CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Learn how to generate and analyze the Partner Ledger Report in Odoo 18 to keep track of all transactions by customer or vendor. This report helps you monitor outstanding balances, past payments, and overall relationship with your business partners. 👉 In this video, you will learn: ✔️ How to generate the Partner Ledger report ✔️ […]
🚀 Supercharge your SMS marketing and stay compliant with Odoo 18! This in-depth tutorial reveals the secrets to highly targeted messaging and perfect customer relations using Mailing Lists & Blacklists within Odoo’s SMS Marketing module. Stop sending irrelevant messages and start building trust! Discover how to segment your audience for maximum impact, respecting customer preferences […]
Learn how to create smart and dynamic surveys in Odoo 18 by setting up conditional questions that appear based on previous answers. This tutorial will guide you step by step on how to use the built-in features of Odoo Survey to: Show specific questions only when a particular answer is selected Improve survey flow and […]
Learn how to easily generate and analyze the Trial Balance Report in Odoo 18 to keep your accounting accurate and organized. In this tutorial, we’ll show you how to: Access the Trial Balance Report Set date ranges and filters Understand debit and credit balances Ensure your accounts are balanced before closing the period Perfect for […]
Discover how to create a social media campaign in Odoo 18 using the Social Marketing module. In this tutorial, we’ll walk you through setting up a new campaign, adding posts for different social platforms, scheduling content, and tracking engagement — all from within Odoo. Whether you’re promoting a new product, running a seasonal offer, or […]
The General Ledger Dashboard in *Odoo 18* gives you a complete overview of all your company’s accounts in one place. In this video, we’ll walk you through how Odoo organizes your ledger with debits, credits, and balances across accounts like cash, receivables, payables, sales, and taxes. You’ll learn how to drill down into journal items, […]
The Executive Summary in Odoo 18 gives you a quick, high-level view of your company’s financial health. In this video, we break down how to read and use the report — from profitability metrics like net profit margin, to position and liquidity ratios that show if you can cover short-term obligations, and performance indicators like […]
Are you ready to master financial reporting in Odoo 18? In this video, we delve into the Profit and Loss (P&L) Report, one of the most crucial financial statements for any business. We’ll guide you through accessing and analysing the P&L report in Odoo 18’s new and improved accounting module. Learn how to get real-time […]
Learn how to read and understand the Balance Sheet in Odoo. In this tutorial, we break down Assets, Liabilities, and Equity, show you how to drill into details, and explain what the numbers mean for your business. Perfect for beginners and business owners using Odoo Accounting. #Odoo18 #BalanceSheet #OdooTutorial #FinancialAnalysis #OdooTraining #AccountingSoftware #BusinessFinance #OdooFunctional #LearnOdoo […]
Learn how to record employee expenses in Odoo 18 Accounting with this detailed step-by-step tutorial. We’ll show you how to: Create an expense report in Odoo 18 Add expense details like travel, meals, and office supplies Submit expenses for manager approval Post expenses into accounting and reimburse employees Employee expenses are common in every business, […]
