How to Create Alerts in Odoo 18 Referrals | Odoo 18 Referrals Tutorials |Odoo 18 Functional Tutorial – CBMS Odoo ERP

Boost Employee Engagement with Alerts in Odoo 18 Referrals This video demonstrates how to effectively utilize the Alerts feature within the Odoo 18 Referrals app to keep your employees informed and engaged. Key Features: Create and Schedule Alerts: Easily create and schedule important announcements for your referral program. Target Specific Audiences: Display alerts to specific […]

How to Create & Configure Rewards in Odoo 18 Referrals | Odoo 18 Referrals Tutorials |Odoo 18 Videos – CBMS Odoo ERP

Boost Employee Engagement with Rewards in Odoo 18 Referrals This video shows you how to effectively manage and utilize the Rewards feature within the Odoo 18 Referrals app. Learn how to: Create and configure rewards: Define rewards, setpoint values, and manage reward availability. Redeem rewards: Guide employees on how to redeem their earned referral points. […]

How to Create & Manage Stages in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Mastering Helpdesk Workflow: Managing Stages in Odoo 18 This video demonstrates how to manage stages within the Odoo 18 Helpdesk module effectively. Learn how to: Customize stages: Create, edit, and reorder stages to match your specific workflow. Assign stages to teams: Ensure the right teams are responsible for handling tickets at each stage. Configure email […]

How to Create a New Appraisal in Odoo 18 Appraisal | Odoo 18 Appraisal Tutorials | Odoo 18 PMS – CBMS Odoo ERP

Creating New Appraisals in Odoo 18 The Odoo 18 Appraisals app allows managers to initiate the performance review process by creating new employee appraisals.   Key Steps: Access the Appraisals App: Navigate to the Appraisals application in Odoo. Click “New”: Create a new appraisal record.   Enter Employee Details: Select the employee. Manager, Department, and […]

Overview of Odoo 18 Contact | How to Create a Contact Form in Odoo 18 Contact | Odoo 18 Tutorials – CBMS Odoo ERP

The Contacts module in Odoo 18 serves as a centralized repository for managing all your business relationships, including customers, suppliers, partners, and other stakeholders. It offers a comprehensive set of features to efficiently handle contact information and interactions. Key Features: Comprehensive Contact Profiles: Store detailed information such as names, addresses, phone numbers, email addresses, job […]

How to Create Time Off Request in Odoo 18 Time Off | Odoo 18 Time Off Tutorials | Odoo 18 Features – CBMS Odoo ERP

Effortlessly Request Time Off in Odoo 18! This video guides you through the process of requesting time off within the Odoo 18 Time Off app. Learn how to: Submit time off requests: Easily request vacation, sick leave, and other types of time off. Specify request details: Set start and end dates, define duration, and add […]

How to Create & Automate Asset Model in Odoo 18 Accounting | Asset Model & Automation in Odoo 18 – CBMS Odoo ERP

Learn how to effortlessly manage your company’s assets with Odoo 18’s powerful Asset Model and Automation features! This tutorial provides a step-by-step guide on creating and automating asset models within Odoo 18 Accounting. We’ll cover everything from defining asset categories and depreciation methods to automating the creation of depreciation entries, streamlining your fixed asset management […]

How to Manage & Create a New Department in Odoo 18 Employee | Odoo 18 Employee Tutorials | Odoo 18 – CBMS Odoo ERP

Departments in Odoo 18 are a crucial organizational unit within the Employee module. They serve as a hierarchical structure to group employees within your company. Key Features: Hierarchical Structure: Create a hierarchical tree of departments, reflecting your company’s organizational chart. Employee Grouping: Easily group employees based on their department, enabling efficient team management and communication. […]

How to Create an Event in Odoo 18 | Odoo 18 Events Tutorials | Odoo 18 Functional Tutorials |Odoo 18 – CBMS Odoo ERP

Are you tired of juggling spreadsheets and sticky notes for event planning? ✨ Odoo 18 makes it a breeze! 🚀 In this video, we’ll guide you through creating an event within the powerful Odoo platform. 📅 From setting dates and times to managing guests and tracking RSVPs, we’ve got you covered. 📈 Learn how to […]

How to Create a Forum in Odoo 18 e Learning | Odoo 18 Forum | Odoo 18 Functional Tutorials | Odoo 18 – CBMS Odoo ERP

Odoo 18: Fostering Community with Forums Odoo 18’s Forum module provides a dedicated space for users to connect, share knowledge, and engage in discussions. This powerful tool fosters a sense of community within your organization and beyond.   Key Features: Centralized Discussion Hub: Create forums for specific topics, departments, or projects to centralize discussions and […]