CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Analyze Your Referral Program with Odoo 18 Reporting This video shows you how to leverage the powerful reporting features within the Odoo 18 Referrals app to gain valuable insights into your employee referral program. Key Features: Track Referral Sources: Identify the most effective referral sources (e.g., employee referrals, social media, job boards). Analyze Hiring Outcomes: […]
Boost Employee Engagement with Rewards in Odoo 18 Referrals This video shows you how to effectively manage and utilize the Rewards feature within the Odoo 18 Referrals app. Learn how to: Create and configure rewards: Define rewards, setpoint values, and manage reward availability. Redeem rewards: Guide employees on how to redeem their earned referral points. […]
In this video, we’ll guide you through the Discount Code feature in the Odoo 18 Sales module. This feature allows businesses to create and manage discount promotions effortlessly, helping them attract customers, boost sales, and enhance marketing strategies. With discount codes, you can easily apply percentage-based, fixed-amount, or product-specific discounts. What You’ll Learn: ✨ 💳 […]
Upselling subscriptions in Odoo 18 is a strategic feature that empowers businesses to increase recurring revenue by offering existing subscribers upgraded or enhanced subscription options. Here’s a breakdown of what subscription upselling in Odoo 18 entails: Targeted Offers: Identify opportunities to offer higher-value subscriptions to current customers based on their usage patterns, needs, or engagement. […]
“Unlock the power of your Point of Sale data with Odoo 18! 📈 This video dives deep into the robust reporting features of Odoo POS, revealing valuable insights into your sales performance. 📊 Learn how to analyze sales trends, track top-selling products, identify peak hours, and better understand your customer behaviour. ✨ With insightful reports […]
In this video, learn how to create Loyalty Programs in Odoo, as well as how to apply rewards to sales orders! TIMESTAMPS 00:00 INTRO 01:04 Configure Promotions, Loyalty & Gift Card 01:58 Loyalty Programs 02:57 Conditional Rules: How to set up loyalty points 05:47 Rewards: How to set up loyalty rewards 07:44 Loyalty Cards 08:20 […]
In Odoo, the Sales Credit Limit refers to a feature used to manage and control customer credit limits in the Sales and Accounting modules. This ensures that customers do not place orders exceeding their predefined credit limit, helping businesses mitigate financial risks. How Sales Credit Limit Works in Odoo: Setting Up Credit Limits for Customers: […]
In this video, we’ll explore how to use Quotation Templates in Odoo 17. This powerful feature allows sales teams to streamline their workflows and save time when creating quotations for common products or services. By using templates, you can ensure consistency, reduce repetitive tasks, and improve customer response times. What You’ll Learn: ✨ 🔧 Enable […]
Odoo 18 brings a range of new features to the Sales module, designed to streamline processes and enhance efficiency: Quotation Management: Quotation Calculator: Accurately calculate quote prices based on various factors like product costs, discounts, and taxes. Improved PDF Quote Builder: Create professional and visually appealing quotes with a more intuitive design. […]
Discount Codes in Odoo 18 Sales: A Comprehensive Guide Odoo 18 offers robust features to implement discount codes in your sales process, enhancing customer engagement and boosting sales. Here’s a detailed guide on how to set up and utilize discount codes effectively: 1. Setting Up Discount Programs: * Navigate to Promotions: * Go to Sales […]