How to Manage Tasks with Gantt View in Odoo 17 | Project Management Tutorial – CBMS Odoo ERP

In this video, I’ll show you how to manage the Gantt view for tasks in Odoo 17 Project module. The Gantt view helps you stay organized by visualizing timelines, tracking progress, and effectively prioritizing tasks. What You’ll Learn:✨ 🚀 Master the Gantt timeline for better planning 🔍 Filter tasks for better focus and efficiency 📊 […]

How to Add Notes, Sections & Catalog in Odoo 18 | Odoo 18 Sales Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]

Business Flow: eLearning – CBMS Odoo ERP

In this video, learn how Big Berkeley’s Bakery uses Odoo to publish and sell top-notch eLearning courses. We will use the Website, eCommerce, and eLearning Applications. In addition, we will also touch upon the Sales app, and even the Survey & Email Marketing modules. 0:00 – Intro 1:09 – Build eLearning course on Website 10:13 – Create Certification […]

How to Setup Sales Warning in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorial| Odoo 18 – CBMS Odoo ERP

Sales Warnings in Odoo 18: A Comprehensive Guide Sales warnings in Odoo 18 are a valuable tool to proactively alert users about potential issues or important information related to sales orders. These warnings can be set for specific products, customers, or even entire sales orders. They can be configured to display as simple warnings or […]

Business Flow: eLearning – CBMS Odoo ERP

In this video, learn how Big Berkeley’s Bakery uses Odoo to publish and sell top-notch eLearning courses. We will use the Website, eCommerce, and eLearning Applications. In addition, we will also touch upon the Sales app, and even the Survey & Email Marketing modules. **Check out more Odoo tutorials** – 1.m Business Flow: Restaurant’ – 1.j Business Flow: […]

One Click RFQ Cancellation in Odoo 18 | How to Cancel RFQ’s in Odoo 18 | Odoo 18 Purchase | Odoo 18 – CBMS Odoo ERP

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: […]

How to Configure Reconciliation Models in Odoo 17 Accounting | Odoo 17 Accounting Tutorials| Odoo 17 – CBMS Odoo ERP

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 […]

How to Create Automatic Transfers in Odoo 17 Accounting App | Odoo 17 Accounting Tutorials – CBMS Odoo ERP

Automatic transfers in Odoo 17 Accounting are a powerful tool that can streamline your financial processes and reduce manual data entry. They allow you to automatically move funds between bank accounts based on specific conditions or schedules. Types of Automatic Transfers: Scheduled Transfers: These transfers are triggered at predefined intervals, such as daily, weekly, or […]