#7 How to Add Sections, Notes, & Subtotals in a Quotation With Odoo 17 Sales App | Odoo 17 Features – CBMS Odoo ERP

Section: In Odoo, a section typically refers to a grouping or categorization of related information within a module or a document.In the Sales module, you may find sections such as quotations, sales orders, and invoices. Each of these sections contains information related to the respective stage of the sales process. Notes: In Odoo, the term […]

What are the Incoterms in Odoo 17? | Odoo 17 Functional Tutorial – CBMS Odoo ERP

Incoterm” stands for International Commercial Terms, and they are a set of standardized three-letter trade terms created by the International Chamber of Commerce (ICC). #odootutorials Incoterms are widely used in international commercial transactions to define the responsibilities and obligations of buyers and sellers regarding the delivery of goods, the transfer of risk, and the payment […]

#14 Sales Variant Selection in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Sales App – CBMS Odoo ERP

This video explains the Sales Variant Selection in Odoo 17.  Users can manage the variants by selecting the CONFIGURE button at the end of their selected attribute. #odoosales #odoo17 After applying the attributes, we can select a sales variant for the item. The Sales Variant Selection is classified into Product Configurator and Order Grid Entry […]

#6 How to Manage Sales Returns in Odoo 17 Sales App | What is Sales Return Called? | Odoo 17 Sales – CBMS Odoo ERP

Sending a product back to the seller by a client or customer is termed a Sales return. Due to various reasons, a customer can return the item to the owner. Sometimes, it is due to customer dissatisfaction with a product or differences in individual desire. To make a sales process smoother, it is necessary to […]

#13 How to Configure Unit of Measurement (UoM) in Odoo 17 | Setup Unit of Measurement – CBMS Odoo ERP

Odoo is a popular open-source business management software suite that includes various modules for different business functions, such as accounting, inventory management, sales, and more. In Odoo, units of measurement are used to quantify and manage the quantities of products or services in different modules. In Odoo, a unit of measure is a standard for […]

#39 How to Send Pro Forma Invoice to Your Customers in Odoo 17 | Proforma Invoice in Odoo 17 Sales – CBMS Odoo ERP

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]

Compare Odoo vs ERPNext | ERP Comparison – CBMS Odoo ERP

This video is a comparison between Odoo and ERPNext.Enterprise resource planning ( ERP) solutions are used by organizations that aim to control their corporate operations through a structured and automated framework. Odoo and ERPnext are ERPs operating as open-source solutions with a community of people working in the background to support their users. #odoo #erpnext […]