CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Select Kanban cards to perform mass actions using the ALT + click shortcut on desktops or the long press on mobile devices. ALT + H — Back to homescreen ALT + C — Create new contact ALT + U — Open settings of the view ALT + 1 — Open contact menu ALT + 2 — Open configuration […]
Establishing accurate opening balances is crucial when setting up your accounting records in Odoo 18, as they reflect your company’s financial position at the start of a fiscal period. Here’s how you can manage opening balances in Odoo 18: 1. Using the Chart of Accounts: Odoo 18 allows you to input opening balances directly through […]
In Odoo, “Chatter” is a core communication and collaboration feature that’s integrated throughout the platform. Here’s a breakdown of what it entails: Communication Hub: Chatter acts as a central hub for communication related to specific records within Odoo. This means that within a sales order, a project task, or a customer record, you’ll find the […]
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of setting up and managing referral points within Odoo 18. Referral programs are a great way to encourage customers to spread the word about your business and reward them for bringing in new clients. We’ll cover: How to enable and […]
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]
Job Positions in Odoo 18 Recruitment Job Positions are the core element of the recruitment process in Odoo 18. They represent the specific roles and openings within your company. Creation: Easily create new job positions with key details like job title, location, department, and employment type. Management: Manage all aspects of a job position, including […]
Track and Manage Your Time Off with Odoo 18! This video focuses on the “My Time” section within the Odoo 18 Time Off app. Learn how to: View your time off balances: Track your available time off for different types of leave (vacation, sick leave, etc.). View your upcoming and past time off requests: Easily […]
Effortlessly Request Time Off in Odoo 18! This video guides you through the process of requesting time off within the Odoo 18 Time Off app. Learn how to: Submit time off requests: Easily request vacation, sick leave, and other types of time off. Specify request details: Set start and end dates, define duration, and add […]
Streamline your employee lunch orders with Odoo 18! This video dives deep into the powerful Order Management features of the Odoo 18 Lunch app. Learn how to: Effortlessly place orders: Browse menus, select your desired meals, and add custom requests. Track order statuses: Monitor the progress of your orders in real time, from placement to […]
Upselling subscriptions in Odoo 18 is a strategic feature that empowers businesses to increase recurring revenue by offering existing subscribers upgraded or enhanced subscription options. Here’s a breakdown of what subscription upselling in Odoo 18 entails: Targeted Offers: Identify opportunities to offer higher-value subscriptions to current customers based on their usage patterns, needs, or engagement. […]
