How to Create, Use & Manage Spreadsheet Template in Odoo 18 Documents | Odoo 18 Documents Tutorials – CBMS Odoo ERP

Tired of recreating the same spreadsheets in Odoo 18 Documents? Discover the time-saving magic of Spreadsheet Templates! In this video, we’ll show you step-by-step how to: Create your custom spreadsheet templates from existing spreadsheets. Effortlessly use templates to generate new spreadsheets in seconds. Manage and edit your templates to keep them up-to-date. Stop starting from […]

How to Create a Spreadsheet in Odoo 18 | Odoo 18 Documents Tutorials | Odoo 18 Features | Odoo 18 – CBMS Odoo ERP

Discover the power of the new and improved Spreadsheet module in Odoo 18! In this video, we’ll walk you through how to organize, analyze, and visualize data directly inside Odoo—without needing external tools like Excel or Google Sheets. ✅ What you’ll learn: How to link real-time data from Sales, CRM, Accounting & more Create dynamic […]

How to Upload & Manage Product Documents in Odoo 18 | Attach PDFs, Images, URL & More – CBMS Odoo ERP

In today’s video, we’re exploring Product Documents in Odoo 18—a powerful feature that allows you to upload and attach detailed documents to your products! This helps customers make informed purchasing decisions while enhancing transparency and building trust in your sales process. What You’ll Learn: ✨ 📂 How to upload and attach product documents in Odoo […]

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 […]