CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In Odoo, the Deadline field in the To-Do module is used to set a due date for a task. This helps users keep track of deadlines and manage their workload efficiently. How to Use the Deadline Field: Navigate to the To-Do Open an existing task or create a new one. Find the “Deadline” field – […]
Portal users can manage their addresses from the portal. Users can create multiple address from portal using the address card . if the delivery address and billing address are same the enable the toggle button so that the delivery address will consider as the billing address. #Odoo18 #OdooTutorial #OdooPortal #AddressManagement #CRM #BusinessSoftware #ERP #OpenSource #OdooTips […]
Dealing with expired or canceled subscriptions? Learn how to close them in Odoo 18 properly! This video solves the common problem of messy subscription records, showing you the clear steps to organize your data. Watch now to improve your subscription workflow! This Odoo 18 tutorial provides a comprehensive guide on how to close subscriptions. We’ll […]
Select Kanban cards to perform mass actions using the ALT + click shortcut on desktops or the long press on mobile devices. ALT + H — Back to homescreen ALT + C — Create new contact ALT + U — Open settings of the view ALT + 1 — Open contact menu ALT + 2 — Open configuration […]
The “Mobile” field has been removed from the Contacts model, and its value logged in the chatter.If we are messaging the user with the same number then we can only track the message under the chatter.But if we change the phone number into new number , the value will logged in the chatter as well […]
Establishing accurate opening balances is crucial when setting up your accounting records in Odoo 18, as they reflect your company’s financial position at the start of a fiscal period. Here’s how you can manage opening balances in Odoo 18: 1. Using the Chart of Accounts: Odoo 18 allows you to input opening balances directly through […]
1. Understanding PDC Workflow A Post Dated Cheque (PDC) is a cheque issued with a future date. It should not be considered as received cash until the date arrives and the cheque is cleared by the bank. Basic Workflow in Odoo 18 Receive the PDC – Record it as a pending transaction. Hold in a […]
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 […]
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. […]
Automatic transfers in Odoo Accounting can be used for various purposes, such as: Inter-company transactions (when dealing with multiple companies in Odoo) Currency revaluation (adjusting accounts based on exchange rates) Accrual accounting (recognizing revenue/expenses in the correct period) Bank statement reconciliation (moving funds between accounts automatically) 🔹 How to Set Up Automatic Transfers in Odoo […]
