CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 18 allows you to search for contacts by their address using the search bar in the contact list view. Here’s how to do it: – Go to the Contact List View: Open the “Contacts” app and go to the list view. – Use the Search Bar: In the top right corner of the list […]
Odoo 18 Purchase App: Supercharged Efficiency with Techtonic (Ep. 3) Struggling with slow and tedious purchasing in Odoo 18? This video is your one-stop shop for mastering the powerful new features in the Purchase App, brought to you by Techtonic (Ep. 3). Get ready to boost efficiency and save precious time! Here’s what you’ll learn: […]
Odoo 18 offers enhanced features for pricelist management and customization of print formats to streamline your sales processes and improve customer experience. Pricelist Revamp – Advanced filtering: Easily filter pricelists based on various criteria, such as customer groups, products, or validity dates. – Pricelist comparison: Compare multiple pricelists side by side to identify differences and […]
The ability to drag and drop a created purchase order PDF from the Odoo 18 purchase module into the Odoo sales module is a feature that allows for a more streamlined and efficient workflow when managing both purchasing and selling activities within the same system. Here are the primary purposes of this feature: – Quick […]
Purchase templates in Odoo serve as pre-configured documents that streamline the purchasing process. They provide a standardized framework for creating purchase orders, requests for proposals (RFPs), and other purchasing-related documents. Key purposes of purchase templates: – Efficiency: By using templates, you can quickly create new purchase documents without having to start from scratch. This saves […]
Odoo 18 allows you to manage purchase orders and invoices in your local currency. This means that you can enter and track purchase information using the most relevant currency to your business operations. Here’s a breakdown of how amounts are handled in local currency: 1. Currency Setup: – Company Currency: In the Company Settings, you […]
Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here’s a breakdown of how it works: RFQ Creation and Management: – Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due […]
One-Click RFQ Cancellation in Odoo 18 is a feature that allows users to quickly and easily cancel Request for Quotations (RFQs) with a single click. This can be particularly useful in situations where an RFQ is no longer needed or has been superseded by another RFQ. Here’s how it typically works: – Identify the RFQ: […]
Odoo 18 offers a robust applicant tracking system (ATS) that allows you to efficiently search for and manage potential candidates. Here are some of the key features and steps involved in searching for matching applicants: Key Features: Advanced Search Filters: Odoo 18 provides a wide range of search filters to help you narrow down your […]
The purpose of the “Deliver content by Email” feature in Odoo 18 Sales is to streamline communication and enhance customer engagement throughout the sales process. It allows you to send emails directly from within the sales module, saving time and ensuring consistency in your messaging. Here are some key benefits of this feature: – Efficient […]
