How to Create & Manage Online Courses in Odoo 18 eLearning | Odoo 18 Functional Tutorials | Odoo 18 – CBMS Odoo ERP

Odoo 18: A Comprehensive Learning Platform Odoo 18’s eLearning module empowers organizations to create engaging and effective online training programs. This powerful tool allows you to: Design and Deliver High-Quality Courses: Create interactive courses with videos, documents, quizzes, and more. Track Learner Progress: Monitor individual learner progress, track course completion rates, and identify areas for […]

How to Create Lead/Opportunity From Odoo 18 Website | Odoo 18 Functional Tutorials | Odoo 18 Feature – CBMS Odoo ERP

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 […]

How to Create Maintenance Request in Odoo 17 | Odoo 17 Maintenance App |Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]

How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button.   You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]

How to Manage Approval in Odoo 17 | How to Create Approval in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Approvals in Odoo 17 are a robust feature streamlining business processes by automating and tracking approvals across various departments. This feature enables organizations to configure customized approval workflows for different scenarios, such as: – Purchase orders – Sales orders – Expenses – Time off requests – Documents In Odoo 17, approvals are highly customizable, allowing […]

How to Create Invoice Upon Email in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The core purpose of creating invoices upon emails in Odoo is automating the initial stages of invoice creation and streamlining the overall invoicing process. There are several benefits to creating invoices upon emails in Odoo, especially when compared to manual data entry: Increased Efficiency: Saves time by automating invoice creation instead of manual data entry […]

How to Sell Your Products in Odoo 17 Website App | Odoo 17 Website Tutorials | Functional Tutorials – CBMS Odoo ERP

Odoo 17 Website offers a robust e-commerce platform to turn your vision of online sales into reality. This comprehensive guide explores the functionalities of the Odoo 17 Website, empowering you to establish and manage a thriving online store. Building Your Online Presence: Effortless Website Creation: Odoo 17 Website provides a user-friendly interface with drag-and-drop functionalities. […]

How to Configure Sales Team & Team Members in Odoo 17 Sales | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Sales Teams: Streamlining Your Sales Force Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline. Creating and Configuring Sales Teams Setting Up: Navigate to the CRM […]

How to Manage Packages in Odoo 17 Inventory App | Odoo 17 Inventory Tutorials | Functional Tutorials – CBMS Odoo ERP

Odoo 17 offers a robust system for managing your products and inventory. While individual products are essential building blocks, the “Packages” functionality takes things a step further, allowing you to create and manage bundled products strategically. This 400-word breakdown explores the power of packages in Odoo 17. Understanding Packages: Grouping Products: Packages let you combine […]

How to Manage Bill of Material BOM in Odoo 17 Manufacturing App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, BOM stands for Bill of Materials. It’s essentially a recipe or blueprint for a manufactured product or kit. It lists out all the individual components required, along with their exact quantities, to create the finished good. Odoo’s BOM functionality goes beyond just a parts list, however. It can also include: Assembly instructions: You […]