• +1 (800) 123 456 780
  • N0 30, Wall St, New York, NY 1000, USA
  • info@mydomain.com​
'

Tag: Odoo 18 New Features

What is a Quotation Template in Odoo | How to Create a Quotation Template in Odoo 18| Odoo 18 Shorts – CBMS Odoo ERP
Odoo 18

What is a Quotation Template in Odoo | How to Create a Quotation Template in Odoo 18| Odoo 18 Shorts – CBMS Odoo ERP

Use Quotation Templates to send stunning, ready-made offers in just a few clicks. Fast, easy, and super professional! #Odoo18 #Odoo18QuotationTemplate #OdooShorts #OdooFunctionalTutorials #Odoo18Features #OdooSales #OdooTips #OdooERP #Odoo18ReleaseDate #OdooCustomization #Odoo #QuotationTemplate #OdooTutorial #OdooFunctional #OdooNewFeatures #SalesAutomation #ERPSystem #BusinessEfficiency #HowToOdoo #OdooTips #OdooSales #OdooConsulting #OpenSourceERP #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]

author
How to Manage a Sales Team in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Manage a Sales Team in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Is your sales department ready for peak performance? In Odoo 18 CRM, the “Sales Team” functionality provides the essential framework to organise, manage, and empower your sales force for maximum efficiency and goal achievement. This video dives into the strategic advantages and practical setup of Sales Teams in Odoo 18. You’ll learn how to: Create […]

author
How to Schedule/Book an Appointment in Odoo 18 Calendar | Odoo 18 Calendar Tutorials | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Schedule/Book an Appointment in Odoo 18 Calendar | Odoo 18 Calendar Tutorials | Odoo 18 – CBMS Odoo ERP

In this in-depth tutorial, we walk you step-by-step through how to set up and manage appointments using the powerful Odoo Calendar module. Whether you’re managing client meetings, internal events, or booking sales calls — this video will help you streamline scheduling like a pro.  What you’ll learn in this video:   1. How to create […]

author
1
How to Master All the Essential Planning Views in Odoo 18 | What are the Different Views in Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Master All the Essential Planning Views in Odoo 18 | What are the Different Views in Odoo 18 – CBMS Odoo ERP

In this video, we’ll show you how to master all the essential planning views in Odoo — including Gantt, Calendar, List, Kanban, and more What You’ll Learn: 1.When and why to use each view 2.How to manage team schedules using the Gantt view 3.Visualize appointments and shifts with the Calendar view 4.Use List view for […]

author
EP-32 Edit Attribute in Odoo 18 Form View | How to Restrict Edit Record From Form View | Odoo 18 – CBMS Odoo ERP
Odoo 18

EP-32 Edit Attribute in Odoo 18 Form View | How to Restrict Edit Record From Form View | Odoo 18 – CBMS Odoo ERP

Welcome to CBMS—Your Ultimate Destination for Odoo Development & Customization! Are you diving into Odoo and lookingSub-tasks to master its powerful features? This channel is dedicated to helping developers, implementers, and Odoo enthusiasts understand and harness the full potential of Odoo ERP. 📌 What You’ll Learn Here: Odoo List View Customization Editing View Attributes & […]

author
1
How to Duplicate & Reuse Past Purchase Orders in Odoo 18 Purchase | Odoo 18 Purchase Tutorials – CBMS Odoo ERP
Odoo 18

How to Duplicate & Reuse Past Purchase Orders in Odoo 18 Purchase | Odoo 18 Purchase Tutorials – CBMS Odoo ERP

In this video, learn how to quickly duplicate and reuse previous Purchase Orders (POs) in Odoo 18. Perfect for businesses that regularly reorder the same products or replenish stock with recurring suppliers.  What You’ll Learn: 1. How to duplicate existing purchase orders in just 2 clicks 2. Modify and reuse old POs with updated quantities […]

author
How to Create & Customize Forecast Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP
Odoo 18

How to Create & Customize Forecast Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]

author
How to Create & Customize Expected Revenue Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Create & Customize Expected Revenue Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 – CBMS Odoo ERP

Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]

author
How to Create Opportunities From Appointments in Odoo 18 Calendar | Odoo 18 Calendar Tutorials – CBMS Odoo ERP
Odoo 18

How to Create Opportunities From Appointments in Odoo 18 Calendar | Odoo 18 Calendar Tutorials – CBMS Odoo ERP

Are your sales teams spending too much time manually creating opportunities after every client meeting? With Odoo 18’s powerful Appointments and CRM integration, you don’t have to! In this essential tutorial, we’ll dive deep into how to seamlessly configure Odoo 18 to automatically create new sales opportunities from scheduled appointments. You’ll learn: The core configuration […]

author
What are Blanket Orders | Blanket Purchase Agreement | Repeat Orders? Use Odoo Blanket Agreement – CBMS Odoo ERP
Odoo ERP

What are Blanket Orders | Blanket Purchase Agreement | Repeat Orders? Use Odoo Blanket Agreement – CBMS Odoo ERP

Easily manage ongoing vendor agreements, schedule deliveries, and control costs over time. #Odoo18 #Odoo18ERP #BlanketOrders #PurchaseAgreement #OdooTutorial #OdooProcurement #RepeatOrders #BlanketPurchaseAgreement #OdooFunctional #ERPAutomation #BlanketOrder #BlanketPurchaseAgreement #RepeatOrders #Procurement #Purchasing #SupplyChain #Odoo #OdooERP #OdooAccounting #BusinessEfficiency #ERPSoftware #ProcurementManagement #SmallBusinessTips #EnterpriseResourcePlanning #PurchaseOrder Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ […]

author