CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In Odoo 19 Global Invoicing in POS (Point of Sale), here’s a clear explanation of what that generally means and how to implement it: 🔍 What is “Global Invoice” in Odoo POS? Global Invoice allows you to group multiple POS orders into a single invoice. This is especially useful for: B2B sales where a client […]
Creating a Purchase Bill in Odoo 19 (also known as a Vendor Bill) involves recording a vendor invoice against an existing Purchase Order or creating one manually. Here’s a step-by-step guide: ✅ Pre-requisites Ensure: The Purchase and Invoicing/Accounting modules are installed. You have the proper user rights (e.g., Purchase Manager or Accountant). 🔧 Option 1: […]
In Odoo 19, the “Set Online Status” feature refers to the ability to set your availability in the Odoo Discuss module or chat sidebar (where internal users communicate via messages and channels). ✅ What is “Set Online Status” in Odoo 19? It allows you to indicate your current status to colleagues. Typical status options include: […]
In this video, learn how to quickly duplicate and reuse previous Purchase Orders (POs) in Odoo 18. Perfect for businesses that regularly reorder the same products or replenish stock with recurring suppliers. What You’ll Learn: 1. How to duplicate existing purchase orders in just 2 clicks 2. Modify and reuse old POs with updated quantities […]
Struggling to create or customize worksheet templates in the Odoo Field Service module? This step-by-step tutorial will walk you through how to build, edit, and apply custom worksheets to your field tasks — the smart way. Whether you’re logging maintenance checks, inspection forms, or client sign-offs, this video shows you how to tailor Odoo worksheets […]
🔎 What Does “Late RFQ” Mean? A Late RFQ generally refers to: An RFQ that hasn’t been sent or confirmed by its Expected Order Date. Or, an RFQ that was not responded to by the vendor in a timely manner. Or, delivery from an RFQ is delayed beyond the promised date. #Odoo19 #Odoo19Tutorials #Odoo19Purchase #Odoo19LateRFQ […]
Want to automate repetitive work in your Odoo project management? In this video, learn how to set up recurring tasks in Odoo Projects like a pro! We’ll walk you through: 1.What recurring tasks are in Odoo 2.How to configure recurring tasks step-by-step 3.Best practices to manage weekly/monthly tasks 4.Tips to avoid duplication & track task […]
Learn how to easily add and track products like spare parts or materials during a field service task in Odoo. Whether you’re on-site or remote, Odoo lets your team update the product catalog in real-time—no paperwork needed! 1. Add products directly from the task 2. Track used items for accurate billing 3. Seamless inventory & invoicing integration […]
Struggling to manage field service operations? In this video, learn how to manually create a Field Service Task in Odoo—fast, easy, and step-by-step. Perfect for service businesses, technicians, and managers who want to streamline job scheduling and boost productivity! Learn how to: 1. Create tasks for on-site jobs 2. Assign technicians and set schedules […]
Odoo 18 Project: Conquer Complexity with Sub-tasks! Tired of overwhelming project tasks? Odoo 18’s Sub-tasks feature lets you break down large projects into smaller, manageable pieces for better organisation and tracking. This video demonstrates how to: Simplify complex projects by creating sub-tasks. Clearly define individual responsibilities within a larger task. Track progress more effectively with […]
