Bank Transcation with PDF Preview Odoo 18.1 | Odoo 18.1 Tutorials | Odoo 18.1 New Features | Odoo 18 – CBMS Odoo ERP

Preview attached documents directly in the bank transaction list view whenever a document is linked to a statement. Go to Dashboard — Choose bank click on three dots select statement choose gear icon select statement. #Odoo18 #OdooTutorial #BankReconciliation #Accounting #Finance #ERP #PDFPreview #OdooNewFeatures #OdooFinance #BusinessSoftware #FinancialManagement #OdooImplementation #OdooTips #Odoo18NewFeatures #Odoo18Banking #Odoo18BankTransaction #Odoo18Tutorial #Odoo18ERP #Odoo18Accounting #Odoo18Finance […]

Exports: Default Fields in Odoo 18.2 | Odoo 18.2 Tutorials | Odoo 18.2 New Features | Odoo 18.2 – CBMS Odoo ERP

In the export screen, the default fields and their display order now match the underlying list view. Go to any module and choose a record in list view. Select action click on export. This pops up the widget, which has the default fields of the list view. #Odoo18 #OdooTutorial #OdooExports #OdooFeatures #ERP #BusinessSoftware #DataManagement #TechTutorial #SoftwareTutorial #OpenSource #DataAnalysis #Productivity […]

How to Add or Remove Multiple Followers in a Records | Follower Management in Odoo 18.2 | Odoo 18 – CBMS Odoo ERP

Add or remove followers from multiple records at once. Choose the followers icon; this opens a wizard where multiple followers can be added and removed at once. If you want to notify the multiple enable toggle button #Odoo18 #Odoo18.2 #Odoo18Tutorial #Odoo18ERP #Odoo18.2Updates #Odoo18Tips #Odoo18.2NewFeatures #FollowerManagement #BusinessAutomation #ProductivityTips #ERPSoftware #Odoo18Community #SoftwareTutorial #TechTutorial #Odoo18.2FollowerManagement #Odoo18Tutorials #Odoo18Update #Odoo18NewFeatures #Odoo18Release #Odoo18.2ERP #OdooTips #Odoo18.2Development #Odoo18.2Community […]

How to Create & Configure Rewards in Odoo 18 Referrals | Odoo 18 Referrals Tutorials |Odoo 18 Videos – CBMS Odoo ERP

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. […]

How to Create Time Off Request in Odoo 18 Time Off | Odoo 18 Time Off Tutorials | Odoo 18 Features – CBMS Odoo ERP

Effortlessly Request Time Off in Odoo 18! This video guides you through the process of requesting time off within the Odoo 18 Time Off app. Learn how to: Submit time off requests: Easily request vacation, sick leave, and other types of time off. Specify request details: Set start and end dates, define duration, and add […]

Discuss Overview Odoo 18 | How to Use Discuss Module in Odoo 18 | Odoo 18 Discuss Tutorials |Odoo 18 – CBMS Odoo ERP

Odoo Discuss is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. Discuss enables communication through a persistent chat window that works across applications, or through the dedicated Discuss dashboard. Upon opening the Discuss app, the Discuss dashboard appears. Inbox, starred, and history Upon opening the Discuss app, the Discuss dashboard appears. On the Discuss dashboard, unread messages are visible in […]

How to Configure Storno Accounting in Odoo 18 Accounting | What is the Use of Storno Accounting – CBMS Odoo ERP

In Odoo, storno accounting refers to a method of reversing accounting entries by posting a new transaction that negates or offsets the original entry. It is typically used to correct mistakes or adjust previously recorded transactions. The term “storno” comes from the Italian word for “reversal.” How Storno Accounting Works in Odoo When a storno […]

How to Create a Task From Todo in Odoo 18 | Odoo 18 New Features | What is Todo in Odoo 18 | Odoo 18 – CBMS Odoo ERP

Transforming To-Dos into Actionable Tasks in Odoo 18 Odoo 18 empowers you to manage your daily tasks effectively with its intuitive To-Do app. This video will guide you through the seamless process of converting your to-dos into actionable tasks, ensuring you stay organized and productive. We’ll cover how to: Create To-Dos: Easily add new to-dos […]

How to Setup Automatic Reordering Rule in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Automatic Reordering Rules in Odoo 18 Inventory Automatic reordering rules in Odoo 18 Inventory are a powerful tool to streamline your inventory management and ensure you always have enough stock on hand to meet customer demand. These rules automate the process of creating purchase orders or manufacturing orders when stock levels fall below a certain […]