CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
You want Odoo 19 to create a Project automatically when confirming a Sales Order (SO) even if the product is not a service (i.e., a normal stockable/consumable product). By default, Odoo only creates a project/task when the SO line has a service-type product with the right configuration (“Create a Project”/”Create a Task”). For normal products, […]
If you’re looking to enhance stage configuration in Odoo 19 Field Service, here are some powerful improvements—leveraging both built-in Odoo features and OCA (Odoo Community Association) modules—that can take your workflows to the next level: Core Stage Configuration (Built into Odoo Field Service) You can manage stages out of the box via: Field Service → […]
In this video, we’ll explain how Subcontracted Services work in Odoo 19 Project. Subcontracting lets you outsource specific services to external vendors while keeping full control of your sales, purchases, and project tasks inside Odoo. You’ll learn: What subcontracted services are How to configure a service product with a vendor How Odoo automatically generates a […]
Struggling to create or customize worksheet templates in the Odoo Field Service module? This step-by-step tutorial will walk you through how to build, edit, and apply custom worksheets to your field tasks — the smart way. Whether you’re logging maintenance checks, inspection forms, or client sign-offs, this video shows you how to tailor Odoo worksheets […]
Learn how to easily add and track products like spare parts or materials during a field service task in Odoo. Whether you’re on-site or remote, Odoo lets your team update the product catalog in real-time—no paperwork needed! 1. Add products directly from the task 2. Track used items for accurate billing 3. Seamless inventory & invoicing integration […]
Struggling to manage field service operations? In this video, learn how to manually create a Field Service Task in Odoo—fast, easy, and step-by-step. Perfect for service businesses, technicians, and managers who want to streamline job scheduling and boost productivity! Learn how to: 1. Create tasks for on-site jobs 2. Assign technicians and set schedules […]
Streamline your fleet maintenance with Odoo 18! This video demonstrates how to utilize the Service features to schedule repairs, track service history, manage vendors, and control costs. Keep your vehicles running smoothly and efficiently. We’ll cover: Creating service records Linking to vehicles and drivers Managing service types and vendors Tracking costs and notes #Odoo18 #OdooFleet […]
All appointment details are automatically included in the Field Service tasks created when appointments are confirmed. #Odoo18 #OdooFieldService #OdooQuotes #FieldServiceManagement #OdooTutorial #OdooRelease #OdooNewFeatures #BusinessSoftware #CRM #ERP #SoftwareTutorial #BusinessTips #TechTutorial #OdooCommunity #Odoo18ReleaseDate #Odoo18FieldService #Odoo18Tutorials #Odoo18Quotes #Odoo18NewFeatures #Odoo18ERP #BusinessAutomation #Odoo18Release Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: […]
In Odoo, an SLA (Service Level Agreement) is typically used in the context of customer support, project management, or service contracts. It defines the commitments and timeframes agreed upon between a company and its clients for providing services or resolving issues. Odoo does not have a dedicated SLA module out-of-the-box, but SLA functionality can be […]
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 […]
