How to Create Event Stages in Odoo 17 Events App | How to Manage Event Stages in Odoo 17 Events App – CBMS Odoo ERP

Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]

Odoo 18 Events PWA | Registration Desk Kiosk | Event Kiosk Mode in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Events PWA: Registration Desk Kiosk Odoo 18 Events provides a robust platform for managing events, including attendee registration. When combined with PWA (Progressive Web App) technology, it offers a streamlined, offline-capable solution for event registration desks. Kiosk mode transforms a device into a dedicated interface for specific tasks, in this case, attendee check-in. […]

How to Manage Your Company Budget Using Odoo 17 Accounting | Budget Management in Odoo 17 Accounting – CBMS Odoo ERP

Odoo’s budget management functionality allows you to create financial plans and track how your actual income and expenses compare to those plans. It helps businesses gain control over their finances by: Setting Financial Goals: Define planned amounts for income and expenses for specific periods (months, quarters, years). Categorizing Spending: Create budgetary positions that group related […]

Odoo 18 Marketing Card App | New App in Odoo 18 | Marketing Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

What is a Marketing Card? A marketing card is typically a physical or digital tool designed to convey a specific marketing message. It can serve various purposes, depending on its context.   Common Interpretations: Business Card: This is the most common understanding. A business card is a small card containing contact information for an individual […]

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 […]

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 […]