How to Customize Sequence Numbers for Sales & Purchase Orders in Odoo 17 – CBMS Odoo ERP

Learn how to customize sequence numbers in Odoo 17 to keep your sales orders, invoices, and other documents organized and tailored to your business needs! In this tutorial, we’ll guide you through customizing prefixes, setting unique identifiers, and adding dates or other custom elements to sequence numbers. These small customizations can make a big difference […]

How to Manage Tasks with Gantt View in Odoo 17 | Project Management Tutorial – CBMS Odoo ERP

In this video, I’ll show you how to manage the Gantt view for tasks in Odoo 17 Project module. The Gantt view helps you stay organized by visualizing timelines, tracking progress, and effectively prioritizing tasks. What You’ll Learn:✨ 🚀 Master the Gantt timeline for better planning 🔍 Filter tasks for better focus and efficiency 📊 […]

How to Manage the Reception Report in Odoo 17 | Prioritize Sales Order Fulfillment Efficiently – CBMS Odoo ERP

In this video, I’ll show you how to manage the Reception Report in Odoo 17’s Inventory App. The Reception Report helps you to allocate incoming stock to outstanding sales orders and to prioritize which orders should be fulfilled first. 🌟 What You’ll Learn: ✅ How to enable the Reception Report ✅ Manage replenishment orders efficiently […]

How to Configure Cash Basis in Odoo 17 Accounting | Odoo 17 Accounting Tutorials | Odoo 17 Tutorials – CBMS Odoo ERP

Cash basis accounting is a method of recording revenue and expenses only when cash is received or paid out. This means that transactions are recognized based on their actual cash flow, rather than when they are earned or incurred.   Key points about cash basis accounting: – Revenue Recognition: Revenue is only recorded when cash […]

How to Configure Reconciliation Models in Odoo 17 Accounting | Odoo 17 Accounting Tutorials| Odoo 17 – CBMS Odoo ERP

Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]