Replying to or Forwarding Specific Messages in Odoo 18.2 | Odoo 18.2 Tutorials |Odoo 18.2 Sales – CBMS Odoo ERP

Reply to a specific message and/or forward it to the desired recipients. If the recipient hasn’t provided the forwarding, it will do for the followers of the record. If the recipient is mentioned, then the message will go to the recipient #Odoo18 #OdooTutorials #OdooSales #OdooNewFeatures #OdooTips #OdooMessaging #OdooReleaseDate #ERP #BusinessSoftware #ProductivityTips #SoftwareTutorial #CRM #Odoo18Chatter #Odoo18Sales #OdooSales #Odoo18Tutorials #Odoo18Features #Odoo18CRM […]

How to Close Subscription in Odoo 18 | Odoo 18 Subscription Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Dealing with expired or canceled subscriptions? Learn how to close them in Odoo 18 properly! This video solves the common problem of messy subscription records, showing you the clear steps to organize your data. Watch now to improve your subscription workflow! This Odoo 18 tutorial provides a comprehensive guide on how to close subscriptions. We’ll […]

How to Create Automatic Transfers in Odoo Accounting | Odoo 18 Accounting Tutorials | Odoo 18 Videos – CBMS Odoo ERP

Automatic transfers in Odoo Accounting can be used for various purposes, such as: Inter-company transactions (when dealing with multiple companies in Odoo) Currency revaluation (adjusting accounts based on exchange rates) Accrual accounting (recognizing revenue/expenses in the correct period) Bank statement reconciliation (moving funds between accounts automatically) 🔹 How to Set Up Automatic Transfers in Odoo […]

How to Configure Referral Points in Odoo 18 Referral | Odoo 18 Referral Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP

Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of setting up and managing referral points within Odoo 18. Referral programs are a great way to encourage customers to spread the word about your business and reward them for bringing in new clients. We’ll cover: How to enable and […]

How to Create Event Booth in Odoo 18 Event | Odoo 18 Event Tutorials | How to Configure Event Booth – CBMS Odoo ERP

Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of managing event booths within Odoo 18. Whether you’re organizing a conference, trade show, or exhibition, Odoo’s Event module allows you to efficiently manage booths, bookings, and resources for your events. In this video, you’ll learn: How to set up […]

How to Manage Sales Team Reporting in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

In Odoo 18, Sales Team Reporting provides insights into sales performance, team efficiency, and revenue trends. This helps managers track sales team activities, identify bottlenecks, and make data-driven decisions. 1. Accessing Sales Team Reporting Navigate to: Sales Module → Reporting → Sales Teams 2. Key Features of Sales Team Reporting Dashboard View Overview of total […]

How to Manage Inventory Movement in Odoo 18 POS | Odoo 18 POS Tutorials | Odoo 18 Inventory Tutorial – CBMS Odoo ERP

In Odoo 18 POS (Point of Sale), Inventory Management is seamlessly integrated with the Odoo Inventory module to ensure real-time stock updates and efficient product tracking. Here’s how inventory management works within Odoo 18 POS: 1. Real-time Stock Updates Odoo POS is connected to the Inventory module, meaning sales transactions immediately affect stock levels. If […]