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 […]

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 Custom Header & Footer in Odoo 17 POS | Create Custom Header & Footer in Odoo 17 POS – CBMS Odoo ERP

The main purpose of a custom header and footer in Odoo POS is to personalize your receipts with additional information beyond the standard Odoo output. This can be useful for: Branding: Including your company logo, name, and slogan in the header can increase brand recognition on every receipt. Promotional messages: You can use the footer […]

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 […]

How to Create Filters in Odoo 17 | How to Add a Filter in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

Search filters in Odoo 17 serve as a comprehensive toolkit, offering users many options to navigate and analyze their data effectively. These filters empower users to fine-tune their search criteria precisely, allowing them to specify the exact attributes and conditions needed to retrieve relevant records. Whether users are searching through lists, forms, or kanban boards, […]

LESSON GS004 How To Create Products – CBMS Odoo ERP

In Odoo ERP, effectively creating and managing products is fundamental for maintaining accurate inventory records and facilitating smooth sales and purchasing processes. With Odoo’s robust product management features, businesses can effortlessly add new products, organize product data, and track inventory levels across multiple warehouses. This guide will outline the steps involved in creating product records, […]

LESSON GS002: HOW TO CREATE AND MANAGE CUSTOMERS ON ODOO – CBMS Odoo ERP

In Odoo ERP, efficiently creating and managing customers is pivotal for maintaining strong relationships and ensuring smooth business operations. By leveraging Odoo’s customer management features, businesses can streamline the process of capturing, organizing, and engaging with their clientele. In this guide, we’ll explore the steps involved in creating new customer records, managing customer data, and […]

How to Convert an Opportunity into a Quotation in Odoo 17 CRM | Create Quotation for an Opportunity – CBMS Odoo ERP

Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]