Dashboard Overview in Odoo 18 | How to Manage Odoo 18 Dashboard | Odoo 18 Dashboard Tutorials – CBMS Odoo ERP

In Odoo, a dashboard is a visual interface that provides a snapshot of key business data and metrics in a central location. It is designed to help users monitor and manage various aspects of their operations quickly and efficiently. Dashboards are highly customizable and can display a range of data related to sales, finance, inventory, […]

How to Manage & Create a New Department in Odoo 18 Employee | Odoo 18 Employee Tutorials | Odoo 18 – CBMS Odoo ERP

Departments in Odoo 18 are a crucial organizational unit within the Employee module. They serve as a hierarchical structure to group employees within your company. Key Features: Hierarchical Structure: Create a hierarchical tree of departments, reflecting your company’s organizational chart. Employee Grouping: Easily group employees based on their department, enabling efficient team management and communication. […]

Discuss Overview Odoo 18 | How to Use Discuss Module in Odoo 18 | Odoo 18 Discuss Tutorials |Odoo 18 – CBMS Odoo ERP

Odoo Discuss is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. Discuss enables communication through a persistent chat window that works across applications, or through the dedicated Discuss dashboard. Upon opening the Discuss app, the Discuss dashboard appears. Inbox, starred, and history Upon opening the Discuss app, the Discuss dashboard appears. On the Discuss dashboard, unread messages are visible in […]

Todo Overview in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Todo Tutorials | Odoo 18 Features – CBMS Odoo ERP

To-do To-do assists you in organizing and managing personal tasks. Creating to-dos To create a to-do, click New or the plus button (➕) next to a stage name. Add a title to your to-do, then click Add to save it or Edit to access more options. If you choose to Edit a to-do, you have the option to add Tags, Assignees, or more information using […]

How to Manage Service Level Agreement SLA in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 – CBMS Odoo ERP

In Odoo, an SLA (Service Level Agreement) is typically used in the context of customer support, project management, or service contracts. It defines the commitments and timeframes agreed upon between a company and its clients for providing services or resolving issues. Odoo does not have a dedicated SLA module out-of-the-box, but SLA functionality can be […]

How to Set Up Consignment Operations in Odoo 18 | Odoo 18 Functional Tutorials |Odoo 18 New Features – CBMS Odoo ERP

In Odoo, handling consignment (buying and selling stock without owning it) involves specific configurations to manage inventory and financial transactions effectively. Below are the steps to set up consignment operations in Odoo: 1. Set Up Consignment Locations Consignment stock typically requires separate inventory locations. Create Vendor Location: Go to Inventory → Configuration → Locations. Create […]

How to Manage Cross Docking in Odoo 18 Inventory | Odoo 18 Inventory Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Cross-docking is a logistics practice that involves unloading materials from incoming transport and loading them directly onto outbound transport with minimal or no storage in between. In Odoo 18 (or similar versions), cross-docking can be implemented through the Inventory and Purchase modules with proper configuration. Here’s a guide on how to set up and use […]

How to Manage Maintenance Request in Odoo 18 | Odoo 18 Maintenance | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Stop juggling maintenance issues! 🛠️ Odoo 18 streamlines your maintenance requests with a powerful and user-friendly system. 🔧 In this video, we’ll show you how to easily submit, track, and resolve maintenance requests within Odoo. ⚡ From simple equipment repairs to complex maintenance projects, Odoo helps you keep your operations running smoothly and efficiently. 🔗 […]

ECO Stages in Odoo 18 PLM | Odoo 18 PLM Tutorials | Odoo 18 Engineering Change Orders (ECOs) – CBMS Odoo ERP

Mastering ECO Workflows in Odoo 18! ⚙️ This video explores the crucial role of stages in managing Engineering Change Orders (ECOs) within the Product Lifecycle Management (PLM) module. 🔄 Learn how to define and configure stages, assign approvers, and easily track your ECOs’ progress. 📈 Improve collaboration, minimize errors, and ensure timely implementation of product […]

How to Create/Generate Engineering Change Orders ECOs in Odoo 18 | Odoo 18 PLM Tutorials | Odoo 18 – CBMS Odoo ERP

Streamline Product Changes with Odoo 18! ⚙️ Learn how to create and manage Engineering Change Orders (ECOs) effectively in this tutorial. 🔄 We’ll guide you through the entire process, from defining the change to tracking its progress and ensuring smooth implementation. 🚀 Improve product quality, reduce errors, and accelerate time-to-market with Odoo’s powerful ECO management […]