How to Create Sales Team in Odoo 19 | Odoo Tips | Odoo 19 Functional Tutorials – CBMS Odoo ERP

In this video, you will learn how to create and manage Sales Teams in Odoo 19. We’ll go through the complete setup process including creating a new sales team, assigning a team leader, adding salespersons, and enabling pipelines or leads. What you’ll learn: How to create a new Sales Team in Odoo 19 Assigning a […]

How to Create Products in Odoo 19 | Odoo19 Tips | Odoo 19 Fuctional Tutorials – CBMS Odoo ERP

Learn how to create and manage products in Odoo 19 with this easy step-by-step guide. 🚀 Whether you’re selling goods, services, or managing stock, Odoo makes it simple to configure product details, categories, and variants. 👉 In this video, you’ll learn: How to navigate to the Product menu in Odoo 19 Setting up basic product […]

How To Create A Survey In Odoo 18 Survey | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to create a survey in Odoo 18 step by step. In this video, we’ll show you how to set up a new survey, add different question types, apply scoring or conditional logic, and share it with your audience. Whether you want to collect customer feedback, employee responses, or market research data, Odoo’s Survey […]

Create a project from SO without a service line in Odoo 19 Project | Odoo Functional Tutorial – CBMS Odoo ERP

You want Odoo 19 to create a Project automatically when confirming a Sales Order (SO) even if the product is not a service (i.e., a normal stockable/consumable product). By default, Odoo only creates a project/task when the SO line has a service-type product with the right configuration (“Create a Project”/”Create a Task”). For normal products, […]

How to Create Clickable Graph Reports in Odoo 19 | Odoo 19 Features | Odoo Functional Tutorial – CBMS Odoo ERP

Ever wished your reports in Odoo could do more than just show static data? In Odoo 19, you can bring your reports to life with clickable graphs. This feature allows you to drill down directly from a chart into detailed records, making reporting more interactive and insightful.  In this video, you’ll learn:  ✅ What clickable […]

How to Create a Recurring Plan in Minutes | Odoo 18 Subscriptions | Odoo Functional Tutorial – CBMS Odoo ERP

Want to sell products or services on a subscription basis? In this video, we’ll walk you through creating a recurring subscription plan in Odoo 18—step by step. Learn how to configure subscription products, set recurring periods (weekly, monthly, yearly), and automate invoicing so your business runs smoothly. Whether you’re offering SaaS, memberships, or service packages, […]

How to Create & Manage Subscription Products in Odoo 18 | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Want to sell products or services on a recurring basis? In this video, we’ll explore Odoo 18 Subscriptions and walk you through how to create and manage subscription products step-by-step. You’ll learn how to: âś… Enable the Subscription module in Odoo 18 âś… Create a subscription product with recurring billing âś… Set up plans, pricing, […]

EP-33 How to Create a New Usergroup in Odoo 18 | Create a Group Using the UI – No Code Needed – CBMS Odoo ERP

If you’re working with Odoo 18, here’s how to create a new user group—either via the user interface or via custom module development. 👉 Method 1: Create a Group Using the UI (No Code Needed) Activate Developer Mode Go to the Settings app and enable Developer Mode. This unlocks advanced menus and settings. Navigate to […]

How to Create Quotations in Odoo 18 Sales Module | Odoo 18 Sales Tutorials | Odoo Functional Videos – CBMS Odoo ERP

This video demonstrates the creation of a quotation within the Sales app’s Quotations dashboard. It walks through the process of inputting customer information, selecting products or services, and applying relevant templates and payment terms. The tutorial highlights the dashboard’s features, showcasing how users can efficiently generate and manage sales quotations. #Odoo18, #OdooSales, #SalesQuotations, #CreateQuotations, #OdooSalesModule, […]