How to Create a New Quotation in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 Functional Videos – CBMS Odoo ERP

Create quotes in seconds! In this video, see how to quickly draft, customize, and send professional sales quotations in Odoo — fast, easy, and paperless. Speed up your sales and impress your clients! #Odoo18 #OdooSales #OdooTutorial #OdooQuotation #SalesAutomation #Odoo18NewFeatures #OdooCRM #OdooERP #OdooFunctionalTutorial #Odoo18ReleaseDate #Odoo18Sales #SalesQuotation #CreateQuotation #SalesManagement Connect With Us: ————————————— ➡️ Website: ➡️ Email: […]

How to Process Return & Refund in Odoo 18 Sales | Odoo 18 Sales Tutorials| Odoo 18 Functional Videos – CBMS Odoo ERP

In this video, learn step-by-step how to handle product returns and customer refunds inside Odoo 18’s Sales module. Managing returns properly is essential for keeping your inventory accurate, maintaining customer trust, and ensuring your accounting stays clean. Here’s what you’ll see: ✅ How to open the original sales order and find the delivery order ✅ […]

What is a Quotation Template in Odoo | How to Create a Quotation Template in Odoo 18| Odoo 18 Shorts – CBMS Odoo ERP

Use Quotation Templates to send stunning, ready-made offers in just a few clicks. Fast, easy, and super professional! #Odoo18 #Odoo18QuotationTemplate #OdooShorts #OdooFunctionalTutorials #Odoo18Features #OdooSales #OdooTips #OdooERP #Odoo18ReleaseDate #OdooCustomization #Odoo #QuotationTemplate #OdooTutorial #OdooFunctional #OdooNewFeatures #SalesAutomation #ERPSystem #BusinessEfficiency #HowToOdoo #OdooTips #OdooSales #OdooConsulting #OpenSourceERP #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]

What is a Pricelist in Odoo | Odoo Pricelist | Odoo Functional Tutorial – CBMS Odoo ERP

What’s a Pricelist in Odoo? A Pricelist lets you set different product prices for different customers, currencies, or conditions — all automated inside Odoo. #Odoo #OdooPricelist #OdooTutorial #OdooERP #BusinessPricing #OdooSales #Odoo19 #ERPTutorial #OdooForBeginners #OdooTraining #OdooPricing #BusinessManagement #ERP #OpenSource #Pricelist #SalesManagement #OdooTips #OdooAdvanced #PricingStrategy #CRM #InventoryManagement #SoftwareTutorial Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com […]

What’s a Milestone in a Sales Order in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

Ever wondered how to break down service delivery into phases and get paid as you go? That’s exactly what Milestones in Odoo Sales Orders are designed for. In this video, we give you a complete functional explanation of how milestones work in Odoo — and how they transform your sales and billing workflows. What You’ll […]

Cross Selling in Odoo 18 Boosts the Revenue | Manage Cross Selling in Odoo 18 Sales | Odoo 18 Sales – CBMS Odoo ERP

Discover how to suggest related products, bundle items, and maximize every sale using Odoo Sales. Perfect for increasing customer value effortlessly! For Reference on How to Manage Cross Selling in Odoo 18 Sales: #Odoo18 #CrossSelling #OdooSales #BoostRevenue #OdooTutorial #SalesTips #ERP #OdooERP #OdooCRM #Odoo18Features #OdooForBusiness #SalesStrategy #TechTonic #CBMS #Odoo18CrossSelling #Odoo18Sales #SalesBoost #RevenueGrowth #Odoo18SalesModule #ManageCrossSellingOdoo #OdooCRM #Odoo18SalesStrategy […]

Upselling in Odoo to Boost Sales | Upselling in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to suggest premium products, use optional items, and increase order value right inside Odoo Sales. Perfect for sales teams & businesses looking to grow fast! Refer to this Video for How to Manage Upselling in Odoo 18 Sales: #Odoo18 #OdooUpselling #OdooSales #OdooTutorials #BoostSales #OdooERP #OdooCRM #Odoo18Features #UpsellingTips #OdooForBusiness #Odoo18Upselling #Odoo18Sales #Odoo18Tutorial #BoostSales #SalesStrategy […]

Overview of The Other Info Tab in Odoo 18 Sales | How to Manage Key Details for Your Quotations – CBMS Odoo ERP

In this video, we’ll cover the ‘Other Info’ tab in Odoo Sales, which helps manage key details for your quotations. The Other Info tab in Odoo provides additional settings for quotations, divided into four sections. The Sales section lets you assign a salesperson, sales team, and company (useful in multi-company environments). You also have the […]

How to Manage Sales Team Reporting in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

In Odoo 18, Sales Team Reporting provides insights into sales performance, team efficiency, and revenue trends. This helps managers track sales team activities, identify bottlenecks, and make data-driven decisions. 1. Accessing Sales Team Reporting Navigate to: Sales Module → Reporting → Sales Teams 2. Key Features of Sales Team Reporting Dashboard View Overview of total […]