How to Set Up Commission Plans in Odoo 19 | Sales Commissions & Payroll Integration – CBMS Odoo ERP

In this video, we’re exploring Odoo 19’s updated Commission Plans — a powerful tool for managing targets, achievements, and commission payouts for your sales team. What You’ll Learn 🔎 🎯 How Target-based and Achievement-based commissions work 🗓️ Using quarterly targets for seasonal businesses 📈 Creating Commission levels — rewarding partial progress and overperformance 👤 Adding […]

How to Set Conditional Questions in Odoo Survey | Odoo 18 Survey | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Learn how to create smart and dynamic surveys in Odoo 18 by setting up conditional questions that appear based on previous answers. This tutorial will guide you step by step on how to use the built-in features of Odoo Survey to: Show specific questions only when a particular answer is selected Improve survey flow and […]

How to Set Up and Use Fiscal Positions in Odoo 18 | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Managing taxes across different regions can be tricky, but Odoo makes it simple with Fiscal Positions. In this step-by-step tutorial, we’ll explain what fiscal positions are, why they matter, and how to configure them in Odoo 18.  In this video, you’ll learn:  What Fiscal Positions mean in accounting  How to create a new Fiscal Position […]

How to Set Up Cash on Delivery (COD) in Odoo 19 Website | COD in Odoo 19 Website | Odoo 19 Tutorials – CBMS Odoo ERP

1. Using Built-In Odoo Configuration You can enable COD as a manual payment method without needing external modules: ✅ Navigate to Website Settings → Payment Acquirers, and create a new payment method named “Cash on Delivery” using a Manual provider. ✅ Configure any relevant details (e.g., messages like “Pay in cash upon delivery”) and enable […]

How to Set Online Status in Odoo 19 | Do Not Disturb | Odoo 19 Functional Tutorials | Odoo 19 Videos – CBMS Odoo ERP

In Odoo 19, the “Set Online Status” feature refers to the ability to set your availability in the Odoo Discuss module or chat sidebar (where internal users communicate via messages and channels). ✅ What is “Set Online Status” in Odoo 19? It allows you to indicate your current status to colleagues. Typical status options include: […]

How to Set a Deadline in Odoo 19 Manufacturing | Odoo 19 Manufacturing Tutorials | Odoo 19 Tutorials – CBMS Odoo ERP

In Odoo 19, the Deadline (i.e., the latest date you can start production to meet your delivery date) on Manufacturing Orders (MOs) has become editable, addressing a common limitation in previous versions. ✅ What’s Changed: 1. Editable Deadline on MOs You can now manually adjust the deadline directly on a Manufacturing Order record—even after it’s […]

How to Set Cover Image in Odoo 19 Todo | Odoo 19 Todo Tutorials | Odoo 19 Functional Tutorials – CBMS Odoo ERP

In Odoo 19, setting a cover image in a To-do, Project, or Task module serves the following purposes: 🔍 Purpose of Setting a Cover Image in Odoo To-Do or Task Visual Identification Makes the task or to-do easily recognizable in kanban view or dashboards. Helpful when working with many tasks—images act as quick visual references. […]

How to Set Limit Record in List View in Odoo 18 | Odoo 18 Functional Tutorials| Odoo 18 New Features – CBMS Odoo ERP

In Odoo, the limit attribute in a list view (also called a tree view) is used to control how many records are displayed per page in the list view of a model. It effectively sets the pagination size. #Odoo18 #Odoo18Tutorials #OdooListView #OdooTips #Odoo18NewFeatures #Odoo18ReleaseDate #Odoo18ERP #OdooFunctionalTutorial #OdooDevelopment #OdooCustomization #OdooTutorial #Odoo #OdooFunctional #OdooNewFeatures #Odoo18Development #OdooERP #OdooListview […]

How to Set Up Payment Terms & Terms and Conditions in Odoo 18 | Odoo Accounting Tutorial – CBMS Odoo ERP

In today’s video, we’re exploring how to configure Payment Terms and Terms & Conditions in Odoo 18 Accounting. These two features help you clarify expectations with your customers, streamline your billing process, and ensure you get paid on time. Terms & Conditions let you include important legal or policy information—like return policies, disclaimers, or warranty […]

Chatbot in Odoo | How to Set Up an AI-Powered Odoo Chatbot to Answer Customer Questions | Odoo 18 AI – CBMS Odoo ERP

Discover the power of the Chatbot feature in Odoo! Learn how to set up an AI-powered chatbot to answer customer questions, gather information, qualify leads, and provide 24/7 support directly on your website. Enhance customer experience and streamline your operations in Odoo. #Odoo18 #OdooChatbot #OdooAI #Odoo18Tutorial #Odoo18Features #OdooCRM #AIAutomation #OdooERP #CustomerSupportAI #OdooDevelopment #Odoo18NewFeatures #ChatbotTutorial #Odoo18ReleaseDate […]