CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Access Rights in Odoo 18: A Comprehensive Guide Odoo 18 offers a robust access control system that allows you to granularly define permissions for different user groups, ensuring data security and operational efficiency. Key Concepts: * Security Groups: These groups categorize users based on their roles and responsibilities. Each group is assigned specific permissions. * […]
In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18’s CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy. Why Configure Lost Reasons? Identify Trends: By tracking lost reasons, you can identify recurring patterns and […]
Next Order Coupons in Odoo 18 Sales are a powerful tool to incentivize repeat business and increase customer loyalty. They allow you to generate and share single-use coupon codes that grant customers a discount or reward on their next purchase. How to Create Next Order Coupons: 1. Go to Sales ‣ Products ‣ Discount […]
Streamline Your HR Processes with Odoo 18: A Guide to Configuring Public Holidays and Mandatory Days Discover how to manage public holidays and mandatory days in Odoo 18 efficiently. This video will guide you through setting up these configurations to ensure accurate time and attendance tracking. Key Topics Covered: Navigating to the HR Settings Configuring […]
Cross-Selling in Odoo: A Comprehensive Guide Cross-selling is a powerful sales technique that involves recommending complementary or related products to a customer who is already considering a purchase. By strategically suggesting additional items, businesses can increase average order value and customer satisfaction. Odoo, a comprehensive suite of business management applications, provides effective tools to implement […]
In Odoo, an eWallet is a digital payment solution integrated into the Odoo platform to help businesses and users store funds, process transactions, and manage their finances directly within the system. It acts as a virtual wallet that can hold and manage funds for different purposes, streamlining payments and financial operations. Digital Balance Management: Users […]
In Odoo, Units of Measurement (UoM) allow you to manage quantities in different units and ensure that operations like purchases, sales, and stock movements are consistent and accurate across the supply chain. UoM in Odoo can handle various unit conversions, making it flexible for inventory and sales management. Here’s an overview of how it works: […]
Vendor Price Lists in Odoo 18: A Comprehensive Guide Vendor Price Lists in Odoo 18 are a powerful tool for streamlining your procurement process and ensuring accurate pricing. By creating and managing vendor-specific price lists, you can efficiently compare prices, negotiate better deals, and optimize your purchasing decisions. Key Features of Vendor Price Lists in […]
Odoo offers several ways to work with HTML, depending on your specific needs and the module you’re using. Here’s a breakdown: 1. HTML/CSS Editor: – Provides a dedicated tool for advanced customization of your website’s appearance. – Allows direct editing of HTML and CSS code. – Offers a code editor interface for precise control over […]
There are several advantages to creating opportunities through an Odoo website: Automate Lead Capture: Odoo can turn website interactions into opportunities automatically. When a visitor fills out a contact form or submits an inquiry, Odoo can create a new lead or opportunity in your CRM. This saves you time and effort compared to manually entering […]
