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
Unlock the full potential of your Odoo 18 accounting module with this in-depth guide to Aged Receivable and Aged Payable reports. These essential financial statements provide a critical snapshot of your outstanding customer invoices and vendor bills, categorised by their age. Whether you’re an experienced accountant or managing your business finances, mastering these reports in […]
Are you using Odoo 18 Survey Module but struggling to analyze the responses effectively? In this comprehensive tutorial, we’ll walk you through the entire process of analyzing survey results in Odoo 18, so you can turn raw responses into actionable insights. What You’ll Learn in This Video: How to access the Survey Results from the […]
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 […]
Learn how to create a survey in Odoo 18 step by step. In this video, we’ll show you how to set up a new survey, add different question types, apply scoring or conditional logic, and share it with your audience. Whether you want to collect customer feedback, employee responses, or market research data, Odoo’s Survey […]
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, […]
Closing your books is one of the most important tasks in accounting. Once transactions are finalized, you don’t want anyone to accidentally (or intentionally) make changes to past records. That’s where Lock Dates in Odoo 18 come in! Lock Dates are essential for businesses of any size. They protect your books, give confidence in your […]
Discover the powerful reporting tools available in Odoo 18 Payroll! This tutorial guides you through accessing various payroll reports, understanding key metrics like Net Wage and Gross Wage, and using different chart views for insightful analysis. Essential for HR and payroll professionals using Odoo. #Odoo18 #PayrollReporting #OdooPayrollTutorial #Odoo18NewFeatures #OdooTutorials #Odoo18Payroll #OdooERP #OdooTips #PayrollManagement #OdooReleaseDate #Odoo18PayrollSoftware […]
Need to swap a shift? See how easy it is for employees to unassign themselves from shifts directly within Odoo’s Planning module. This quick demo shows the simple steps, promoting flexibility and empowering your team. #Odoo18 #OdooTutorial #ShiftManagement #EmployeeSelfService #NewFeatures #OdooPlanning #FunctionalTutorial #OdooReleaseDate #Odoo18Tutorials #Odoo18Planning #Odoo18NewFeatures #Odoo18Tutorials #ShiftManagementOdoo18 #Odoo18ReleaseDate #Odoo18FunctionalTutorials #OdooERP #OdooTips #Odoo18Updates Connect With […]
Odoo 18 offers powerful tools to streamline customer interactions and improve response times. Canned responses and chatbots are two such features that can significantly enhance your customer service operations. Canned Responses: Quick and Efficient Communication Canned responses are pre-written messages that can be quickly inserted into emails or chat conversations. By using canned responses, you […]
Odoo 18 offers a built-in feature to lock confirmed sales orders, ensuring data integrity and preventing accidental modifications. Here’s a step-by-step guide: 1. Enable the “Lock Confirmed Sales” Feature: * Go to Settings within the Sales module. * Find the “Lock Confirmed Sales” option and enable it. * Save the settings. 2. Confirm the Sales […]
