CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Select Kanban cards to perform mass actions using the ALT + click shortcut on desktops or the long press on mobile devices. ALT + H — Back to homescreen ALT + C — Create new contact ALT + U — Open settings of the view ALT + 1 — Open contact menu ALT + 2 — Open configuration […]
1. Understanding PDC Workflow A Post Dated Cheque (PDC) is a cheque issued with a future date. It should not be considered as received cash until the date arrives and the cheque is cleared by the bank. Basic Workflow in Odoo 18 Receive the PDC – Record it as a pending transaction. Hold in a […]
In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]
Welcome to our Odoo 18 tutorial series! In this video, we’ll show you how to easily create and manage employees within Odoo 18. Whether you’re setting up a new business or managing a growing team, this guide will help you get the most out of Odoo’s employee management system. In this video, you’ll learn: Step-by-step […]
In Odoo, “Chatter” is a core communication and collaboration feature that’s integrated throughout the platform. Here’s a breakdown of what it entails: Communication Hub: Chatter acts as a central hub for communication related to specific records within Odoo. This means that within a sales order, a project task, or a customer record, you’ll find the […]
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of setting up and managing referral points within Odoo 18. Referral programs are a great way to encourage customers to spread the word about your business and reward them for bringing in new clients. We’ll cover: How to enable and […]
Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of managing event booths within Odoo 18. Whether you’re organizing a conference, trade show, or exhibition, Odoo’s Event module allows you to efficiently manage booths, bookings, and resources for your events. In this video, you’ll learn: How to set up […]
In Odoo 18 POS (Point of Sale), Inventory Management is seamlessly integrated with the Odoo Inventory module to ensure real-time stock updates and efficient product tracking. Here’s how inventory management works within Odoo 18 POS: 1. Real-time Stock Updates Odoo POS is connected to the Inventory module, meaning sales transactions immediately affect stock levels. If […]
This Odoo 18 tutorial explores the comprehensive employee offboarding process. We’ll walk through: Navigating to the employee record Archiving the employee Selecting departure reasons and adding details Closing related activities (appraisals, contracts, company cars, time off, etc.) Managing HR information and access (including sending access links) Understanding the offboarding workflow and best practices. Ensure compliance […]
This Odoo 18 tutorial explores the comprehensive employee reporting features. We’ll walk through: Accessing and navigating employee reports Understanding key HR metrics and KPIs Using filters, groups, and aggregations to customize reports Creating custom reports and dashboards Exporting reports in various formats Gives actionable insights into your workforce and improves HR efficiency. #Odoo18 #OdooEmployee #OdooTutorial […]
