How to Manage Restricted Category in Odoo 18 POS | Odoo 18 POS Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Restricted categories in Odoo POS are a powerful tool to streamline your point of sale operations and enhance inventory management. By limiting the categories of products displayed on the POS interface, you can: Improve Efficiency: Reduce the clutter on the POS screen, making it easier for cashiers to find and select products. Enhance Accuracy: Minimize […]

How to Restrict Price Modification to Managers in Odoo 18 POS | Odoo 18 POS Tutorials | Odoo 18 – CBMS Odoo ERP

To restrict price modification to managers in Odoo 18 Point of Sale, you can leverage the built-in “Price Control” feature. This setting ensures that only users with specific permissions can modify product prices during POS transactions. Here’s a step-by-step guide: 1. Enable Price Control: Go to Point of Sale — Configuration. In the General Settings […]

How to Manage Incoming Shipment in 1 Step in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo, an incoming shipment in one step is a streamlined process for receiving products directly into stock from a vendor without any intermediate steps. This is the simplest way to handle incoming shipments, making it suitable for small warehouses or businesses with straightforward inventory management needs. Here’s a breakdown of the one-step process: Purchase […]

How to Configure Outgoing Shipment in 1 Step Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

In the realm of inventory management and logistics, an “outgoing shipment in one step” refers to a streamlined process where products are directly transferred from stock to the customer without intermediate steps like staging or additional quality checks. This approach can significantly reduce processing time, labor costs, and potential errors. Key Benefits of One-Step Outgoing […]

How to Configure Outgoing Shipment in 2 Steps Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

A two-step outgoing shipment process involves breaking down the delivery process into two distinct stages. This approach offers several benefits, including enhanced inventory control, improved order accuracy, and streamlined operations. Step 1: Picking and Packing Order Verification: Order Review: Cross-check order details, including items, quantities, shipping address, and any special instructions. Inventory Check: Ensure the […]

How to Create and Manage Approval Types in Odoo 17 | Odoo Approvals Module – CBMS Odoo ERP

In this video, we’ll guide you through managing approval types in the Odoo 17 Approvals module. This tool simplifies workflows by helping you create, configure, and manage approvals for various business needs. It centralizes all approval requests, allowing employees to submit requests and managers to approve or reject them seamlessly. What You’ll Learn:✨ 🚀 Create […]

How to Configure Outgoing Shipment in 3 Steps Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

Odoo allows you to configure your outgoing shipments in a 3-step process, providing granular control over the picking, packing, and shipping stages. This approach offers flexibility and precision, especially for complex operations or when specific procedures need to be followed. Here’s a breakdown of the 3-step process: 1. Picking: Purpose: To identify and gather the […]

Odoo Dynamic Dashboard in Odoo 17 | How to Create Customizable Dashboard for Your Business | Odoo 17 – CBMS Odoo ERP

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How to Manage Multi Language for Invoice in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 offers robust support for multi-language invoices, allowing you to cater to a diverse international clientele. Here’s a detailed guide on how to achieve this: 1. Language Configuration: – Install Required Languages: Navigate to Settings — Languages. Click Add a Language and select the desired languages. – Set User Preferences: Go to a user’s […]

How to Configure Bank Reconciliation in Odoo 18 Accounting| Odoo 18 New Features| Odoo 18 Accounting – CBMS Odoo ERP

Odoo provides a robust and efficient tool for bank reconciliation, ensuring accurate and up-to-date financial records. Here’s a general overview of the process:   1. Import Bank Statements: Manual Import: You can manually input bank statements into Odoo.   Automated Import: For seamless integration, you can configure Odoo to automatically import bank statements from various […]