Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
Stop wasting time manually updating timesheets for employee leaves! In this tutorial, I’ll show you how to automate timesheets in Odoo 18 using the built-in Time Off integration. You’ll learn how to: ✅ Enable and configure Timesheets & Time Off modules ✅ Link leave types directly to timesheets ✅ Automatically record approved leave in your […]
If you’ve made edits to an invoice and need to regenerate its PDF: ✅ If the invoice is still in Draft, you can simply edit it and then click Print or Send & Print—Odoo will create a fresh PDF. ✅ If the invoice is already posted or confirmed, Odoo typically stores an existing PDF attachment […]
This video demonstrates the creation of a quotation within the Sales app’s Quotations dashboard. It walks through the process of inputting customer information, selecting products or services, and applying relevant templates and payment terms. The tutorial highlights the dashboard’s features, showcasing how users can efficiently generate and manage sales quotations. #Odoo18, #OdooSales, #SalesQuotations, #CreateQuotations, #OdooSalesModule, […]
Need to collect advance payments before delivering a product or service? In this video, we’ll show you exactly how to create and manage down payments in Odoo 18 Sales using real-world business scenarios. Whether you’re running a manufacturing business, selling services, or managing large orders — down payments help secure revenue and reduce risk. […]
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: […]
Create quotes in seconds! In this video, see how to quickly draft, customize, and send professional sales quotations in Odoo — fast, easy, and paperless. Speed up your sales and impress your clients! #Odoo18 #OdooSales #OdooTutorial #OdooQuotation #SalesAutomation #Odoo18NewFeatures #OdooCRM #OdooERP #OdooFunctionalTutorial #Odoo18ReleaseDate #Odoo18Sales #SalesQuotation #CreateQuotation #SalesManagement Connect With Us: ————————————— ➡️ Website: ➡️ Email: […]
In this video, learn step-by-step how to handle product returns and customer refunds inside Odoo 18’s Sales module. Managing returns properly is essential for keeping your inventory accurate, maintaining customer trust, and ensuring your accounting stays clean. Here’s what you’ll see: ✅ How to open the original sales order and find the delivery order ✅ […]
Not all leads are created equal! In the fast-paced world of sales, identifying and prioritising quality leads is the secret to higher conversion rates and efficient resource allocation. Odoo 18 CRM’s Quality Leads Report is designed precisely for this, helping you pinpoint the most promising prospects in your pipeline. Join us at CBMS Technologies as […]
Ever wondered how Odoo 18 assigns those unique numbers to your invoices? In this comprehensive tutorial, we dive deep into “Invoice Sequences” within Odoo 18 Accounting! You’ll discover: Where to locate invoice sequences in your Odoo setup. How to modify existing sequences to fit your business’s numbering conventions. Understanding the structure and logic behind Odoo’s […]
Link-based course access Restrict course access to people using the provided link. #Odoo19 #Odoo19NewFeatures #Odoo19eLearning #Odoo19Tutorials #Odoo19FunctionalTutorials #Odoo19ReleaseDate #Odoo19Features #Odoo19Tips #Odoo #eLearning #OdooTutorials #Odoo19eLearningTutorials #eLearning #Tutorial #NewFeatures #OdooTutorial #LinkRestriction #CourseSecurity #FunctionalTutorial #OdooRelease #TechTutorial Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Restrict #Link #Access […]
