How to Manage Purchase Template in Odoo 18 | Purchase Agreement | Odoo 18 Purchase| Odoo 18 Features – CBMS Odoo ERP

Purchase templates in Odoo serve as pre-configured documents that streamline the purchasing process. They provide a standardized framework for creating purchase orders, requests for proposals (RFPs), and other purchasing-related documents. Key purposes of purchase templates: – Efficiency: By using templates, you can quickly create new purchase documents without having to start from scratch. This saves […]

How to Create an Event Template in Odoo 17 Event App | Event Templates in Odoo 17 Events | Odoo 17 – CBMS Odoo ERP

Odoo 17’s Event Templates offer a powerful and efficient way to streamline the creation and management of recurring events. By predefining key elements like event type, name, location, and recurring pattern, you can significantly reduce the time and effort involved in setting up similar events. Key Features of Event Templates: Predefined Event Details: Templates allow […]

How to Create Worksheet Template in Odoo 17 Field Service | Customize Worksheet in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]

#36 Quotation Template in Odoo 17 | Odoo 17 Functional Videos | Odoo 17 Tutorials – CBMS Odoo ERP

In Odoo, a quotation template is a style that enables the quick and efficient creation of sales quotes. #odoo17 #odootutorials It increases productivity and ensures consistency among quotations by enabling users to create a standard template with pre-filled data. Odoo quotation templates are helpful, especially for businesses that frequently offer quotes with comparable terms and pricing […]

How to Set Email Template in Odoo 16 | Setting up E-Mail Templates in Odoo 16 – CBMS Odoo ERP

Email templates are saved emails that are used repeatedly to send emails from the database. They allow users to send quality communications, without having to compose the same text repeatedly. #odoo16 Creating different templates that are tailored to specific situations lets users choose the right message for the right audience. This increases the quality of […]

Signature App in Odoo 16 | How to Create a Template in Odoo 16 Sign – CBMS Odoo ERP

Signing in to Odoo typically involves accessing the login page of your Odoo instance and providing your credentials. Odoo is a popular open-source ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) software. #odoo16 Video Chapters 00:00 – Introduction 00:24 – How to create a template in sign and how to sign the document. 14:00 – […]