How to Automatically Send Customer Submissions in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 website offers a built-in feature to automate sending customer submissions directly to your company email. This eliminates manual data entry and streamlines the process of receiving customer inquiries, feedback, or other forms. There are two main reasons why you might receive emails from an Odoo website form: Contact Form Submission: Odoo is a […]

How to Change Shipping Label Size in Odoo 17 Inventory App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Before you purchase the label: Most shipping platforms allow you to choose the label size during the purchase process. Common sizes include A4 (for printing multiple labels on a sheet) and 4″ x 6″ (for individual labels). After you purchase the label: In general, you can’t change the size of a shipping label after you’ve […]

How to Invoice Shipping Cost to Customer in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

Odoo, an open-source ERP (Enterprise Resource Planning) system, offers functionalities to streamline various business processes, including invoicing for shipping costs. There are two main reasons why Odoo is used for shipping cost invoicing: Transparency and Accuracy: Odoo allows for invoicing customers for shipping costs after delivery. This ensures the charges are accurate based on real-time […]

How to Subscribe Newsletter From Odoo 17 Website App | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

There are a couple of reasons why newsletters are created from Odoo website forms: Build an Email List: The primary function of the Odoo website form is to collect email addresses from visitors interested in subscribing to the newsletter. This allows the website owner to build a list of potential customers they can directly reach […]

How to Create Task Through Odoo 17 Website Form | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

There are two main reasons why a task might be created from an Odoo website: Customer Submission: Odoo offers built-in functionality and third-party apps that allow website visitors (often customers) to submit tasks. This can be useful for things like support requests, service requests, or bug reports. When a customer submits a form on the […]

How to Create Lead/Opportunity From Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are several advantages to creating opportunities through an Odoo website: Automate Lead Capture: Odoo can turn website interactions into opportunities automatically. When a visitor fills out a contact form or submits an inquiry, Odoo can create a new lead or opportunity in your CRM. This saves you time and effort compared to manually entering […]

How to Create Ticket From Odoo 17 Website Form | Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, a ticket is a record within the Helpdesk module that represents a customer support request. It essentially acts as a digital file that tracks all the communication and activity related to a specific customer issue. Here’s a breakdown of what a ticket in Odoo typically entails: Customer Issue: This is the core of […]

How to Create a Customer Through the Odoo 17 Website Form | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are two main reasons why customers are created from Odoo website forms: 1. Streamlining Lead Capture and Customer Onboarding: Odoo website forms allow visitors to easily submit their information, such as name, email, and phone number. This eliminates the need for manual data entry, saving time and reducing errors. The captured information can be […]