How to Merge Multiple Lead/Opportunity in Odoo 16 CRM | Odoo 16 Functional Videos – CBMS Odoo ERP

Lead management is a primary task for most companies to increase sales growth. Merging documents is necessary in a firm’s case of duplicate files. #odoo16crm In some instances, there may be duplicate lead files regarding specific areas. By imparting ERP software, the merging of files becomes an easy process. #odoocrm You can merge various leads […]

How to Customize Reports in Odoo 16 Studio | Odoo 16 Functional Videos | Odoo 16 Enterprise Edition – CBMS Odoo ERP

Odoo uses HTML and CSS technologies to create reports. HTML is a markup language that uses tags, also called elements. It is the core of any webpage because it provides its basic structure. #odoostudio CSS interacts with HTML elements to add style to the page, establishing how the HTML is shown to the user. Odoo’s […]

How to Manage Product Prices with Tax Mapping in Odoo 16 Accounting | Odoo 16 Functional Videos – CBMS Odoo ERP

Each country contains its own fiscal positions for tax configuration. Users from any country can manage the transactions with the localization feature in the fiscal position. Odoo 16 Accounting module ensures you configure accounts, customers, taxes, vendors, currencies, and more as per your company needs. Several types of taxes are managed easily using the fiscal […]

How to Manage Checkout Process with Odoo 16 Website | Odoo 16 Website Demo Videos – CBMS Odoo ERP

You can customize the checkout steps, add more content using the website builder, and enable additional features such as express checkout and sign-in/up at checkout. #odoowebsite You can use building blocks to add content at any step of the checkout process. To do so, from any checkout page, go to Edit ‣ Blocks, and drag and drop building blocks to the page. #odoo16 Add to cart […]

How to Setup Milestone in Odoo 16 Project App | Odoo 16 Functional Videos – CBMS Odoo ERP

Let’s consider a real-time example to illustrate how milestones can be used in the Odoo Project module. #odoo16 Suppose a company is developing a new e-commerce website. The project has several key deliverables, including designing the website, developing the front-end and back-end code, testing the website, and launching it. #odoofunctionalvideos Video Chapters 00:00 – Introduction […]

Reporting in Odoo 16 Subscription | Odoo 16 Functional Videos | Subscription Management Module – CBMS Odoo ERP

Subscription management is an integral part of the business as it helps you to maintain frequent contact with your customers. So it is important to maintain track of your subscription. #odoofunctionalvideos The revenue generated from subscriptions and the amount spent on retention, revenue earned by each employee and much more has to be analyzed clearly. […]

Maintaining your Equipments Using Odoo 16 Maintenance App | Odoo 16 Functional Videos – CBMS Odoo ERP

Ensuring proper equipment management is an integral part of business management. It is often hard to have a complete overview of all of the requirements and machinery in a company. #odoo16 It is essential to manage them and view the equipment individually to ensure maximum efficiency of the pieces of machinery.  Keeping your equipment updated […]

How to Automate Asset Management with Odoo 16 Accounting | Odoo 16 Functional Videos – CBMS Odoo ERP

The process of monitoring, organizing, and selling a firm’s assets is asset management. Machinery, cars, computers, and other equipment have been invested in a company recently, and these are fixed assets that we plan to use for multiple years. However, as time passes, the value of assets reduces widely. #odoo16 Create in draft: whenever a transaction is […]