CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
Odoo 17’s Events module provides a streamlined platform to organize and manage events of all sizes. From small workshops to large conferences, the module offers a comprehensive set of tools to plan, execute, and analyze events. To create a new event, navigate to the Events app in your Odoo instance. Click on the “Create” button […]
Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]
Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button. You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]
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 […]
Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]
Timesheet Reports in Odoo 17 Odoo 17’s Timesheet module offers robust reporting capabilities to provide valuable insights into employee productivity, project performance, and cost management. Businesses can effectively analyze time-tracking data with a range of pre-built reports and customization options. Key reports include the Timesheet Summary, which offers an overview of time spent on different […]
Approvals in Odoo 17 are a robust feature streamlining business processes by automating and tracking approvals across various departments. This feature enables organizations to configure customized approval workflows for different scenarios, such as: – Purchase orders – Sales orders – Expenses – Time off requests – Documents In Odoo 17, approvals are highly customizable, allowing […]
Product Lifecycle Management (PLM) reporting, specifically Engineering Change Orders (ECOs), in Odoo 17 is a powerful feature that enables businesses to effectively manage and track changes to products, bills of materials, and documentation. This module streamlines the change management process, ensuring that all stakeholders are informed and aligned throughout the product lifecycle. What are the […]
Product Category Management in Odoo 17 is a comprehensive feature that enables businesses to efficiently organize, manage, and analyze their product portfolio. This module allows companies to categorize products into hierarchical structures, facilitating streamlined product management, reporting, and decision-making. Key features of Product Category Management in Odoo 17 include: – Multi-level categorization: Create nested categories […]
