CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Learn how to create a Sales Order in Odoo 19 using a real-world example. In this video, we walk through the step-by-step process of managing a customer request, adding products, setting delivery dates, and confirming the order in the Sales module. This tutorial is designed for sales managers, business owners, and anyone new to Odoo […]
📌 Business Scenario A fitness club wants to sell membership plans (Bronze, Silver, Gold) to customers. They want automatic invoicing, membership level assignment, and integration with partner management. 🏋️ Step-by-Step Workflow in Odoo 19 1. Create Membership Products Go to Sales → Products → Create. Add a new product called “Bronze Membership”. Product Type: Service […]
Learn how to generate and analyze the Partner Ledger Report in Odoo 18 to keep track of all transactions by customer or vendor. This report helps you monitor outstanding balances, past payments, and overall relationship with your business partners. 👉 In this video, you will learn: ✔️ How to generate the Partner Ledger report ✔️ […]
The Executive Summary in Odoo 18 gives you a quick, high-level view of your company’s financial health. In this video, we break down how to read and use the report — from profitability metrics like net profit margin, to position and liquidity ratios that show if you can cover short-term obligations, and performance indicators like […]
Learn how Fiscal Positions in Odoo 18 help you automatically map taxes and accounts for different customers and regions. A quick guide to simplify tax handling and stay compliant. #Odoo18 #FiscalPositions #OdooNewFeatures #OdooAccounting #AccountingSoftware #OdooTutorial #BusinessManagement #ERPSoftware #FinancialManagement #OdooUpdates Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: / cybrosys ➡️ LinkedIn: / […]
Sub-task Smart Button When viewing a parent task, you’ll see a smart button showing the total number of sub-tasks (including how many are done or canceled). Clicking that button brings up the list of sub-tasks. Odoo In certain views—like the All Tasks list or Kanban—sub-tasks can be shown or hidden using an “eye” icon. Clicking […]
If you’re seeing an “allocation warning” in Odoo 19, it’s probably related to the Time Off (Leaves) module—specifically, warnings shown when there’s no valid leave allocation to cover a leave request. This issue, reported for Odoo 17, is likely still relevant in 19. Let me break it down: This likely stems from internal validation: you may […]
In Odoo 19, the custom lot/serial number functionality is used to enhance traceability and tracking of products throughout your supply chain. Here’s a breakdown of its purpose: 🔍 What is a Lot/Serial Number in Odoo? Lot Number: Identifies a batch of products produced or received at the same time. Serial Number: Identifies an individual unit […]
🔎 What Does “Late RFQ” Mean? A Late RFQ generally refers to: An RFQ that hasn’t been sent or confirmed by its Expected Order Date. Or, an RFQ that was not responded to by the vendor in a timely manner. Or, delivery from an RFQ is delayed beyond the promised date. #Odoo19 #Odoo19Tutorials #Odoo19Purchase #Odoo19LateRFQ […]
Struggling with disorganised product data or outdated pricing? Odoo 18’s Product Catalogue is your solution! This video demonstrates how to efficiently manage your entire product range, helping you: Streamline order processing. Ensure consistent pricing across all channels. Improve inventory accuracy. Enhance customer experience with detailed product information. Transform your product management with Odoo 18 and […]
