Appointments Basics | Odoo Appointments – CBMS Odoo ERP

In this video, learn how to create and publish a new appointment type with the Appointments app! Intro: 0:00 Creating resources: 0:32 Creating appointment types: 1:51 Publishing appointments: 6:50 Conclusion: 7:22 **Check out more Odoo tutorials** – Appointments playlist: – Website playlist:  **App documentation** – Appointments:  **See what Odoo can do for you!** – Schedule a […]

Importing and Exporting Data | Getting Started – CBMS Odoo ERP

In this video, learn how to import and export data in Odoo.  Intro: 0:00 Download data / export template: 0:44 Data file / template: 3:01 Importing data: 3:23 Conclusion: 5:26 **Check out more Odoo tutorials** – Contacts:  – Create an Odoo Database:  **App documentation** – Import  / Export Documentation:  – All Odoo docs: **See what Odoo can do […]

Multi-Company Basics | Getting Started – CBMS Odoo ERP

In this video, learn about setting up multiple company databases in Odoo! **Check out more Odoo tutorials** – Accounting for Multi-company and Branch:  – Chart of Accounts:  – Taxes and VAT: **App documentation** – Multi-company:  – Multi-company accounting: **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #MultiCompany #Basics […]

Odoo Calendar | Getting Started – CBMS Odoo ERP

In this video, learn how to schedule meetings using Odoo Calendar.  Intro: 0:00 Scheduling in chatter: 0:29 Scheduling in calendar: 1:14 Event configuration: 2:15 Sending calendar invites: 5:00 View scheduled event in chatter: 6:04 Conclusion: 6:13 **Check out more Odoo tutorials** – Contacts: – Schedule Activities: **App documentation** –  Activities: – All docs: **See what Odoo […]

Schedule Activities | Getting Started – CBMS Odoo ERP

In this video, learn how to schedule activities in Odoo from the chatter and Kanban view. We’ll also touch on activity types, triggering activities, and creating custom activities. Intro: 0:00 Activity icons: 0:41 Activities pop-up window: 1:23 Activities dashboard: 1:50 Filtering activities: 2:50 Completing and creating activities: 3:21 Creating custom activity types: 5:05 Conclusion: 8:20 **Check […]