CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
This Odoo 18 tutorial explores the comprehensive employee offboarding process. We’ll walk through: Navigating to the employee record Archiving the employee Selecting departure reasons and adding details Closing related activities (appraisals, contracts, company cars, time off, etc.) Managing HR information and access (including sending access links) Understanding the offboarding workflow and best practices. Ensure compliance […]
Mastering Fields and Widgets is essential for Odoo 18 development. This tutorial covers: Different field types (char, integer, date, etc.) Common widget usage (text boxes, calendars, dropdowns) How fields and widgets interact in Odoo views Customizing fields and widgets for specific needs. Start building powerful and user-friendly Odoo applications! #Odoo18 #OdooStudio #OdooTutorial #OdooNewFeatures #OdooReleaseDate #OdooWidgets […]
This Odoo 18 tutorial explores the comprehensive employee reporting features. We’ll walk through: Accessing and navigating employee reports Understanding key HR metrics and KPIs Using filters, groups, and aggregations to customize reports Creating custom reports and dashboards Exporting reports in various formats Gives actionable insights into your workforce and improves HR efficiency. #Odoo18 #OdooEmployee #OdooTutorial […]
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]
Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]
In Odoo 18, the Employee Overview provides a centralized way to manage employee-related data, including personal details, job positions, contracts, attendance, and more. It is part of the Employees module (HR Module) and integrates with other Odoo apps like Payroll, Attendance, and Leaves. Key Features of Employee Overview in Odoo 18 1. Employee Dashboard Displays […]
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, […]
In Odoo 18, subcontracting is a feature within the Manufacturing (MRP) module that allows companies to outsource production operations to external subcontractors while maintaining control over inventory and costs. Here’s a basic guide: 1. Enabling Subcontracting in Odoo 18 Activate the Manufacturing App: Go to Apps → Install Manufacturing. Enable Subcontracting: Go to Manufacturing → […]
