How to Manage Upselling of Subscriptions in Odoo 18 | How Upselling Works in Odoo 18 Subscription – CBMS Odoo ERP

Upselling subscriptions in Odoo 18 is a strategic feature that empowers businesses to increase recurring revenue by offering existing subscribers upgraded or enhanced subscription options. Here’s a breakdown of what subscription upselling in Odoo 18 entails: Targeted Offers: Identify opportunities to offer higher-value subscriptions to current customers based on their usage patterns, needs, or engagement. […]

How to Setup Lunch in Odoo 18 | How Odoo 18 Lunch App Works | Odoo 18 Functional Tutorials | Odoo 18 – CBMS Odoo ERP

Lunch in Odoo 18 is a handy application designed to streamline and manage employee lunch orders within a company. It simplifies the process of ordering, tracking, and delivering meals, fostering a more organized and efficient lunch experience. Think of it as your company’s dedicated lunch management platform.   Here’s a breakdown of what Lunch in […]

What is a Putaway Rule in Odoo 18 | How to Manage Putaway Rule in Odoo 18 Inventory | Odoo 18 Videos – CBMS Odoo ERP

Putaway rules in Odoo 18 Inventory are a powerful tool for automating and optimizing the placement of incoming stock within your warehouse. They define where specific products should be stored based on various criteria, ensuring efficient stock management and retrieval. Think of them as your warehouse’s automated “stock placement director.”   Here’s a breakdown of […]

Dashboard Overview in Odoo 18 | How to Manage Odoo 18 Dashboard | Odoo 18 Dashboard Tutorials – CBMS Odoo ERP

In Odoo, a dashboard is a visual interface that provides a snapshot of key business data and metrics in a central location. It is designed to help users monitor and manage various aspects of their operations quickly and efficiently. Dashboards are highly customizable and can display a range of data related to sales, finance, inventory, […]

Return for Exchange in Odoo 18 | How to Manage Product Replacements | Odoo 18 New Feature – CBMS Odoo ERP

In this video, we’ll guide you through the Return for Exchange feature in Odoo 18. This powerful tool helps businesses efficiently manage product returns and exchanges, ensuring a smooth experience for both companies and customers. What You’ll Learn: ✨ 🔹 How to process a return for exchange in Odoo 18 📦 How to track returned […]

How to Manage & Create a New Department in Odoo 18 Employee | Odoo 18 Employee Tutorials | Odoo 18 – CBMS Odoo ERP

Departments in Odoo 18 are a crucial organizational unit within the Employee module. They serve as a hierarchical structure to group employees within your company. Key Features: Hierarchical Structure: Create a hierarchical tree of departments, reflecting your company’s organizational chart. Employee Grouping: Easily group employees based on their department, enabling efficient team management and communication. […]

Discuss Overview Odoo 18 | How to Use Discuss Module in Odoo 18 | Odoo 18 Discuss Tutorials |Odoo 18 – CBMS Odoo ERP

Odoo Discuss is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. Discuss enables communication through a persistent chat window that works across applications, or through the dedicated Discuss dashboard. Upon opening the Discuss app, the Discuss dashboard appears. Inbox, starred, and history Upon opening the Discuss app, the Discuss dashboard appears. On the Discuss dashboard, unread messages are visible in […]

Todo Overview in Odoo 18 | Odoo 18 Functional Tutorials | Odoo 18 Todo Tutorials | Odoo 18 Features – CBMS Odoo ERP

To-do To-do assists you in organizing and managing personal tasks. Creating to-dos To create a to-do, click New or the plus button (➕) next to a stage name. Add a title to your to-do, then click Add to save it or Edit to access more options. If you choose to Edit a to-do, you have the option to add Tags, Assignees, or more information using […]

How to Manage Service Level Agreement SLA in Odoo 18 Helpdesk | Odoo 18 Helpdesk Tutorials | Odoo 18 – CBMS Odoo ERP

In Odoo, an SLA (Service Level Agreement) is typically used in the context of customer support, project management, or service contracts. It defines the commitments and timeframes agreed upon between a company and its clients for providing services or resolving issues. Odoo does not have a dedicated SLA module out-of-the-box, but SLA functionality can be […]

How to Set Up Consignment Operations in Odoo 18 | Odoo 18 Functional Tutorials |Odoo 18 New Features – CBMS Odoo ERP

In Odoo, handling consignment (buying and selling stock without owning it) involves specific configurations to manage inventory and financial transactions effectively. Below are the steps to set up consignment operations in Odoo: 1. Set Up Consignment Locations Consignment stock typically requires separate inventory locations. Create Vendor Location: Go to Inventory → Configuration → Locations. Create […]