How to Audit Journal Entries in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to perform a Journal Audit in Odoo 18 the easy way! This tutorial walks you through the process of reviewing your journal entries, ensuring that every debit and credit is properly recorded, and helping you maintain accurate financial records. Perfect for accountants, bookkeepers, and Odoo users who want to keep their business finances […]

What are the question Types in Odoo Survey | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to create a survey in Odoo 18 step by step. In this video, we’ll show you how to set up a new survey, add different question types, apply scoring or conditional logic, and share it with your audience. Whether you want to collect customer feedback, employee responses, or market research data, Odoo’s Survey […]

Campaign Creation In Social Marketing Of Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Discover how to create a social media campaign in Odoo 18 using the Social Marketing module. In this tutorial, we’ll walk you through setting up a new campaign, adding posts for different social platforms, scheduling content, and tracking engagement — all from within Odoo. Whether you’re promoting a new product, running a seasonal offer, or […]

How To Create A Survey In Odoo 18 Survey | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to create a survey in Odoo 18 step by step. In this video, we’ll show you how to set up a new survey, add different question types, apply scoring or conditional logic, and share it with your audience. Whether you want to collect customer feedback, employee responses, or market research data, Odoo’s Survey […]

Mass Shift Scheduling Using Calendar View in Odoo 19 Planning | Odoo 19 Functional Tutorials – CBMS Odoo ERP

By default, Odoo Planning’s calendar lets you create shifts one by one, which can be tedious. There are a few ways you can achieve mass creation depending on whether you want to use Odoo’s native features or customization. Copy Existing Shifts In the Planning – Calendar View, create a shift. Use the copy/duplicate option or […]

General Ledger Dashboard in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

The General Ledger Dashboard in *Odoo 18* gives you a complete overview of all your company’s accounts in one place. In this video, we’ll walk you through how Odoo organizes your ledger with debits, credits, and balances across accounts like cash, receivables, payables, sales, and taxes. You’ll learn how to drill down into journal items, […]

Cash Flow Statement in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

The Cash Flow Statement in Odoo 18 helps you track how money moves in and out of your business. In this video, we explain how to read the report, covering operating activities, investing activities, and financing activities. You’ll see how Odoo shows cash received, cash spent, and the closing balance — giving you a clear […]

How to Manage Employees & Payroll in Odoo 18 | Odoo HR & Payroll Tutorial – CBMS Odoo ERP

In today’s video, we’re exploring how Odoo’s Employees and Payroll modules work together to streamline HR management and payroll processing. From creating employee profiles and contracts to generating payslips automatically, Odoo makes workforce management smooth, accurate, and efficient. What You’ll Learn in This Video 🔎 👨‍💼 How to create a new employee in Odoo 📋 […]

Executive Summary report in Odoo 18 | Odoo 18 Reports | Odoo 18 Functional Tutorials – CBMS Odoo ERP

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 […]