CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Taxes in Company Currency in Odoo Odoo, a powerful open-source ERP, offers a feature to display taxes on invoices in the company’s currency, even when the invoice is created in a different currency. This can be particularly useful for businesses operating in multiple currencies or for regulatory compliance in certain regions. How to Enable Taxes […]
Odoo 18: Mastering Rental Products & Periods This video dives deep into the core concepts of managing rental products and periods within the Odoo 18 platform. Learn how to define your rental offerings effectively, set competitive pricing, and ensure accurate billing for a seamless rental experience. Key Topics Covered: Defining Rental Products: Setting up product […]
Odoo 18: A Comprehensive Learning Platform Odoo 18’s eLearning module empowers organizations to create engaging and effective online training programs. This powerful tool allows you to: Design and Deliver High-Quality Courses: Create interactive courses with videos, documents, quizzes, and more. Track Learner Progress: Monitor individual learner progress, track course completion rates, and identify areas for […]
Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]
Odoo’s Website app provides a powerful platform for generating leads and nurturing them into opportunities. Here’s a breakdown of the process: 1. Website Forms: Create a Form: Design a form on your website to capture potential customer information. This could be a contact form, a request a quote form, or a sign-up form. Integrate with […]
Recurring revenue in Odoo 18 CRM is a powerful tool that enables businesses to manage and track recurring income streams effectively. It streamlines the process of generating invoices for services or products that are billed on a regular basis, such as subscriptions, memberships, or maintenance contracts. Key Features and Benefits: Recurring Plans: Define recurring plans […]
Odoo 18 offers robust email functionality that you can leverage within your website to engage with users effectively. Here are the primary methods to send emails from your Odoo 18 website: 1. Using Odoo’s Built-in Mail Templates: * Create a Mail Template: * Navigate to Settings — Technical — Mail Templates. * Click “Create” to […]
In Odoo 18 Inventory, Scrap refers to the process of removing damaged, defective, or obsolete products from your inventory. This is done to ensure that only usable and sellable products remain in stock. Here’s how it works: Create a Scrap Order: Navigate to Inventory — Operations — Scrap. Click “Create” to start a new scrap […]
Managing Expiry Dates in Odoo 18 Inventory Odoo 18 provides a robust system to manage expiry dates for products tracked by lots or serial numbers. Here’s a step-by-step guide on how to set it up and use it effectively: 1. Enable Expiry Date Tracking: * Go to Inventory — Configuration — Settings. * In the […]
The “Ship Later” feature in Odoo 18 POS allows you to process sales orders without immediately shipping products. This is particularly useful for: Inventory Management: Reducing the need to maintain large inventory levels. Customer Convenience: Offering flexible delivery options. Operational Efficiency: Streamlining order processing and fulfillment. Enabling Ship Later in Odoo 18 POS: Configure Inventory […]
