How to Merge Similar Leads & Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP

Are duplicate records slowing down your sales team or causing customer confusion? This comprehensive Odoo 18 CRM tutorial is your solution! We’ll show you exactly how to “Merge Similar Leads and Opportunities” to keep your sales pipeline clean, accurate, and efficient. You’ll discover: How Odoo 18 automatically detects similar leads/opportunities based on contact info. A […]

Merge Manufacturing Orders | Odoo MRP – CBMS Odoo ERP

In this video, learn how to merge manufacturing orders into a single order. **Check out more Odoo tutorials** – MO and WO Basics: [link to youtube tutorial] (add individual tutorial links as they are relevant to do so) – MRP playlist:  www.youtube.com/watch?v=W3AW6cfYVNk&list=PL1-aSABtP6ADCBK2-v4_EyzAuFwx6Owks **App documentation** – Split and Merge Manufacturing Orders:  www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing/workflows/split_merge.html – All MRP docs:  www.odoo.com/documentation/17.0/applications/inventory_and_mrp/manufacturing.html […]

How to Configure Split & Merge Manufacturing Orders in Odoo 17 Manufacturing App | Odoo 17 Tutorials – CBMS Odoo ERP

There are several reasons why splitting and merging manufacturing orders might be useful in Odoo: Splitting Manufacturing Orders: Production Flexibility: Imagine you have a large order for a product, but some of the materials needed for a smaller portion are readily available. Splitting the order allows you to prioritize production of the available portion, fulfilling […]

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 […]

Merge Action Manager Menu in the Odoo 15 Data Cleaning Module | Odoo Functional Videos – CBMS Odoo ERP

This video enables you to understand the Merge action Manager menu in Odoo 15 Data Cleaning module Video Content ———————— 00:00 Introduction 00:45 Merge action manager 01:32 Configure merge action model 06:52 Go to Sales module 07:00 Merge configured model More than two data combine effortlessly into a single data set through the data merging […]