CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Accessing the Partner Report in Odoo depends a bit on the version, but here’s how you can typically do it in Odoo 18.2 and Odoo 19 Accessing Partner Reports in Odoo (Any version from 16+): 1. From the Contacts App: Go to Contacts (also known as Partners). Use the List View or Kanban View to […]
In Odoo CRM (versions 18.2 and 19), you can efficiently manage and filter leads based on their priority to streamline your sales process. Here’s how you can utilize the Lead Priority feature: Filtering Leads by Priority Odoo allows you to filter leads using the priority field directly within the CRM module.Set filters (e.g., languages) to […]
Update a product’s quantity on hand using a dedicated field on the product form. #Odoo18.2 #InventoryUpdate #ProductOnHand #OdooExplained #OdooTraining #ERPSoftware #BusinessManagementSoftware #StockAccuracy #OdooNewFeatures #TechTutorial #Update #Product #OnHand #Quantity #Odoo #Odoo #Features #Odoo #Tutorials
In Odoo, fields are used to define the data that a model (table) will store. What are Simple Fields? Simple fields are fields that store basic types of data like text, numbers, dates, booleans, etc. They do not create relationships between models — they just store raw data. 1.Text (char) The Text field is used for short […]
Quickly create and assign tasks in your Odoo projects! See how easy it is to name what needs to be done and assign it to the right team members in just a few clicks. #Odoo #ERP #BusinessSoftware #ProjectManagement #Productivity #SoftwareTutorial #Odoo18 #Odoo18Project #Odoo18Tutorial #Odoo18NewFeatures #Odoo18ReleaseDate #TaskManagement #ProjectTasks #OdooShorts #HowToCreateTaskInOdoo18 #Odoo18ProjectTutorialForBeginners #OdooProjectManagementTips #Odoo18Tutorials #Odoo18Project #Odoo18Shorts #OdooTutorial […]
Set default headers and footers for the quote builder. #Odoo18 #Odoo18.2 #Odoo19 #OdooTutorial #HeaderFooter #OdooTips #BusinessSoftware #ERP #NewFeatures #TechTutorial #Odoo18Tutorials #Odoo19 #Odoo19Tutorials #Odoo18Features #Odoo18ERP #Odoo18Development #Odoo18Tips #HeaderFooterOdoo #Odoo18Reports Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Set #Default #HeaderFooter #Odoo #Odoo #Tutorials #Odoo #Features […]
This video showcase where we are creating a detailed view of one specific task we’re working on. Here, we can add the stage it’s in, who the customer is, and what part of their order this task is about. There’s also a spot to assign people to it, we can add labels to keep things […]
This video shows the central interface for setting up and managing a new project. It allows you to name your project, add tags to organize it, and link it to a company. You can also assign a project leader and set the planned start and end dates, as well as track how much time is […]
In this video, we are taking a look at the screen where you set up the activity type we handle in the system. You can give each of these ‘activity types’ a name, and then you can tweak their default settings. This includes things like the main action that’s involved, who’s typically in charge, what the […]
In Odoo 19, reconciliation of draft entries typically refers to the process of matching/unifying accounting entries (often from invoices, payments, or bank statements) before they are posted or confirmed. Here’s a breakdown of how reconciliation works in Odoo 19, specifically for draft entries: Draft entries: These are journal entries (or invoices/payments) that are created but […]
