How to Set Up Commission Plans in Odoo 19 | Sales Commissions & Payroll Integration – CBMS Odoo ERP

In this video, we’re exploring Odoo 19’s updated Commission Plans — a powerful tool for managing targets, achievements, and commission payouts for your sales team. What You’ll Learn 🔎 🎯 How Target-based and Achievement-based commissions work 🗓️ Using quarterly targets for seasonal businesses 📈 Creating Commission levels — rewarding partial progress and overperformance 👤 Adding […]

How to Integrate AI in Odoo 19 Chatter | AI Integration in Odoo 19 Chatter | Odoo 19 AI | Odoo 19 – CBMS Odoo ERP

Integrating AI into Chatter in Odoo 19 can bring smart features like auto-summarization, response suggestions, sentiment analysis, or even chatbot-like interactions. While Odoo 19  natively include AI in Chatter, you can integrate it with some development effort using APIs  🎯 Common AI Use Cases for Chatter Message Summarization Summarize long conversations in Chatter threads. Smart […]

Odoo QuickBooks Connector | How to Import Customer Payments | Odoo & QuickBooks Desktop Integration – CBMS Odoo ERP

In this video, we’ll show you how to import customer payments from QuickBooks Desktop to Odoo using the Odoo QuickBooks Desktop Connector. Learn how to update your payment list without duplicates, set import date ranges to filter relevant data, and automate future imports with cron jobs. Watch now to maintain a smooth accounting workflow and […]

How to Import and Export Customer Invoices and Vendor Bills | Odoo & QuickBooks Desktop Integration – CBMS Odoo ERP

In this video, we’ll show you how to import and export customer and vendor bills using the Odoo QuickBooks Desktop Connector. Learn how to automate synchronization, set specific import dates, and update payment statuses to ensure your data is accurate and up-to-date. Whether you’re managing customer invoices or vendor bills, this step-by-step guide will help […]

Import and Export the Products. Mapping units of measure | Odoo & QuickBooks Desktop Integration – CBMS Odoo ERP

In this video, we’ll show you how to import and export products using the Odoo QuickBooks Connector. Learn how to map units of measure, import product lists, and keep your product data in sync between Odoo and QuickBooks. Stay tuned to maintain accurate inventory levels and streamline your data management across both systems. #Import #Export […]

How to Import & Export the Counterparty Directories | Odoo & QuickBooks Desktop Integration – CBMS Odoo ERP

In this video, we’ll walk you through the process of importing and exporting the Counterparty Directory using the Odoo QuickBooks Connector. You’ll learn how to synchronize customer and vendor lists between Odoo and QuickBooks, ensuring your directories are always up-to-date and identical in both systems. Whether you’re syncing a single contact or updating entire lists, […]

Odoo QuickBooks Connector | Mapping Accounts and Taxes | Odoo & QuickBooks Integration – CBMS Odoo ERP

In this video, we’ll show you how to set up Account and Tax mapping using the Odoo QuickBooks Connector. We’ll walk you through the process step-by-step, from importing your QuickBooks accounts and taxes into Odoo to accurately mapping them to the corresponding Odoo accounts and taxes. This ensures seamless integration between the two systems, making […]