How to Create & Manage Loyalty Cards in Odoo 18 | Customer Loyalty Programs | Odoo Sales Tutorial – CBMS Odoo ERP

In this video, we’ll walk you through Loyalty Card Management in Odoo 18. A well-structured loyalty program can boost sales and encourage repeat customers. Odoo offers multiple reward options, and today, we’re focusing on Loyalty Cards—from setup to applying rewards. What You’ll Learn: ✨ ✅ How to enable and configure Loyalty Programs in Odoo 18 […]

How to Configure Customer Rating in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP

Odoo 18 Helpdesk offers customer rating functionality to gather feedback on your support services. Here’s a breakdown of how it generally works and what you can expect, based on Odoo’s typical implementations and available information: Key Features and Concepts: Ticket Rating: Customers can rate their satisfaction with the resolution of their helpdesk tickets. This is […]

Overview of Odoo 18 Helpdesk Reports | Odoo 18 Helpdesk Tutorial | Odoo 18 Functional Tutorials – CBMS Odoo ERP

In Odoo, a helpdesk report provides valuable insights into your support operations. Here’s a breakdown of how to access and interpret helpdesk reports in Odoo: Accessing Helpdesk Reports Navigate to the Helpdesk Application: Open your Odoo instance. Click on the “Helpdesk” application icon. Go to Reporting: In the Helpdesk application, look for the “Reporting” menu. […]

How to Configure Referral Points in Odoo 18 Referral | Odoo 18 Referral Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP

Welcome to our Odoo 18 tutorial! In this video, we’ll walk you through the process of setting up and managing referral points within Odoo 18. Referral programs are a great way to encourage customers to spread the word about your business and reward them for bringing in new clients. We’ll cover: How to enable and […]

How to Manage Inventory Movement in Odoo 18 POS | Odoo 18 POS Tutorials | Odoo 18 Inventory Tutorial – CBMS Odoo ERP

In Odoo 18 POS (Point of Sale), Inventory Management is seamlessly integrated with the Odoo Inventory module to ensure real-time stock updates and efficient product tracking. Here’s how inventory management works within Odoo 18 POS: 1. Real-time Stock Updates Odoo POS is connected to the Inventory module, meaning sales transactions immediately affect stock levels. If […]

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 […]