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Tag: odoo

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

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 […]

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How to Create Opening Balance in Odoo 18 | Odoo 18 Accounting Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP
Odoo 18

How to Create Opening Balance in Odoo 18 | Odoo 18 Accounting Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Establishing accurate opening balances is crucial when setting up your accounting records in Odoo 18, as they reflect your company’s financial position at the start of a fiscal period. Here’s how you can manage opening balances in Odoo 18: 1. Using the Chart of Accounts: Odoo 18 allows you to input opening balances directly through […]

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How to Create & Manage Loyalty Cards in Odoo 18 | Customer Loyalty Programs | Odoo Sales Tutorial – CBMS Odoo ERP
Odoo 18

How to Create & Manage Loyalty Cards in Odoo 18 | Customer Loyalty Programs | Odoo Sales Tutorial – CBMS Odoo ERP

In this video, we’ll walk you through Loyalty Card Management in Odoo 18. A well-structured loyalty program can boost sales and encourage repeat customers. Odoo offers multiple reward options, and today, we’re focusing on Loyalty Cards—from setup to applying rewards. What You’ll Learn: ✨ ✅ How to enable and configure Loyalty Programs in Odoo 18 […]

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How to Configure Customer Rating in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP
Odoo 18

How to Configure Customer Rating in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP

Odoo 18 Helpdesk offers customer rating functionality to gather feedback on your support services. Here’s a breakdown of how it generally works and what you can expect, based on Odoo’s typical implementations and available information: Key Features and Concepts: Ticket Rating: Customers can rate their satisfaction with the resolution of their helpdesk tickets. This is […]

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Overview of Odoo 18 Helpdesk Reports | Odoo 18 Helpdesk Tutorial | Odoo 18 Functional Tutorials – CBMS Odoo ERP
Odoo 18

Overview of Odoo 18 Helpdesk Reports | Odoo 18 Helpdesk Tutorial | Odoo 18 Functional Tutorials – CBMS Odoo ERP

In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]

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