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: […]

Overview of Pipeline Analysis in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials | Odoo 18 – CBMS Odoo ERP

Get deep insights into your Odoo 18 sales pipeline with powerful analysis tools! Learn how to navigate the Pipeline Analysis page, use filters and groupings, and interpret key sales metrics to optimise your strategy. Essential for sales managers and data-driven teams. #Odoo18CRM #Odoo18Tutorials #PipelineAnalysis #Odoo18NewFeatures #OdooCRM #Odoo18ReleaseDate #CRMSalesPipeline #OdooTutorial #OdooCRM2025 #Odoo18Features #Odoo18 #OdooCRM #Odoo18PipelineAnalysis #OdooCRMTutorial […]

How to Setup Manual Milestone in Odoo 18 Project | Odoo 18 Project Tutorials | Odoo 18 Features – CBMS Odoo ERP

Want to track key stages of your project effectively? Learn how to manually create and manage milestones in the Odoo Project module. In this video, we’ll walk you through the process of setting up milestones to divide your project into clear, trackable phases. This helps improve planning, task management, and team accountability — without relying […]

How to Plan & Organize Events in Odoo 18 Calendar | Odoo 18 Calendar Tutorials |Odoo 18 New Features – CBMS Odoo ERP

Easily manage meetings, webinars, internal events, and more using the Odoo Calendar module! In this video, we walk you through how to create, manage, and coordinate events in Odoo like a pro. Whether you’re organizing a team meeting or a company-wide webinar, Odoo Calendar helps you plan it all in one place. What You’ll Learn: […]

How to Create Lead/Opportunity in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Learn how to quickly create leads in Odoo 18. This video shows you the easy steps to add new potential customers to your sales pipeline. Start generating leads now! #Odoo18 #CRM #Leads #Opportunities #Sales #Tutorial #OdooCRM #OdooTutorial #BusinessSoftware #NewFeatures #ReleaseDate #FunctionalTutorial #odoo18erp #Odoo18CRM #Odoo18Tutorials #Odoo18NewFeatures #OdooTutorials #CRMSoftware #LeadManagement #OpportunityCreation #OdooCRM #Odoo18ReleaseDate Connect With Us: ————————————— […]

ESG in Odoo 19 | Environment, Social & Government Factors in Odoo 19 | Odoo 19 New Features| Odoo 19 – CBMS Odoo ERP

In Odoo, ESG typically refers to Environmental, Social, and Governance factors—non-financial metrics used to evaluate a company’s ethical and sustainability performance. While Odoo 19 have a built-in module explicitly labeled “ESG” in its standard apps, it can support ESG tracking and reporting. How ESG Can Be Managed in Odoo: 1. Environmental Inventory & Manufacturing: Track resource […]

Failure Location in Quality Control Points (QCP) | Odoo 18.2 Tutorials | Odoo 19 Features | Odoo 18 – CBMS Odoo ERP

Quality control points: failure location Select a failure location for any quality control point, regardless of its type. In Odoo, a failure location refers to a specific inventory location used to store products that have failed quality checks or are considered defective, damaged, or otherwise unfit for normal processing. Key Points about Failure Locations in […]

How BOM Works in Odoo 18 Manufacturing | Bills of Materials in Odoo 18 Manufacturing |Odoo 18 Videos – CBMS Odoo ERP

A bill of materials (or BoM for short) documents specific components, along with their respective quantities, that are needed to produce or repair a product. In Odoo, BoMs as blueprints for manufactured goods and kits, and often include production operations and step-by-step guidelines, as well. To create a BoM, go to Manufacturing app ‣ Products ‣ Bills of Materials and click New. Next, set the BoM […]

How to Configure Product Reference Price in Odoo 18 Website | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

In Odoo 18, the Product Reference Price is a feature that allows you to display the price per unit of measure on your website’s product pages. This is particularly useful for products that come in different quantities or packaging sizes.   Here’s how it works: 1. Enable the Feature: Go to Website — Configuration — […]

How to Configure Extra Steps During Checkout in Odoo 18 Website | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Adding an Extra Step During Checkout in Odoo Website Odoo’s website builder offers a flexible way to customize the checkout process. You can add an extra step to collect additional information from customers, such as: * Specific preferences: Like color, size, or flavor choices. * Delivery instructions: Special handling requirements or delivery time windows. * […]