How to Automate Activities Using Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Activity Types and Automating Them in Odoo CRM Activities are the actions you must conduct in order to finish a process. In the Odoo 17 CRM Module, the activity feature enables the scheduling of various customer activities in all sales and customer management modules. Configuring different activity types is now easy with the “Activity Types” […]

Overview of Employee in Odoo 18 | How to Manage Odoo 18 Employee | Odoo 18 Employee Tutorials | Odoo – CBMS Odoo ERP

In Odoo 18, the Employee Overview provides a centralized way to manage employee-related data, including personal details, job positions, contracts, attendance, and more. It is part of the Employees module (HR Module) and integrates with other Odoo apps like Payroll, Attendance, and Leaves. Key Features of Employee Overview in Odoo 18 1. Employee Dashboard Displays […]

Overview of Survey in Odoo 18 | Odoo 18 Survey Tutorials | Odoo 18 Functional Tutorials | Odoo 18 – CBMS Odoo ERP

In Odoo 18, the Survey module is a powerful tool designed to create, manage, and analyze surveys efficiently. It allows users to collect feedback, conduct assessments, and engage with customers, employees, or students. Key Features of Odoo 18 Survey Module 1. Easy Survey Creation Drag-and-drop interface to create surveys. Supports multiple question types (MCQs, text, […]

Overview of Shopfloor in Odoo 18 | How to Manage Shopfloor in Odoo 18 | Odoo 18 Shop Floor Tutorials – CBMS Odoo ERP

In Odoo 18, the Shop Floor module enhances the Manufacturing app by providing a visual interface for managing Manufacturing Orders (MOs) and Work Orders (WOs). It enables manufacturing employees to track time spent on tasks and streamlines the production process. Key Features of the Shop Floor Module: Visual Management of Orders: Offers a dashboard displaying […]

How to Create, Manage & Publish a Blog in Odoo 18 Website | Odoo 18 Website Tutorials |Odoo 18 Blogs – CBMS Odoo ERP

Master Odoo 18 Blogging: From Setup to Customization This tutorial walks you through all the steps of creating and managing a blog in Odoo 18. We’ll cover: Creating and formatting blog posts Using tags and categories for organization Customizing blog homepages and individual posts Adding images and other media Publishing and managing your blog content […]

How to Create & Configure Rewards in Odoo 18 Referrals | Odoo 18 Referrals Tutorials |Odoo 18 Videos – CBMS Odoo ERP

Boost Employee Engagement with Rewards in Odoo 18 Referrals This video shows you how to effectively manage and utilize the Rewards feature within the Odoo 18 Referrals app. Learn how to: Create and configure rewards: Define rewards, setpoint values, and manage reward availability. Redeem rewards: Guide employees on how to redeem their earned referral points. […]

How to Create & Manage Stages in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Mastering Helpdesk Workflow: Managing Stages in Odoo 18 This video demonstrates how to manage stages within the Odoo 18 Helpdesk module effectively. Learn how to: Customize stages: Create, edit, and reorder stages to match your specific workflow. Assign stages to teams: Ensure the right teams are responsible for handling tickets at each stage. Configure email […]