Create Your Event | Odoo Events – CBMS Odoo ERP

In this video, you’ll discover how easy it is to create, configure, and fully customize an event from scratch using the intuitive, user-friendly Odoo Events application! 00:00 – 00:17 Introduction 00:18 – 03:14 Event Form 03:15 – 05:05 Event Tickets 05:06 – 06:35 Event Communication 06:36 – 08:36 Event Questions 08:37 – 09:06 Event Notes […]

Contacts | Getting Started – CBMS Odoo ERP

In this video, learn how to manage contacts in Odoo. **Check out more Odoo tutorials** – 1.g Odoo Calendar (not live yet) – 1.d Schedule Activities – 1.e Odoo Discuss: Direct Messages & Voice/Video Calls **App documentation** – Import/export contacts: – All docs: **See what Odoo can do for you!** – Schedule a demo:  – Start […]

How to Configure Helpdesk Module in Odoo 17 | Helpdesk Management in Odoo 17 | Best Ticketing System – CBMS Odoo ERP

Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]

How to Set Access Rights in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]

How to Create & Publish a Blog in Odoo 17 Website | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

Odoo 17 isn’t just about managing inventory or streamlining sales – it can also be a powerful platform for crafting and sharing your expertise through a built-in blog. Here’s a comprehensive guide to get you started with creating and publishing engaging blog content in Odoo 17: 1. Setting the Stage: Blog Creation Access the Website […]

How to Manage Advanced Pricelist in Odoo 17 Sales App | Advanced Price Rules in Odoo 17 Sales Module – CBMS Odoo ERP

An advanced price rule is a business rule used to define dynamic pricing based on various conditions. It’s more sophisticated than a basic rule that simply sets a fixed price. Benefits of Advanced Price Rules: Increased sales through targeted promotions and discounts. Improved profit margins by automatically adjusting prices based on costs or competitor pricing. […]

How to Manage Compare Price in Odoo 17 Website App | Comparison Price/Strikethrough Price in Odoo 17 – CBMS Odoo ERP

“Compare to” Pricing: This method lets you display a higher “compare to” price alongside your actual selling price. This can be a persuasive tactic, making your product seem like a better deal. Here’s how to set it up: Activate the Feature: Go to Website — Configuration — Settings and navigate to the Shop – Products […]

How to Create Badges & Challenges in Odoo 17 Employee App | Employee Management in Odoo 17 – CBMS Odoo ERP

Odoo 17’s employee module goes beyond simple HR management. It leverages gamification through badges and challenges to boost employee morale, increase engagement, and drive desired behaviours. Let’s delve into how these features work: Badges: Virtual Recognition for Achievements Celebrating Milestones: Employee badges are virtual tokens awarded for completing specific tasks or reaching predefined goals within […]