#43 Upselling in Odoo 17 Sales App | Order to Upsell in Odoo 17 | Odoo 17 Functional Videos – CBMS Odoo ERP

Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]

#48 How to Automate Activities Using Odoo 17 | Activity Plan & Activity Type in Odoo 17 – CBMS Odoo ERP

A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]

#37 How to Set Warnings or Alerts for Products & Customers in Odoo 17 Sales App | Odoo 17 Sales App – CBMS Odoo ERP

Most companies have expired or unused products after several years for various reasons. These expired commodities are not able to sell in the market to customers. The unused items cause several unsatisfactory results when used by individuals. It is possible to set alerts or warnings for the products in a company using ERP software. Sales […]

How to Define Many2One Field in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

The Many2One field in Odoo is used to link the current object to another object that acts as a parent for the current object. #odootutorials It is used to set one value (link to one record) and one-to-many when you want to set multiple values (link to multiple records). #odoodevelopment #odoodevelopment #odoo17 Connect With Us: ————————————— ➡️ […]

#7 How to Add Sections, Notes, & Subtotals in a Quotation With Odoo 17 Sales App | Odoo 17 Features – CBMS Odoo ERP

Section: In Odoo, a section typically refers to a grouping or categorization of related information within a module or a document.In the Sales module, you may find sections such as quotations, sales orders, and invoices. Each of these sections contains information related to the respective stage of the sales process. Notes: In Odoo, the term […]

What are the Incoterms in Odoo 17? | Odoo 17 Functional Tutorial – CBMS Odoo ERP

Incoterm” stands for International Commercial Terms, and they are a set of standardized three-letter trade terms created by the International Chamber of Commerce (ICC). #odootutorials Incoterms are widely used in international commercial transactions to define the responsibilities and obligations of buyers and sellers regarding the delivery of goods, the transfer of risk, and the payment […]

#14 Sales Variant Selection in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Sales App – CBMS Odoo ERP

This video explains the Sales Variant Selection in Odoo 17.  Users can manage the variants by selecting the CONFIGURE button at the end of their selected attribute. #odoosales #odoo17 After applying the attributes, we can select a sales variant for the item. The Sales Variant Selection is classified into Product Configurator and Order Grid Entry […]

#6 How to Manage Sales Returns in Odoo 17 Sales App | What is Sales Return Called? | Odoo 17 Sales – CBMS Odoo ERP

Sending a product back to the seller by a client or customer is termed a Sales return. Due to various reasons, a customer can return the item to the owner. Sometimes, it is due to customer dissatisfaction with a product or differences in individual desire. To make a sales process smoother, it is necessary to […]

#13 How to Configure Unit of Measurement (UoM) in Odoo 17 | Setup Unit of Measurement – CBMS Odoo ERP

Odoo is a popular open-source business management software suite that includes various modules for different business functions, such as accounting, inventory management, sales, and more. In Odoo, units of measurement are used to quantify and manage the quantities of products or services in different modules. In Odoo, a unit of measure is a standard for […]