How to Configure Task Management in Odoo 17 Field Service | How to Manage Task Creation in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]

How to Create Worksheet Template in Odoo 17 Field Service | Customize Worksheet in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]

How to Create Timesheets Report Using Odoo 17| Timesheet Reports in Odoo 17| Odoo 17 Tutorials – CBMS Odoo ERP

Timesheet Reports in Odoo 17 Odoo 17’s Timesheet module offers robust reporting capabilities to provide valuable insights into employee productivity, project performance, and cost management. Businesses can effectively analyze time-tracking data with a range of pre-built reports and customization options. Key reports include the Timesheet Summary, which offers an overview of time spent on different […]

What is PLM Reporting (ECO) in Odoo 17 | Reporting Section of Odoo 17 PLM |Engineering Change Orders – CBMS Odoo ERP

Product Lifecycle Management (PLM) reporting, specifically Engineering Change Orders (ECOs), in Odoo 17 is a powerful feature that enables businesses to effectively manage and track changes to products, bills of materials, and documentation. This module streamlines the change management process, ensuring that all stakeholders are informed and aligned throughout the product lifecycle. What are the […]

Passkey Authentication in Odoo 18 | Auth Passkey in Odoo 18 | How to Configure Passkey in Odoo 18 – CBMS Odoo ERP

In Odoo 18, the term “passkey” refers to an administrative functionality, not the new web standard Passkeys. There are two main contexts where you might encounter it: Admin Passkey Module: This is a third-party module available on the Odoo Apps Store. It allows an administrator to log in to the system using any user’s login […]

How to Manage User Sessions, Devices In Odoo 18 |Session Management in Odoo 18 |Odoo 18 New Features – CBMS Odoo ERP

Managing User Sessions and Devices in Odoo 18 Efficiently managing user sessions and devices is crucial for security, performance, and user experience in Odoo. By tracking user activity, you can: Identify potential security threats Optimize system performance Enhance user accountability Improve application usage analytics Odoo’s Built-in Features While Odoo 18 doesn’t offer a dedicated module […]

Under Warranty in Odoo 18 Field Service | Odoo 18 Field Service Management | Odoo 18 New Features – CBMS Odoo ERP

Under Warranty in Odoo 18 Field Service Before we dive into the specifics, it’s important to clarify what you mean by “Under Warranty” in the context of Odoo 18 Field Service. Are you referring to: Product Warranty: Tracking the warranty status of products involved in service calls or repairs. Service Contract Warranty: Managing warranty periods […]

How to Configure Storno Accounting in Odoo 17 | Storno Accounting in Odoo 17 | Odoo 17 Accounting – CBMS Odoo ERP

Storno accounting is a method used to reverse accounting entries by using negative numbers. Instead of deleting incorrect entries, Storno Accounting uses negative debits or credits to reverse them. This creates a clear audit trail, allowing you to see both the original and the reversing entries. Reversed amounts are typically displayed in red within reports […]