you to automatically send product-specific emails—such as invoices, warranty details, manuals, or other important documents—right when the invoice is validated. It’s a smart way to streamline your sales workflow and ensure your customers […]
Odoo 18 Quality: Automate Inspections with Quality Control Points (QCPs)! Want to level up your quality assurance? Odoo 18’s Quality Control Points (QCPs) let you automatically trigger quality checks at specific stages of your operations! This video shows you how to: Understand the power of QCPs for consistent quality checks. Navigate to the Control […]
Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]
Learn how to effortlessly manage your company’s assets with Odoo 18’s powerful Asset Model and Automation features! This tutorial provides a step-by-step guide on creating and automating asset models within Odoo 18 Accounting. We’ll cover everything from defining asset categories and depreciation methods to automating the creation of depreciation entries, streamlining your fixed asset management […]
Asset Model and Automation in Odoo 17 Accounting Odoo 17 provides a robust asset management module that allows businesses to effectively track, depreciate, and manage their fixed assets. This module offers various features to streamline asset management processes and ensure compliance with accounting standards. Key Features of Asset Management in Odoo 17: – Asset Creation: […]
A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]
Deferred expenses and prepayments (also known as prepaid expenses), are both costs that have already occurred for unconsumed products or services yet to receive. #odooaccounting Such costs are assets for the company that pays them since it already paid for products and services still to receive or that are yet to be used. #odoo16 The […]