How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features – CBMS Odoo ERP

To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]

How to Configure Bank Reconciliation in Odoo 17 Accounting App | Bank Reconciliation in Odoo 17 – CBMS Odoo ERP

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 […]

How to Configure Authorized Signatory on Invoice in Odoo 18| Odoo 18 Authorized Signatory on Invoice – CBMS Odoo ERP

An authorized signatory is an individual legally empowered to sign documents on behalf of a company or organization. In the context of an invoice, this person is typically responsible for approving the invoice’s contents and authorizing its issuance. Importance of an Authorized Signatory Legal Validity: The signature of an authorized signatory lends legal validity to […]

What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]

How to Create Event Stages in Odoo 17 Events App | How to Manage Event Stages in Odoo 17 Events App – CBMS Odoo ERP

Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]

Quoted Search for Exact Match in Odoo 18 | Odoo 18 New Features | Odoo 18 Expected Features |Odoo 18 – CBMS Odoo ERP

A quoted search for an exact match means enclosing your search term in quotation marks. This instructs the search engine to look for the exact phrase you entered, rather than individual words within the phrase.   Example: Regular search: “” This will return results containing the words “Aksa” and “Foster ” in any contact. Quoted […]

How to Create Timesheets Report Using Odoo 17| Timesheet Reports in Odoo 17| Odoo 17 Tutorials – CBMS Odoo ERP

Timesheet Reports in Odoo 17 Odoo 17’s Timesheet module offers robust reporting capabilities to provide valuable insights into employee productivity, project performance, and cost management. Businesses can effectively analyze time-tracking data with a range of pre-built reports and customization options. Key reports include the Timesheet Summary, which offers an overview of time spent on different […]