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
This video provides an in-depth look at the Invoice Format Editor, a custom module designed for Odoo 18. This module enables users to configure and customize invoice templates effortlessly, ensuring that invoices align with their business requirements. Viewers will gain insights into the module’s key features, how it enhances the invoicing process, and a step-by-step […]
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 […]
In Odoo 18, CRM Scheduling Activities helps users efficiently manage follow-ups, meetings, calls, and tasks to ensure timely engagement with leads, opportunities, and customers. Here’s how you can schedule and manage activities in the CRM module. 1. Scheduling an Activity in CRM Step 1: Navigate to CRM Go to CRM from the main Odoo menu. […]
In Odoo 18 POS (Point of Sale), Inventory Management is seamlessly integrated with the Odoo Inventory module to ensure real-time stock updates and efficient product tracking. Here’s how inventory management works within Odoo 18 POS: 1. Real-time Stock Updates Odoo POS is connected to the Inventory module, meaning sales transactions immediately affect stock levels. If […]
In Odoo 18 CRM, a Lead represents a potential business opportunity. It is an unqualified prospect that can later be converted into an opportunity and assigned to a salesperson. Key Features of Leads in Odoo 18 CRM Lead Generation Leads can be created manually or automatically via web forms, emails, or integrations. Can be generated […]
In Odoo 18, the Survey module is a powerful tool designed to create, manage, and analyze surveys efficiently. It allows users to collect feedback, conduct assessments, and engage with customers, employees, or students. Key Features of Odoo 18 Survey Module 1. Easy Survey Creation Drag-and-drop interface to create surveys. Supports multiple question types (MCQs, text, […]
Creating New Appraisals in Odoo 18 The Odoo 18 Appraisals app allows managers to initiate the performance review process by creating new employee appraisals. Key Steps: Access the Appraisals App: Navigate to the Appraisals application in Odoo. Click “New”: Create a new appraisal record. Enter Employee Details: Select the employee. Manager, Department, and […]
In Odoo 18, costing methods determine how product costs are calculated and tracked within the inventory management system. Selecting the appropriate costing method is crucial for accurate inventory valuation and financial reporting. Odoo 18 offers three primary costing methods: Standard Price (Standard Costing): Description: In this method, each product is assigned a fixed cost manually. […]
In Odoo 18’s Inventory module, manual reordering rules allow you to manage stock replenishment by reviewing and confirming orders before they are placed. This approach provides greater control over inventory levels and purchasing decisions. Setting Up Manual Reordering Rules: Configure the Product: Navigate to the Inventory app and select Products. Choose the desired product or […]
Streamline your employee lunch program with Odoo 18’s Lunch app! This video tutorial focuses on the essential building blocks of your lunch menu: Products and Product Categories. Learn how to create and manage your lunch offerings, from individual dishes and drinks to organizing them into easily navigable categories. We’ll show you how to define product […]
