CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Want to learn Odoo fast? 🚀 In this video, we’ll cover everything you need to know about Odoo in just 30 minutes! You’ll discover: ✅ What Odoo is and why it’s a game-changer for businesses ✅ How its powerful apps like CRM, Sales, Inventory, Accounting, HR, and Projects work together ✅ A quick walkthrough of […]
Learn how to easily add and track products like spare parts or materials during a field service task in Odoo. Whether you’re on-site or remote, Odoo lets your team update the product catalog in real-time—no paperwork needed! 1. Add products directly from the task 2. Track used items for accurate billing 3. Seamless inventory & invoicing integration […]
In this video, learn how to add (and customize) survey questions and sections using the Odoo Surveys application. Intro- 00:00 Add Questions – 00:31 Question types – 02:19 Answers – 04:45 Options – 05:54 Sections – 09:31 Conclusion – 10:45 **Check out more Odoo tutorials** – Survey playlist: **App documentation** – All Survey docs: **See what […]
In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]
In Odoo 18, subcontracting is a feature within the Manufacturing (MRP) module that allows companies to outsource production operations to external subcontractors while maintaining control over inventory and costs. Here’s a basic guide: 1. Enabling Subcontracting in Odoo 18 Activate the Manufacturing App: Go to Apps → Install Manufacturing. Enable Subcontracting: Go to Manufacturing → […]
Discount Codes in Odoo 18 Sales: A Comprehensive Guide Odoo 18 offers robust features to implement discount codes in your sales process, enhancing customer engagement and boosting sales. Here’s a detailed guide on how to set up and utilize discount codes effectively: 1. Setting Up Discount Programs: * Navigate to Promotions: * Go to Sales […]
Odoo allows you to configure your outgoing shipments in a 3-step process, providing granular control over the picking, packing, and shipping stages. This approach offers flexibility and precision, especially for complex operations or when specific procedures need to be followed. Here’s a breakdown of the 3-step process: 1. Picking: Purpose: To identify and gather the […]
Odoo 18’s Purchase module offers a variety of views to streamline your procurement processes. These views provide different perspectives and functionalities to manage your purchasing activities effectively. Key Views in the Purchase Module: 1. Purchase Order View: Create and manage purchase orders. Add product lines, specify quantities, and set delivery dates. Track the status of […]
In Odoo 18, there are three main product types: Goods: These are physical products that can be tracked in inventory. They can be further categorized as: Storable Products: Products that are tracked in inventory and have a specific quantity on hand. Consumable Products: Products that are consumed upon use and don’t have a specific […]
Next Order Coupons in Odoo 18 Sales are a powerful tool to incentivize repeat business and increase customer loyalty. They allow you to generate and share single-use coupon codes that grant customers a discount or reward on their next purchase. How to Create Next Order Coupons: 1. Go to Sales ‣ Products ‣ Discount […]
