How to Convert an Opportunity into a Quotation in Odoo 17 CRM | Create Quotation for an Opportunity – CBMS Odoo ERP

Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]

Manufacturing in Two or Three Steps | Odoo MRP – CBMS Odoo ERP

In this video, learn about how to manufacture in two or three steps (involving component pickings and final storage) in Odoo! Other lessons related to this video:  Manufacturing in One Step Flexible Consumption  Manufacturing with Product Variants Make-to-Order Manufacturing Replenishment Methods for Manufacturing From Sales Order to Manufacturing Order YouTube tags odoo, odoo learn, odoo course, […]

How to Purchase Products in Different Units of Measure (UOM) in Odoo 17 | Odoo 17 Sales Tutorials – CBMS Odoo ERP

Odoo 17 allows you to manage products with different Units of Measure (UOM) to effectively handle situations where you buy and sell in varying quantities. Here’s how to purchase products with different UOMs: 1. Product Configuration: Go to the Products app and create a new product or edit an existing one. In the product form, locate the Unit […]

How to Manage Customer Note in Odoo 17 POS | Odoo 17 PoS Tutorials – CBMS Odoo ERP

You can use customer notes to include messages for the customer on their receipt. Notes allow you to include greetings, thank you messages, or even gift receipt instructions, creating a more personalized touch for the customer. #odoo17 #odootutorials #odoofunctionalvideos Notes become part of the order record, allowing staff to reference past purchases, customer preferences, and […]