How to Setup Previewing the Avatar Card in Odoo 17 | Preview the Avatar Card | Odoo 17 Features – CBMS Odoo ERP

Get information about users or employees by clicking on their avatars. HR and Contact information will be displayed in card format. In Odoo, an “avatar” generally refers to the profile picture or image associated with a user or a record in the system. Each user in the Odoo system can have a personal avatar, which is […]

#30 How to Setup Automatic Invoice in Odoo 17 Sales App | Automatic Invoice in Odoo 17 Sales – CBMS Odoo ERP

The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]

WhatsApp: Advanced Setup | Odoo Discuss – CBMS Odoo ERP

In this video, learn how to integrate Whatsapp with Odoo, and how to customize templates; we’ll cover all things Whatsapp. 0:00 Introduction 0:35 WhatsApp Business Account Configuration 1:26 Webhooks 1:47 Notifications 2:38 WhatsApp Templates 3:22 Template Basic Breakdown 3:43 Linked Model 4:27 Phone Field 4:40 Category 4:56 Users 5:08 Technical name and language 5:13 Header / […]

How to Setup Offboarding & Onboarding in Odoo 16 Employee App | Odoo 16 Videos – CBMS Odoo ERP

When employing new employees and letting them exit a company, an organized procedure should be followed. On the one hand, it’s critical to make sure that new recruits are informed and have copies of the specified licenses and certificates. #odoo16 If, on the other hand, an employee resigns, all corporate records and knowledge must be […]

Revamp in Odoo 17 Livechat | How to Setup Odoo 17 Livechat | Odoo 17 New Features – CBMS Odoo ERP

This video reveals about the revamp in the Odoo 17 Livechat. Change in the UI and other features has made the livechat platform more robust and attractive. #odoo17 #odoo17features #odoolivechat Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Revamp #Odoo #Livechat #Setup #Odoo #Livechat […]

How to Setup Automatic Alerts in Odoo 16 Subscription App | Step by Step Guide Subscription App – CBMS Odoo ERP

Now that your subscriptions are up and running, you want to stay up-to-date with your customers. Some automation would be appreciated since you would not want to go through the list of all your subscribers to check how things are going. This is what the Automatic Alerts feature is for. Video Chapters 00:00 – Introduction 00:38 – […]

Virtual IoT Setup | Odoo IoT – CBMS Odoo ERP

In this video, learn how to connect a virtual IoT Box to your Odoo database.  0:00 – Introduction 0:57 – Network Disclosure 1:40 – Download Windows IoT Installer 2:11 – Install Language / Close Program 2:32 – Install Agreement 2:40 – Package Selection 3:05 – Destination Folder 3:21 – Install Program 3:36 – Finish Installation 3:43 – Gather […]

How to Manage Leads or Opportunity in Multi Company Setup in Odoo 16 CRM – CBMS Odoo ERP

The running of multi-companies in a system is challenging for most companies. Using ERP software, we can manage the sales, purchases, and inventory operations in various organizational branches. Video Chapters 00:00 – Introduction 00:49 – How to Create a New Company. 05:10 – How to Create Users 07:09 – How to Manage Leads for Multi-company […]