Coupons | Odoo Sales – CBMS Odoo ERP

In this video, learn how to set up promotional discounts, coupons, and loyalty programs in your Sales app. Introduction: 00:00 – 01:04 Configuration: 01:05 – 01:37 Coupons: 01:38 – 07:50 Conclusion: 07:51 – 08:16 Other lessons related to this video:  Pricelists: Multiple Prices per Product: Pricelists: Discounts and Margins  Promotion Essentials & Discounts Need more information […]

Pricelists: Multiple Prices per Product | Odoo Sales – CBMS Odoo ERP

In this video, learn how to use Pricelists to create multiple prices for products.  Introduction: 00:00 – 01:57 Pricelist Settings (Multiple Prices per Product): 01:58 – 02:43 Configure Pricelists: 02:44 – 07:52 Adding Customers to Pricelists: 07:53 – 08:52 Create a Quotation: 08:53 – 09:29 Conclusion: 09:30 – 09:57 Other lessons related to this video:  […]

Online Quotations | Odoo Sales – CBMS Odoo ERP

In this video, learn how to use online quotations in the sales application.  Introduction: 00:00 – 01:48 Settings: 01:49 – 02:38 Quotation Templates (Configuration): 02:39 – 05:49 Quotation Templates (Design Templates): 05:50 – 07:50 Using Quotation Templates: 07:51 – 10:55 Conclusion: 10:56 – 11:20 Other lessons related to this video:  Sales Basics and Your First […]

Business Flow: Consulting Services – CBMS Odoo ERP

Learn how a consulting company uses Odoo to manage its daily business processes. We will see the Odoo Project app in action, along with Timesheets, Expenses, Accounting, and Sales applications. 0:00 – Introduction 0:54 – Projects overview 2:27 – Tasks + activities management 4:13 – Timesheets 5:00 – Internal/external chatter 6:18 – Sub-tasks 6:55 – Task […]

Business Flow: Construction Project – CBMS Odoo ERP

In this video, learn how a construction company uses Odoo to manage its daily business processes. From sales and timesheets to material purchasing and project management, Odoo covers all the operations needed to sell, plan, and track a construction project. 0:00 – Introduction 0:58 – Sales Negotiation 3:02 – Project Management 5:10 – Timesheets 7:33 – Integrated Invoicing […]