CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In Odoo 18 CRM, the Win and Loss features help track the success of leads and opportunities. These features allow sales teams to manage their pipeline efficiently by marking deals as won or lost. Win a Deal in Odoo 18 CRM Go to CRM Module: Navigate to the CRM module from the Odoo dashboard. Open […]
Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]
Odoo 18’s eLearning module is a comprehensive Learning Management System (LMS) designed to facilitate the creation, management, and dissemination of online educational content. It enables educators and organizations to develop engaging courses, assess learner progress, and foster interactive learning communities. Key Features of Odoo 18 eLearning: Course Creation and Management: Easily upload various content types, […]
Boost Employee Engagement with Rewards in Odoo 18 Referrals This video shows you how to effectively manage and utilize the Rewards feature within the Odoo 18 Referrals app. Learn how to: Create and configure rewards: Define rewards, setpoint values, and manage reward availability. Redeem rewards: Guide employees on how to redeem their earned referral points. […]
Appraisal Goals in Odoo 18: Setting and Tracking Employee Objectives This video explores the powerful feature of setting and tracking employee goals within the Odoo 18 Appraisals module. Learn how to: Define clear goals: Create specific, measurable, achievable, relevant, and time-bound (SMART) goals for your employees. Assign goals to employees: Assign goals to individual employees […]
Gain Valuable Insights with the Appraisal Analysis Report in Odoo 18 This video demonstrates how to effectively use the Appraisal Analysis report in Odoo 18 to gain valuable insights into your employee performance reviews. Learn how to: Track appraisal progress: Monitor the status of all appraisals (completed, pending, cancelled). Identify potential bottlenecks: Quickly identify any […]
Team Performance Analysis in Odoo 18 Recruitment The Team Performance Analysis report in Odoo 18 Recruitment provides valuable insights into the performance of your recruitment team. Key Features: Track Recruiter Performance: Monitor the number of applicants managed by each recruiter. Track key metrics like applications processed, interviews conducted, offers made, and hires. Identify top-performing recruiters. […]
In Odoo 18, costing methods determine how product costs are calculated and tracked within the inventory management system. Selecting the appropriate costing method is crucial for accurate inventory valuation and financial reporting. Odoo 18 offers three primary costing methods: Standard Price (Standard Costing): Description: In this method, each product is assigned a fixed cost manually. […]
Master Interview Scheduling in Odoo 18 Recruitment This video demonstrates how to effectively schedule interviews within the Odoo 18 Recruitment app. Learn how to: Schedule interviews for applicants: Easily book in-person, virtual, and phone interviews. Manage interview schedules: Coordinate interview times with recruiters, interviewers, and applicants. Use the calendar integration: Leverage the built-in calendar to […]
Frontdesk Overview in Odoo refers to the module or feature designed to manage visitor check-ins, appointments, and front office operations. It is useful for businesses, hotels, hospitals, and corporate offices to streamline their reception processes. Key Features of Frontdesk in Odoo Visitor Management Register visitor details (name, contact info, company, purpose). Print visitor badges. Track […]
