Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
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 […]
In today’s video, we’re showing you how to enable and use Proforma Invoices in Odoo 18 Sales—a great way to share billing information with your customers without generating an official invoice. Unlike quotations, proforma invoices are sent once the sale has already been agreed upon. And unlike final invoices, they don’t trigger taxes or accounting […]
Warehouse in traceability report The warehouse short code is displayed in the traceability report. #Odoo19 #Odoo19Sales #TraceabilityReport #WarehouseTraceability #Odoo19Tutorials #Odoo19NewFeatures #Odoo19ReleaseDate #OdooERP #InventoryManagement #OdooSalesModule #WarehouseManagement #TraceabilityReport #OdooTutorials #OdooSales #Odoo19InventoryManagement #SupplyChain #OdooNewFeatures #ERPSoftware #BusinessSolutions #Logistics #StockManagement #OdooCommunity #OdooImplementation #OdooTips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: […]
Contact in the traceability report Supplier and customer names are now displayed directly in the traceability report. #Odoo19 #Odoo19Sales #Odoo19Tutorials #Odoo19NewFeatures #TraceabilityReport #OdooERP #OdooSalesModule #OdooTips #OdooPartnerTraceability #OdooReleaseDate #OdooTraceability #OdooSales #OdooTutorial #SupplyChainManagement #ERPSystem #BusinessSoftware #InventoryManagement #NewFeatures #OdooExperience #Odoo19TraceabilityReport #PartnerManagement #OdooCommunity #DigitalTransformation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: […]
In Odoo 19, suggested quantities based on sales and demand are fully automated and can be calculated using a combination of features in the Inventory, Sales, and Purchase modules. Here’s how you can approach this in Odoo 19: 🧮 1. Using Reordering Rules Reordering rules help maintain minimum stock levels based on historical demand. Location: Inventory → […]
To set up Cash on Delivery (COD) as a Delivery Method in Odoo 19, follow these steps. Odoo treats delivery methods and payment methods separately, but you can integrate COD as a payment method tied to certain delivery operations. ✅ Step-by-Step Guide to Setup Cash on Delivery in Odoo 19 1. Activate Delivery Methods First, […]
Ever wondered how to break down service delivery into phases and get paid as you go? That’s exactly what Milestones in Odoo Sales Orders are designed for. In this video, we give you a complete functional explanation of how milestones work in Odoo — and how they transform your sales and billing workflows. What You’ll […]
Struggling with disorganised product data or outdated pricing? Odoo 18’s Product Catalogue is your solution! This video demonstrates how to efficiently manage your entire product range, helping you: Streamline order processing. Ensure consistent pricing across all channels. Improve inventory accuracy. Enhance customer experience with detailed product information. Transform your product management with Odoo 18 and […]
Welcome to CBMS—Your Go-To Hub for Odoo 19 Tips & Sales Workflow Solutions! Are you navigating the powerful world of Odoo 19 and looking to master its features—especially when it comes to sales warnings and smarter sales operations? You’re in the right place! Warning messages: Blocking messages for products and contacts has been removed. Only warning messages […]
Have a special offer you want to launch fast? Whether you’re clearing out old stock, running a holiday promo, or just want to boost weekend sales — this video will show you exactly how to set up a flash sale in Odoo (the easy way). No complex setups, no guesswork. Just a clear step-by-step guide […]