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 quickly duplicate and reuse previous Purchase Orders (POs) in Odoo 18. Perfect for businesses that regularly reorder the same products or replenish stock with recurring suppliers. What You’ll Learn: 1. How to duplicate existing purchase orders in just 2 clicks 2. Modify and reuse old POs with updated quantities […]
Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline. Join us at CBMS Technologies as […]
In today’s video, we’re showing you how to enable and use Proforma Invoices in Odoo 18 Sales—a great way to share billing information with your customers without generating an official invoice. Unlike quotations, proforma invoices are sent once the sale has already been agreed upon. And unlike final invoices, they don’t trigger taxes or accounting […]
Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]
Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]
In today’s video, we’re exploring how to manage different customer addresses in Odoo 18—specifically, invoice and delivery addresses. Many businesses work with customers who have multiple locations—like an office, a warehouse, or a billing department. This feature helps you associate different addresses with a single customer, ensuring that deliveries go to the right place and […]
Learn how Odoo’s FEFO method ensures that items closest to expiry are delivered first — perfect for food, pharma, and perishable goods. #OdooFEFO #Odoo19Inventory #FirstExpiredFirstOut #OdooWarehouse #OdooTutorial #Odoo19 #OdooERP #StockManagement #InventoryControl #OdooTraining #FEFO #Odoo #InventoryManagement #FirstExpiredFirstOut #WarehouseManagement #SupplyChain #Odoo18Inventory #ERP #StockControl #Logistics #BusinessEfficiency #ReduceWaste #PerishableGoods #OdooTips #SoftwareSolutions Connect With Us: ————————————— ➡️ Website: ➡️ Email: […]
Struggling to create or customize worksheet templates in the Odoo Field Service module? This step-by-step tutorial will walk you through how to build, edit, and apply custom worksheets to your field tasks — the smart way. Whether you’re logging maintenance checks, inspection forms, or client sign-offs, this video shows you how to tailor Odoo worksheets […]
Are your sales teams spending too much time manually creating opportunities after every client meeting? With Odoo 18’s powerful Appointments and CRM integration, you don’t have to! In this essential tutorial, we’ll dive deep into how to seamlessly configure Odoo 18 to automatically create new sales opportunities from scheduled appointments. You’ll learn: The core configuration […]
Easily manage ongoing vendor agreements, schedule deliveries, and control costs over time. #Odoo18 #Odoo18ERP #BlanketOrders #PurchaseAgreement #OdooTutorial #OdooProcurement #RepeatOrders #BlanketPurchaseAgreement #OdooFunctional #ERPAutomation #BlanketOrder #BlanketPurchaseAgreement #RepeatOrders #Procurement #Purchasing #SupplyChain #Odoo #OdooERP #OdooAccounting #BusinessEfficiency #ERPSoftware #ProcurementManagement #SmallBusinessTips #EnterpriseResourcePlanning #PurchaseOrder Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ […]