Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring a small but useful feature in Odoo 19—the Birthday field for employees. This makes it easy to keep track of your team’s special days directly in the Employee module. From setting up birthdays on employee profiles to displaying the cake icon on their cards, Odoo helps you celebrate your team’s […]
In today’s video, we’re diving into one of the most essential features in Odoo Accounting—creating and managing invoices, vendor bills, and payments. From generating customer invoices and sending them directly to clients, to confirming vendor bills and tracking payments—Odoo helps you keep your finances organized and accurate with real-time accounting integration. What You’ll Learn in […]
In today’s video, we’re exploring how Odoo’s Employees and Payroll modules work together to streamline HR management and payroll processing. From creating employee profiles and contracts to generating payslips automatically, Odoo makes workforce management smooth, accurate, and efficient. What You’ll Learn in This Video 🔎 👨💼 How to create a new employee in Odoo 📋 […]
In today’s video, we’re exploring the Customer Ratings feature in Odoo 18 Project—a great way to collect client feedback at different stages of task execution. Instead of waiting until the end of a project, you can request feedback automatically as tasks move through stages. This helps you monitor client satisfaction in real time, improve project […]
In today’s video, we’re exploring the Closest Location removal strategy in Odoo 18 Inventory—a feature designed to make warehouse operations faster and more efficient. Instead of picking items from far shelves or using a forklift when stock is already available nearby, Odoo automatically suggests the nearest location for picking. This saves time, reduces effort, and […]
In today’s video, we’re exploring a super useful feature in Odoo 18 Sales—Payment Links. Instead of sending invoices and waiting for manual transfers, Payment Links let you share a direct link with your customer so they can pay online instantly through the portal. This makes the payment process faster, easier, and more convenient for both […]
You want Odoo 19 to create a Project automatically when confirming a Sales Order (SO) even if the product is not a service (i.e., a normal stockable/consumable product). By default, Odoo only creates a project/task when the SO line has a service-type product with the right configuration (“Create a Project”/”Create a Task”). For normal products, […]
If you’re looking to enhance stage configuration in Odoo 19 Field Service, here are some powerful improvements—leveraging both built-in Odoo features and OCA (Odoo Community Association) modules—that can take your workflows to the next level: Core Stage Configuration (Built into Odoo Field Service) You can manage stages out of the box via: Field Service → […]
Allows defining roles globally (e.g., Developer, Designer, Tester) under Project → Configuration → Project Roles. Lets you assign people to roles on specific projects via the project’s Assignments smart button or through the Assignments menu. #Odoo19 #OdooTutorial #ProjectManagement #DispatchTasks #OdooFeatures #FunctionalTraining #OdooERP #ProjectRole #BusinessAutomation #odootips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ […]
Ever wished your reports in Odoo could do more than just show static data? In Odoo 19, you can bring your reports to life with clickable graphs. This feature allows you to drill down directly from a chart into detailed records, making reporting more interactive and insightful. In this video, you’ll learn: ✅ What clickable […]