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 Manage Advanced Pricelist in Odoo 17 Sales App | Advanced Price Rules in Odoo 17 Sales Module – CBMS Odoo ERP

An advanced price rule is a business rule used to define dynamic pricing based on various conditions. It’s more sophisticated than a basic rule that simply sets a fixed price. Benefits of Advanced Price Rules: Increased sales through targeted promotions and discounts. Improved profit margins by automatically adjusting prices based on costs or competitor pricing. […]

How to Use Quality Module in Odoo 17 | Quality Module in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo offers a Quality app specifically designed to manage and ensure product quality throughout your entire business process. 00:00 Intro 00:52 Quality Team 5:09 Quality Control Point 11:15 Manufacture the Product, Purchase Component  16:08 Deliver the Product 20:40 Reports 21:46 Access Rights in Quality Here’s a breakdown of its functionalities: Quality Checks: Conduct manual product […]

How to Configure Time Off Types in Odoo 17 | Time-Off Module in Odoo 17 | Odoo 17 Time Off App – CBMS Odoo ERP

Odoo 17’s time off module offers flexibility in managing various leave categories for your employees. Time off types act as templates defining how leave requests are tracked, allocated, and approved. Here’s a breakdown of how they work: Creating Time Off Types: Navigate to the Time Off app within the HR module. Under the Configuration menu, choose Time Off Types. Click New to […]

How to Configure Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]

How to Manage Package Reservation Method in Odoo 17 Inventory Module | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

Odoo allows you to reserve packages along with products during sales orders. This ensures you have enough packaging materials to fulfill the order. Here’s a breakdown of package reservations in Odoo: Configuration (Odoo v15 and above): Enable Packaging: In the Inventory module settings, activate the “Packaging” feature. Set Up Products: In the product category, you’ll […]

How to Configure Helpdesk Team Inside Helpdesk Module of Odoo 17 | Helpdesk Team in Odoo 17 – CBMS Odoo ERP

Odoo 17 Helpdesk Teams: Streamlining Customer Support 00:00 Intro 00:40 helpdesk team 1:08 Visibility and assignment 4:18 Channels 5:28 Help center 6:59 Track & Bill 7:30 Performance 8:06 Self-service 8:49 After sales Odoo 17 offers a robust Helpdesk module to manage customer support requests through a ticketing system. But the real power lies in its […]

Odoo 17 Planning App | Planning Module in Odoo 17 | Odoo Planning Module | Odoo 17 Functional Videos – CBMS Odoo ERP

The Planning module in Odoo 17 has undergone major improvements that provide businesses with better tools for managing projects, scheduling, and allocating resources. This module functions as an all-inclusive instrument for task organisation, workforce management, and project timeline optimisation. The main attributes and advantages of the Odoo 17 Planning module are outlined below:   User-Friendly Interface: […]

Members Module in Odoo 17 | How to Use Odoo 17 Members Module | Odoo 17 Functional Videos – CBMS Odoo ERP

Some businesses, along with additional organizations, offer memberships to their clients to assist them and maintain a long-lasting relationship. #odoo17 #odoofunctionalvideos #odootutorials Customers who wish to take advantage of exclusive deals along with additional advantages can become members of an entrepreneurial venture. In every company, caring for staff members is an exhausting endeavour. The investors […]