CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this video, learn how to create an Odoo Database, install applications, and activate them. **Check out more Odoo tutorials** – Navigate in Odoo: – Chatter Basics: **App documentation** – Apps and modules: – Developer mode: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #Create #Odoo #Database #Odoo #Started
In this video, learn how to use Odoos filtering and views to manage how information appears per app. **Check out more Odoo tutorials** – Create an Odoo Database: – Odoo Calendar: – Chatter Basics: **App documentation** – All docs: – Filters: – Views and Reporting: **See what Odoo can do for you!** – Schedule a […]
In this video, learn about setting up multiple company databases in Odoo! **Check out more Odoo tutorials** – Accounting for Multi-company and Branch: – Chart of Accounts: – Taxes and VAT: **App documentation** – Multi-company: – Multi-company accounting: **See what Odoo can do for you!** – Schedule a demo: – Start a free trial: #MultiCompany #Basics […]
In this video, learn what the “Chatter” is on Odoo, and how to use it to send messages and log notes. 0:00 – Intro 0:31 – Viewing a records chatter 0:55 – React & save chatter entries 1:19 – Managing followers 2:17 – Sending emails from chatter 2:44 – Internal messages & notes 4:04 – […]
In this video, learn how to used canned responses in Odoo! 0:00 – Intro 0:40 – Manage & configure canned responses 0:59 – Creating a new canned response 2:39 – Adding authorize groups 4:07 – Using canned responses in Helpdesk 5:10 – Using canned responses in Discuss 5:40 – Conclusion **Check out more Odoo tutorials** […]
In this video, learn how to schedule meetings using Odoo Calendar. Intro: 0:00 Scheduling in chatter: 0:29 Scheduling in calendar: 1:14 Event configuration: 2:15 Sending calendar invites: 5:00 View scheduled event in chatter: 6:04 Conclusion: 6:13 **Check out more Odoo tutorials** – Contacts: – Schedule Activities: **App documentation** – Activities: – All docs: **See what Odoo […]
In this video, learn how to schedule activities in Odoo from the chatter and Kanban view. We’ll also touch on activity types, triggering activities, and creating custom activities. Intro: 0:00 Activity icons: 0:41 Activities pop-up window: 1:23 Activities dashboard: 1:50 Filtering activities: 2:50 Completing and creating activities: 3:21 Creating custom activity types: 5:05 Conclusion: 8:20 **Check […]
In this video, learn how to use the Surveys app to create scored tests and provide proof of certification. **Check out more Odoo tutorials** – Survey playlist: – Survey essentials: – Survey questions and sections: **App documentation** – Survey docs: – Scoring Surveys: – Create Surveys: **See what Odoo can do for you!** – Schedule […]
In this video, learn how to configure access rights for your sales team. Intro- 00:00 Setup sales manager- 00:47 Setup salesperson- 03:43 Workflow #1- 05:35 Workflow #2- 07:22 Outro- 08:25 **Check out more Odoo tutorials** – CRM playlist: – CRM Basics: – Sales teams: **App documentation** – CRM Docs: – Sales Docs: – Forecast report: […]
In this video, learn how to create and manage access rights for your Inventory team. 00:00 – Intro 01:00 – Warehouse manager profile 03:00 – Warehouse operator profile 04:31 – Manage purchase orders 05:17 – Validate reciept **Check out more Odoo tutorials** – Inventory tutorials: – Barcode basics: – Barcode: Receipts and Deliveries **App documentation** […]