CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]
Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]
Struggling to create or customize worksheet templates in the Odoo Field Service module? This step-by-step tutorial will walk you through how to build, edit, and apply custom worksheets to your field tasks — the smart way. Whether you’re logging maintenance checks, inspection forms, or client sign-offs, this video shows you how to tailor Odoo worksheets […]
Are your sales teams spending too much time manually creating opportunities after every client meeting? With Odoo 18’s powerful Appointments and CRM integration, you don’t have to! In this essential tutorial, we’ll dive deep into how to seamlessly configure Odoo 18 to automatically create new sales opportunities from scheduled appointments. You’ll learn: The core configuration […]
In this video, we take a deep dive into Quality Alerts in Odoo 18’s Quality module — a powerful feature that helps businesses manage quality issues efficiently across their production, inventory, and manufacturing processes. ✅ What you’ll learn: What Quality Alerts are and how they work in Odoo 18 How to create and manage quality […]
Ever wondered how Odoo 18 assigns those unique numbers to your invoices? In this comprehensive tutorial, we dive deep into “Invoice Sequences” within Odoo 18 Accounting! You’ll discover: Where to locate invoice sequences in your Odoo setup. How to modify existing sequences to fit your business’s numbering conventions. Understanding the structure and logic behind Odoo’s […]
In today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18. Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your […]
🎯 Welcome to CBMS – Your Source for Practical Odoo Development Tutorials! Are you a developer, functional consultant, or Odoo enthusiast looking to deepen your understanding of Odoo’s framework? You’re in the right place! 📌 In this channel, we break down technical Odoo concepts in a beginner-friendly and practical way. In our latest video, we cover: […]
In this video, we’ll show you how to create a subscription-based product from scratch in Odoo 18. Whether you’re offering services like online courses or products like subscription boxes, Odoo’s Subscriptions app helps you manage everything efficiently—from task automation to recurring billing. What You’ll Learn: 🔍 ✅ How to enable the Subscriptions option on a […]
In today’s video, we’re exploring how to create a Customer Statement Report in Odoo 18. This feature allows you to generate a clear summary of all financial transactions with a specific customer — including invoices, payments, credit notes, and any outstanding balances — all in one organized report. It’s a simple yet powerful way to […]