#39 How to Send Pro Forma Invoice to Your Customers in Odoo 17 | Proforma Invoice in Odoo 17 Sales – CBMS Odoo ERP

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]

How to Manage Lead Time in Odoo 16 | What is Lead Time in Manufacturing? – CBMS Odoo ERP

Manufacturing Lead Time: This refers to the expected amount of time needed to create a product. This lead time does not account for the routing time and is independent of the quantity to be produced. #odoo16 #odoofunctionalvideos #odoomanufacturing Customer Lead Time: This is the time frame that you specify as the default. So, today plus the customer […]

Insert Pipeline In Spreadsheet / Article in Odoo 17 CRM | Odoo 17 New Features – CBMS Odoo ERP

This is a new feature in odoo 17 CRM and it allows to insertion pipeline into an article/spreadsheet. #odoo17 #odoo17features #odoofunctionalvideos #odoocrm Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Insert #Pipeline #Spreadsheet #Article #Odoo #CRM #Odoo #Features

Managing Back to Back Operations With Lead Time in Odoo 16 | Odoo 16 Functional Tutorial – CBMS Odoo ERP

The Customer Lead Time is the time needed for your product to go from your warehouse to the customer’s place. It can be configured on any product by going to Sales ‣ Products ‣ Products. There, open your product form, go to the inventory tab, and add your Customer Lead Time. #odoosales Manufacturing lead time is the time […]

How to Manage Automatic Lead Assignment in Odoo 16 CRM | Odoo 16 Functional Tutorials – CBMS Odoo ERP

A person or business showing concern for the company’s services or products is a lead, acting as an unqualified sales opportunity or the beginning point of a record in a CRM. Video Chapters 00:00 – What is periodically assign lead based in rules 01:01 – How to periodically assign leads based on rules #odoo16 #odoofunctionalvideos […]

How Lead/opportunity Can Be Forward to Partner in Odoo 16 CRM | Odoo 16 Functional Tutorials – CBMS Odoo ERP

In Odoo 16 CRM, forwarding a lead or opportunity to a partner allows you to delegate the responsibility of managing that lead or opportunity to another person or team within your organization. There are several reasons why you might want to forward a lead or opportunity to a partner: Specialization Geographic Coverage Capacity and Workload […]

How to Merge Multiple Lead/Opportunity in Odoo 16 CRM | Odoo 16 Functional Videos – CBMS Odoo ERP

Lead management is a primary task for most companies to increase sales growth. Merging documents is necessary in a firm’s case of duplicate files. #odoo16crm In some instances, there may be duplicate lead files regarding specific areas. By imparting ERP software, the merging of files becomes an easy process. #odoocrm You can merge various leads […]

How to Manage Leads or Opportunity in Multi Company Setup in Odoo 16 CRM – CBMS Odoo ERP

The running of multi-companies in a system is challenging for most companies. Using ERP software, we can manage the sales, purchases, and inventory operations in various organizational branches. Video Chapters 00:00 – Introduction 00:49 – How to Create a New Company. 05:10 – How to Create Users 07:09 – How to Manage Leads for Multi-company […]