EP-34 How to Create a New Category for New User Group in Odoo 18 | Odoo 18 Development Tutorials – CBMS Odoo ERP

1. Enable Developer Mode Go to Settings → Developer Tools → Activate the developer mode. 2. Go to Groups Settings → Users & Companies → Groups Click Create. 3. Create the Group Name → e.g., “Custom Reports Access” Application → This is the category where it appears in the user form. You can select an […]

How to Create a Purchase Receipt in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 New Features – CBMS Odoo ERP

Learn how to create a Purchase Receipt directly from the Accounting module in Odoo 18 and skip the extra steps in the Purchase app!  In this video, we’ll cover: ✅ Step-by-step process to create a purchase receipt in the Accounting module ✅ Linking receipts to vendor bills for accurate records ✅ Handling direct purchases without […]

How to Create a Bill in Odoo 19 Purchase | Odoo 19 Purchase Tutorials | Odoo 19 Functional Tutorials – CBMS Odoo ERP

Creating a Purchase Bill in Odoo 19 (also known as a Vendor Bill) involves recording a vendor invoice against an existing Purchase Order or creating one manually. Here’s a step-by-step guide: ✅ Pre-requisites Ensure: The Purchase and Invoicing/Accounting modules are installed. You have the proper user rights (e.g., Purchase Manager or Accountant). 🔧 Option 1: […]

What is Vendor Pricelist | How to Create Vendor Pricelist in Odoo 18 – CBMS Odoo ERP

A vendor pricelist is a list that shows the prices your supplier charges you for different products — sometimes based on quantity, season, or special discounts. For more details, watch this video: #Odoo18 #Odoo18Tutorial #VendorPricelistOdoo #OdooVendorManagement #Odoo18NewFeatures #OdooFunctionalTutorial #OdooRelease2025 #OdooERP #Odoo18Features #Odoo18Purchasing Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]

How to Create a Debit Note for Customer Invoices in Odoo 18.1 | Odoo Accounting Tutorial – CBMS Odoo ERP

In today’s video, we’re taking a closer look at a new feature in Odoo 18.1—Debit Notes for customer invoices. This tool helps you issue additional charges for extra services, corrections, or other updates, without altering the original invoice. Whether you’re billing for an added consulting fee or fixing an undercharge, debit notes give you a […]

How to Create a New Quotation in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 Functional Videos – CBMS Odoo ERP

Create quotes in seconds! In this video, see how to quickly draft, customize, and send professional sales quotations in Odoo — fast, easy, and paperless. Speed up your sales and impress your clients! #Odoo18 #OdooSales #OdooTutorial #OdooQuotation #SalesAutomation #Odoo18NewFeatures #OdooCRM #OdooERP #OdooFunctionalTutorial #Odoo18ReleaseDate #Odoo18Sales #SalesQuotation #CreateQuotation #SalesManagement Connect With Us: ————————————— ➡️ Website: ➡️ Email: […]

How to Create a Task in Odoo 18 Project | Odoo 18 Project Tutorials | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Unlock the power of efficient task management in Odoo 18 Project! This quick guide shows you the core functionalities for creating, assigning, and tracking tasks to keep your projects on track. You’ll learn how to: Quickly create and assign tasks. Update task status with ease. Add notes and attachments for clear communication. Track time spent […]

What is a Quotation Template in Odoo | How to Create a Quotation Template in Odoo 18| Odoo 18 Shorts – CBMS Odoo ERP

Use Quotation Templates to send stunning, ready-made offers in just a few clicks. Fast, easy, and super professional! #Odoo18 #Odoo18QuotationTemplate #OdooShorts #OdooFunctionalTutorials #Odoo18Features #OdooSales #OdooTips #OdooERP #Odoo18ReleaseDate #OdooCustomization #Odoo #QuotationTemplate #OdooTutorial #OdooFunctional #OdooNewFeatures #SalesAutomation #ERPSystem #BusinessEfficiency #HowToOdoo #OdooTips #OdooSales #OdooConsulting #OpenSourceERP #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]

How to Create Quality Leads Report in Odoo 18 CRM | Odoo 18 CRM Tutorials |Odoo 18 Functional Videos – CBMS Odoo ERP

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 […]