How to Manage Automatic Lead Assignment in Odoo 16 CRM | Odoo 16 Functional Tutorials – CBMS Odoo ERP

A person or business showing concern for the company’s services or products is a lead, acting as an unqualified sales opportunity or the beginning point of a record in a CRM. Video Chapters 00:00 – What is periodically assign lead based in rules 01:01 – How to periodically assign leads based on rules #odoo16 #odoofunctionalvideos […]

How to Setup Automatic Invoice in Odoo 16 Sales App | Odoo 16 Functional Tutorials – CBMS Odoo ERP

This video explains the automatic invoicing in odoo 16. The scheduling of invoices to be issued automatically at a predetermined date and time is known as automated invoicing. This can be set up by business owners using online invoicing packages. On the other hand, one-time invoices can be easily issued manually from mobile devices without […]

Automatic Batch Transfer for a Operation With Odoo 16 Inventory | Odoo 16 Enterprise Edition – CBMS Odoo ERP

Automatic batch transfer refers to the process of automatically transferring a set of products or materials from one location to another location without the need for normal intervention. #odooinventory Automatic batch transfer can be done under operation types in inventory module of Odoo 16. Automatic batch transfer can be grouped by contact and destination. #odooenterprise […]

Odoo 16 Point of Sale Receipt Management | Automatic Receipt Printing in Odoo 16 PoS Tutorials – CBMS Odoo ERP

The features of Automatic Receipt Printing, Custom Header & Footer, Early Receipt Printing, Orders with Receipts, and Invoices in Pos of Odoo 16 will be covered in this video. The Pos module allows you to create early receipts before payments are made, and it also enables you to modify the header and footer of the […]

How to Create Automatic Transfers in Odoo15 Accounting | Odoo 15 Enterprise Edition – CBMS Odoo ERP

When you have to transfer an amount from one account to another account over a fixed period of time, you can make use of the Automatic Transfers feature provided by the Odoo 15 Accounting module. By selecting the Automatic Transfer option from the Accounting tab, you can view the list of existing automatic transfers. #odoo15accounting […]