CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
In today’s video, we’re exploring Cluster Picking in Odoo 18—a powerful method for handling large volumes of orders more efficiently. Instead of picking products for each order separately, Cluster Picking lets you gather items for multiple orders in one trip and sort them into containers as you go. This saves time, reduces unnecessary movement, and […]
Navigate to the Employees app. Open the employee’s record you want to terminate. Click the gear icon (⚙) in the top-left of the form view. Select Archive, which brings up the Employee Termination wizard. Fill out the form: ✅ Departure Reason: e.g., Fired, Resigned, Retired, Became Freelance. ✅ Contract End Date. ✅ Detailed Reason (optional […]
Want to sell products or services on a subscription basis? In this video, we’ll walk you through creating a recurring subscription plan in Odoo 18—step by step. Learn how to configure subscription products, set recurring periods (weekly, monthly, yearly), and automate invoicing so your business runs smoothly. Whether you’re offering SaaS, memberships, or service packages, […]
Ready to revolutionise your procurement process? In this comprehensive tutorial, we delve into the Odoo 18 Purchase module, exploring all the new features and functionalities designed to enhance your purchasing process, making it more efficient, transparent, and profitable. Whether you’re a business owner, a purchasing manager, or an Odoo enthusiast, this video provides a step-by-step […]
In today’s video, we’re walking through one of the most important processes for any subscription-based business—handling renewals and closures in Odoo 18. Whether you’re offering memberships, ongoing services, or digital products, managing these steps correctly can boost customer retention and ensure smooth operations. From processing renewals and confirming invoices to closing subscriptions and setting up […]
In this video, learn how a construction company uses Odoo to manage its daily business processes. From sales and timesheets to material purchasing and project management, Odoo covers all the operations needed to sell, plan, and track a construction project. 0:00 – Introduction 1:40 – Settings 4:52 – Project Tasks 1:40 – Logged Hours for SOs 1:40 […]