CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this video, learn how to used canned responses in Odoo! 0:00 – Intro 0:40 – Manage & configure canned responses 0:59 – Creating a new canned response 2:39 – Adding authorize groups 4:07 – Using canned responses in Helpdesk 5:10 – Using canned responses in Discuss 5:40 – Conclusion **Check out more Odoo tutorials** […]
In this video, learn how to schedule meetings using Odoo Calendar. Intro: 0:00 Scheduling in chatter: 0:29 Scheduling in calendar: 1:14 Event configuration: 2:15 Sending calendar invites: 5:00 View scheduled event in chatter: 6:04 Conclusion: 6:13 **Check out more Odoo tutorials** – Contacts: – Schedule Activities: **App documentation** – Activities: – All docs: **See what Odoo […]
In this video, learn how to schedule activities in Odoo from the chatter and Kanban view. We’ll also touch on activity types, triggering activities, and creating custom activities. Intro: 0:00 Activity icons: 0:41 Activities pop-up window: 1:23 Activities dashboard: 1:50 Filtering activities: 2:50 Completing and creating activities: 3:21 Creating custom activity types: 5:05 Conclusion: 8:20 **Check […]
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 Dropshipping in Odoo 19 — how it works from both an operational and accounting perspective. When a customer places an order on your website, Odoo automatically creates a purchase order to your vendor, who then delivers the product directly to your customer. It’s a seamless, automated flow that saves time […]
In today’s video, we’re exploring how to manage employee evaluations in Odoo 18 using the Appraisals app. This powerful tool helps HR teams and managers track performance, set clear goals, gather feedback, and recognize employee achievements — all in one place. What You’ll Learn in This Video ✨ 👥 How to configure appraisal frequency and […]
In today’s video, we’re exploring Bank Reconciliation in Odoo 19 — a powerful update that helps you match your bank transactions with your accounting records faster and more accurately than ever. With a redesigned interface, smarter matching suggestions, and automatic learning from your past actions, reconciliation in Odoo 19 is now smoother, smarter, and much […]
In today’s video, we’re exploring how Artificial Intelligence is transforming Odoo 19 CRM. With AI now built directly into your CRM, sales teams can enrich opportunities, analyze customer data more effectively, and automate tasks that used to take hours of manual work. What You’ll Learn in This Video ✨ 🤖 How to use the AI […]
In this video, learn how to use the Surveys app to create scored tests and provide proof of certification. **Check out more Odoo tutorials** – Survey playlist: – Survey essentials: – Survey questions and sections: **App documentation** – Survey docs: – Scoring Surveys: – Create Surveys: **See what Odoo can do for you!** – Schedule […]
In this video, learn how to configure access rights for your sales team. Intro- 00:00 Setup sales manager- 00:47 Setup salesperson- 03:43 Workflow #1- 05:35 Workflow #2- 07:22 Outro- 08:25 **Check out more Odoo tutorials** – CRM playlist: – CRM Basics: – Sales teams: **App documentation** – CRM Docs: – Sales Docs: – Forecast report: […]