Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In Odoo, notebook and pages are UI (User Interface) elements used primarily in form views to organize and display data in a structured, tabbed layout.A notebook is a container in Odoo XML views that holds multiple pages. It represents a tabbed interface, allowing users to navigate between different sections of a form without leaving the […]
Struggling with unexpected stockouts or excess inventory? The Forecasted Report in Odoo 18 Inventory is your solution! This video will show you how to use this report to: effectively Gain clear visibility into your future stock position. Proactively address potential supply chain disruptions. Improve cash flow by optimising inventory levels. Make informed decisions for purchasing […]
Have a special offer you want to launch fast? Whether you’re clearing out old stock, running a holiday promo, or just want to boost weekend sales — this video will show you exactly how to set up a flash sale in Odoo (the easy way). No complex setups, no guesswork. Just a clear step-by-step guide […]
Did you know your helpdesk team could be generating sales leads? In this step-by-step video, we’ll show you how to convert Helpdesk tickets into sales opportunities directly in Odoo — turning customer questions or service requests into potential revenue! Whether it’s a request for a product upgrade, a hardware replacement, or a paid service add-on, […]
Learn how to easily add and track products like spare parts or materials during a field service task in Odoo. Whether you’re on-site or remote, Odoo lets your team update the product catalog in real-time—no paperwork needed! 1. Add products directly from the task 2. Track used items for accurate billing 3. Seamless inventory & invoicing integration […]
Struggling to manage field service operations? In this video, learn how to manually create a Field Service Task in Odoo—fast, easy, and step-by-step. Perfect for service businesses, technicians, and managers who want to streamline job scheduling and boost productivity!   Learn how to: 1. Create tasks for on-site jobs 2. Assign technicians and set schedules […]
In this video, we dive into the Odoo Planning Module and explain what the different shift colors and visuals on the dashboard really mean — so you can manage your team’s schedule with confidence. Shift Color & Icon Guide: Full color: Shift is planned and published Diagonal stripes: Shift is planned but not yet published […]
Odoo 18 Project: Conquer Complexity with Sub-tasks! Tired of overwhelming project tasks? Odoo 18’s Sub-tasks feature lets you break down large projects into smaller, manageable pieces for better organisation and tracking. This video demonstrates how to: Simplify complex projects by creating sub-tasks. Clearly define individual responsibilities within a larger task. Track progress more effectively with […]
In Odoo, a Help Tooltip is a small informative text that appears when a user hovers over (or clicks on, depending on configuration) a field label or element in the user interface. It’s used to provide additional guidance or explanations about the purpose or usage of a particular field or feature, improving the user experience […]
🎥 Welcome to CBMS. In this tutorial, you’ll learn how to add an image field in a form view in Odoo 18 — step by step. Whether you’re customizing your own module or enhancing an existing model, this guide will help you integrate image fields seamlessly in your Odoo applications. 📌 In this video, you’ll […]
