Membership / Partnership in odoo 19 | Odoo 19 CRM | Odoo 19 Functional Tutorials – CBMS Odoo ERP

📌 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 […]

Odoo Explained in 10 Minutes | Quickstart Guide | CBMS Technologies – CBMS Odoo ERP

🚀 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 […]

Manage HR and Work Locations in Odoo 18 | Mastering Odoo HR | Odoo 18 Functional Tutorials – CBMS Odoo ERP

“Welcome to our Odoo 18 HR Mastery series! 🚀 In this very first episode, we’ll explore how to manage HR and work locations inside Odoo 18. From setting up office and remote workspaces, to assigning employees to specific locations, and even configuring remote work schedules—this video will guide you step by step. Whether you’re an […]

Executive Summary report in Odoo 18 | Odoo 18 Reports | Odoo 18 Functional Tutorials – CBMS Odoo ERP

The Executive Summary in Odoo 18 gives you a quick, high-level view of your company’s financial health. In this video, we break down how to read and use the report — from profitability metrics like net profit margin, to position and liquidity ratios that show if you can cover short-term obligations, and performance indicators like […]

Geolocation in Odoo 19 | Odoo 19 Tutorials | Odoo 19 Features – CBMS Odoo ERP

Tracking the geographic location of users/employees (e.g., when checking in/out with attendance)? Adding geo-coordinates (latitude/longitude) to partners/customers for mapping? Using maps (Google Maps / OpenStreetMap) in Odoo to visualize locations? Or tracking delivery fleet/vehicles via GPS integration? General Options for Geolocation in Odoo Odoo supports geolocation in multiple ways, depending on your use case: Partners/Contacts […]

Consume or maintain buffer when calculating dependencies in Odoo 19 | Odoo 19 Functional Tutorials – CBMS Odoo ERP

In Odoo, when you’re calculating dependencies (for project tasks) and you want to maintain a buffer, the idea is usually to add some “slack” or “safety time” into lead times or dependencies so that delays don’t propagate directly to the dependent activity. #Odoo19 #OdooTutorials #FunctionalOdoo #OdooDevelopment #OdooTraining #OdooDependencies #OdooBuffer #OdooERP #OdooTips #odoocommunity Connect With Us: […]

Stage configuration improvement in Odoo 19 Field service | Odoo Functional Tutorial – CBMS Odoo ERP

If you’re looking to enhance stage configuration in Odoo 19 Field Service, here are some powerful improvements—leveraging both built-in Odoo features and OCA (Odoo Community Association) modules—that can take your workflows to the next level: Core Stage Configuration (Built into Odoo Field Service) You can manage stages out of the box via: Field Service → […]