How to Merge Multiple Lead/Opportunity in Odoo 16 CRM | Odoo 16 Functional Videos – CBMS Odoo ERP

Lead management is a primary task for most companies to increase sales growth. Merging documents is necessary in a firm’s case of duplicate files. #odoo16crm In some instances, there may be duplicate lead files regarding specific areas. By imparting ERP software, the merging of files becomes an easy process. #odoocrm You can merge various leads […]

Product Variant Management in Odoo 16 | Odoo 16 Functional Tutorials – CBMS Odoo ERP

Product variants are used to give single products a variety of different characteristics, such as size and color. Products using variants can be managed at the product template level (for all attributes and variants of that product), and/or at the variant level (for individual variants). #odoo16 #odoofunctionalvideos As an example, a company selling t-shirts may […]

How to Customize Worksheet in Odoo 16 Field Service | Create Worksheet in Odoo 16 – CBMS Odoo ERP

This video covers the use and creation of Worksheet Templates in the Field Service application of Odoo 15. Worksheet Templates allow you to create a step in Field Service tasks where you can gather information and collect signatures from workers or clients. #odoo Creating a Worksheet Template Go to CONFIGURATION – WORKSHEET TEMPLATES. Here you’ll see the existing Worksheet Templates. […]

How to Handle Unrealized Currency Gain/Loss in Odoo 16 Accounting – CBMS Odoo ERP

In #Odoo, “unrealized currency” refers to the potential gain or loss that arises from changes in the exchange rate between two currencies before a transaction is settled or realized. Video Chapters 00:00 – What is Unrealized Currency Gain/loss 00:49 – How to Configure Currency 01:44 – How to Configure Automatic Currency Rate 04:20 – How […]

How to Use Odoo 16 Social Marketing | Odoo 16 Enterprise Edition | Odoo 16 Social Marketing – CBMS Odoo ERP

Social marketing is one of the most effective marketing methods in the modern business world. Not only marketing but marketing through social media can improve business-to-customer relationships. Video Chapters 00:00 – Configuration of Social Marketing 03:22 – How to add a Stream 06:41 – How to add a Post 12:51 – How to Create a […]

How to Customize Reports in Odoo 16 Studio | Odoo 16 Functional Videos | Odoo 16 Enterprise Edition – CBMS Odoo ERP

Odoo uses HTML and CSS technologies to create reports. HTML is a markup language that uses tags, also called elements. It is the core of any webpage because it provides its basic structure. #odoostudio CSS interacts with HTML elements to add style to the page, establishing how the HTML is shown to the user. Odoo’s […]

How to Manage Product Prices with Tax Mapping in Odoo 16 Accounting | Odoo 16 Functional Videos – CBMS Odoo ERP

Each country contains its own fiscal positions for tax configuration. Users from any country can manage the transactions with the localization feature in the fiscal position. Odoo 16 Accounting module ensures you configure accounts, customers, taxes, vendors, currencies, and more as per your company needs. Several types of taxes are managed easily using the fiscal […]