How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features – CBMS Odoo ERP

To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]

How to Create Approval Type in Odoo 17 Approval | What are the Different Approval Types in Odoo 17 – CBMS Odoo ERP

Odoo 17 streamlines your business processes with its powerful Approval module. This episode dives deep into Approval types, the backbone of efficient decision-making and workflow control. Understanding Approval Types: Approval types define the specific categories of requests that require authorization within your organization. Imagine a scenario where a purchase order needs approval before processing. In […]

How to Manage Internal Notes in Odoo 17 POS | Odoo 17 Point of Sale | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions: Noting specific customer requests like “gift […]

New features of Odoo 17 VIEW ALL matches When Searching | Odoo 17 – View All Matches When Search – CBMS Odoo ERP

#Odoo 17 – new option to VIEW ALL matches when searching!. This feature show all the similar matches and can view all in single click. #odootips #odootutorials #odoo17features Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #features #Odoo #VIEW #matches #Searching #Odoo #View #Matches #Search

Odoo 15 Fiscal Localization – UK | Odoo Functional videos – CBMS Odoo ERP

Odoo ERP is one of the prominent business management solutions available with advanced features and localization is one among the feature which helps to define the necessary configuration of taxes, fiscal positions, chart of accounts, and configuration of specific certificates for the accounting module, which are all required to make the ERP usable for the […]

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 […]

How to Track Attendees of an Event in Odoo | Odoo 15 Enterprise Edition | Odoo 15 Event Module – CBMS Odoo ERP

The important aspect of event management is to manage and track the number of attendees with respect to each event. #odoo15event Video Contents ———————— 00:00 Introduction 00:52 Choose an Event & Goes to Attendees Menu 01:28 How to Export Attendees Details Here Odoo platform allows its user to track and manage the various attendees of […]