What is a Quotation Template in Odoo | How to Create a Quotation Template in Odoo 18| Odoo 18 Shorts – CBMS Odoo ERP

Use Quotation Templates to send stunning, ready-made offers in just a few clicks. Fast, easy, and super professional! #Odoo18 #Odoo18QuotationTemplate #OdooShorts #OdooFunctionalTutorials #Odoo18Features #OdooSales #OdooTips #OdooERP #Odoo18ReleaseDate #OdooCustomization #Odoo #QuotationTemplate #OdooTutorial #OdooFunctional #OdooNewFeatures #SalesAutomation #ERPSystem #BusinessEfficiency #HowToOdoo #OdooTips #OdooSales #OdooConsulting #OpenSourceERP #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]

How to Create & Customize Worksheet Template in Odoo 18 Field Service | Odoo 18 Functional Tutorials – CBMS Odoo ERP

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 […]

How Shift Template is Created in Odoo 18 Planning | Odoo 18 Planning | Odoo 18 Functional Tutorials – CBMS Odoo ERP

Odoo 18 Planning: Streamline Scheduling with Shift Templates! Tired of manually creating the same shifts over and over in Odoo 18 Planning? Discover the power of Shift Templates! In this video, we’ll guide you through how Shift Templates can revolutionise your scheduling process: Create reusable shift patterns with pre-defined start times and durations. Easily apply […]

How to Add a Template in Odoo 18.2 Knowledge | Odoo 19 Features| Save Favorite Article as a Template – CBMS Odoo ERP

Add an article to the list of templates. #Odoo #Odoo18 #Odoo18KnowledgeTutorials #Odoo19 #ERP #Business #Software #Tutorial #Template #Productivity #NewFeatures #ReleaseDate #Knowledge #Odoo18Tutorials #Odoo19 #OdooKnowledgeApp #Odoo19Features #OdooTutorial #OdooDevelopment #OdooTips #OdooERP #SaveTemplate #FavoriteArticles #OdooNewFeatures #OdooTraining #Odoo19Release Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Add #Template […]

How to Create, Use & Manage Spreadsheet Template in Odoo 18 Documents | Odoo 18 Documents Tutorials – CBMS Odoo ERP

Tired of recreating the same spreadsheets in Odoo 18 Documents? Discover the time-saving magic of Spreadsheet Templates! In this video, we’ll show you step-by-step how to: Create your custom spreadsheet templates from existing spreadsheets. Effortlessly use templates to generate new spreadsheets in seconds. Manage and edit your templates to keep them up-to-date. Stop starting from […]

Invoice Format Editor in Odoo 18 | How to Configure & Customize Invoice Template in Odoo 18 – CBMS Odoo ERP

This video provides an in-depth look at the Invoice Format Editor, a custom module designed for Odoo 18. This module enables users to configure and customize invoice templates effortlessly, ensuring that invoices align with their business requirements. Viewers will gain insights into the module’s key features, how it enhances the invoicing process, and a step-by-step […]

How to Create an Event Template in Odoo 18 Events | Odoo 18 Events Tutorials | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Event Templates: Streamlining Event Planning Event Templates in Odoo 18 are pre-configured settings that streamline the creation of recurring or similar events. By utilizing templates, you can save time and ensure consistency across multiple events. Key Features: Predefined Settings: Templates allow you to pre-configure key event details, such as: Event Types: (e.g., Conference, […]

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 […]