CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
How to Create a Todo List in Odoo 18: A Step-by-Step Guide Learn how to effectively manage your tasks and boost productivity with Odoo 18’s To-Do app. This video will guide you through creating and organizing to-do lists, setting deadlines, and tracking progress. Key Topics Covered: Creating a New To-Do List Adding Tasks to a […]
Clean Up Your Contact List: A Guide to Deduplication in Odoo 18 Keep your contact database organized and efficient with Odoo 18’s powerful deduplication tool. This video will show you how to identify and merge duplicate contacts, ensuring a clean and accurate contact list. Key Topics Covered: Understanding Duplicate Contacts Accessing the Deduplication Menu Configuring […]
Odoo 18’s Purchase module offers a variety of views to streamline your procurement processes. These views provide different perspectives and functionalities to manage your purchasing activities effectively. Key Views in the Purchase Module: 1. Purchase Order View: Create and manage purchase orders. Add product lines, specify quantities, and set delivery dates. Track the status of […]
Odoo provides a robust system for managing coupons, allowing you to create targeted promotions and discounts to boost sales. Here’s a breakdown of how to set up and utilize coupons in Odoo Sales: Creating a Coupon Program 1. Navigate to Sales: Go to the Sales app in your Odoo instance. 2. Access Coupon Programs: Under […]
Odoo’s CRM module allows you to customize your sales pipeline to fit your specific business needs. By creating stages and pipelines, you can effectively track the progress of your deals and improve your sales efficiency. Here’s a step-by-step guide on how to create a stage or a pipeline in Odoo 18 CRM: Creating a New […]
Tags in Odoo 18 are a powerful tool to categorize, filter, and search for information across various modules. By assigning relevant tags to records, you can: Improve Search: Quickly find specific records by searching for tags. Enhance Organization: Categorize and filter records based on tags. Streamline Workflows: Automate tasks and workflows based on tag-specific conditions. […]
Odoo 18 provides a user-friendly interface for creating and managing customer records. Here’s a detailed guide on how to create a customer in the Odoo 18 Sales module: 1. Access the Sales Module: Log in to your Odoo instance. Navigate to the “Sales” app. 2. Open the Customer List: Click on the “Customers” menu item. […]
Open the record: Navigate to the record where you want to copy the message link. For example, if you want to copy the link from a sales order, go to the sales order module and open the specific order. Locate the message: Find the message in the chatter section below the record. This is where […]
Odoo 18 and can be used to visualize data trends over time. Steps to add a trend line to a chart in Odoo 18: – Create or open a chart: Go to the module where you want to create a chart and open the chart designer. – Select the chart type: Choose a chart type […]
Odoo Studio is a powerful tool within the Odoo platform that allows you to customize and extend the functionality of your Odoo applications without writing any code. It provides a user-friendly interface where you can drag and drop elements, configure fields, create custom actions, and design your own workflows. Key features and capabilities of Odoo […]
