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 showcase where we are creating a detailed view of one specific task we’re working on. Here, we can add the stage it’s in, who the customer is, and what part of their order this task is about. There’s also a spot to assign people to it, we can add labels to keep things […]
In this video, we are taking a look at the screen where you set up the activity type we handle in the system. You can give each of these ‘activity types’ a name, and then you can tweak their default settings. This includes things like the main action that’s involved, who’s typically in charge, what the […]
This video guides you through the complete process of handling Repair Orders in Odoo 18 Repairs. We’ll cover: Creating a new Repair Order Adding products and parts Managing repair operations Confirming and starting repairs Ending the repair process And more! Streamline your after-sales service with Odoo 18. #Odoo18 #Repairs #RepairOrder #ERP #BusinessSoftware #SoftwareTutorial #TechTutorial #BusinessManagement […]
Streamline your fleet maintenance with Odoo 18! This video demonstrates how to utilize the Service features to schedule repairs, track service history, manage vendors, and control costs. Keep your vehicles running smoothly and efficiently. We’ll cover: Creating service records Linking to vehicles and drivers Managing service types and vendors Tracking costs and notes #Odoo18 #OdooFleet […]
In this video, we’ll cover the ‘Other Info’ tab in Odoo Sales, which helps manage key details for your quotations. The Other Info tab in Odoo provides additional settings for quotations, divided into four sections. The Sales section lets you assign a salesperson, sales team, and company (useful in multi-company environments). You also have the […]
This video provides an overview of the ‘Send WhatsApp Message Odoo 18’ module, a custom tool designed to enable users to send messages directly to their contacts via WhatsApp Web from within Odoo. By integrating WhatsApp messaging, this module enhances communication efficiency, allowing businesses to connect with customers and partners seamlessly. App Link: #Odoo18 #WhatsApp […]
Odoo 18 Helpdesk offers customer rating functionality to gather feedback on your support services. Here’s a breakdown of how it generally works and what you can expect, based on Odoo’s typical implementations and available information: Key Features and Concepts: Ticket Rating: Customers can rate their satisfaction with the resolution of their helpdesk tickets. This is […]
In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]
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 guide you through the process of managing certifications for employees within Odoo 18. Certifications are an essential part of employee development, and Odoo makes it easy to track and manage qualifications, skills, and achievements within your team. In this video, you’ll learn: How to add […]
