How to Use Trial Balance Report in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to easily generate and analyze the Trial Balance Report in Odoo 18 to keep your accounting accurate and organized. In this tutorial, we’ll show you how to:  Access the Trial Balance Report  Set date ranges and filters  Understand debit and credit balances  Ensure your accounts are balanced before closing the period Perfect for […]

Meeting Room Management in Odoo 18 | How to Schedule & Book Rooms Easily – CBMS Odoo ERP

In today’s video, we’re exploring how Odoo’s Meeting Room module helps you organize and manage office spaces more efficiently. From setting up rooms to instant booking options and clear scheduling views, Odoo makes meeting management smooth and efficient. What You’ll Learn in This Video 🔎 🏢 How to configure meeting rooms with names, locations & […]

How to setup Odoo 19 Development Environment using Pycharm in Ubuntu | Odoo 19 Installation – CBMS Odoo ERP

🚀 In this step-by-step tutorial, I’ll show you how to set up an Odoo 19 development environment on Ubuntu using PyCharm IDE. Whether you’re a beginner or an experienced developer, this guide will help you configure everything you need to start building and customizing Odoo modules efficiently. 🔑 What you’ll learn in this video: Installing […]

How to Audit Journal Entries in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to perform a Journal Audit in Odoo 18 the easy way! This tutorial walks you through the process of reviewing your journal entries, ensuring that every debit and credit is properly recorded, and helping you maintain accurate financial records. Perfect for accountants, bookkeepers, and Odoo users who want to keep their business finances […]

What are the question Types in Odoo Survey | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to create a survey in Odoo 18 step by step. In this video, we’ll show you how to set up a new survey, add different question types, apply scoring or conditional logic, and share it with your audience. Whether you want to collect customer feedback, employee responses, or market research data, Odoo’s Survey […]

Campaign Creation In Social Marketing Of Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Discover how to create a social media campaign in Odoo 18 using the Social Marketing module. In this tutorial, we’ll walk you through setting up a new campaign, adding posts for different social platforms, scheduling content, and tracking engagement — all from within Odoo. Whether you’re promoting a new product, running a seasonal offer, or […]

How To Create A Survey In Odoo 18 Survey | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to create a survey in Odoo 18 step by step. In this video, we’ll show you how to set up a new survey, add different question types, apply scoring or conditional logic, and share it with your audience. Whether you want to collect customer feedback, employee responses, or market research data, Odoo’s Survey […]

Mass Shift Scheduling Using Calendar View in Odoo 19 Planning | Odoo 19 Functional Tutorials – CBMS Odoo ERP

By default, Odoo Planning’s calendar lets you create shifts one by one, which can be tedious. There are a few ways you can achieve mass creation depending on whether you want to use Odoo’s native features or customization. Copy Existing Shifts In the Planning – Calendar View, create a shift. Use the copy/duplicate option or […]

General Ledger Dashboard in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

The General Ledger Dashboard in *Odoo 18* gives you a complete overview of all your company’s accounts in one place. In this video, we’ll walk you through how Odoo organizes your ledger with debits, credits, and balances across accounts like cash, receivables, payables, sales, and taxes. You’ll learn how to drill down into journal items, […]

Cash Flow Statement in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Features – CBMS Odoo ERP

The Cash Flow Statement in Odoo 18 helps you track how money moves in and out of your business. In this video, we explain how to read the report, covering operating activities, investing activities, and financing activities. You’ll see how Odoo shows cash received, cash spent, and the closing balance — giving you a clear […]