CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Learn how to create a Sales Order in Odoo 19 using a real-world example. In this video, we walk through the step-by-step process of managing a customer request, adding products, setting delivery dates, and confirming the order in the Sales module. This tutorial is designed for sales managers, business owners, and anyone new to Odoo […]
In this video, you will learn how to create and manage Sales Teams in Odoo 19. We’ll go through the complete setup process including creating a new sales team, assigning a team leader, adding salespersons, and enabling pipelines or leads. What you’ll learn: How to create a new Sales Team in Odoo 19 Assigning a […]
In this video, we’ll walk you through the Odoo 19 Dashboard, where you can monitor sales, purchases, accounting, inventory, and more – all from a single screen. Learn how to customize dashboards, track KPIs, and analyze real-time business performance effortlessly. Whether you’re a small business owner or an ERP user, Odoo 19’s dashboard helps you […]
Manage your meeting spaces effortlessly with Odoo 19 Meeting Rooms. From booking rooms to avoiding double scheduling, Odoo makes collaboration smoother and more efficient. ✅ Reserve meeting rooms directly from your calendar ✅ Check availability in real-time ✅ Avoid conflicts with smart scheduling ✅ Integrate with Odoo Calendar & other apps ✅ Improve team productivity […]
The To-Do app is a lightweight task tracking tool for managing personal or small tasks/reminders. It’s meant for things that are too small or informal to be full project tasks but still need remembering and tracking. #Odoo19 #OdooFeatures #OdooTutorials #TodoInOdoo #OdooFunctional #OdooTraining #OdooERP #OdooTips #OdooDevelopment #odoocommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com […]
📌 Business Scenario A fitness club wants to sell membership plans (Bronze, Silver, Gold) to customers. They want automatic invoicing, membership level assignment, and integration with partner management. 🏋️ Step-by-Step Workflow in Odoo 19 1. Create Membership Products Go to Sales → Products → Create. Add a new product called “Bronze Membership”. Product Type: Service […]
Learn how to generate and analyze the Partner Ledger Report in Odoo 18 to keep track of all transactions by customer or vendor. This report helps you monitor outstanding balances, past payments, and overall relationship with your business partners. 👉 In this video, you will learn: ✔️ How to generate the Partner Ledger report ✔️ […]
Managing Salary Attachment in Odoo 18 Payroll (Enterprise Edition) typically involves setting up salary rules or deductions that attach a part of the employee’s salary for specific purposes—like loan repayments, legal attachments, or garnishments. Here’s a step-by-step guide to manage Salary Attachments in Odoo 18 Payroll: 1. Access Payroll Configuration Go to Employees – Payroll […]
🚀 Supercharge your SMS marketing and stay compliant with Odoo 18! This in-depth tutorial reveals the secrets to highly targeted messaging and perfect customer relations using Mailing Lists & Blacklists within Odoo’s SMS Marketing module. Stop sending irrelevant messages and start building trust! Discover how to segment your audience for maximum impact, respecting customer preferences […]
“Welcome to our Odoo 18 HR Mastery series! 🚀 In this very first episode, we’ll explore how to manage HR and work locations inside Odoo 18. From setting up office and remote workspaces, to assigning employees to specific locations, and even configuring remote work schedules—this video will guide you step by step. Whether you’re an […]
