How to Manage Line Discount in Odoo 17 POS | Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

A line discount in a POS system refers to a reduction in the price of a specific item on a customer’s bill. It’s different from a total order discount, which applies to the entire purchase. Line discounts offer several advantages: Promotional flexibility: You can provide discounts on particular products to clear out inventory, run targeted promotions, […]

How to Render Data to the Browser in Odoo 17 | Render Data to the Browser | Odoo 17 Technical Videos – CBMS Odoo ERP

This video covers the case of how we can pass the data to the browser, which can be done with the help of controllers. Controllers serve as intermediaries between the front-end of a web application and its back-end. They interpret requests made by the browser and determine how to respond, often by retrieving data from a […]

How to Configure Default Terms & Conditions in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 allows you to include default terms and conditions (T&C) on your invoices, sales orders, and quotations. This helps establish clear expectations with customers regarding important aspects like payments, returns, warranties, and after-sale services. Enabling Default T&C The functionality needs to be activated first. Navigate to Accounting — Configuration — Settings. Under Customer Invoices, […]

How to Split Bills in Odoo 17 POS | How to Split Bills Amount Different Customers in Odoo 17 POS – CBMS Odoo ERP

In Odoo’s Point of Sale (POS) system, bill splitting allows you to divide a restaurant or bar bill among multiple customers. This is useful when a group of people are dining together and want to pay for their own items separately. Odoo offers two main methods for splitting bills: Splitting by Product: You can select specific […]

How to Manage Global Discount in Odoo 17 POS | Global Discount in Odoo 17 | Odoo 17 Functional Video – CBMS Odoo ERP

A global discount is a reduction in the total price of an order or invoice, typically applied after other discounts have been taken into account. It’s different from a regular discount, which can be applied to individual items or subgroups of items. Here are some contexts where you might encounter global discounts: Retail Many online stores […]

How to Configure Lost Reasons in Odoo 17 CRM | How to Manage Your Lost Opportunities in Odoo 17 CRM – CBMS Odoo ERP

Odoo 17 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]

How to Configure Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]

How to Use Lot Number to Manage Group of Products in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

Lot management is a powerful tool for keeping track of groups of products with shared characteristics. Here’s how you can use lots to manage your inventory: 1. Define your Lots: A lot, or batch, refers to a group of products produced together under similar conditions. This commonality could be based on: Production date Manufacturing line […]