How to Add a Stage From List View in Odoo 19 Project | Odoo 19 Project Tutorials | Odoo 19 Tutorials – CBMS Odoo ERP

In Odoo 19, adding a new stage directly from the list (tree) view of the Project module is enabled by default—it’s usually done in the Kanban view. However, you can customize this behavior. Below are two methods to allow adding a project stage from a list view. ✅ Option 1: Enable “Create” in the List View […]

Dashboard for Live Chat in Odoo 19 | Odoo 19 Functional Tutorials | Odoo 19 New Features | Odoo 19 – CBMS Odoo ERP

Dashboard for Live Chat in Odoo 19 is a new feature. Key Metrics You get  from dashboar are: Total chats per day/week/month Average response time Active visitors on website Chats per operator Customer satisfaction rating (if enabled) Conversion from chat to lead/sale #Odoo19 #Odoo19Tutorials #LiveChatDashboard #OdooLiveChat #OdooFunctionalTutorial #Odoo19Features #Odoo19ReleaseDate #OdooTips #OdooDashboard #CustomerSupport Connect With Us: ————————————— […]

How to Create a Bill in Odoo 19 Purchase | Odoo 19 Purchase Tutorials | Odoo 19 Functional Tutorials – CBMS Odoo ERP

Creating a Purchase Bill in Odoo 19 (also known as a Vendor Bill) involves recording a vendor invoice against an existing Purchase Order or creating one manually. Here’s a step-by-step guide: ✅ Pre-requisites Ensure: The Purchase and Invoicing/Accounting modules are installed. You have the proper user rights (e.g., Purchase Manager or Accountant). 🔧 Option 1: […]

How to Generate a Payment Link in Odoo 19 | Odoo 19 Sales Tutorials | Odoo 19 Functional Tutorials – CBMS Odoo ERP

Odoo 19 generating a payment link typically involves using Odoo’s eCommerce, Sales, or Invoicing modules in combination with a payment acquirer (like PayPal, Stripe, etc.). Here’s how to generate a payment link for an invoice or sales order in standard Odoo ✅ Prerequisites Install required modules: Invoicing (Accounting) Website Payment Acquirers (Stripe, PayPal, etc.) Portal […]

Custom Lot/Serial Number in Odoo 19 | Odoo 19 Functional Tutorials | Odoo 19 Tutorials | Odoo 19 – CBMS Odoo ERP

In Odoo 19, the custom lot/serial number functionality is used to enhance traceability and tracking of products throughout your supply chain. Here’s a breakdown of its purpose: 🔍 What is a Lot/Serial Number in Odoo? Lot Number: Identifies a batch of products produced or received at the same time. Serial Number: Identifies an individual unit […]

Splitting MO Using Batch Size in Odoo 19 Manufacturing | Odoo 19 Manufacturing Tutorials | Odoo 19 – CBMS Odoo ERP

In Odoo 19 Manufacturing, splitting a Manufacturing Order (MO) using batch size helps manage production more efficiently, especially when: 🎯 Purpose of Splitting MO by Batch Size 1. Efficient Production Scheduling Batch production allows you to produce smaller quantities in manageable steps rather than producing the entire MO quantity in one go. Helps reduce downtime […]

How to Set Online Status in Odoo 19 | Do Not Disturb | Odoo 19 Functional Tutorials | Odoo 19 Videos – CBMS Odoo ERP

In Odoo 19, the “Set Online Status” feature refers to the ability to set your availability in the Odoo Discuss module or chat sidebar (where internal users communicate via messages and channels). ✅ What is “Set Online Status” in Odoo 19? It allows you to indicate your current status to colleagues. Typical status options include: […]

Global Filters in Odoo 19 Dashboard | Odoo 19 Dashboard Tutorials | Odoo 19 Functional Tutorials – CBMS Odoo ERP

In Odoo 19, Global Filters in the Dashboard serve the purpose of allowing users to dynamically filter data across multiple dashboard items (graphs, KPIs, lists, etc.) from a single, centralized location. This improves user experience, performance, and data analysis consistency. 🔍 Purpose of Global Filters in Odoo 19 Dashboard Unified Filtering Across Widgets Apply a […]