CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
If you’ve made edits to an invoice and need to regenerate its PDF: ✅ If the invoice is still in Draft, you can simply edit it and then click Print or Send & Print—Odoo will create a fresh PDF. ✅ If the invoice is already posted or confirmed, Odoo typically stores an existing PDF attachment […]
This video demonstrates the creation of a quotation within the Sales app’s Quotations dashboard. It walks through the process of inputting customer information, selecting products or services, and applying relevant templates and payment terms. The tutorial highlights the dashboard’s features, showcasing how users can efficiently generate and manage sales quotations. #Odoo18, #OdooSales, #SalesQuotations, #CreateQuotations, #OdooSalesModule, […]
In Odoo 19 Accounting, “invoice analysis” is typically done through reporting views and custom filters that let you break down sales or purchase invoices by customer, product, date, taxes, payment status, etc. Here’s a detailed breakdown of how invoice analysis works in Odoo 19: 1. Where to Find Invoice Analysis 👉 Menu Path: ✅ Accounting […]
In today’s video, we’re walking through one of the most important processes for any subscription-based business—handling renewals and closures in Odoo 18. Whether you’re offering memberships, ongoing services, or digital products, managing these steps correctly can boost customer retention and ensure smooth operations. From processing renewals and confirming invoices to closing subscriptions and setting up […]
An SEO optimizer in a website is usually a set of tools, techniques, and configurations that improve your site’s visibility in search engines like Google or Bing. It can be built into your site (via code, CMS plugins, or scripts) or run externally (via SEO analysis tools). Here’s how you’d typically set up and maintain […]
1. Using Built-In Odoo Configuration You can enable COD as a manual payment method without needing external modules: ✅ Navigate to Website Settings → Payment Acquirers, and create a new payment method named “Cash on Delivery” using a Manual provider. ✅ Configure any relevant details (e.g., messages like “Pay in cash upon delivery”) and enable […]
In this video, learn how a construction company uses Odoo to manage its daily business processes. From sales and timesheets to material purchasing and project management, Odoo covers all the operations needed to sell, plan, and track a construction project. 0:00 – Introduction 1:40 – Settings 4:52 – Project Tasks 1:40 – Logged Hours for SOs 1:40 […]
1. Enable Developer Mode Go to Settings → Developer Tools → Activate the developer mode. 2. Go to Groups Settings → Users & Companies → Groups Click Create. 3. Create the Group Name → e.g., “Custom Reports Access” Application → This is the category where it appears in the user form. You can select an […]
1. Go to Settings → Users & Companies → Groups 2. Select the User Group you want to edit (e.g., “Sales Manager”). 3. Scroll down to the Access Rights or Rules section. 4. If your category is a field on a model (e.g., product.category), you’ll need to add a Record Rule: Create a new Record […]
🚀 Take your store with you using the Odoo Community POS App by CBMS Technologies! This tutorial shows you how to run your entire point-of-sale operation from your mobile device—perfect for shop owners, cashiers, and managers who need flexibility and speed on the go. Whether you’re on Odoo Community or Enterprise 17 or 18, you’ll […]