CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In today’s video, we’re exploring one of the most exciting AI-powered features in Odoo 19 — Email Template Generation. This new update lets you use AI prompts directly inside your email templates to instantly create personalized, professional, and engaging messages — all without leaving Odoo. What You’ll Learn in This Video ✨ 💡 How to […]
In today’s video, we’re exploring how to track sales performance in Odoo 18 using powerful tools like reports, dashboards, and automated email digests. Instead of relying on manual tracking or scattered spreadsheets, Odoo gives you real-time insights to help you make smarter business decisions, monitor performance, and keep your team aligned. What You’ll Learn in […]
In Odoo 19, an email template prompt usually refers to a predefined message or default content in an email template that helps users write or send consistent emails. It’s not an official Odoo term, but here’s how it breaks down based on the context: 💡 What Is an Email Template in Odoo? An email template […]
In today’s video, we’re exploring how to use the Deliver Content by Email feature in Odoo 18 Sales. This powerful tool allows you to automatically send product-specific emails—such as invoices, warranty details, manuals, or other important documents—right when the invoice is validated. It’s a smart way to streamline your sales workflow and ensure your customers […]
Odoo 18 offers robust email functionality that you can leverage within your website to engage with users effectively. Here are the primary methods to send emails from your Odoo 18 website: 1. Using Odoo’s Built-in Mail Templates: * Create a Mail Template: * Navigate to Settings — Technical — Mail Templates. * Click “Create” to […]
The purpose of the “Deliver content by Email” feature in Odoo 18 Sales is to streamline communication and enhance customer engagement throughout the sales process. It allows you to send emails directly from within the sales module, saving time and ensuring consistency in your messaging. Here are some key benefits of this feature: – Efficient […]
In this video, learn everything there is to know about creating and managing awesome email marketing campaigns using the multi-faceted Odoo Email Marketing application. 00:00 – 00:20 Introduction 00:21 – 01:02 Configuration 01:03 – 01:53 Campaigns Page 01:54 – 02:44 Creating a Campaign 02:45 – 04:24 Campaign Form 04:25 – 07:53 Customize Email Marketing Campaign […]
The core purpose of creating invoices upon emails in Odoo is automating the initial stages of invoice creation and streamlining the overall invoicing process. There are several benefits to creating invoices upon emails in Odoo, especially when compared to manual data entry: Increased Efficiency: Saves time by automating invoice creation instead of manual data entry […]
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 […]
There are several advantages to creating project tasks from an email alias in Odoo, which can benefit both project managers and team members: Enhanced Workflow Efficiency: Reduced Manual Work: Eliminates the need to manually switch between email and Odoo to create tasks. Emails requesting work are automatically converted into tasks within the project, saving time […]