CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
To add a new vehicle in Odoo 18’s Fleet Management module, follow these steps: Access the Fleet Application: Navigate to the Fleet app from your Odoo dashboard. Initiate a New Vehicle Entry: On the Vehicles page, click the “New” button located in the top-left corner. This action will open a blank vehicle form. Odoo Fill […]
Preview attached documents directly in the bank transaction list view whenever a document is linked to a statement. Go to Dashboard — Choose bank click on three dots select statement choose gear icon select statement. #Odoo18 #OdooTutorial #BankReconciliation #Accounting #Finance #ERP #PDFPreview #OdooNewFeatures #OdooFinance #BusinessSoftware #FinancialManagement #OdooImplementation #OdooTips #Odoo18NewFeatures #Odoo18Banking #Odoo18BankTransaction #Odoo18Tutorial #Odoo18ERP #Odoo18Accounting #Odoo18Finance […]
In the export screen, the default fields and their display order now match the underlying list view. Go to any module and choose a record in list view. Select action click on export. This pops up the widget, which has the default fields of the list view. #Odoo18 #OdooTutorial #OdooExports #OdooFeatures #ERP #BusinessSoftware #DataManagement #TechTutorial #SoftwareTutorial #OpenSource #DataAnalysis #Productivity […]
Reply to a specific message and/or forward it to the desired recipients. If the recipient hasn’t provided the forwarding, it will do for the followers of the record. If the recipient is mentioned, then the message will go to the recipient #Odoo18 #OdooTutorials #OdooSales #OdooNewFeatures #OdooTips #OdooMessaging #OdooReleaseDate #ERP #BusinessSoftware #ProductivityTips #SoftwareTutorial #CRM #Odoo18Chatter #Odoo18Sales #OdooSales #Odoo18Tutorials #Odoo18Features #Odoo18CRM […]
In Odoo, the Deadline field in the To-Do module is used to set a due date for a task. This helps users keep track of deadlines and manage their workload efficiently. How to Use the Deadline Field: Navigate to the To-Do Open an existing task or create a new one. Find the “Deadline” field – […]
Portal users can manage their addresses from the portal. Users can create multiple address from portal using the address card . if the delivery address and billing address are same the enable the toggle button so that the delivery address will consider as the billing address. #Odoo18 #OdooTutorial #OdooPortal #AddressManagement #CRM #BusinessSoftware #ERP #OpenSource #OdooTips […]
Dealing with expired or canceled subscriptions? Learn how to close them in Odoo 18 properly! This video solves the common problem of messy subscription records, showing you the clear steps to organize your data. Watch now to improve your subscription workflow! This Odoo 18 tutorial provides a comprehensive guide on how to close subscriptions. We’ll […]
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 […]
1. Understanding PDC Workflow A Post Dated Cheque (PDC) is a cheque issued with a future date. It should not be considered as received cash until the date arrives and the cheque is cleared by the bank. Basic Workflow in Odoo 18 Receive the PDC – Record it as a pending transaction. Hold in a […]
