Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In this video, learn the basics of Access Rights, Record Rules, and User Groups. Intro – 00:00 User Groups – 00:48 Access Rights – 01:52 Record Rules and Visibility – 02:23 Solving Common Issues – 03:04 Outro – 04:35 **Check out more Odoo tutorials** – Group Access rights: – Studio tutorials: – Multi company basics: […]
In this video, learn how to setup access rights for members of your accounting team. Intro – 00:00 Create Accountant Profile – 01:23 Create Billing Clerk Profile – 04:10 Workflow #1 – 05:55 Workflow #2 – 07:10 **Check out more Odoo tutorials** – Group Access rights: – Accounting tutorials: – Multi company and branch management: […]
In Odoo 19 Manufacturing, splitting a Manufacturing Order (MO) using batch size helps manage production more efficiently, especially when: 🎯 Purpose of Splitting MO by Batch Size 1. Efficient Production Scheduling Batch production allows you to produce smaller quantities in manageable steps rather than producing the entire MO quantity in one go. Helps reduce downtime […]
Create quotes in seconds! In this video, see how to quickly draft, customize, and send professional sales quotations in Odoo — fast, easy, and paperless. Speed up your sales and impress your clients! #Odoo18 #OdooSales #OdooTutorial #OdooQuotation #SalesAutomation #Odoo18NewFeatures #OdooCRM #OdooERP #OdooFunctionalTutorial #Odoo18ReleaseDate #Odoo18Sales #SalesQuotation #CreateQuotation #SalesManagement Connect With Us: ————————————— ➡️ Website: ➡️ Email: […]
Down payment = pay part upfront to secure the deal! It helps businesses get cash faster and confirms the order. #Odoo #OdooTutorial #Odoo19 #Odoo18 #OdooAccounting #DownPaymentOdoo #OdooFeatures #OdooERP #OdooTips #OdooForBusiness #OdooFinance #OdooDownPayment #OdooNewFeatures #SalesManagement #AccountingSoftware #AdvancePayment #FinancialManagement #OdooTraining #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ […]
In this video, learn how to set up and so multi-company transactions in a single database in Odoo. 0:00 – Intro 1:26 – Enable Inter-Company Transactions 2:40 – Buyer Company Configuration 3:50 – Buyer’s Accounting Journal Configuration 4:45 – Seller Company Configuration 5:34 – Seller’s Accounting Journal Configuration 6:28 – Pricelist Configuration: Buyer & Seller […]
In this video, learn how to edit articles. Other lessons related to this video: – Check out more tutorials on Knowledge: Need more information about this topic in the documentation? Discover Odoo or schedule a demo #Edit #content #Odoo #Knowledge
Is your sales department ready for peak performance? In Odoo 18 CRM, the “Sales Team” functionality provides the essential framework to organise, manage, and empower your sales force for maximum efficiency and goal achievement. This video dives into the strategic advantages and practical setup of Sales Teams in Odoo 18. You’ll learn how to: Create […]
Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]
Dynamic Developer Documentation and Playground. A powerful new module that provides live, database-driven documentation at new, dark endpoints. It auto-generates a complete list of models, fields, and methods to directly frame your database schema. It includes a built-in playground to test method calls over HTTP. It also provides code examples in multiple languages, such as […]