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, 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 […]
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 […]
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, […]
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 […]
Streamline Your Procurement Process: Mastering Purchase Order Approvals in Odoo 18 Learn how to efficiently manage and control your purchase order approvals in Odoo 18. This video will guide you through the step-by-step process of setting up approval workflows, assigning approvers, and tracking the progress of purchase orders. Key topics covered: – Configuring approval workflows […]
The catalog view in Invoicing in Odoo is a powerful tool that allows you to manage your products and services efficiently. It provides a comprehensive overview of all your catalog items, including their names, descriptions, images, prices, and other relevant information. – Product management: You can create, edit, and delete products and services directly from […]
Filters are the criteria you apply to search and view specific data in Odoo 18. When you use the back button, filter persistence ensures that your previously applied filters are retained, making navigation and data exploration more efficient. Enabling Filter Persistence: Access the Settings: Go to Settings — Technical — System Parameters. Locate the Parameter: […]
Odoo 17 website offers a built-in feature to automate sending customer submissions directly to your company email. This eliminates manual data entry and streamlines the process of receiving customer inquiries, feedback, or other forms. There are two main reasons why you might receive emails from an Odoo website form: Contact Form Submission: Odoo is a […]
