How to Create an Event in Odoo 17 Event App | Configure an Event in Odoo 17 Event |Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Events module provides a streamlined platform to organize and manage events of all sizes. From small workshops to large conferences, the module offers a comprehensive set of tools to plan, execute, and analyze events. To create a new event, navigate to the Events app in your Odoo instance. Click on the “Create” button […]

Gamification | Odoo CRM – CBMS Odoo ERP

This tutorial takes a deep dive into Odoo CRM’s gamification capabilities. 00:00 – 01:14 Introduction 01:15 – 02:02 Configuration 02:03 – 03:20 Goal Definitions 03:21 – 08:24 Goal Challenges 08:25 – 08:42 Conclusion How to enter Developer Mode: **App documentation** – CRM documentation:  **See what Odoo can do for you!** – Schedule a demo:  – […]

Unbuild Orders | Odoo MRP – CBMS Odoo ERP

In this video, learn how to disassemble manufactured products using unbuild orders. 0:00 Introduction 0:53 Check product counts 1:36 View product BoM 2:15 Create unbuild order 4:10 Re-check product counts **Check out more Odoo tutorials** – Manufacturing basics:  – Manufacturing playlist:  **App documentation** – Unbuild orders: TBA – All Manufacturing docs:  **See what Odoo can do for […]

Measure Checks | Odoo Quality – CBMS Odoo ERP

In this video, learn how to create and process Measure checks with the Odoo Quality app. 0:00 Introduction 0:42 Create Measure QCP 3:19 Process Measure quality check **Check out more Odoo tutorials** – Quality Control Points:  – Quality playlist:  **App documentation** – Measure checks:  – All Quality docs:  **See what Odoo can do for you!** – […]

How to Create Maintenance Request in Odoo 17 | Odoo 17 Maintenance App |Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]

Print Shipping Labels | Odoo Inventory – CBMS Odoo ERP

In this video, learn how to configure Odoo to automatically generate shipping labels. **Check out more Odoo tutorials** – Shipping and Payment Providers:  Shipping and Payment Providers | Odoo eCommerce (youtube.com) – Inventory playlist:  **App documentation** – Print shipping labels:  www.odoo.com/documentation/17.0/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/labels.html – All Inventory docs:  www.odoo.com/documentation/17.0/applications/inventory_and_mrp/inventory.html **See what Odoo can do for you!** – Schedule a demo:  […]

How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button.   You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]

How to Configure Task Management in Odoo 17 Field Service | How to Manage Task Creation in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]