Revamped POS User Interface in Odoo 18 | Odoo 18 Revamped Point of Sale User Interface | Odoo 18 POS – CBMS Odoo ERP

Odoo 18 POS module is a powerful tool for retail businesses. It provides a user-friendly interface for managing sales transactions, handling payments, and tracking inventory. However, to enhance user experience and efficiency, a revamped POS interface in Odoo 18 is essential. Intuitive Navigation: Clear Menu Structure: Organize menu items logically to reduce search time. Visual […]

How to Create Event Stages in Odoo 17 Events App | How to Manage Event Stages in Odoo 17 Events App – CBMS Odoo ERP

Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]

Odoo 18 Events PWA | Registration Desk Kiosk | Event Kiosk Mode in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Events PWA: Registration Desk Kiosk Odoo 18 Events provides a robust platform for managing events, including attendee registration. When combined with PWA (Progressive Web App) technology, it offers a streamlined, offline-capable solution for event registration desks. Kiosk mode transforms a device into a dedicated interface for specific tasks, in this case, attendee check-in. […]

How to Manage Your Company Budget Using Odoo 17 Accounting | Budget Management in Odoo 17 Accounting – CBMS Odoo ERP

Odoo’s budget management functionality allows you to create financial plans and track how your actual income and expenses compare to those plans. It helps businesses gain control over their finances by: Setting Financial Goals: Define planned amounts for income and expenses for specific periods (months, quarters, years). Categorizing Spending: Create budgetary positions that group related […]

Odoo 18 Marketing Card App | New App in Odoo 18 | Marketing Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

What is a Marketing Card? A marketing card is typically a physical or digital tool designed to convey a specific marketing message. It can serve various purposes, depending on its context.   Common Interpretations: Business Card: This is the most common understanding. A business card is a small card containing contact information for an individual […]

How to Create an Event in Odoo 17 Event App | Configure an Event in Odoo 17 Event |Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Events module provides a streamlined platform to organize and manage events of all sizes. From small workshops to large conferences, the module offers a comprehensive set of tools to plan, execute, and analyze events. To create a new event, navigate to the Events app in your Odoo instance. Click on the “Create” button […]

How to Create Maintenance Request in Odoo 17 | Odoo 17 Maintenance App |Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]

Quoted Search for Exact Match in Odoo 18 | Odoo 18 New Features | Odoo 18 Expected Features |Odoo 18 – CBMS Odoo ERP

A quoted search for an exact match means enclosing your search term in quotation marks. This instructs the search engine to look for the exact phrase you entered, rather than individual words within the phrase.   Example: Regular search: “” This will return results containing the words “Aksa” and “Foster ” in any contact. Quoted […]

How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button.   You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]

How to Configure Task Management in Odoo 17 Field Service | How to Manage Task Creation in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]