How to Manage Stages or Pipelines in Odoo 18 CRM | CRM Basics – CBMS Odoo ERP

If you’re managing sales in Odoo 18 CRM, keeping your pipeline well-organized is key to tracking opportunities and closing deals efficiently. In this tutorial, we’ll walk you through: ✅ Setting up and customizing your sales pipeline ✅ Adding and modifying pipeline stages ✅ Creating new opportunities and managing them ✅ Using activities to stay on […]

Inventory Basics & Outgoing Shipments | Odoo Inventory – CBMS Odoo ERP

Learn the basics of your inventory and warehouse operations. 0:00 – Intro 0:31 – Configuration 2:18 – Set up Barcode field 3:01 – Picking List 3:58 – Picking in Barcode 6:43 – Delivery Orders 8:01 – Conclusion Other lessons related to this video: – Warehouse and Locations:  – Replenishment:  – Inventory management with Barcode:  – […]

How to Configure Discount Codes in Odoo 18 Sales | Promotion Basics – CBMS Odoo ERP

In this video, we’ll guide you through the Discount Code feature in the Odoo 18 Sales module. This feature allows businesses to create and manage discount promotions effortlessly, helping them attract customers, boost sales, and enhance marketing strategies. With discount codes, you can easily apply percentage-based, fixed-amount, or product-specific discounts. What You’ll Learn: ✨ 💳 […]

Business Flow: Subscriptions as an Online Business – CBMS Odoo ERP

In this video, learn how to sell online subscriptions using Odoo! Follow along as we walk through Tecpro’s business flow on Odoo’s Subscription, Sales, Website, Timesheet, and Project apps.  **Check out more Odoo tutorials** – Subscription basics:  – Subscription playlist:  – Website playlist:  -Project playlist:  **App documentation** – All Subscriptions docs:  **See what Odoo can do for […]

Business Flow: Furniture Store – CBMS Odoo ERP

In this video, we’ll show you how a furniture store uses Odoo for its daily business activities. We’ll start by covering the Website app, and move into CRM and Sales. We will also cover Purchase, Inventory and Barcode applications! Finally, we will visit the Accounting application.  **Check out more Odoo tutorials** – Business Flow: Restaurant **App documentation** […]