How to Automate Activities Using Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Functional Tutorials – CBMS Odoo ERP

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” […]

How to Create Alerts in Odoo 18 Referrals | Odoo 18 Referrals Tutorials |Odoo 18 Functional Tutorial – CBMS Odoo ERP

Boost Employee Engagement with Alerts in Odoo 18 Referrals This video demonstrates how to effectively utilize the Alerts feature within the Odoo 18 Referrals app to keep your employees informed and engaged. Key Features: Create and Schedule Alerts: Easily create and schedule important announcements for your referral program. Target Specific Audiences: Display alerts to specific […]

Overview of Odoo 18 Contact | How to Create a Contact Form in Odoo 18 Contact | Odoo 18 Tutorials – CBMS Odoo ERP

The Contacts module in Odoo 18 serves as a centralized repository for managing all your business relationships, including customers, suppliers, partners, and other stakeholders. It offers a comprehensive set of features to efficiently handle contact information and interactions. Key Features: Comprehensive Contact Profiles: Store detailed information such as names, addresses, phone numbers, email addresses, job […]

How to Configure Product & Product Categories in Odoo 18 Lunch | Odoo 18 Lunch Tutorials | Odoo 18 – CBMS Odoo ERP

Streamline your employee lunch program with Odoo 18’s Lunch app! This video tutorial focuses on the essential building blocks of your lunch menu: Products and Product Categories. Learn how to create and manage your lunch offerings, from individual dishes and drinks to organizing them into easily navigable categories. We’ll show you how to define product […]

How to Setup Renewal of Subscription in Odoo 18 | Odoo 18 Subscriptions Tutorials | Odoo 18 Features – CBMS Odoo ERP

Subscription renewal in Odoo 18 is the automated or manual process of extending a customer’s access to a subscription-based product or service for another billing cycle. It’s the mechanism that keeps recurring revenue flowing and ensures continued customer access. Here’s a breakdown of what subscription renewal in Odoo 18 offers: Automated Renewals: Odoo can automatically […]

What is the Use of Tags in Odoo 18 | How to Set Up Tags in Odoo 18 | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Tags in Odoo 18 are a powerful tool to categorize, filter, and search for information across various modules. By assigning relevant tags to records, you can: Improve Search: Quickly find specific records by searching for tags. Enhance Organization: Categorize and filter records based on tags. Streamline Workflows: Automate tasks and workflows based on tag-specific conditions. […]

How to Activate Debug Mode in Odoo 18 | Odoo 18 New Features | Odoo 18 Tutorials | Odoo 18 Release – CBMS Odoo ERP

Odoo Debug Mode is a powerful tool that enables developers to inspect and modify the underlying code of Odoo applications. It provides detailed information about the system’s behavior, allowing developers to identify and fix issues more efficiently. Key Features of Odoo Debug Mode: – Detailed Logging: Enables the logging of various events and actions within […]

How to Create & Manage Combo Products in Odoo 18 | Combo Products in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Combo products in Odoo 18 are a powerful tool that allows you to create and sell bundles of products or services as a single unit. This feature can be beneficial for various business scenarios, such as: Product bundles: Offering a group of related products at a discounted price. Service packages: Bundling multiple services into a […]