CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 18 provides a flexible system for managing user access rights, ensuring data security and efficiency within your accounting operations. Here’s a breakdown of the key aspects: User Types Internal User: This is the default user type for employees within your organization. Internal users have access to various modules and functionalities based on their assigned […]
In Odoo, there are a variety of different types of shipping labels that can be selected for delivery orders. Depending on the types of shipping packages used, different label sizes may be more appropriate, and can be configured to fit the package. Configuration In the Inventory module, go to Configuration ‣ Delivery ‣ Shipping Methods. Click on a delivery […]
An Allocation Report for Manufacturing Orders in Odoo 18 provides an overview of the availability and allocation of materials required for production. This report is useful for tracking the status of raw materials, ensuring all components are available to complete manufacturing processes efficiently. Purpose of the Allocation Report Material Planning: Helps identify shortages or overstock […]
In Odoo 18, you can customize the checkout process and manage customer accounts to enhance the shopping experience on your eCommerce website. Here’s how to configure these features: Configuring Sign In/Up at Checkout: Odoo allows you to define whether customers can check out as guests or if they must sign in or create an account […]
The purpose of displaying the total amount in words on invoices is to enhance clarity, professionalism, and security. Here’s a breakdown of the reasons: 1. Clarity and Precision: Reduced Errors: By explicitly stating the amount in words, it minimizes the risk of misinterpretations or errors that might occur due to numerical typos or discrepancies. Enhanced […]
Odoo 18: Mastering Rental Products & Periods This video dives deep into the core concepts of managing rental products and periods within the Odoo 18 platform. Learn how to define your rental offerings effectively, set competitive pricing, and ensure accurate billing for a seamless rental experience. Key Topics Covered: Defining Rental Products: Setting up product […]
Odoo 18: A Comprehensive Learning Platform Odoo 18’s eLearning module empowers organizations to create engaging and effective online training programs. This powerful tool allows you to: Design and Deliver High-Quality Courses: Create interactive courses with videos, documents, quizzes, and more. Track Learner Progress: Monitor individual learner progress, track course completion rates, and identify areas for […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
Odoo’s Website app provides a powerful platform for generating leads and nurturing them into opportunities. Here’s a breakdown of the process: 1. Website Forms: Create a Form: Design a form on your website to capture potential customer information. This could be a contact form, a request a quote form, or a sign-up form. Integrate with […]
Odoo 18, package reservation is a crucial feature for efficient inventory management, especially when dealing with products that are packaged in specific units. It ensures that the right quantity of packages is reserved for outgoing shipments, preventing stockouts and improving order fulfillment accuracy. Key Points: Product Packagings: To enable package reservation, you need to define […]
