CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo Community Mobile App – Run Your Business Anytime, Anywhere! Stay connected and manage your business on the go with the Odoo Community Mobile App! Whether you’re approving quotes, tracking inventory, checking reports, or communicating with your team, the app gives you real-time access to all your essential business operations. Key Highlights: Access all Odoo […]
In Odoo 19, suggested quantities based on sales and demand are fully automated and can be calculated using a combination of features in the Inventory, Sales, and Purchase modules. Here’s how you can approach this in Odoo 19: 🧮 1. Using Reordering Rules Reordering rules help maintain minimum stock levels based on historical demand. Location: Inventory → […]
To set up Cash on Delivery (COD) as a Delivery Method in Odoo 19, follow these steps. Odoo treats delivery methods and payment methods separately, but you can integrate COD as a payment method tied to certain delivery operations. ✅ Step-by-Step Guide to Setup Cash on Delivery in Odoo 19 1. Activate Delivery Methods First, […]
🎯 Welcome to CBMS – Your Source for Practical Odoo Development Tutorials! Are you a developer, functional consultant, or Odoo enthusiast looking to deepen your understanding of Odoo’s framework? You’re in the right place! 📌 In this channel, we break down technical Odoo concepts in a beginner-friendly and practical way. In our latest video, we cover: […]
Are duplicate records slowing down your sales team or causing customer confusion? This comprehensive Odoo 18 CRM tutorial is your solution! We’ll show you exactly how to “Merge Similar Leads and Opportunities” to keep your sales pipeline clean, accurate, and efficient. You’ll discover: How Odoo 18 automatically detects similar leads/opportunities based on contact info. A […]
Want to automate repetitive work in your Odoo project management? In this video, learn how to set up recurring tasks in Odoo Projects like a pro! We’ll walk you through: 1.What recurring tasks are in Odoo 2.How to configure recurring tasks step-by-step 3.Best practices to manage weekly/monthly tasks 4.Tips to avoid duplication & track task […]
Are you struggling to get a clear, real-time picture of your Odoo 18 projects? This video introduces you to the indispensable “Project Dashboard,” your ultimate project visibility and control tool! Learn how to: ✅ Instantly see task completion, timesheet usage, and planned hours. ✅ Monitor project profitability and budget adherence at a glance. ✅ Track […]
Ever wondered how to break down service delivery into phases and get paid as you go? That’s exactly what Milestones in Odoo Sales Orders are designed for. In this video, we give you a complete functional explanation of how milestones work in Odoo — and how they transform your sales and billing workflows. What You’ll […]
Want to track key stages of your project effectively? Learn how to manually create and manage milestones in the Odoo Project module. In this video, we’ll walk you through the process of setting up milestones to divide your project into clear, trackable phases. This helps improve planning, task management, and team accountability — without relying […]
Easily manage meetings, webinars, internal events, and more using the Odoo Calendar module! In this video, we walk you through how to create, manage, and coordinate events in Odoo like a pro. Whether you’re organizing a team meeting or a company-wide webinar, Odoo Calendar helps you plan it all in one place. What You’ll Learn: […]
