How to Manage a Sales Team & Team Members Odoo 16 CRM | Odoo 16 CRM Videos – CBMS Odoo ERP

Imagine you are managing a small sales team at a retail store selling electronic gadgets like smartphones and laptops. #odoo16 #odoosales #odoofunctionalvideos Video Chapters 00:00 – Introduction 00:39 – Configure Sales Team 03:51 – Configure Lead & Quotation 08:41 – Sales Team You set a monthly sales target for each salesperson. For instance, each team member […]

Closing a Fiscal Year Using LockDate – Odoo 16 | How to Close a Fiscal Year in Odoo 16 – CBMS Odoo ERP

A fiscal year, is a financial reporting period used by businesses, organizations, and governments to track and report their financial performance. #fiscalyear #odooaccounting Video Chapters: 00:00 – Introduction 01:06 – Create Fiscal Year 03:42 – Opening Balance 04:30 – Invoice and Bill Creation, Reconcilation 07:43 – Balance Sheet 09:24 – Retained Earning 11:48 – Lock […]

Marketing Automation in Odoo 16 | Odoo Marketing – CBMS Odoo ERP

Marketing automation refers to the use of technology and software to automate various marketing tasks and processes. This approach streamlines and optimizes marketing efforts, making them more efficient and effective. Marketing automation can be applied to various aspects of marketing, including email marketing, social media marketing, lead generation, customer segmentation, and more. #odoo16 #odoofunctionalvideos #odootutorials […]

Fleet Management in Odoo 16 | Configure Fleet Management in Odoo 16 | Best Vehicle Management App – CBMS Odoo ERP

“Fleet” typically refers to the management of a company’s vehicles and other assets related to transportation and logistics. Odoo is a comprehensive business management software suite that includes various modules to help organizations manage different aspects of their operations, including fleet management. #odoofunctionalvideos Here are some key features and functionalities related to fleet management in […]

Odoo 17 News Episode – 3 – Convert Notes to Task | Odoo 17 New Features – CBMS Odoo ERP

Odoo News Episode – 3  is a war between odoo 16 notes and odoo 17 todo. This video clearly presents how a todo can be converted into a task. The created task can be viewed under the project application. #odoo17 #odoo17features #odoo16 #odoofeatures Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ […]

Insert Pipeline In Spreadsheet / Article in Odoo 17 CRM | Odoo 17 New Features – CBMS Odoo ERP

This is a new feature in odoo 17 CRM and it allows to insertion pipeline into an article/spreadsheet. #odoo17 #odoo17features #odoofunctionalvideos #odoocrm Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Insert #Pipeline #Spreadsheet #Article #Odoo #CRM #Odoo #Features

Payroll Calculation Based on Attendance in Odoo 16 | Odoo 16 Payroll | Odoo 16 Functional Tutorial – CBMS Odoo ERP

Calculating payroll based on attendance involves tracking the hours worked by employees and applying the appropriate pay rates and deductions. Collect attendance records for each employee for the pay period. #odoo16 This data should include the date, time in, and time out for each day worked.Determine the regular hours worked by each employee during the […]

View Projects Kanban Boards | Odoo 17 New Features – CBMS Odoo ERP

This feature would allow you to check the status of the Project in Kanban. This shows whether the project is in progress, changes requested, approved, canceled, or done. #odoo17 #odoo17features #odootutorials Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #View #Projects #Kanban #Boards #Odoo […]

Change in ECO (Engineering Change Order) in Odoo 16 Manufacturing – CBMS Odoo ERP

ECO reference refers to the formal process of implementing change in product design components or manufacturing processes. Engineering Change Order (ECO) for Work Order Routings in Odoo. Video Chapters 00:00 – Introduction 00:29 – Configure product and Bom 04:39 – MO 08:31 – PLM #odoo16 #odoofunctionalvideos #odootutorials An engineering change order (ECO) is a documentation packet that outlines […]