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, you will learn how to create and manage Sales Teams in Odoo 19. We’ll go through the complete setup process including creating a new sales team, assigning a team leader, adding salespersons, and enabling pipelines or leads. What you’ll learn: How to create a new Sales Team in Odoo 19 Assigning a […]
Learn how to create and manage products in Odoo 19 with this easy step-by-step guide. 🚀 Whether you’re selling goods, services, or managing stock, Odoo makes it simple to configure product details, categories, and variants. 👉 In this video, you’ll learn: How to navigate to the Product menu in Odoo 19 Setting up basic product […]
In this video, we’ll walk you through the Odoo 19 Dashboard, where you can monitor sales, purchases, accounting, inventory, and more – all from a single screen. Learn how to customize dashboards, track KPIs, and analyze real-time business performance effortlessly. Whether you’re a small business owner or an ERP user, Odoo 19’s dashboard helps you […]
In today’s video, we’re exploring User Session Management in Odoo 18. With this tool, you can see exactly which devices are logged into your account, when they were last active, and from where. More importantly, you can revoke access or log out from all devices in just a few clicks. What You’ll Learn in This […]
Odoo POS is a powerful tool that can streamline your point-of-sale operations. Here are some tips to maximize its potential: Configuration and Setup Product Setup: Create detailed product records with accurate pricing, taxes, and images. Organize products into categories for easy navigation. Assign barcode labels to products for quick scanning. Payment Methods: Configure supported payment […]
One-Click RFQ Cancellation in Odoo 18 is a feature that allows users to quickly and easily cancel Request for Quotations (RFQs) with a single click. This can be particularly useful in situations where an RFQ is no longer needed or has been superseded by another RFQ. Here’s how it typically works: – Identify the RFQ: […]
Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]
Bank reconciliation is a crucial process in accounting that ensures the accuracy of your bank statements against your accounting records. Odoo 17 provides a streamlined and efficient way to perform this task. Steps Involved in Bank Reconciliation Prepare your bank statement: Ensure you have a clear and accurate copy of your bank statement for the […]
1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]
The main purpose of a custom header and footer in Odoo POS is to personalize your receipts with additional information beyond the standard Odoo output. This can be useful for: Branding: Including your company logo, name, and slogan in the header can increase brand recognition on every receipt. Promotional messages: You can use the footer […]