CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In this tutorial, we’re exploring how to manage cross docking in Odoo 18 Inventory—a great feature for businesses looking to streamline warehouse operations and speed up deliveries. Cross docking lets you receive products and send them out to customers with minimal storage time in your warehouse. This reduces handling time and minimizes the space you […]
In today’s video, we’re exploring how to find late RFQs in Odoo 19. This is a powerful feature that helps you identify which purchase requests haven’t been confirmed on time—so you can follow up, take action, and avoid delays. Odoo 19 makes this process easier than ever with a set of smart buttons and quick […]
In this tutorial, we’re exploring how to manage customer payment follow-ups in Odoo 18 Accounting—a must-know feature for businesses looking to reduce overdue invoices and streamline their collection process. Odoo makes it easy to configure follow-up levels, send reminders automatically or manually, and track overdue payments without missing a beat. Whether you’re managing a few […]
In today’s video, we’re exploring how to configure Payment Terms and Terms & Conditions in Odoo 18 Accounting. These two features help you clarify expectations with your customers, streamline your billing process, and ensure you get paid on time. Terms & Conditions let you include important legal or policy information—like return policies, disclaimers, or warranty […]
In today’s video, we’re diving into Analytic Accounting in Odoo 18—how it works, how to set it up, and how to use it to gain deeper insights into your costs and revenue. Analytic accounting lets you track financial data by dimensions like departments, projects, or other categories, without cluttering your chart of accounts. It’s a […]
In today’s video, we’re showing you how to enable and use Proforma Invoices in Odoo 18 Sales—a great way to share billing information with your customers without generating an official invoice. Unlike quotations, proforma invoices are sent once the sale has already been agreed upon. And unlike final invoices, they don’t trigger taxes or accounting […]
In today’s video, we’re exploring how to manage different customer addresses in Odoo 18—specifically, invoice and delivery addresses. Many businesses work with customers who have multiple locations—like an office, a warehouse, or a billing department. This feature helps you associate different addresses with a single customer, ensuring that deliveries go to the right place and […]
In today’s video, we’re exploring how to configure and use lot numbers and serial numbers in Odoo 18 Inventory. Lot and serial tracking are essential tools for maintaining traceability, accuracy, and compliance in your warehouse operations. Whether you’re dealing with bulk items like food or cosmetics, or high-value serialized items like laptops and machinery, understanding […]
In today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18. Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your […]
In today’s video, we’re exploring how to configure and use the Line Discount feature in Odoo 18 Point of Sale. Unlike the global discount, which applies to the entire order, line discounts let you apply different discount percentages to individual products—making them ideal for targeted promotions, product-specific offers, or negotiation-based pricing. It’s a practical way […]