How to Configure Deliver Content by Email in Odoo 18 Sales | Odoo 18 Sales App | Odoo 18 Features – CBMS Odoo ERP

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 […]

How to Create Invoice Upon Email in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

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 […]

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 […]

How to Automatically Create New Expenses From an Email in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]

#35 Deliver Content by Email in Odoo 17 | Send Product Specifications to Customer Mail in Odoo 17 – CBMS Odoo ERP

In today’s competitive business environment, effective communication with customers is crucial. One way to enhance customer engagement is by sending product specifications directly to their email. Odoo 17, a powerful open-source business management software, makes this task easy and efficient. Sending product specifications to customers via email in Odoo 17 is a simple and effective […]

How to Set Email Template in Odoo 16 | Setting up E-Mail Templates in Odoo 16 – CBMS Odoo ERP

Email templates are saved emails that are used repeatedly to send emails from the database. They allow users to send quality communications, without having to compose the same text repeatedly. #odoo16 Creating different templates that are tailored to specific situations lets users choose the right message for the right audience. This increases the quality of […]