CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Need to collect advance payments before delivering a product or service? In this video, we’ll show you exactly how to create and manage down payments in Odoo 18 Sales using real-world business scenarios. Whether you’re running a manufacturing business, selling services, or managing large orders — down payments help secure revenue and reduce risk. […]
To get a customer’s location in Odoo 19 CRM using Maps, you typically want to: Capture the customer’s address in the CRM. Use a map widget or integration (like Google Maps) to show or fetch the location based on that address. Odoo 19 (from Odoo 13 onwards) has built-in support for Google Maps integration in […]
Dashboard for Live Chat in Odoo 19 is a new feature. Key Metrics You get from dashboar are: Total chats per day/week/month Average response time Active visitors on website Chats per operator Customer satisfaction rating (if enabled) Conversion from chat to lead/sale #Odoo19 #Odoo19Tutorials #LiveChatDashboard #OdooLiveChat #OdooFunctionalTutorial #Odoo19Features #Odoo19ReleaseDate #OdooTips #OdooDashboard #CustomerSupport Connect With Us: ————————————— […]
In Odoo 19, an email template prompt usually refers to a predefined message or default content in an email template that helps users write or send consistent emails. It’s not an official Odoo term, but here’s how it breaks down based on the context: 💡 What Is an Email Template in Odoo? An email template […]
Creating a Purchase Bill in Odoo 19 (also known as a Vendor Bill) involves recording a vendor invoice against an existing Purchase Order or creating one manually. Here’s a step-by-step guide: ✅ Pre-requisites Ensure: The Purchase and Invoicing/Accounting modules are installed. You have the proper user rights (e.g., Purchase Manager or Accountant). 🔧 Option 1: […]
Odoo 19 generating a payment link typically involves using Odoo’s eCommerce, Sales, or Invoicing modules in combination with a payment acquirer (like PayPal, Stripe, etc.). Here’s how to generate a payment link for an invoice or sales order in standard Odoo ✅ Prerequisites Install required modules: Invoicing (Accounting) Website Payment Acquirers (Stripe, PayPal, etc.) Portal […]
In Odoo 19, the custom lot/serial number functionality is used to enhance traceability and tracking of products throughout your supply chain. Here’s a breakdown of its purpose: 🔍 What is a Lot/Serial Number in Odoo? Lot Number: Identifies a batch of products produced or received at the same time. Serial Number: Identifies an individual unit […]
In Odoo 19, the “Set Online Status” feature refers to the ability to set your availability in the Odoo Discuss module or chat sidebar (where internal users communicate via messages and channels). ✅ What is “Set Online Status” in Odoo 19? It allows you to indicate your current status to colleagues. Typical status options include: […]
In Odoo 19, Global Filters in the Dashboard serve the purpose of allowing users to dynamically filter data across multiple dashboard items (graphs, KPIs, lists, etc.) from a single, centralized location. This improves user experience, performance, and data analysis consistency. 🔍 Purpose of Global Filters in Odoo 19 Dashboard Unified Filtering Across Widgets Apply a […]
Purpose of “Display More / Display Less” in Odoo 19: 1. Improves Readability It allows the interface to remain clean by collapsing long texts (like descriptions, comments, or notes) or large lists of related records by default. When content is collapsed, the screen is easier to navigate. 2. Reduces Visual Clutter Prevents overwhelming users with […]
