Create your First Sales Quotation | Odoo Sales – CBMS Odoo ERP

In this video, you’ll discover how easy it is to create your very first quotation with Odoo Sales! **Check out more Odoo tutorials** – Quotation Templates:  – PDF Quote Builder | Odoo Sales:  -Pricelists: Multiple Price Per Product | Odoo Sales:  -Promotion Basics & Discounts:  -Coupons | Odoo Sales:  -Print shipping labels:  **App documentation** – Payment […]

How to Create Vendor Bills in Odoo 19 Purchase Orders | Bring Back the Create Bill Button Correctly – CBMS Odoo ERP

In today’s video, we’re walking through how the Create Bill action works in Odoo 19 Purchase Orders. You’ll learn where this action already exists in Odoo, why many users miss it, and how to bring the Create Bill button directly onto the Purchase Order form using Odoo Studio. We’ll start with the standard Odoo list […]

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, […]