CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
This video showcase where we are creating a detailed view of one specific task we’re working on. Here, we can add the stage it’s in, who the customer is, and what part of their order this task is about. There’s also a spot to assign people to it, we can add labels to keep things […]
This video shows the central interface for setting up and managing a new project. It allows you to name your project, add tags to organize it, and link it to a company. You can also assign a project leader and set the planned start and end dates, as well as track how much time is […]
This video provides an in-depth look at the Invoice Format Editor, a custom module designed for Odoo 18. This module enables users to configure and customize invoice templates effortlessly, ensuring that invoices align with their business requirements. Viewers will gain insights into the module’s key features, how it enhances the invoicing process, and a step-by-step […]
The POS Receipt Design module enhances the flexibility of Odoo 18 by allowing users to customize POS receipt layouts and assign different designs to different shops. With this module, businesses can create unique receipt formats to match their branding and operational needs. Key Features: * Customizable POS receipts – Modify receipt design, layout, and content. […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to customize your projects on the Odoo Project app’s Kanban board. Name your projects and assign them to team members. Add tags, descriptions, and even some colors. Set deadlines and […]
Learn how to customize sequence numbers in Odoo 17 to keep your sales orders, invoices, and other documents organized and tailored to your business needs! In this tutorial, we’ll guide you through customizing prefixes, setting unique identifiers, and adding dates or other custom elements to sequence numbers. These small customizations can make a big difference […]
Odoo Studio is a powerful tool within the Odoo platform that allows you to customize and extend the functionality of your Odoo applications without writing any code. It provides a user-friendly interface where you can drag and drop elements, configure fields, create custom actions, and design your own workflows. Key features and capabilities of Odoo […]