How to Manage Product Catalog in Odoo 18 Field Service | Odoo 18 Field Service Tutorials | Odoo 18 – CBMS Odoo ERP

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 […]

How to Create a New Field Service Task Manually in Odoo 18 | Odoo 18 Tutorials | Odoo 18 New Feature – CBMS Odoo ERP

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 […]

How to Add Followers Dynamically in Odoo 19 | How to Add Customer as a Follower Automatically | Odoo – CBMS Odoo ERP

Odoo 19: Dynamic Follower Automation!  Want to add the right people to your Odoo records automatically? Learn how to leverage improved automation rules in Odoo 19 to dynamically add followers, including customers, to any document! Streamline communication and ensure everyone stays updated effortlessly. Watch now! #Odoo19 #OdooAutomation #OdooNewFeatures #OdooDevelopment #OdooERP #OdooCommunity #OdooFunctional #OdooTips #OdooTutorial #BusinessAutomation […]

How to Automate Quality Checks in Odoo 18 Quality App | Quality Control Points in Odoo 18 | Odoo 18 – CBMS Odoo ERP

Odoo 18 Quality: Automate Inspections with Quality Control Points (QCPs)! Want to level up your quality assurance? Odoo 18’s Quality Control Points (QCPs) let you automatically trigger quality checks at specific stages of your operations!   This video shows you how to: Understand the power of QCPs for consistent quality checks. Navigate to the Control […]

How to Add or Remove Multiple Followers in a Records | Follower Management in Odoo 18.2 | Odoo 18 – CBMS Odoo ERP

Add or remove followers from multiple records at once. Choose the followers icon; this opens a wizard where multiple followers can be added and removed at once. If you want to notify the multiple enable toggle button #Odoo18 #Odoo18.2 #Odoo18Tutorial #Odoo18ERP #Odoo18.2Updates #Odoo18Tips #Odoo18.2NewFeatures #FollowerManagement #BusinessAutomation #ProductivityTips #ERPSoftware #Odoo18Community #SoftwareTutorial #TechTutorial #Odoo18.2FollowerManagement #Odoo18Tutorials #Odoo18Update #Odoo18NewFeatures #Odoo18Release #Odoo18.2ERP #OdooTips #Odoo18.2Development #Odoo18.2Community […]

How to Configure Automation in Odoo 17 Project App | Automation in Odoo 17 Project | Odoo 17 Videos – CBMS Odoo ERP

Automation in Odoo 17: A Comprehensive Guide Odoo 17, a powerful open-source ERP system, offers a plethora of automation features to streamline business processes and improve efficiency. Here’s a breakdown of some key automation possibilities: 1. Workflow Automation: Define business processes: Create workflows to guide the movement of data through different stages of a process […]

How to Create & Automate Asset Model in Odoo 17 Accounting | Asset Model & Automation in Odoo 17 – CBMS Odoo ERP

Asset Model and Automation in Odoo 17 Accounting Odoo 17 provides a robust asset management module that allows businesses to effectively track, depreciate, and manage their fixed assets. This module offers various features to streamline asset management processes and ensure compliance with accounting standards. Key Features of Asset Management in Odoo 17: – Asset Creation: […]

How to Automatically Send Customer Submissions in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 website offers a built-in feature to automate sending customer submissions directly to your company email. This eliminates manual data entry and streamlines the process of receiving customer inquiries, feedback, or other forms. There are two main reasons why you might receive emails from an Odoo website form: Contact Form Submission: Odoo is a […]