CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this video, learn how to send direct messages to other database users with Odoo Discuss. Intro: 0:00 Direct Messages in Apps: 0:52 Discuss App Walkthrough: 2:21 Conclusion: 4:26 **Check out more Odoo tutorials** Odoo Discuss – Channels: Chatter Basics: WhatsApp Basics: Odoo Calendar: **App documentation** – All docs – Odoo Discuss: **See what Odoo […]
In this video, learn the basics of Access Rights, Record Rules, and User Groups. Intro – 00:00 User Groups – 00:48 Access Rights – 01:52 Record Rules and Visibility – 02:23 Solving Common Issues – 03:04 Outro – 04:35 **Check out more Odoo tutorials** – Group Access rights: – Studio tutorials: – Multi company basics: […]
In this video, learn how to setup access rights for members of your accounting team. Intro – 00:00 Create Accountant Profile – 01:23 Create Billing Clerk Profile – 04:10 Workflow #1 – 05:55 Workflow #2 – 07:10 **Check out more Odoo tutorials** – Group Access rights: – Accounting tutorials: – Multi company and branch management: […]
In this video, learn how to set up and so multi-company transactions in a single database in Odoo. 0:00 – Intro 1:26 – Enable Inter-Company Transactions 2:40 – Buyer Company Configuration 3:50 – Buyer’s Accounting Journal Configuration 4:45 – Seller Company Configuration 5:34 – Seller’s Accounting Journal Configuration 6:28 – Pricelist Configuration: Buyer & Seller […]
In this video, learn how to edit articles. Other lessons related to this video: – Check out more tutorials on Knowledge: Need more information about this topic in the documentation? Discover Odoo or schedule a demo #Edit #content #Odoo #Knowledge
In this video, learn about setting up multiple company databases in Odoo! 0:00 – Intro 0:52 – Who Needs Multi-Company? 1:50 – Multi-Company vs Branches vs Access Rights 2:48 – Create Second Company: Country & Currency 3:44 – Set Fiscal Localization Package 5:54 – Set User Access & Language 7:04 – Isolate or Share Products […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn the basics of the Sign app, a solution for businesses that want to go paperless and save time. Chapters 0:00 Introduction 0:48 Chapter 1: Dashboard overview 1:20 Chapter 2: Prepare the […]
In this video, learn how to create and edit channels in Odoo Discuss. Intro: 0:00 Database chat widget: 1:14 Discuss app overview: 1:57 Join channels: 2:47 Leave channels: 3:03 Creating a new channel: 3:35 Invite users to a channel: 5:01 Channel Privacy Settings: 5:42 Conclusion: 8:19 **Check out more Odoo tutorials** – Chatter Basics: – Odoo Calendar: […]
In this video, learn how to add (and customize) survey questions and sections using the Odoo Surveys application. Intro- 00:00 Add Questions – 00:31 Question types – 02:19 Answers – 04:45 Options – 05:54 Sections – 09:31 Conclusion – 10:45 **Check out more Odoo tutorials** – Survey playlist: **App documentation** – All Survey docs: **See what […]
In this video, learn how to create custom KPIs and implement them in your periodic digest emails with Odoo Studio! 0:00 – Intro 0:53 – Digest Email Backend 1:51 – Create a Custom KPI Field 3:37 – Models, Fields, and Code 6:21 – Demo 8:24 – Conclusion **Check out more Odoo tutorials** – Studio playlist: […]