How to Create New Project in Odoo 15 Project Module | Odoo 15 Enterprise | Odoo 15 Functional Videos – CBMS Odoo ERP

The Project module in Odoo15 is suitable to manage all types of projects and project-related activities in a smooth manner. #odoo15project Video Contents ————————- 00:00 Introduction to Odoo 15 Project 00:19 Dashboard Analysis 01:24 Create Project From the Dashboard 03:39 How to Create a New Project From Configuration 04:22 Settings Tab It is easy to […]

How to Record Time in the Odoo 15 Timesheets Module | Odoo 15 Functional Tutorial – CBMS Odoo ERP

This video will discuss the easy steps to record time in the Odoo Timesheets module. The Timesheet module in Odoo provides a dynamic platform for the users to record the time over a project or task. #odoo15timesheet Video Contents ————————- 00:48 How to Record Using a Timer 02:00 Adding Timesheet Manually For the billable type […]

How to Assign Tasks and Sub Tasks in the Odoo 15 Project | Odoo 15 Functional Tutorial – CBMS Odoo ERP

In this video, we will discuss the tasks and sub-tasks in the Odoo Project module. #odoo15project While creating a new project in the Odoo Project module, you can split the project into different tasks and sub-tasks. Video Chapters ———————— 00:00 Introduction 00:54 Settings – Enable Sub Tasks 01:12 Create Project 02:01 Create Stages 03:05 Create […]

How to Design Digital Signature Using Odoo 15 Sign | Odoo Sign Module | Odoo 15 Functional Tutorial – CBMS Odoo ERP

In this video, will discuss how the Sign module in Odoo uses these advantages and helps to design a digital signature in signing and approving documents online. #odoo15sign The Odoo sign module will help the user to: – Ease the signing process better than ever – Build a paperless environment within a company – Conserve […]

How to Create Notes and Schedule an Activity in Odoo 15 Notes | Odoo 15 Functional Tutorials – CBMS Odoo ERP

One of the vital aspects of office administration is Notes, and it is a transfer of information. Individuals forget many things in the busy world, and Notes act as a reminder to catch details easily. #odoo15notes Video Contents ———————— 00:00 Introduction 00:54 How to Create Notes 02:35 Add Button 04:27 Schedule Activity A practical Note […]

Odoo 15 Approval Module | Odoo 15 Enterprise Edition | Odoo 15 Functional Tutorial – CBMS Odoo ERP

To increase the productivity of the organization it is necessary to enhance the efficiency of the procedures involved. In an organization, every decision requires approval from the authority. #odoo15approval Video Contents 00:00 Introduction 01:01 Goes to Module 01:39 Configuration – Approval Types 01:55 Analysing Approval Types 03:30 My Request 04:00 How to Create Approval Request […]

How to Create and Manage Surveys With Odoo 15 Survey Module | Odoo 15 Functional Tutorial – CBMS Odoo ERP

In this video, it details about how to create and manage surveys in Odoo 15 Survey module. Surveys play a considerable role in generating more efficiency in business management. #odoo15survey Video Contents 00:42 Introduction to Odoo 15 Survey Module 01:54 How to Create Survey in Odoo 15 02:29 How to Add Question and Section 09:45 […]

How to Create Certification Questions in Odoo 15 eLearning |Odoo eLearning| Odoo Functional Tutorial – CBMS Odoo ERP

The Odoo eLearning platform provides you with an exclusive analysis method that will allow you to test your student’s progress and achievements. #odoo15elearning Video Chapters 00:00 Introduction 00:37 Goes to Certification Survey Creation 01:48 Analyse Question Types – Multiple Line Text Box 03:36 Single-line Text Box 04:37 Numerical Value 05:13 Multiple Choice, Only One Answer […]

How to Define Karma Rules in Odoo 15 eLearning | Odoo 15 eLearning | Odoo 15 Functional Tutorials – CBMS Odoo ERP

Karma points in the eLearning module of Odoo are the reward points that will allow you to keep your members (employees or candidates) motivated. #odoo15elearning Video Chapters 00:00 Introduction 00:56 Goes to Course Creation Form 01:37 Forum Menu 01:50 Analyse Karma Gain Tab 02:28 Karma Related Tab If the employee or your candidate successfully completed […]

Odoo 15 Sign Module | Odoo 15 Functional Tutorials | What’s new in Odoo 15 Sign Module – CBMS Odoo ERP

The Sign module in Odoo is exclusively designed for sending, signing, and approving documents digitally. Within a short time, we can sign the required document with a sign module. #odoo15sign Video Contents 00:00 Introduction to Odoo 15 Sign 00:36 Goes to module 03:01 Configuration settings 03:58 Signature item role 04:27 Upload PDF to sign 07:36 […]