CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 17 Sales Teams: Streamlining Your Sales Force Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline. Creating and Configuring Sales Teams Setting Up: Navigate to the CRM […]
Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]
Quotations are imported and exported in Odoo for several reasons, depending on the specific use case. Here are some of the most common scenarios: 1. Sharing quotations with customers: Exporting a quotation allows you to create a professional document that you can send to potential customers for review. This is useful for proposals, estimates, and price quotes. Once […]
This video deals with the revamp in the odoo 17 sales module. The general change in odoo is the revamp of the theme that is milky and dark.Another common change is the advanced filter in Odoo 17 which lets the user set filters based on certain rules and conditions. #odoosales It’s easy to select and […]
Odoo is all about convenience and provides you with an effortless working environment. The easy-to-operate User interface of the Odoo system will let you have instant access to all of the features of the Odoo system. With the new advanced features of the #Odoo15sales Module, you can easily carry out any sales-related operations in your […]
Product category management helps the business to categorize the products and manage them in an effective way.#odoo15purchase To configure the Product Category we can move to Inventory – Configuration – Products – Product Categories. Clicking on Product Categories we can find the product categories listed out. #odoo #odoo15 #odooproducts #odooproductcategories These are the pre-configured product […]
This video explains how to configure operations types in Odoo 15 Inventory management. Operation Types helps you to know about the type of operations done in an organization such as internal transfers, delivery orders, receipts, etc. It is listed in your Inventory Dashboard and one can create custom operations types from the configuration. How to […]
In this video, we are discussing about how to add a chatter to a form view in odoo 14. Chatters can be used for recording the changes which are made in that form view otherwise chatter keeps the history of the logs which includes the user who made the changes along with the time information. […]
In this video, we are discussing How to show different form views for a many2one field with the same relation in odoo using the form_view_ref in XML as context and its use cases. #odooxml #odootechnicalvideos #odoodevelopmentvideos Different view for same many2one field Usages of form_view_ref in odoo #Show #Form #Views #Many2one #Fields #Relation #Odoo #XML
Cross-docking is the process of sending products that are received directly to the customers, without making them enter the stock. The trucks are simply unloaded in a Cross-Dock area in order to reorganize products and load another truck. #odoo15 #odoo #odooinventory In the Inventory app, open Configuration ‣ Settings and activate the Multi-Step Routes. Now, […]
