How to Create Lead/Opportunity From Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are several advantages to creating opportunities through an Odoo website: Automate Lead Capture: Odoo can turn website interactions into opportunities automatically. When a visitor fills out a contact form or submits an inquiry, Odoo can create a new lead or opportunity in your CRM. This saves you time and effort compared to manually entering […]

How to Configure Manufacturing in Two Step Odoo 17 Manufacturing App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Two-step manufacturing in Odoo is a simplified process for creating finished products that involves two main steps: picking components and then manufacturing the final product. Here’s a breakdown of what it entails: The Two Steps: Picking Components: Odoo generates a manufacturing order (MO) specifying the product to be manufactured and the quantity. Based on the […]

How to Configure Time Off Types in Odoo 17 | Time-Off Module in Odoo 17 | Odoo 17 Time Off App – CBMS Odoo ERP

Odoo 17’s time off module offers flexibility in managing various leave categories for your employees. Time off types act as templates defining how leave requests are tracked, allocated, and approved. Here’s a breakdown of how they work: Creating Time Off Types: Navigate to the Time Off app within the HR module. Under the Configuration menu, choose Time Off Types. Click New to […]

How to Split Bills in Odoo 17 POS | How to Split Bills Amount Different Customers in Odoo 17 POS – CBMS Odoo ERP

In Odoo’s Point of Sale (POS) system, bill splitting allows you to divide a restaurant or bar bill among multiple customers. This is useful when a group of people are dining together and want to pay for their own items separately. Odoo offers two main methods for splitting bills: Splitting by Product: You can select specific […]

How to Setup Sales Credit Limit in Odoo 17 | Setup Sales Credit Limit in Odoo 17 | Odoo 17 Videos – CBMS Odoo ERP

Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation  2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]

#11 How to Manage Product Variants in Odoo 17 | Product Variant Management With Odoo 17 – CBMS Odoo ERP

This video explains the Product Variant management in Odoo 17. Products that have multiple related variations are called product variants, and they are offered to customers in various forms. Odoo focuses on product variation management and provides a dedicated space for it. Product variants give individual products distinctive qualities like size and color. These variants […]

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Integration of the Odoo 15 Website Modules | Odoo Functional Video – CBMS Odoo ERP

This video will give you a detailed overview of the Integration of the Odoo website modules. Video Content ———————— 00:00 Introduction 01:33 Product or Inventory Accessibility and Integration 02:25 Initial configurations and setting up eCommerce 03:48 Website Configuration 04:37 Live Chat 06:10 Advantages of Integration Company websites play a huge role in getting many customers […]

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 […]

Visitors and Configuration Feature in Odoo 15 Live Chat Module | Odoo Functional Video – CBMS Odoo ERP

This video helps you understand Visitors and Configuration features in the Odoo 15 Live Chat module. Video Content ———————— 00:00 Introduction 00:44 Visitors 03:14 Log in as new user to check visitors 04:30 Canned Responses 05:00 Create Canned responses A business thrives through better communication with customers, leading to good marketing. You can create unique […]