How to Configure Automatic Transfers in Odoo 18 | Odoo Accounting Tutorial – CBMS Odoo ERP

In this video, we’ll walk you through the Automatic Transfers feature in Odoo 18 Accounting. This tool automates fund movements between accounts, reducing manual data entry and ensuring accuracy in your financial records. With Odoo’s automated transfer system, you can schedule and manage recurring transactions effortlessly. What You’ll Learn: ✨ 🏦 How to set up […]

How to Create Alerts in Odoo 18 Referrals | Odoo 18 Referrals Tutorials |Odoo 18 Functional Tutorial – CBMS Odoo ERP

Boost Employee Engagement with Alerts in Odoo 18 Referrals This video demonstrates how to effectively utilize the Alerts feature within the Odoo 18 Referrals app to keep your employees informed and engaged. Key Features: Create and Schedule Alerts: Easily create and schedule important announcements for your referral program. Target Specific Audiences: Display alerts to specific […]

How to Configure Bank Reconciliation in Odoo 18 | Odoo Accounting Tutorial – CBMS Odoo ERP

In this video, we’ll walk you through the Bank Reconciliation process in Odoo 18 Accounting. Bank reconciliation is essential for ensuring your accounting records align with your bank statements, helping you prevent fraud, reduce errors, and maintain accurate financial records. With Odoo’s smart reconciliation tools, you can efficiently match transactions and stay on top of […]

How to Manage Loans in Odoo 18 | Odoo 18 Accounting Tutorial | Odoo 18 New Features – CBMS Odoo ERP

In this video, we’ll guide you through the Loan Management feature in the Odoo 18 Accounting module. This feature enables businesses to efficiently manage loans, automate amortization schedules, and track financial liabilities with ease. By leveraging this new functionality, you can streamline loan handling and ensure accurate financial reporting. What You’ll Learn: ✨ 💰 How […]

Business Flow: Subscriptions as an Online Business – CBMS Odoo ERP

In this video, learn how to sell online subscriptions using Odoo! Follow along as we walk through Tecpro’s business flow on Odoo’s Subscription, Sales, Website, Timesheet, and Project apps.  **Check out more Odoo tutorials** – Subscription basics:  – Subscription playlist:  – Website playlist:  -Project playlist:  **App documentation** – All Subscriptions docs:  **See what Odoo can do for […]

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

In Odoo 18, you can configure an authorized signatory on invoices by adding a signature field to your invoice templates. Here’s how to set it up: Access the Invoicing Module: Navigate to the Invoicing module from the Odoo dashboard. Modify the Invoice Report Template: Go to Configuration — Templates. Locate the invoice report template, typically […]

How to Display Total Amount of Invoice in Letter in Odoo 18 Accounting | Odoo 18 Functional Tutorial – CBMS Odoo ERP

The purpose of displaying the total amount in words on invoices is to enhance clarity, professionalism, and security. Here’s a breakdown of the reasons: 1. Clarity and Precision: Reduced Errors: By explicitly stating the amount in words, it minimizes the risk of misinterpretations or errors that might occur due to numerical typos or discrepancies. Enhanced […]

How to Set Up Public Holidays & Mandatory Days in Odoo 17 | Time Off App Tutorial – CBMS Odoo ERP

In this video, we’ll explore how to configure Public Holidays and Mandatory Days in Odoo 17 using the Time Off app. These powerful features help businesses manage their leave policies effectively, ensuring employees are informed about holidays and critical no-leave days. What You’ll Learn: ✨ 🚀 Create and configure Public Holidays 🔍 Configure Mandatory Days […]

How to Use Product Comparison Tool in Odoo 18 Website App | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Odoo 18’s website module offers a powerful Product Comparison Tool that significantly enhances the shopping experience for your customers. This feature empowers buyers to make informed decisions by allowing them to compare multiple products side-by-side, based on key attributes.   Enabling the Product Comparison Tool Navigate to Website Settings: Go to Website — Configuration — […]