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Tag: Odoo Functional Tutorial

Improved UI/UX in Odoo 18.2 Purchase | Odoo 19 Features | Odoo 18.2 Purchase Tutorials | Odoo 19 – CBMS Odoo ERP
Odoo 18

Improved UI/UX in Odoo 18.2 Purchase | Odoo 19 Features | Odoo 18.2 Purchase Tutorials | Odoo 19 – CBMS Odoo ERP

The UX and the Request for Quotation dashboard have been improved. #Odoo19 #Odoo18 #OdooPurchase #OdooTutorial #OdooERP #OdooUIUX #Odoo19Features #Odoo182Purchase #OdooNewFeatures #OdooUpcomingFeatures #ERPSoftware #BusinessSoftware #SoftwareTutorial #PurchaseManagement #UIImprovements #UXDesign #Odoo18Purchase #Odoo19Purchase #Odoo19Tutorial #Odoo19NewFeatures #Odoo19ERP #Odoo19UIUX #Odoo19Features #Odoo19Development #Odoo19Functional Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: […]

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How to Create a Task in a Particular Project in Odoo 18 | Odoo 18 Project Tutorials | Odoo 18 Shorts – CBMS Odoo ERP
Odoo 18

How to Create a Task in a Particular Project in Odoo 18 | Odoo 18 Project Tutorials | Odoo 18 Shorts – CBMS Odoo ERP

Quickly create and assign tasks in your Odoo projects! See how easy it is to name what needs to be done and assign it to the right team members in just a few clicks. #Odoo #ERP #BusinessSoftware #ProjectManagement #Productivity #SoftwareTutorial #Odoo18 #Odoo18Project #Odoo18Tutorial #Odoo18NewFeatures #Odoo18ReleaseDate #TaskManagement #ProjectTasks #OdooShorts #HowToCreateTaskInOdoo18 #Odoo18ProjectTutorialForBeginners #OdooProjectManagementTips #Odoo18Tutorials #Odoo18Project #Odoo18Shorts #OdooTutorial […]

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How to Manage Reconciliation of Draft Entries | Odoo 19 Tutorials | Odoo 19 Accounting | Odoo 18.2 – CBMS Odoo ERP
Odoo 18

How to Manage Reconciliation of Draft Entries | Odoo 19 Tutorials | Odoo 19 Accounting | Odoo 18.2 – CBMS Odoo ERP

In Odoo 19, reconciliation of draft entries typically refers to the process of matching/unifying accounting entries (often from invoices, payments, or bank statements) before they are posted or confirmed. Here’s a breakdown of how reconciliation works in Odoo 19, specifically for draft entries: Draft entries: These are journal entries (or invoices/payments) that are created but […]

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CSV Files in Odoo 18.1 Spreadsheet | Odoo 18.1 Tutorials | Odoo 18.1 Functional Tutorials | Odoo 18 – CBMS Odoo ERP
Odoo 18

CSV Files in Odoo 18.1 Spreadsheet | Odoo 18.1 Tutorials | Odoo 18.1 Functional Tutorials | Odoo 18 – CBMS Odoo ERP

Open CSV files in Spreadsheet. #Odoo18 #CSV #Spreadsheet #DataManagement #ERP #Tutorial #Odoo18Tutorial #FunctionalTutorial #DataImport #Odoo18Tips #Odoo18Development #BusinessSoftware #DataAnalysis #Odoo18Tutorials #Odoo18Spreadsheet #CSVFiles #Odoo18ERP #Odoo18Features #Odoo18Update #OdooSpreadsheetGuide #Odoo18Training #Odoo18Community Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #CSV #Files #Odoo #Spreadsheet #Odoo #Tutorials #Odoo #Functional #Tutorials […]

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Overview of Odoo 18 Helpdesk Reports | Odoo 18 Helpdesk Tutorial | Odoo 18 Functional Tutorials – CBMS Odoo ERP
Odoo 18

Overview of Odoo 18 Helpdesk Reports | Odoo 18 Helpdesk Tutorial | Odoo 18 Functional Tutorials – CBMS Odoo ERP

In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]

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How to Automate Activities Using Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Functional Tutorials – CBMS Odoo ERP
Odoo 18

How to Automate Activities Using Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]

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Overview of Survey in Odoo 18 | Odoo 18 Survey Tutorials | Odoo 18 Functional Tutorials | Odoo 18 – CBMS Odoo ERP
Odoo 18

Overview of Survey in Odoo 18 | Odoo 18 Survey Tutorials | Odoo 18 Functional Tutorials | Odoo 18 – CBMS Odoo ERP

In Odoo 18, the Survey module is a powerful tool designed to create, manage, and analyze surveys efficiently. It allows users to collect feedback, conduct assessments, and engage with customers, employees, or students. Key Features of Odoo 18 Survey Module 1. Easy Survey Creation Drag-and-drop interface to create surveys. Supports multiple question types (MCQs, text, […]

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How to Create Maintenance Request in Odoo 17 | Odoo 17 Maintenance App |Odoo 17 Functional Tutorials – CBMS Odoo ERP
Odoo 17

How to Create Maintenance Request in Odoo 17 | Odoo 17 Maintenance App |Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]

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How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP
Odoo 17

How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button.   You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]

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

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 […]

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