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Tag: Tutorials

Partner in Traceability Report in Odoo 19 | Odoo 19 Sales Tutorials | Odoo 19 Tutorials | Odoo 19 – CBMS Odoo ERP
Odoo ERP

Partner in Traceability Report in Odoo 19 | Odoo 19 Sales Tutorials | Odoo 19 Tutorials | Odoo 19 – CBMS Odoo ERP

Contact in the traceability report Supplier and customer names are now displayed directly in the traceability report. #Odoo19 #Odoo19Sales #Odoo19Tutorials #Odoo19NewFeatures #TraceabilityReport #OdooERP #OdooSalesModule #OdooTips #OdooPartnerTraceability #OdooReleaseDate #OdooTraceability #OdooSales #OdooTutorial #SupplyChainManagement #ERPSystem #BusinessSoftware #InventoryManagement #NewFeatures #OdooExperience #Odoo19TraceabilityReport #PartnerManagement #OdooCommunity #DigitalTransformation Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: […]

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Odometer Analysis in Odoo 19 Fleet | Odoo 19 Fleet Tutorials | Odoo 19 New Features | Odoo 19 – CBMS Odoo ERP
Odoo ERP

Odometer Analysis in Odoo 19 Fleet | Odoo 19 Fleet Tutorials | Odoo 19 New Features | Odoo 19 – CBMS Odoo ERP

Odometer report A report on average monthly mileage based on odometer readings has been added. #Odoo19 #Odoo19Fleet #FleetManagement #OdooTutorials #OdometerAnalysis #Odoo19Features #Odoo19ERP #VehicleTracking #OdooFleetApp #OdooFleetTutorial #OpenSourceERP #Odoo #OdooERP #OdooTutorials #OdooTips #Odoo19NewFeatures #Odoo19Release #Odoo19FleetManagement #OdooFleet #OdometerAnalysis #Odoo18VehicleTracking #FleetOptimization #MileageTracking #VehicleMaintenance #CostReduction #BusinessEfficiency #Logistics #TransportationManagement #BoostEfficiency #DataDrivenDecisions #ERPImplementation #SoftwareTutorial Connect With Us: ————————————— ➡️ Website: ➡️ Email: […]

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How to Add a Stage Button in Odoo 19 Kanban View | Odoo 19 Kanban View Tutorials | Odoo 19 Tutorials – CBMS Odoo ERP
Odoo ERP

How to Add a Stage Button in Odoo 19 Kanban View | Odoo 19 Kanban View Tutorials | Odoo 19 Tutorials – CBMS Odoo ERP

“Add Stage” button A new compact layout has been created for adding stages to the kanban view, improving the use of screen width. #Odoo19 #Odoo19Tutorials #Odoo19Kanban #Odoo19NewFeatures #OdooDevelopment #OdooKanbanView #StageButtonOdoo #Odoo19ReleaseDate #OdooTips #OdooCRM #OdooKanban #OdooTutorial #OdooNewFeatures #OdooRelease #OdooCommunity #OdooERP #BusinessSoftware #WorkflowAutomation #TechTutorial #OdooTips #KanbanBoard Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: […]

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How to Manage Suggested Quantities Based on Sales & Demand in Odoo 19 | Odoo 19 Purchase Tutorials – CBMS Odoo ERP
Odoo ERP

How to Manage Suggested Quantities Based on Sales & Demand in Odoo 19 | Odoo 19 Purchase Tutorials – CBMS Odoo ERP

In Odoo 19, suggested quantities based on sales and demand are fully automated and can be calculated using a combination of features in the Inventory, Sales, and Purchase modules. Here’s how you can approach this in Odoo 19: 🧮 1. Using Reordering Rules Reordering rules help maintain minimum stock levels based on historical demand. Location: Inventory → […]

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How to Set Up and Manage Global Discount in Odoo 18 POS | Odoo 18 Point of Sale Tutorials – CBMS Odoo ERP
Odoo 18

How to Set Up and Manage Global Discount in Odoo 18 POS | Odoo 18 Point of Sale Tutorials – CBMS Odoo ERP

In today’s video, we’re exploring how to configure and use the Global Discount feature in Odoo 18 Point of Sale. This feature allows you to apply a discount to the entire order, instead of discounting individual products—making it ideal for promotional campaigns, seasonal offers, or customer loyalty programs. It’s a simple yet effective way to […]

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Cash on Delivery in Odoo 19 Sales | Delivery Methods | Odoo 19 Tutorials | Odoo 19 Features – CBMS Odoo ERP
Odoo ERP

Cash on Delivery in Odoo 19 Sales | Delivery Methods | Odoo 19 Tutorials | Odoo 19 Features – CBMS Odoo ERP

To set up Cash on Delivery (COD) as a Delivery Method in Odoo 19, follow these steps. Odoo treats delivery methods and payment methods separately, but you can integrate COD as a payment method tied to certain delivery operations. ✅ Step-by-Step Guide to Setup Cash on Delivery in Odoo 19 1. Activate Delivery Methods First, […]

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How to Merge Similar Leads & Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP
Odoo 18

How to Merge Similar Leads & Opportunities in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 Tutorial – CBMS Odoo ERP

Are duplicate records slowing down your sales team or causing customer confusion? This comprehensive Odoo 18 CRM tutorial is your solution! We’ll show you exactly how to “Merge Similar Leads and Opportunities” to keep your sales pipeline clean, accurate, and efficient. You’ll discover: How Odoo 18 automatically detects similar leads/opportunities based on contact info. A […]

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How to Set Recurring Tasks in Odoo 18 Projects | Odoo 18 Project Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP
Odoo 18

How to Set Recurring Tasks in Odoo 18 Projects | Odoo 18 Project Tutorials | Odoo 18 Tutorials – CBMS Odoo ERP

Want to automate repetitive work in your Odoo project management? In this video, learn how to set up recurring tasks in Odoo Projects like a pro!  We’ll walk you through:  1.What recurring tasks are in Odoo  2.How to configure recurring tasks step-by-step  3.Best practices to manage weekly/monthly tasks  4.Tips to avoid duplication & track task […]

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Project Dashboard in Odoo 18 Project | Odoo 18 Project Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP
Odoo 18

Project Dashboard in Odoo 18 Project | Odoo 18 Project Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Are you struggling to get a clear, real-time picture of your Odoo 18 projects? This video introduces you to the indispensable “Project Dashboard,” your ultimate project visibility and control tool! Learn how to: ✅ Instantly see task completion, timesheet usage, and planned hours. ✅ Monitor project profitability and budget adherence at a glance. ✅ Track […]

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What’s a Milestone in a Sales Order in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP
Odoo 18

What’s a Milestone in a Sales Order in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

Ever wondered how to break down service delivery into phases and get paid as you go? That’s exactly what Milestones in Odoo Sales Orders are designed for. In this video, we give you a complete functional explanation of how milestones work in Odoo — and how they transform your sales and billing workflows. What You’ll […]

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