Lead Mining | Odoo CRM – CBMS Odoo ERP

In this video, learn what lead mining is, how it can enhance your sales team’s efforts, and how to lead mine effectively. **Check out more Odoo tutorials** – Lead and opportunity basics:  – Leads from websites:  – Vibe Check CRM Leads using AI:  **App documentation** – Lead mining:  – In-app purchases:  – Convert leads into […]

How to Restrict Price Modification to Managers in Odoo 18 POS | Odoo 18 POS Tutorials | Odoo 18 – CBMS Odoo ERP

To restrict price modification to managers in Odoo 18 Point of Sale, you can leverage the built-in “Price Control” feature. This setting ensures that only users with specific permissions can modify product prices during POS transactions. Here’s a step-by-step guide: 1. Enable Price Control: Go to Point of Sale — Configuration. In the General Settings […]

How to Manage Incoming Shipment in 1 Step in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo, an incoming shipment in one step is a streamlined process for receiving products directly into stock from a vendor without any intermediate steps. This is the simplest way to handle incoming shipments, making it suitable for small warehouses or businesses with straightforward inventory management needs. Here’s a breakdown of the one-step process: Purchase […]

How to Manage Access Rights & User Types in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Videos – CBMS Odoo ERP

Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups: The foundation of access control lies in user groups. Each user belongs […]

What is Costing Method in Odoo 16 Inventory | Different Types of Costing Methods in Odoo 16 – CBMS Odoo ERP

Product costing operations are one of the most difficult duties for a business. Using product costing methodologies, it is simple to assign a definite price to a manufactured product. Video Chapters 00:00 – Introduction 01:21 – How to set the costing method as the standard price. 05:16 – How to set the costing method as […]