Filters in Odoo 18 Spreadsheets | Odoo 18 Spreadsheets | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 offers a robust spreadsheet feature that allows you to manage and analyze data effectively. One of its powerful functionalities is filtering. This guide will walk you through the steps to filter your Odoo 18 spreadsheets efficiently. Basic Filtering – Open the Spreadsheet: Navigate to the desired spreadsheet within your Odoo instance. – Select […]

Loan Management in Odoo 18 Accounting | New Loan Management Feature in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive loan management system that allows you to effectively track and manage loans within your organization. Here are the key features and functionalities of loan management in Odoo 18 Accounting: 1. Loan Creation and Management: – Create new loans with detailed information such as loan amount, interest rate, repayment schedule, […]

How to Configure Document From Email Alias in Odoo 17 Document App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo, an open-source business management software, offers features to automate document generation based on emails. Here’s a real-time scenario for a possible implementation: Scenario: Automatic Sales Order Confirmation via Email Customer Sends Email: A customer sends an email to the sales alias (e.g., [email address removed]) expressing their intent to purchase specific products. The email […]

Bill Rate Target & Bill Rate Leaderboard in Odoo 17 Timesheet | Odoo 17 Timesheet App Tutorials – CBMS Odoo ERP

Odoo 17 Timesheet offers features to motivate employees and track their billing efficiency through bill rate targets and leaderboards. Here’s a breakdown of both: Bill Rate Target: This feature allows you to configure a target billing rate for each employee. When activated, the employee’s timesheet will display their target rate. The rate will be highlighted […]

Odoo 17 Planning App | Planning Module in Odoo 17 | Odoo Planning Module | Odoo 17 Functional Videos – CBMS Odoo ERP

The Planning module in Odoo 17 has undergone major improvements that provide businesses with better tools for managing projects, scheduling, and allocating resources. This module functions as an all-inclusive instrument for task organisation, workforce management, and project timeline optimisation. The main attributes and advantages of the Odoo 17 Planning module are outlined below:   User-Friendly Interface: […]

Productive Tools in Odoo 16 | Odoo 16 Functional Webinar – CBMS Odoo ERP

Odoo provides some extra tools to increase employee productivity and keep your files organized, making those paperless and less time-consuming. In this webinar, we will be introducing some extra tools in odoo including Documents, Dashboards, Spreadsheets, Data Cleaning, Knowledge, Discuss, Calendar, Notes, and VOIP. Video Chapters 01:33 Agenda 10:00 Dashboard Module 17:04 Document Modules 47:58 Document Request […]