How to Set Up and Use Fiscal Positions in Odoo 18 | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Managing taxes across different regions can be tricky, but Odoo makes it simple with Fiscal Positions. In this step-by-step tutorial, we’ll explain what fiscal positions are, why they matter, and how to configure them in Odoo 18.  In this video, you’ll learn:  What Fiscal Positions mean in accounting  How to create a new Fiscal Position […]

How to Create Clickable Graph Reports in Odoo 19 | Odoo 19 Features | Odoo Functional Tutorial – CBMS Odoo ERP

Ever wished your reports in Odoo could do more than just show static data? In Odoo 19, you can bring your reports to life with clickable graphs. This feature allows you to drill down directly from a chart into detailed records, making reporting more interactive and insightful.  In this video, you’ll learn:  ✅ What clickable […]

Employee termination in Odoo 19 Employee | Odoo 19 Employee Module | Odoo Functional Tutorial – CBMS Odoo ERP

Navigate to the Employees app. Open the employee’s record you want to terminate. Click the gear icon (⚙) in the top-left of the form view. Select Archive, which brings up the Employee Termination wizard.  Fill out the form: ✅ Departure Reason: e.g., Fired, Resigned, Retired, Became Freelance. ✅ Contract End Date. ✅ Detailed Reason (optional […]

How to Create a Recurring Plan in Minutes | Odoo 18 Subscriptions | Odoo Functional Tutorial – CBMS Odoo ERP

Want to sell products or services on a subscription basis? In this video, we’ll walk you through creating a recurring subscription plan in Odoo 18—step by step. Learn how to configure subscription products, set recurring periods (weekly, monthly, yearly), and automate invoicing so your business runs smoothly. Whether you’re offering SaaS, memberships, or service packages, […]

Activity on Job position in Odoo 19 Recruitment | Odoo 19 Functional Tutorials – CBMS Odoo ERP

In Odoo 19 (Recruitment), job positions themselves do feature a dedicated “Activity” log or tracker in the chatter—unlike candidate applications, which accumulate activities and communications as you process them. Here’s how things actually work: What “Activity” Means in Odoo Recruitment  job positions, carry activity records: When candidates apply, interview, or are contacted, activities (like emails, […]

Unapproved Timeoff in Odoo 19 | Odoo 19 Functional Tutorials – CBMS Odoo ERP

In Odoo 19, “Unapproved Time Off” typically refers to leave requests that employees have submitted but have not yet received approval from the designated approvers (e.g., Time Off Officer or an employee’s manager). Here’s how you can manage and locate these unapproved requests: An employee submits a 3-day leave request. If the leave type requires […]

Allocation warning in Odoo 19 Timeoff | Odoo 19 Functional Tutorials – CBMS Odoo ERP

If you’re seeing an “allocation warning” in Odoo 19, it’s probably related to the Time Off (Leaves) module—specifically, warnings shown when there’s no valid leave allocation to cover a leave request. This issue, reported for Odoo 17, is likely still relevant in 19. Let me break it down: This likely stems from internal validation: you may […]

How to Create & Manage Subscription Products in Odoo 18 | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Want to sell products or services on a recurring basis? In this video, we’ll explore Odoo 18 Subscriptions and walk you through how to create and manage subscription products step-by-step. You’ll learn how to: ✅ Enable the Subscription module in Odoo 18 ✅ Create a subscription product with recurring billing ✅ Set up plans, pricing, […]

How to Automate Timesheets with Odoo 18 Time Off | Odoo 18 Functional Videos – CBMS Odoo ERP

Stop wasting time manually updating timesheets for employee leaves! In this tutorial, I’ll show you how to automate timesheets in Odoo 18 using the built-in Time Off integration. You’ll learn how to: ✅ Enable and configure Timesheets & Time Off modules ✅ Link leave types directly to timesheets ✅ Automatically record approved leave in your […]