CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In today’s video, we’re walking through how customer accounts and the customer portal work in Odoo 19 — from checkout sign-in options to portal access management and customer security settings. You’ll learn how customers interact with your website, what they can see once logged in, and how you can control and manage portal users from […]
In today’s video, we’re exploring the Customer Ratings feature in Odoo 18 Project—a great way to collect client feedback at different stages of task execution. Instead of waiting until the end of a project, you can request feedback automatically as tasks move through stages. This helps you monitor client satisfaction in real time, improve project […]
To get a customer’s location in Odoo 19 CRM using Maps, you typically want to: Capture the customer’s address in the CRM. Use a map widget or integration (like Google Maps) to show or fetch the location based on that address. Odoo 19 (from Odoo 13 onwards) has built-in support for Google Maps integration in […]
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 […]
In this tutorial, we’re exploring how to manage customer payment follow-ups in Odoo 18 Accounting—a must-know feature for businesses looking to reduce overdue invoices and streamline their collection process. Odoo makes it easy to configure follow-up levels, send reminders automatically or manually, and track overdue payments without missing a beat. Whether you’re managing a few […]
In today’s video, we’re exploring how to manage different customer addresses in Odoo 18—specifically, invoice and delivery addresses. Many businesses work with customers who have multiple locations—like an office, a warehouse, or a billing department. This feature helps you associate different addresses with a single customer, ensuring that deliveries go to the right place and […]
1. Customer Reviews for Products (E-commerce Module) If you have an Odoo eCommerce website (using Odoo Website and eCommerce modules), customers can leave reviews for products. How to enable and manage product reviews: Install Modules: Website Website Sale Website Rating (comes with the review system) Enable Reviews: Go to Website – Configuration – Settings. Scroll […]
Discover the power of the Chatbot feature in Odoo! Learn how to set up an AI-powered chatbot to answer customer questions, gather information, qualify leads, and provide 24/7 support directly on your website. Enhance customer experience and streamline your operations in Odoo. #Odoo18 #OdooChatbot #OdooAI #Odoo18Tutorial #Odoo18Features #OdooCRM #AIAutomation #OdooERP #CustomerSupportAI #OdooDevelopment #Odoo18NewFeatures #ChatbotTutorial #Odoo18ReleaseDate […]
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 […]
Odoo 19: Dynamic Follower Automation! Want to add the right people to your Odoo records automatically? Learn how to leverage improved automation rules in Odoo 19 to dynamically add followers, including customers, to any document! Streamline communication and ensure everyone stays updated effortlessly. Watch now! #Odoo19 #OdooAutomation #OdooNewFeatures #OdooDevelopment #OdooERP #OdooCommunity #OdooFunctional #OdooTips #OdooTutorial #BusinessAutomation […]