How to Automatically Send Customer Submissions in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 website offers a built-in feature to automate sending customer submissions directly to your company email. This eliminates manual data entry and streamlines the process of receiving customer inquiries, feedback, or other forms. There are two main reasons why you might receive emails from an Odoo website form: Contact Form Submission: Odoo is a […]

How to Automatically Create New Expenses From an Email in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]

How to Send Periodic Status Emails from Odoo Automatically using Odoo Digest? | Create Digest Email – CBMS Odoo ERP

We can send periodic status emails from Odoo ERP automatically using Odoo digest. It is possible to configure the frequency of emails and the contents of the email. How To configure digest emails? go to Settings- General Settings-Digest Email Here you can enable digest email under which you can see a field Digest Email where […]

How to automatically update currency rates in odoo? – CBMS Odoo ERP

How to automatically update currency exchange rates in odoo Odoo provides an option for automatic update of the currency exchange rate.When a customer and dealer are from different countries, there comes the need of currency exchange rate. Let us check how to enable it: Go to- Accounting – Configuration- Settings- Enable multi-currency and automatic currency […]