CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Learn how to generate and analyze the Partner Ledger Report in Odoo 18 to keep track of all transactions by customer or vendor. This report helps you monitor outstanding balances, past payments, and overall relationship with your business partners. 👉 In this video, you will learn: ✔️ How to generate the Partner Ledger report ✔️ […]
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 […]
The Executive Summary in Odoo 18 gives you a quick, high-level view of your company’s financial health. In this video, we break down how to read and use the report — from profitability metrics like net profit margin, to position and liquidity ratios that show if you can cover short-term obligations, and performance indicators like […]
Are you ready to master financial reporting in Odoo 18? In this video, we delve into the Profit and Loss (P&L) Report, one of the most crucial financial statements for any business. We’ll guide you through accessing and analysing the P&L report in Odoo 18’s new and improved accounting module. Learn how to get real-time […]
Track and improve your order preparation efficiency in Odoo POS with the Prepare Time Management Report! In this video, you’ll learn how to: ✅ Access and understand the “Prepare Time” report in Odoo POS ✅ Monitor how long it takes to prepare each order ✅ Identify bottlenecks in your kitchen, bar, or production area ✅ […]
In today’s video, we’re diving into how to manage and customize the Forecast Report in Odoo 18 CRM—an essential tool for sales teams to track pipeline performance and make accurate revenue projections. With real-time drag-and-drop updates, dynamic revenue calculations, and flexible reporting views, Odoo’s Forecast Report helps you stay ahead of your sales goals and […]
Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline. Join us at CBMS Technologies as […]
Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]
Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]
Warehouse in traceability report The warehouse short code is displayed in the traceability report. #Odoo19 #Odoo19Sales #TraceabilityReport #WarehouseTraceability #Odoo19Tutorials #Odoo19NewFeatures #Odoo19ReleaseDate #OdooERP #InventoryManagement #OdooSalesModule #WarehouseManagement #TraceabilityReport #OdooTutorials #OdooSales #Odoo19InventoryManagement #SupplyChain #OdooNewFeatures #ERPSoftware #BusinessSolutions #Logistics #StockManagement #OdooCommunity #OdooImplementation #OdooTips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: […]