How to Create and Edit Stages in Odoo 14 CRM Community? – CBMS Odoo ERP

CRM in Odoo can be clarified as a progression of occasions that begin with distinguishing a Lead (a future deal probability) and goes through various stages like Opportunity, Quotation, Sale Order, and genuine deal (receipt age and installment). Odoo coordinates the Customer Management module alongside these procedures to achieve compelling Customer Relationship Management. The fundamental […]

Creating Activity Types in Odoo Sales | Odoo 14 Community – CBMS Odoo ERP

This video explains ‘How to Create Activity Types in Odoo14 Community’. When you plan activities you minimize the risk of uncertainties, as you provide clear directions for the course of your next action. In addition to that, you do not leave space for wasteful activities and reduce the chance of having overlapping actions between team […]

Manufacturing Order Management in Odoo 14 Community Edition – CBMS Odoo ERP

Manufacturing a product involves so many processes including identifying the raw materials to build the product, setting a workstation for processing the raw materials, tracing the product movement, managing by product variants, etc. Improper management of these factors creates manufacturing delays and delayed production may even root for cancellation of the order and thereby financial […]

Routes and Rules in Odoo 14 Community Edition – CBMS Odoo ERP

In inventory management, the supply chain strategy determines when products should be fabricated, delivered to distribution centers, and made available in the retail channel. This kind of strategic process can be configured using Routes, featuring Pull and Push Rules. Once everything is properly configured, the inventory app can automatically generate transfers following the instructions given […]

Lead time in Odoo14 Community | Odoo Community Edition – CBMS Odoo ERP

Lead times are nothing but the time expected to receive, deliver, or manufacture products. One can configure the lead time for purchase, sales, and manufacture. The vendor lead time is the time demanded by the vendor to deliver a product. On the other hand, customer lead time denotes the time needed for delivering products to […]

Inventory Valuation in Odoo | Odoo 14 Community – CBMS Odoo ERP

Inventory valuation refers to how you value your stock. It’s a very important aspect of a business as the inventory can be the biggest asset of a company. An inventory valuation of a company helps to know the monetary value for items in their inventory. To ensure reliable financial records on inventory reports, careful calculation […]

Credit Notes in Accounting | Odoo 14 Community – CBMS Odoo ERP

A credit note, or credit memo, is a document issued to a customer that notifies them that they have been credited a certain amount. There are several reasons that can lead to a credit note, such as: – mistake in the invoice – return of the goods, or a rejection of the services – the […]