How to Configure Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]

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 […]

Helpdesk: SLAs | Odoo Helpdesk – CBMS Odoo ERP

In this video, learn how to create and customize Service Level Agreements with Odoo Helpdesk. 00:00 – Intro 00:35 – Activate SLA feature 01:45 – Create a new SLA Policy 03:04 – SLAs in action 04:28 – Outro **Check out more Odoo tutorials** – Helpdesk playlist **App documentation** – Helpdesk: [Getting Started] – Helpdesk: [Receiving Tickets] […]

Dynamic Caller ID | Odoo VoIP – CBMS Odoo ERP

In this video, learn how to use Dynamic Caller ID with Odoo VoIP.  0:00 Introduction 1:07 Axivox Dashboard 1:16 Default outgoing number 1:50 User-level outgoing number 2:45 Add a user options 3:09 Settings (Advanced Options) 4:22 Conclusion Other lessons related to this video:  Introduction to Dial Plans: Advanced Dial Plans: Conference Calls: Make, Receive, Transfer, […]

Dashboard In Odoo 17 Overview | Odoo 17 Dashboard | Odoo Functional Tutorials | Odoo 17 Features – CBMS Odoo ERP

In Odoo, a dashboard is a central location to view important business data at a glance. It’s like a personalized cockpit that brings together key metrics and insights from various Odoo modules. Here’s what dashboards in Odoo offer: Quick Overview: Instead of jumping between different sections of Odoo, dashboards consolidate crucial information on a single […]

Barcode intro: Receipts and Deliveries | Odoo Inventory – CBMS Odoo ERP

Learn how to speed up your receipts and deliveries using Odoo’s Barcode app. 0:00 Intro Enable barcodes Add barcodes to products Receipts Deliveries Conclusion Other lessons related to this video: – Warehouse Ops:  – Inventory basics and your first warehouse operations:   Documentation:  –  –  –  Learn everything you need to grow your business with Odoo, […]