CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
CBMS ODOO ERP IMPLEMENTATION & TRAINING
Best Digital Solutions, FULL ERP & CRM, Consulting and Training Agency
Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]
Struggling to create or customize worksheet templates in the Odoo Field Service module? This step-by-step tutorial will walk you through how to build, edit, and apply custom worksheets to your field tasks — the smart way. Whether you’re logging maintenance checks, inspection forms, or client sign-offs, this video shows you how to tailor Odoo worksheets […]
Are your sales teams spending too much time manually creating opportunities after every client meeting? With Odoo 18’s powerful Appointments and CRM integration, you don’t have to! In this essential tutorial, we’ll dive deep into how to seamlessly configure Odoo 18 to automatically create new sales opportunities from scheduled appointments. You’ll learn: The core configuration […]
Skip storage, move goods straight from incoming to outgoing — all automated in Odoo. #Odoo18 #Odoo18Tutorials #Odoo18CrossDocking #Odoo18NewFeatures #Odoo18WarehouseManagement #Odoo18Functional #OdooLogistics #NoStorageNeeded #Odoo18ReleaseDate #CrossDockingExplained #OdooCrossDocking #OdooInventory #InventoryManagement #SupplyChain #Logistics #WarehouseManagement #OdooTutorial #OdooFunctional #OdooNewFeatures #BusinessSoftware #ERP #NoStorage #Efficiency #CostSaving #OdooCommunity #OdooExperience #TechTutorial #Automation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]
In this video, we’ll show you how to share your available time slots using Odoo’s Calendar module and the Appointments feature — so clients, partners, or team members can book meetings without the back-and-forth. 1.Selecting and sharing your availability 2.Customizing time slots & buffers 3.Generating a shareable booking link #Odoo18 #Odoo18Calendar #Odoo18Tutorials #OdooCalendarSharing #Odoo18NewFeatures #Odoo18Release […]
Learn how to effectively manage credit notes and process customer refunds in Odoo 18 Accounting! This tutorial covers creating credit notes, validating them, and the steps to record refunds, ensuring accurate financial records. Essential for any Odoo user handling customer returns or adjustments. #Odoo18 #Odoo18Accounting #OdooCreditNote #OdooRefunds #OdooTutorials #Odoo18NewFeatures #OdooERP #OdooAccountingTutorial #OdooStepByStep #OdooERP2025 #OdooAccounting #CreditNotes […]
Struggling with accurate stock counts or limited visibility into your inventory? The Stock Report in Odoo 18 Inventory is your solution! This video will show you how to use this report to: effectively Eliminate manual stock checks and discrepancies. Get instant, accurate inventory data. Identify slow-moving or fast-moving items. Make smarter purchasing and sales decisions. […]
Struggling to manage field service operations? In this video, learn how to manually create a Field Service Task in Odoo—fast, easy, and step-by-step. Perfect for service businesses, technicians, and managers who want to streamline job scheduling and boost productivity! Learn how to: 1. Create tasks for on-site jobs 2. Assign technicians and set schedules […]
Set up No Validation for time off in Odoo! Instantly auto-approve leave requests without manager approval. Perfect for flexible HR policies! #Odoo18 #Odoo18Features #OdooTimeOff #NoValidationOdoo #OdooFunctionalTutorial #Odoo18Tutorials #OdooHR #Odoo18TimeOff #OdooERP #OdooLeaveManagement #Odoo18TimeOffTypes #TimeOff #NoValidation #Tutorial #OdooTutorials #FunctionalTutorials #NewFeatures #ReleaseDate #HR #ERP Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ […]
Odoo 18 Quality: Automate Inspections with Quality Control Points (QCPs)! Want to level up your quality assurance? Odoo 18’s Quality Control Points (QCPs) let you automatically trigger quality checks at specific stages of your operations! This video shows you how to: Understand the power of QCPs for consistent quality checks. Navigate to the Control […]
