How to Create an XLS Report in Odoo 17 | XLS Report in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

XLSX reports are essential for structured data analysis, customizable presentation, and compatibility across platforms, facilitating efficient decision-making and communication within organizations. In this tutorial, we’ll explore how to create XLSX reports in Odoo 17, enabling users to export data from their Odoo system into Excel-compatible files for enhanced analysis or sharing purposes. #Odoo17 #XLSReports #OdooDevelopment […]

How to Create & Use a Subscription Product in Odoo 17 | Odoo 17 Subscription | Subscription Products – CBMS Odoo ERP

Odoo allows you to define and manage products specifically designed for subscription-based services. This functionality lets you create recurring revenue streams and simplifies managing subscriber relationships. 00:00 Intro 00:37 Product creation 04:26 Add product in subscription Subscription Products vs. Regular Products: Unlike regular products sold one-time, subscription products represent ongoing access to a service or […]

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 […]

Subscription Plan in Odoo 17 | Configure Subscription Plans | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo offers a subscription module designed to streamline recurring billing and subscriber management for businesses with subscription-based services or products.expand_more This allows you to focus on what matters most – growing your business and fostering strong customer relationships. #odoo17 #odoofunctionalvideos #odootutorials Video Chapters 00:00 to 00:27 Introduction 00:27 to 2:33 Recurring Plan 02:33 to 3:36 […]

Dashboard In Odoo 17 Overview | Odoo 17 Dashboard | Odoo Functional Tutorials | Odoo 17 Features – CBMS Odoo ERP

In Odoo, a dashboard is a central location to view important business data at a glance. It’s like a personalized cockpit that brings together key metrics and insights from various Odoo modules. Here’s what dashboards in Odoo offer: Quick Overview: Instead of jumping between different sections of Odoo, dashboards consolidate crucial information on a single […]

Odoo 17 Accounting Webinar 2024 | Cybrosys Technologies | Odoo For Accountants – Odoo 17 Webinar – CBMS Odoo ERP

In this webinar, we will be discussing the key features and benefits of Odoo’s accounting module including its user-friendly interface and seamless integration with other Odoo applications. Then setting up your accounting application system, learn how to configure odoo accounting to suit your business needs, covering CoA setup, bank reconciliation, and automated invoicing process. 00:00 […]

How to Add a Tool Tip to a Field in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

Learn how to enhance user experience in Odoo 17 by adding tooltips to fields. Tooltips provide helpful hints or additional information when users hover over specific fields, improving usability and guiding users through the system. #odoo17 #odootutorials This tutorial demonstrates the steps to add tooltips to fields in Odoo 17, empowering users with contextual information […]

How to Set Up and Manage Invoicing Policies in Odoo 17? | Manage Odoo 17 Sales Invoicing Policy – CBMS Odoo ERP

Invoicing policy in Odoo determines when a customer gets billed for a sales order. Odoo offers two main invoicing policy options: Invoice what is ordered: This is the default option in Odoo. The customer gets invoiced for the entire ordered quantity when the sales order is confirmed. This works well for situations where you typically […]

Costing method in Odoo 17 Inventory | Inventory Valuation in Odoo 17 | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

A costing method is a technique businesses use to determine the cost of producing a good or providing a service. It involves analyzing various cost elements like raw materials, labor, and overhead expenses to accurately calculate the total cost per unit. #odoo17 There are different costing methods, each with its own advantages and best suited […]