How to Set Quotation Validity in Odoo 18 Sales | Quotation Validity in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Quotation validity in Odoo refers to the feature that allows you to set an expiration date for your sales quotations. This is useful for several reasons:   – Enforcing timeliness: It encourages customers to make timely decisions, preventing delays in the sales process.   – Avoiding price discrepancies: It ensures that the quoted prices remain […]

How to Use Upgrade Code Command in Odoo 18 | Replace Tree with List Using Script | Odoo 18 Migration – CBMS Odoo ERP

Understanding the Upgrade Code Command in Odoo 18 Odoo 18 introduced a new command-line tool, upgrade_code, designed to streamline the migration process from older Odoo versions. One of its primary functions is to automatically replace deprecated tree views with the newer list views. How to Use the upgrade_code Command  * Open your terminal and navigate […]

How to Grant Discounts in Sale Order Lines in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Odoo 18 provides multiple ways to grant discounts on sale order lines, catering to various business needs. Here are the primary methods: 1. Manual Line Discounts:  * Direct Input:    * Navigate to the desired sale order line.    * In the “Discount” field, directly input the discount amount or percentage.    * Odoo automatically […]

How to Manage Dropshipping in Odoo 18 | Setup Dropshipping | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Revolutionize Your Dropshipping Business with Odoo 18 Learn how to manage your dropshipping operations with Odoo 18 seamlessly. This video will guide you through the essential steps to set up and run a successful dropshipping business using Odoo. Key topics covered: – Configuring Dropshipping Products: Learn how to set up products as dropshipping items and […]

How to Lock Confirmed Sales Orders in Odoo 18 | Odoo 18 Sales| Odoo 18 New Features| Odoo 18 Release – CBMS Odoo ERP

Odoo 18 offers a built-in feature to lock confirmed sales orders, ensuring data integrity and preventing accidental modifications. Here’s a step-by-step guide: 1. Enable the “Lock Confirmed Sales” Feature:  * Go to Settings within the Sales module.  * Find the “Lock Confirmed Sales” option and enable it.  * Save the settings. 2. Confirm the Sales […]

How to Create Vendor Price List in Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Vendor Price Lists in Odoo 18: A Comprehensive Guide Vendor Price Lists in Odoo 18 are a powerful tool for streamlining your procurement process and ensuring accurate pricing. By creating and managing vendor-specific price lists, you can efficiently compare prices, negotiate better deals, and optimize your purchasing decisions. Key Features of Vendor Price Lists in […]

How to Manage Bill Control Policy in Odoo 18 | Odoo 18 Purchase Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Master Your Financial Processes with Odoo 18’s Bill Control Policy Learn how to enhance your financial control and efficiency with Odoo 18’s powerful Bill Control Policy. This feature helps you streamline your payment processes, reduce errors, and improve overall financial management. In this video, you’ll discover: – The importance of a strong Bill Control Policy […]

How to Manage Blanket Order in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

A Blanket Order in Odoo 18 is a long-term agreement with a vendor for a specific quantity of goods or services at a predetermined price. It’s a strategic procurement tool that simplifies purchasing and ensures consistent pricing and delivery terms. Key Features of Blanket Orders in Odoo 18: – Centralized Management: Create and manage multiple […]

How to Customize Sequence Numbers for Sales & Purchase Orders in Odoo 17 – CBMS Odoo ERP

Learn how to customize sequence numbers in Odoo 17 to keep your sales orders, invoices, and other documents organized and tailored to your business needs! In this tutorial, we’ll guide you through customizing prefixes, setting unique identifiers, and adding dates or other custom elements to sequence numbers. These small customizations can make a big difference […]