How to Manage Your Opportunity Pipeline in Odoo 15 CRM | Odoo 15 Enterprise Edition | Odoo 15 CRM – CBMS Odoo ERP

A well-structured sales pipeline is crucial in order to keep control of your sales process and to have a 360-degrees view of your leads, opportunities, and customers.#odoo15crm The CRM sales pipeline is a visual representation of your CRM sales process, from the first contact to the final sale. It refers to the process by which […]

How to Convert Lead to Opportunity in Odoo 15 CRM | Odoo 15 Enterprise Edition | Odoo 15 CRM – CBMS Odoo ERP

In this video, we will discuss how to convert your leads to business opportunities in Odoo 15. #odoo15crm In Customer Relationship Management opportunity management is the key to success. We can create an opportunity once we start a sale deal discussion with a customer. The stage changes when our discussion progresses and we can say […]

How to Configure Storage Categories in Odoo 15 | Odoo 15 Inventory | Enterprise Edition – CBMS Odoo ERP

This video explains how to configure Storage Categories in Odoo 15 to group different storage locations together by setting some conditions and making smart decisions for storing products in your warehouse. When you receive products, the system will consider multiple locations as potential storage locations. So the system has to decide which is the most […]

How to Configure Route and Rule in Odoo15 | Odoo 15 Inventory | Enterprise Edition – CBMS Odoo ERP

In inventory management, the supply chain strategy determines when products should be fabricated, delivered to distribution centers, and made available in the retail channel. #odoo15inventory This kind of strategic process can be configured using Routes, featuring Pull and Push Rules. Once everything is properly configured, the inventory app can automatically generate transfers following the instructions […]

How to Configure Product Category in Odoo 15 | Odoo 15 Purchase Module | Odoo 15 Enterprise Edition – CBMS Odoo ERP

Product category management helps the business to categorize the products and manage them in an effective way.#odoo15purchase To configure the Product Category we can move to Inventory – Configuration – Products – Product Categories. Clicking on Product Categories we can find the product categories listed out. #odoo #odoo15 #odooproducts #odooproductcategories These are the pre-configured product […]

How to Set Warnings in Sale Orders for Products or Customers in Odoo15 | Odoo 15 Sales – CBMS Odoo ERP

Odoo has an excellent feature to set an informative or blocking warning on every customer or product. To set these alerts on products, partners, or customers we can go to Configuration – Settings of Sales and mark the option of “Sale Warnings”. #odoo15sales Video Content: 0:00 – Introduction 0:16 – How to Activate Sale Warnings […]