How to Create a Sequence Number in Odoo 17 | Odoo 17 Technical Videos | Odoo 17 Development Tutorial – CBMS Odoo ERP

In Odoo, a sequence number serves as a unique identifier for records within specific models, ensuring each entry is distinct and sequentially ordered. This tutorial explores the creation and customization of sequence numbers in Odoo 17, focusing on their application in sales orders, purchases, and invoices. Discover how to personalize sequences with options like prefixing, […]

How to Invoice Shipping Cost to Customer in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

Odoo, an open-source ERP (Enterprise Resource Planning) system, offers functionalities to streamline various business processes, including invoicing for shipping costs. There are two main reasons why Odoo is used for shipping cost invoicing: Transparency and Accuracy: Odoo allows for invoicing customers for shipping costs after delivery. This ensures the charges are accurate based on real-time […]

How to Create a Vendor in Odoo 17 Purchase App | Odoo 17 Purchase Tutorials | Odoo 17 Tutorials – CBMS Odoo ERP

Building Your Supplier Network: Creating Vendors in Odoo 17 In the bustling world of business, strong vendor relationships form the backbone of a healthy supply chain. Odoo 17 empowers you to manage these relationships efficiently with its Vendor module. This guide delves into the process of creating vendors in Odoo 17, ensuring you can seamlessly […]

How to Subscribe Newsletter From Odoo 17 Website App | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

There are a couple of reasons why newsletters are created from Odoo website forms: Build an Email List: The primary function of the Odoo website form is to collect email addresses from visitors interested in subscribing to the newsletter. This allows the website owner to build a list of potential customers they can directly reach […]

How to Create Task Through Odoo 17 Website Form | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

There are two main reasons why a task might be created from an Odoo website: Customer Submission: Odoo offers built-in functionality and third-party apps that allow website visitors (often customers) to submit tasks. This can be useful for things like support requests, service requests, or bug reports. When a customer submits a form on the […]

How to Create Lead/Opportunity From Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are several advantages to creating opportunities through an Odoo website: Automate Lead Capture: Odoo can turn website interactions into opportunities automatically. When a visitor fills out a contact form or submits an inquiry, Odoo can create a new lead or opportunity in your CRM. This saves you time and effort compared to manually entering […]

How to Create Ticket From Odoo 17 Website Form | Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, a ticket is a record within the Helpdesk module that represents a customer support request. It essentially acts as a digital file that tracks all the communication and activity related to a specific customer issue. Here’s a breakdown of what a ticket in Odoo typically entails: Customer Issue: This is the core of […]

How to Create a Customer Through the Odoo 17 Website Form | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are two main reasons why customers are created from Odoo website forms: 1. Streamlining Lead Capture and Customer Onboarding: Odoo website forms allow visitors to easily submit their information, such as name, email, and phone number. This eliminates the need for manual data entry, saving time and reducing errors. The captured information can be […]

How to Maximize Your Profit in Rental Industry | How to Configure Rental Analysis in Odoo 17 Rental – CBMS Odoo ERP

Odoo 17’s Rental App Module goes beyond simply managing rentals. It provides powerful built-in reporting and analysis tools to help you understand your business performance and make informed decisions. This allows you to optimize pricing, identify popular products, and track key metrics for better rental management. Rental Reporting at Your Fingertips The Rental Orders dashboard […]