CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In Odoo, “Chatter” is a core communication and collaboration feature that’s integrated throughout the platform. Here’s a breakdown of what it entails: Communication Hub: Chatter acts as a central hub for communication related to specific records within Odoo. This means that within a sales order, a project task, or a customer record, you’ll find the […]
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of managing event booths within Odoo 18. Whether you’re organizing a conference, trade show, or exhibition, Odoo’s Event module allows you to efficiently manage booths, bookings, and resources for your events. In this video, you’ll learn: How to set up […]
Analyze Your Referral Program with Odoo 18 Reporting This video shows you how to leverage the powerful reporting features within the Odoo 18 Referrals app to gain valuable insights into your employee referral program. Key Features: Track Referral Sources: Identify the most effective referral sources (e.g., employee referrals, social media, job boards). Analyze Hiring Outcomes: […]
Frontdesk Overview in Odoo refers to the module or feature designed to manage visitor check-ins, appointments, and front office operations. It is useful for businesses, hotels, hospitals, and corporate offices to streamline their reception processes. Key Features of Frontdesk in Odoo Visitor Management Register visitor details (name, contact info, company, purpose). Print visitor badges. Track […]
Upselling subscriptions in Odoo 18 is a strategic feature that empowers businesses to increase recurring revenue by offering existing subscribers upgraded or enhanced subscription options. Here’s a breakdown of what subscription upselling in Odoo 18 entails: Targeted Offers: Identify opportunities to offer higher-value subscriptions to current customers based on their usage patterns, needs, or engagement. […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
How to Enable Re-Order From Portal in Odoo 18 Website Odoo 18 offers a convenient feature that allows customers to easily re-order previously purchased products directly from their portal. This significantly streamlines the re-ordering process, saving both time and effort for your customers. Here’s how to enable and configure this feature: 1. Enable the Feature: […]
In Odoo 18, Warehouses and Locations are crucial components of inventory management, allowing you to efficiently organize and track your stock across different physical sites and storage areas. Warehouses Warehouses represent physical locations where your products are stored. They can be configured with: Physical Address: This helps in tracking the physical location of the warehouse. […]
Configure Membership Products in Odoo 18: A Step-by-Step Guide Learn how to set up and manage membership products in Odoo 18. This video will guide you through the process of creating membership plans, defining their features, and setting up recurring billing. Key Topics Covered: Creating Membership Products Defining Membership Features and Benefits Setting Up Recurring […]
Odoo 18 brings a range of new features to the Sales module, designed to streamline processes and enhance efficiency: Quotation Management: Quotation Calculator: Accurately calculate quote prices based on various factors like product costs, discounts, and taxes. Improved PDF Quote Builder: Create professional and visually appealing quotes with a more intuitive design. […]
