CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this video, you will learn how to create and manage Sales Teams in Odoo 19. We’ll go through the complete setup process including creating a new sales team, assigning a team leader, adding salespersons, and enabling pipelines or leads. What you’ll learn: How to create a new Sales Team in Odoo 19 Assigning a […]
In this video, we’ll walk you through the Odoo 19 Dashboard, where you can monitor sales, purchases, accounting, inventory, and more – all from a single screen. Learn how to customize dashboards, track KPIs, and analyze real-time business performance effortlessly. Whether you’re a small business owner or an ERP user, Odoo 19’s dashboard helps you […]
Manage your meeting spaces effortlessly with Odoo 19 Meeting Rooms. From booking rooms to avoiding double scheduling, Odoo makes collaboration smoother and more efficient. ✅ Reserve meeting rooms directly from your calendar ✅ Check availability in real-time ✅ Avoid conflicts with smart scheduling ✅ Integrate with Odoo Calendar & other apps ✅ Improve team productivity […]
📌 Business Scenario A fitness club wants to sell membership plans (Bronze, Silver, Gold) to customers. They want automatic invoicing, membership level assignment, and integration with partner management. 🏋️ Step-by-Step Workflow in Odoo 19 1. Create Membership Products Go to Sales → Products → Create. Add a new product called “Bronze Membership”. Product Type: Service […]
Learn how to generate and analyze the Partner Ledger Report in Odoo 18 to keep track of all transactions by customer or vendor. This report helps you monitor outstanding balances, past payments, and overall relationship with your business partners. 👉 In this video, you will learn: ✔️ How to generate the Partner Ledger report ✔️ […]
🚀 Curious about Odoo? Get the full picture in just 10 minutes! This fast-paced, essential guide breaks down what Odoo is, why it’s revolutionising business management, and how it can streamline your entire operation. Stop juggling multiple software solutions! Odoo is the all-in-one ERP that brings sales, accounting, inventory, HR, website, and more under a […]
🚀 Supercharge your SMS marketing and stay compliant with Odoo 18! This in-depth tutorial reveals the secrets to highly targeted messaging and perfect customer relations using Mailing Lists & Blacklists within Odoo’s SMS Marketing module. Stop sending irrelevant messages and start building trust! Discover how to segment your audience for maximum impact, respecting customer preferences […]
Unlock the full potential of your Odoo 18 accounting module with this in-depth guide to Aged Receivable and Aged Payable reports. These essential financial statements provide a critical snapshot of your outstanding customer invoices and vendor bills, categorised by their age. Whether you’re an experienced accountant or managing your business finances, mastering these reports in […]
Effective management of staff is crucial for the success of any organization. Properly monitoring and handling human resources ensures smooth operations within the company. Odoo has a feature to manage employee-related tasks efficiently. We can store employee details using the Odoo employee module. We can also manage contracts, work entries, timesheets and payslips, and equipment related […]
Learn how to create smart and dynamic surveys in Odoo 18 by setting up conditional questions that appear based on previous answers. This tutorial will guide you step by step on how to use the built-in features of Odoo Survey to: Show specific questions only when a particular answer is selected Improve survey flow and […]
