CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Accessing and Utilizing Customer Information in Odoo 18 POS In Odoo 18, accessing and utilizing customer information within the Point of Sale (POS) module is a straightforward process, designed to streamline your sales operations. Here’s a detailed guide: 1. Customer Search and Selection: In the POS interface, navigate to the customer field. Start typing the […]
A Gantt view is a visual representation of a project schedule, typically used in project management.In odoo 18 t he Gantt view allows infinite horizontal scrolling for improved flexibility of rescheduling. Key Components: – Tasks: The individual activities or work items that make up the project. These are listed on the left side of the […]
Odoo 18 offers robust features to set up alerts and warnings for vendors and products, ensuring smooth inventory management and timely procurement. These alerts can be customized to meet specific business needs, helping you avoid stockouts, optimize purchasing decisions, and streamline operations. Vendor Alerts: – Low-Performance Alerts: Set up alerts for vendors who consistently underperform […]
Odoo 18’s Purchase module offers a robust set of tools for managing purchase quotations and orders effectively. By streamlining your procurement process, you can optimize costs, improve efficiency, and strengthen relationships with suppliers. Creating Purchase Quotations To create a new purchase quotation: – Navigate to the Purchase Module: Access the “Purchase” app in your Odoo […]
In Odoo 18, locking confirmed purchase orders is crucial to ensure that the order details remain unchanged and cannot be modified inadvertently. This feature provides a level of security and control over your procurement processes. Why Lock Purchase Orders? Prevent Unintentional Changes: Once a purchase order is confirmed, locking prevents further modifications to the order […]
Unleash the Power of Data-Driven Procurement with Odoo 18 Purchase Analysis Discover how Odoo 18’s powerful Purchase Analysis tool can revolutionize your procurement process. Gain valuable insights into purchasing data, make informed decisions, and optimize your operations. In this video, you’ll learn: – How to access and navigate the Purchase Analysis dashboard – How to […]
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In this video, I’ll show you how to manage the Gantt view for tasks in Odoo 17 Project module. The Gantt view helps you stay organized by visualizing timelines, tracking progress, and effectively prioritizing tasks. What You’ll Learn:✨ 🚀 Master the Gantt timeline for better planning 🔍 Filter tasks for better focus and efficiency 📊 […]
Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]
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