How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]

How to Setup Sales Credit Limit in Odoo 17 | Setup Sales Credit Limit in Odoo 17 | Odoo 17 Videos – CBMS Odoo ERP

Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation  2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]

Odoo VS SAP | Comparison Between Odoo ERP and SAP ERP – CBMS Odoo ERP

This video is all about the comparison between Odoo and SAP. Choosing the appropriate ERP at the proper time becomes essential to your company’s expansion. #odoovssap Effective ERP implementation can influence a company’s growth, profitability, and success. The deployment of an ERP necessitates a significant financial outlay and a significant amount of employee time and […]

Insert Pipeline In Spreadsheet / Article in Odoo 17 CRM | Odoo 17 New Features – CBMS Odoo ERP

This is a new feature in odoo 17 CRM and it allows to insertion pipeline into an article/spreadsheet. #odoo17 #odoo17features #odoofunctionalvideos #odoocrm Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Insert #Pipeline #Spreadsheet #Article #Odoo #CRM #Odoo #Features

Reporting in Odoo 16 CRM | Odoo 16 Enterprise Edition | Odoo 16 CRM | Odoo 16 Functional Videos – CBMS Odoo ERP

Odoo 16 Recruitment module helps you in managing and creating marketing plans, helping you understand your current statistics, consequences, business trends, and revenue. All companies provide a Reporting Management System to understand their turnover and handle overall efficiency with proper planning and analysis. With this proper planning, all business leads their role in performing what […]

Odoo 15 Fiscal Localization – Austria | Odoo Functional videos – CBMS Odoo ERP

The Fiscal Localization Packages that Odoo offers will benefit your company to ensure advanced performance based on a specific region of operations. These country-specific modules encompass pre-configured taxes, a chart of accounts, fiscal positions, legal statements, and several additional features necessary for the smooth functioning of the ERP in the selected county. Austria localization includes […]

Odoo 15 CRM | Odoo 15 Enterprise Edition – CBMS Odoo ERP

Odoo CRM, Customer Relationship Management is the technological solution that mainly focussed on business relationships. This dynamic software tool is developed for supervising all your organization’s relationships and interactions with all types of customers. #odoo15crm The existing customers and future customers can be well managed and supervised with the software.#odoo15enterprise Odoo CRM is considered as […]

Periodically Assign Leads Based on Rules in Odoo 15 CRM | Odoo 15 Enterprise Edition – CBMS Odoo ERP

In Odoo 15 now you can automatically assign leads to the salesperson based on the rules. By checking the Rule-Based Assignment checkbox you can periodically assign leads based on the rules. This setting will be employed by all sales teams as the default setting unless specified otherwise. The Running can be configured Manually or Repeatedly. […]