Create a project from SO without a service line in Odoo 19 Project | Odoo Functional Tutorial – CBMS Odoo ERP

You want Odoo 19 to create a Project automatically when confirming a Sales Order (SO) even if the product is not a service (i.e., a normal stockable/consumable product). By default, Odoo only creates a project/task when the SO line has a service-type product with the right configuration (“Create a Project”/”Create a Task”). For normal products, […]

Stage configuration improvement in Odoo 19 Field service | Odoo Functional Tutorial – CBMS Odoo ERP

If you’re looking to enhance stage configuration in Odoo 19 Field Service, here are some powerful improvements—leveraging both built-in Odoo features and OCA (Odoo Community Association) modules—that can take your workflows to the next level: Core Stage Configuration (Built into Odoo Field Service) You can manage stages out of the box via: Field Service → […]

Subcontracted Service in Odoo 19 Project | Odoo 19 Functional Tutorials – CBMS Odoo ERP

In this video, we’ll explain how Subcontracted Services work in Odoo 19 Project. Subcontracting lets you outsource specific services to external vendors while keeping full control of your sales, purchases, and project tasks inside Odoo. You’ll learn: What subcontracted services are  How to configure a service product with a vendor  How Odoo automatically generates a […]

Fiscal Positions in Odoo 18 | Odoo 18 New Features | Odoo 18 Accounting – CBMS Odoo ERP

Learn how Fiscal Positions in Odoo 18 help you automatically map taxes and accounts for different customers and regions. A quick guide to simplify tax handling and stay compliant. #Odoo18 #FiscalPositions #OdooNewFeatures #OdooAccounting #AccountingSoftware #OdooTutorial #BusinessManagement #ERPSoftware #FinancialManagement #OdooUpdates Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: / cybrosys ➡️ LinkedIn: / […]

How to Set Up and Use Fiscal Positions in Odoo 18 | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Managing taxes across different regions can be tricky, but Odoo makes it simple with Fiscal Positions. In this step-by-step tutorial, we’ll explain what fiscal positions are, why they matter, and how to configure them in Odoo 18.  In this video, you’ll learn:  What Fiscal Positions mean in accounting  How to create a new Fiscal Position […]

Activity on Job position in Odoo 19 Recruitment | Odoo 19 Functional Tutorials – CBMS Odoo ERP

In Odoo 19 (Recruitment), job positions themselves do feature a dedicated “Activity” log or tracker in the chatter—unlike candidate applications, which accumulate activities and communications as you process them. Here’s how things actually work: What “Activity” Means in Odoo Recruitment  job positions, carry activity records: When candidates apply, interview, or are contacted, activities (like emails, […]

Unapproved Timeoff in Odoo 19 | Odoo 19 Functional Tutorials – CBMS Odoo ERP

In Odoo 19, “Unapproved Time Off” typically refers to leave requests that employees have submitted but have not yet received approval from the designated approvers (e.g., Time Off Officer or an employee’s manager). Here’s how you can manage and locate these unapproved requests: An employee submits a 3-day leave request. If the leave type requires […]

Allocation warning in Odoo 19 Timeoff | Odoo 19 Functional Tutorials – CBMS Odoo ERP

If you’re seeing an “allocation warning” in Odoo 19, it’s probably related to the Time Off (Leaves) module—specifically, warnings shown when there’s no valid leave allocation to cover a leave request. This issue, reported for Odoo 17, is likely still relevant in 19. Let me break it down: This likely stems from internal validation: you may […]

Dashboard for Live Chat in Odoo 19 | Odoo 19 Functional Tutorials | Odoo 19 New Features | Odoo 19 – CBMS Odoo ERP

Dashboard for Live Chat in Odoo 19 is a new feature. Key Metrics You get  from dashboar are: Total chats per day/week/month Average response time Active visitors on website Chats per operator Customer satisfaction rating (if enabled) Conversion from chat to lead/sale #Odoo19 #Odoo19Tutorials #LiveChatDashboard #OdooLiveChat #OdooFunctionalTutorial #Odoo19Features #Odoo19ReleaseDate #OdooTips #OdooDashboard #CustomerSupport Connect With Us: ————————————— […]

How to Create a Bill in Odoo 19 Purchase | Odoo 19 Purchase Tutorials | Odoo 19 Functional Tutorials – CBMS Odoo ERP

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: […]