CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this video, learn how to create custom KPIs and implement them in your periodic digest emails with Odoo Studio! 0:00 – Intro 0:53 – Digest Email Backend 1:51 – Create a Custom KPI Field 3:37 – Models, Fields, and Code 6:21 – Demo 8:24 – Conclusion **Check out more Odoo tutorials** – Studio playlist: […]
In Odoo 18’s Inventory module, manual reordering rules allow you to manage stock replenishment by reviewing and confirming orders before they are placed. This approach provides greater control over inventory levels and purchasing decisions. Setting Up Manual Reordering Rules: Configure the Product: Navigate to the Inventory app and select Products. Choose the desired product or […]
Putaway rules in Odoo 18 Inventory are a powerful tool for automating and optimizing the placement of incoming stock within your warehouse. They define where specific products should be stored based on various criteria, ensuring efficient stock management and retrieval. Think of them as your warehouse’s automated “stock placement director.” Here’s a breakdown of […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
Automatic Reordering Rules in Odoo 18 Inventory Automatic reordering rules in Odoo 18 Inventory are a powerful tool to streamline your inventory management and ensure you always have enough stock on hand to meet customer demand. These rules automate the process of creating purchase orders or manufacturing orders when stock levels fall below a certain […]
In Odoo 18, Push and Pull rules are powerful tools for automating inventory movements within your warehouse. They allow you to define specific conditions and actions to streamline your operations and reduce manual intervention. Understanding Push and Pull Rules Push Rules: – Trigger: An event, such as the arrival of products at a specific location. […]
Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]
In today’s video, we’re going to dive into the Inventory Automatic Reordering Rules in Odoo 17! We’ll guide you through the process of setting up reorder rules to effortlessly maintain optimal inventory levels. Learn how to configure these rules and ensure you never run out of stock by automating purchase orders. More details here – […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how you can create automation rules using Odoo Studio. Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit […]
Keeping Your Data Clean: A Guide to Deduplication in Odoo 17 Data integrity is paramount in any business management system. Odoo 17 offers robust features to tackle a common data quality challenge – duplicate records. This guide explores deduplication in Odoo 17, explaining its benefits and how to utilize it effectively. Understanding Duplicate Records: Duplicate […]
