How to Configure Document From Email Alias in Odoo 17 Document App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo, an open-source business management software, offers features to automate document generation based on emails. Here’s a real-time scenario for a possible implementation: Scenario: Automatic Sales Order Confirmation via Email Customer Sends Email: A customer sends an email to the sales alias (e.g., [email address removed]) expressing their intent to purchase specific products. The email […]

Configuration Aspects of Odoo 15 Document Module | Configuration Options in Odoo 15 Document – CBMS Odoo ERP

This video will discuss the different options listed under the Configuration tab of the #odoo15document module. A solid digital document system is an inevitable business tool to store and keep track of your company’s documents. It can be considered a basic function required for any company regardless of its size and type in the digital […]

Odoo 15 Documents | Document Management System | How to Manage Your Documents Using Odoo 15 – CBMS Odoo ERP

Proper management of documents is very important in any organization. The lack of proper document management will diminish the business and lead to spending more than what is expected. Video Contents ———————— 00:00 Introduction to Odoo 15 Documents 00:48 Goes to module 02:37 Configuration 03:49 Workspace 04:56 Tags 05:09 Share inks 05:32 Spreadsheet template 06:01 […]