How to Manage Approval in Odoo 17 | How to Create Approval in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Approvals in Odoo 17 are a robust feature streamlining business processes by automating and tracking approvals across various departments. This feature enables organizations to configure customized approval workflows for different scenarios, such as: – Purchase orders – Sales orders – Expenses – Time off requests – Documents In Odoo 17, approvals are highly customizable, allowing […]

How to Manage Margin & Cost in Odoo 17 POS | Odoo 17 Functional Tutorials | Odoo 17 POS Tutorials – CBMS Odoo ERP

Margin and cost are important in a point-of-sale (POS) system, as they directly impact your business’s profitability. Here’s a breakdown of these terms and how they function in POS: Margin: This refers to the difference between a product’s selling price and its cost price, typically expressed as a percentage. It essentially represents the profit you […]

Improved Approval Flow in Odoo 17 Studio App | Odoo 17 Studio Module | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Approvals are frequently related to workflows and business processes in Odoo, wherein authorization is needed for specific actions or transactions to be accomplished. Workflows in Odoo specify which parties have the power to accept or reject documents and data, as well as how they go through the various stages. Approval procedures may be set up […]

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@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Insert #Pipeline #Spreadsheet #Article #Odoo #CRM #Odoo #Features

How to Manage Leads or Opportunity in Multi Company Setup in Odoo 16 CRM – CBMS Odoo ERP

The running of multi-companies in a system is challenging for most companies. Using ERP software, we can manage the sales, purchases, and inventory operations in various organizational branches. Video Chapters 00:00 – Introduction 00:49 – How to Create a New Company. 05:10 – How to Create Users 07:09 – How to Manage Leads for Multi-company […]

3 Way Matching in Odoo 16 Purchase | Odoo 16 Enterprise Edition – CBMS Odoo ERP

3-Way matching capability is available in available to decide the validity of the seller invoice and to decide whether or not it has to be paid. #odoopurchase #odoo16 The function lets you examine the facts performed on the acquisition order, receipt, and seller`s invoice. It additionally prevents the purchaser from paying faux seller payments. Firstly […]

How to Create a New Company with Odoo 15 Platform | Odoo Functional Video – CBMS Odoo ERP

This video ensures you create a new company with Odoo 15 platform. Video Content ———————— 00:00 Introduction 00:50 User & Companies 01:00 Create a new company 05:55 Go to the accounting module 06:43 Taxes The Odoo ERP system assists your firm’s wide range of business functions. Users can set the customers, contacts, and warehouses for […]