Business Flow: eLearning – CBMS Odoo ERP

In this video, learn how Big Berkeley’s Bakery uses Odoo to publish and sell top-notch eLearning courses. We will use the Website, eCommerce, and eLearning Applications. In addition, we will also touch upon the Sales app, and even the Survey & Email Marketing modules. 0:00 – Intro 1:09 – Build eLearning course on Website 10:13 – Create Certification […]

Business Flow: eLearning – CBMS Odoo ERP

In this video, learn how Big Berkeley’s Bakery uses Odoo to publish and sell top-notch eLearning courses. We will use the Website, eCommerce, and eLearning Applications. In addition, we will also touch upon the Sales app, and even the Survey & Email Marketing modules. **Check out more Odoo tutorials** – 1.m Business Flow: Restaurant’ – 1.j Business Flow: […]

How to Manage Amounts in Local Currency in Odoo 18 Purchase | Odoo 18 Purchase| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 allows you to manage purchase orders and invoices in your local currency. This means that you can enter and track purchase information using the most relevant currency to your business operations. Here’s a breakdown of how amounts are handled in local currency: 1. Currency Setup: – Company Currency: In the Company Settings, you […]

How to Configure Deliver Content by Email in Odoo 18 Sales | Odoo 18 Sales App | Odoo 18 Features – CBMS Odoo ERP

The purpose of the “Deliver content by Email” feature in Odoo 18 Sales is to streamline communication and enhance customer engagement throughout the sales process. It allows you to send emails directly from within the sales module, saving time and ensuring consistency in your messaging. Here are some key benefits of this feature: – Efficient […]

Odoo 18 Improved Dashboard App | Odoo 18 Dashboard | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 has introduced significant enhancements to the dashboard app, making it more versatile, customizable, and user-friendly. Here are some of the key improvements: 1. Enhanced Customization: Drag-and-Drop Functionality: Users can now easily rearrange dashboard components using a simple drag-and-drop interface, allowing for greater flexibility in layout customization. Configurable Widgets: A wider range of widgets […]

Loyalty Cards & E-Wallets in Portal in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 offers a robust loyalty card and e-wallet system within its portal functionality. Here’s a breakdown of how it works: Loyalty Cards: – Customer Creation: When a new customer is created, a loyalty card is automatically generated for them. – Point Accumulation: Every purchase made by the customer contributes to their loyalty points balance. […]

How to Create Lead Generation Rule in Odoo 17 Event App | Lead Generation Rule in Odoo 17 | Odoo 17 – CBMS Odoo ERP

Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]

How to Configure Bank Reconciliation in Odoo 17 Accounting App | Bank Reconciliation in Odoo 17 – CBMS Odoo ERP

Bank reconciliation is a crucial process in accounting that ensures the accuracy of your bank statements against your accounting records. Odoo 17 provides a streamlined and efficient way to perform this task. Steps Involved in Bank Reconciliation Prepare your bank statement: Ensure you have a clear and accurate copy of your bank statement for the […]

What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]

Revamped POS User Interface in Odoo 18 | Odoo 18 Revamped Point of Sale User Interface | Odoo 18 POS – CBMS Odoo ERP

Odoo 18 POS module is a powerful tool for retail businesses. It provides a user-friendly interface for managing sales transactions, handling payments, and tracking inventory. However, to enhance user experience and efficiency, a revamped POS interface in Odoo 18 is essential. Intuitive Navigation: Clear Menu Structure: Organize menu items logically to reduce search time. Visual […]