Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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: ✅ Enable the Subscription module in Odoo 18 ✅ Create a subscription product with recurring billing ✅ Set up plans, pricing, […]
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 […]
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, […]
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 […]
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 […]
In today’s video, we’re diving into how to create and manage Coupon Codes in Odoo 18 Sales—a powerful feature that helps boost customer loyalty and drive more revenue. With coupon programs, you can run targeted promotions, reward loyal customers, or launch public discount campaigns that are easy to configure and track inside Odoo. Whether you’re […]
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: […]
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: […]
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 […]
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: […]