Revamp in Odoo 18 Document | Odoo 18 New Features | Odoo 18 Release Date | Odoo 18 Document App – CBMS Odoo ERP

Odoo 18’s Document module, or Document Management, is a powerful tool for managing and organizing various types of documents within your business. It provides a centralized platform for storing, categorizing, sharing, and tracking documents of different formats, such as PDFs, Word documents, images, and more. For streamlined operations, such as approval processes – Document Storage: […]

How to Configure Document From Email Alias in Odoo 17 Document App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo, an open-source business management software, offers features to automate document generation based on emails. Here’s a real-time scenario for a possible implementation: Scenario: Automatic Sales Order Confirmation via Email Customer Sends Email: A customer sends an email to the sales alias (e.g., [email address removed]) expressing their intent to purchase specific products. The email […]

#8 How to Download Product Document in Odoo 17 | Odoo 17 Functional Videos | Odoo 17 Tutorials – CBMS Odoo ERP

Sort and search documents based on product. The ability for users to download product documentation or catalogs from the website or invoice is a new feature in Odoo. This is employed in situations where a website could limit the screen. Users can download product documents in certain circumstances. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release Connect […]

How to Configure Document Layout & Emails in Odoo 15 ERP | Odoo 15 Functional Videos – CBMS Odoo ERP

This video assists you in generating document layout and Emails in Odoo 15. Video Content ———————— 00:00 Introduction 01:10 Configure Document Layout 03:21 Goes to Sales module 04:16 Go to settings & then to Email 04:30 Create Email The collective arrangement of data available on forms is a layout and combination of elements such as […]

Open HRMS Employee Document Management | Odoo 15 | Open HRMS Employee Documents | Open HRMS App – CBMS Odoo ERP

In this video, it explains about document managing in Odoo 15 HRMS, using this module we can create document types and corresponding expiry dates for the documents and document templates. #openhrmsapp Video Chapters 00:00 Introduction to Open HRMS 01:10 Document Types 02:41 Documents 04:41 Document Templates ℹ️ App link: Visit our page: The Open HRMS […]

Configuration Aspects of Odoo 15 Document Module | Configuration Options in Odoo 15 Document – CBMS Odoo ERP

This video will discuss the different options listed under the Configuration tab of the #odoo15document module. A solid digital document system is an inevitable business tool to store and keep track of your company’s documents. It can be considered a basic function required for any company regardless of its size and type in the digital […]

Odoo 15 Documents | Document Management System | How to Manage Your Documents Using Odoo 15 – CBMS Odoo ERP

Proper management of documents is very important in any organization. The lack of proper document management will diminish the business and lead to spending more than what is expected. Video Contents ———————— 00:00 Introduction to Odoo 15 Documents 00:48 Goes to module 02:37 Configuration 03:49 Workspace 04:56 Tags 05:09 Share inks 05:32 Spreadsheet template 06:01 […]