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’ll learn how to convert an opportunity into a quotation using the CRM module in Odoo 18. This feature helps streamline your sales process by turning potential deals into actual quotes with just a few clicks. What You’ll Learn: ✨ 📌 How to create and manage opportunities in Odoo 18 📌 How […]
This Odoo 18 Recruitment tutorial covers the process of refusing applicants. We’ll walk through: Navigating to applicant records Refusing applicants with custom reasons Creating and modifying refusal reasons Configuring email templates for rejection notifications Viewing refused applicants Improves your applicant management and ensures a smooth recruitment experience. #Odoo18 #OdooRecruitment #Recruitment #HR #ERP #BusinessSoftware #Tutorial #OdooTutorial […]
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]
Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]
✨ Odoo 18 introduces exciting enhancements to the HTML Editor, making it even more powerful and user-friendly! Whether you’re editing email templates for invoices, orders, or marketing, these updates will help you create better content with ease. 🆕 What’s New? 📑 New “Paragraph” option for improved text formatting and spacing 🎨 Redesigned Font & Background […]
In Odoo 18, the Employee Overview provides a centralized way to manage employee-related data, including personal details, job positions, contracts, attendance, and more. It is part of the Employees module (HR Module) and integrates with other Odoo apps like Payroll, Attendance, and Leaves. Key Features of Employee Overview in Odoo 18 1. Employee Dashboard Displays […]
In Odoo 18, the Survey module is a powerful tool designed to create, manage, and analyze surveys efficiently. It allows users to collect feedback, conduct assessments, and engage with customers, employees, or students. Key Features of Odoo 18 Survey Module 1. Easy Survey Creation Drag-and-drop interface to create surveys. Supports multiple question types (MCQs, text, […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to use the most useful feature of Odoo Project : Top bar. It allows you to quickly browse all the records you need right from the Project app. Need more […]
In Odoo 18, subcontracting is a feature within the Manufacturing (MRP) module that allows companies to outsource production operations to external subcontractors while maintaining control over inventory and costs. Here’s a basic guide: 1. Enabling Subcontracting in Odoo 18 Activate the Manufacturing App: Go to Apps → Install Manufacturing. Enable Subcontracting: Go to Manufacturing → […]
Odoo 18’s eLearning module is a comprehensive Learning Management System (LMS) designed to facilitate the creation, management, and dissemination of online educational content. It enables educators and organizations to develop engaging courses, assess learner progress, and foster interactive learning communities. Key Features of Odoo 18 eLearning: Course Creation and Management: Easily upload various content types, […]