How to Manage Tasks with Gantt View in Odoo 17 | Project Management Tutorial – CBMS Odoo ERP

In this video, I’ll show you how to manage the Gantt view for tasks in Odoo 17 Project module. The Gantt view helps you stay organized by visualizing timelines, tracking progress, and effectively prioritizing tasks. What You’ll Learn:✨ 🚀 Master the Gantt timeline for better planning 🔍 Filter tasks for better focus and efficiency 📊 […]

Odoo 18 Improved Dashboard App | Odoo 18 Dashboard | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 has introduced significant enhancements to the dashboard app, making it more versatile, customizable, and user-friendly. Here are some of the key improvements: 1. Enhanced Customization: Drag-and-Drop Functionality: Users can now easily rearrange dashboard components using a simple drag-and-drop interface, allowing for greater flexibility in layout customization. Configurable Widgets: A wider range of widgets […]

Top Bar in Odoo 18 Project App | Odoo 18 Project Management | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

The top bar in Odoo 18 Projects is a crucial component that provides quick access to various functionalities within the project management module. It is designed to enhance user experience and streamline project navigation. Key Elements of the Top Bar: 1. Project Name: The project name is displayed prominently at the top left corner, indicating […]

Loan Management in Odoo 18 Accounting | New Loan Management Feature in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive loan management system that allows you to effectively track and manage loans within your organization. Here are the key features and functionalities of loan management in Odoo 18 Accounting: 1. Loan Creation and Management: – Create new loans with detailed information such as loan amount, interest rate, repayment schedule, […]

How to Configure Products in Odoo 17 Website App | Product Management in Odoo 17 Website App – CBMS Odoo ERP

Odoo 17, a powerful open-source business management suite, offers a robust set of tools for effective product management. This comprehensive platform empowers businesses to streamline their product lifecycle, from ideation to go-to-market. Key Product Management Features in Odoo 17: Product Data Management: Centralized Repository: Maintain a centralized database for all product information, including product names, […]

How to Manage Your Company Budget Using Odoo 17 Accounting | Budget Management in Odoo 17 Accounting – CBMS Odoo ERP

Odoo’s budget management functionality allows you to create financial plans and track how your actual income and expenses compare to those plans. It helps businesses gain control over their finances by: Setting Financial Goals: Define planned amounts for income and expenses for specific periods (months, quarters, years). Categorizing Spending: Create budgetary positions that group related […]

How to Configure Task Management in Odoo 17 Field Service | How to Manage Task Creation in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]