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’re exploring how to use the Deliver Content by Email feature in Odoo 18 Sales. This powerful tool allows you to automatically send product-specific emails—such as invoices, warranty details, manuals, or other important documents—right when the invoice is validated. It’s a smart way to streamline your sales workflow and ensure your customers […]
Struggling to manage field service operations? In this video, learn how to manually create a Field Service Task in Odoo—fast, easy, and step-by-step. Perfect for service businesses, technicians, and managers who want to streamline job scheduling and boost productivity! Learn how to: 1. Create tasks for on-site jobs 2. Assign technicians and set schedules […]
In this video, we’re diving into how to manage upselling efficiently in Odoo 18 using the Order to Upsell feature. Whether you’re delivering more than what was originally ordered or offering prepaid services that go beyond the initial agreement, this tool helps you capture and invoice those extra sales—seamlessly and accurately. What You’ll Learn: ✨ […]
Tired of wrestling with schedules? This short video peeks at Odoo’s Auto Plan feature, and honestly, it’s like having a scheduling superhero in your corner. We’ll show you how it takes the pain out of planning production, maintenance, and juggling resources. See how it can smooth out your workflow, keep things running like clockwork, and […]
In this video, we’ll guide you through the Return for Exchange feature in Odoo 18. This powerful tool helps businesses efficiently manage product returns and exchanges, ensuring a smooth experience for both companies and customers. What You’ll Learn: ✨ 🔹 How to process a return for exchange in Odoo 18 📦 How to track returned […]
Odoo’s Website app provides a powerful platform for generating leads and nurturing them into opportunities. Here’s a breakdown of the process: 1. Website Forms: Create a Form: Design a form on your website to capture potential customer information. This could be a contact form, a request a quote form, or a sign-up form. Integrate with […]
The “Buy Now” feature in Odoo Website offers a streamlined checkout process, allowing customers to purchase products directly without adding them to a cart. This can significantly improve the user experience and boost sales. Activate the Feature in Website Settings: Go to Website — Configuration — Settings. Scroll down to the Shop & Checkout section. […]
The “Save for Later” feature in Odoo 18 allows customers to temporarily store products or services they are interested in purchasing but are not ready to commit to buying immediately. This feature serves several purposes: Benefits for Customers: – Product Reminder: Customers can easily find products they liked previously, without having to search through the […]
Odoo 18 Accounting provides a comprehensive loan management system that allows you to effectively track and manage loans within your organization. Here are the key features and functionalities of loan management in Odoo 18 Accounting: 1. Loan Creation and Management: – Create new loans with detailed information such as loan amount, interest rate, repayment schedule, […]
Odoo offers several ways to work with HTML, depending on your specific needs and the module you’re using. Here’s a breakdown: 1. HTML/CSS Editor: – Provides a dedicated tool for advanced customization of your website’s appearance. – Allows direct editing of HTML and CSS code. – Offers a code editor interface for precise control over […]