Create Your Event | Odoo Events – CBMS Odoo ERP

In this video, you’ll discover how easy it is to create, configure, and fully customize an event from scratch using the intuitive, user-friendly Odoo Events application! 00:00 – 00:17 Introduction 00:18 – 03:14 Event Form 03:15 – 05:05 Event Tickets 05:06 – 06:35 Event Communication 06:36 – 08:36 Event Questions 08:37 – 09:06 Event Notes […]

How to Configure Helpdesk Module in Odoo 17 | Helpdesk Management in Odoo 17 | Best Ticketing System – CBMS Odoo ERP

Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]

How to Set Access Rights in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]

How to Manage Custom Header & Footer in Odoo 17 POS | Create Custom Header & Footer in Odoo 17 POS – CBMS Odoo ERP

The main purpose of a custom header and footer in Odoo POS is to personalize your receipts with additional information beyond the standard Odoo output. This can be useful for: Branding: Including your company logo, name, and slogan in the header can increase brand recognition on every receipt. Promotional messages: You can use the footer […]

How to Create Badges & Challenges in Odoo 17 Employee App | Employee Management in Odoo 17 – CBMS Odoo ERP

Odoo 17’s employee module goes beyond simple HR management. It leverages gamification through badges and challenges to boost employee morale, increase engagement, and drive desired behaviours. Let’s delve into how these features work: Badges: Virtual Recognition for Achievements Celebrating Milestones: Employee badges are virtual tokens awarded for completing specific tasks or reaching predefined goals within […]

How to Manage Restricted Category in Odoo 17 POS | Restricted Category in Odoo 17 POS – CBMS Odoo ERP

In Odoo’s Point of Sale (POS) system, a restricted category refers to a product category that is hidden from staff members during a sales session. This means cashiers or sales representatives won’t be able to see or sell any items belonging to those categories. Here’s how it works: Configuration: An administrator configures the POS settings. […]

Fleet Management Odoo 17 | Overview of Odoo 17 Fleet Management App | Odoo 17 Fleet App Demo – CBMS Odoo ERP

In Odoo, “fleet” refers to the Fleet Management application. It’s a software module designed to help businesses organize and manage their vehicles, including: Vehicle details: Track information like make, model, mileage, and engine specifications for each vehicle. Driver management: Assign drivers to vehicles and keep track of their licenses and qualifications. Leasing and contracts: Manage leasing agreements, fuel […]