How to Manage Different Customer Addresses in Odoo 18 Accounting | Invoice & Delivery Addresses – CBMS Odoo ERP

Odoo allows you to manage different customer addresses and delivery addresses in Odoo 18 accounting for the following reasons: 1. Flexibility and Efficiency: Multiple Locations: Businesses often have customers with multiple locations, such as offices, warehouses, and home addresses. This feature allows you to associate different addresses with each customer, streamlining the process of creating […]

How to Configure Bank Reconciliation in Odoo 18 Accounting| Odoo 18 New Features| Odoo 18 Accounting – CBMS Odoo ERP

Odoo provides a robust and efficient tool for bank reconciliation, ensuring accurate and up-to-date financial records. Here’s a general overview of the process:   1. Import Bank Statements: Manual Import: You can manually input bank statements into Odoo.   Automated Import: For seamless integration, you can configure Odoo to automatically import bank statements from various […]

How to Set Up Taxes in Odoo 18 Accounting | Configure Odoo 18 Taxes | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo 18 offers a robust tax management system that allows you to configure and apply taxes to invoices, purchase orders, and other financial documents. Here’s a breakdown of key features and how to configure them: Configuring Taxes: 1. Create Tax Groups: Navigate to Accounting — Configuration — Taxes. Click Create to add a new tax […]

Gift Cards in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

In Odoo, managing gift cards is possible through custom modules or by using available configurations in the Sales, Point of Sale (POS), or eCommerce modules. Gift cards in Odoo allow businesses to provide store credit or prepaid value to customers, which they can redeem for products or services, either online or in-store. Key Features of […]

Revamp in Odoo 18 Inventory Overview | Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Odoo’s Inventory module is a robust tool designed to streamline and optimize your organization’s inventory management processes. It offers a wide range of features that help you: Core Functionalities: Product Management: – Create and categorize products with detailed attributes like weight, volume, and cost. – Manage product variants and options. – Set up barcode scanning […]

How to Manage Super Purchase PDF in Odoo 18 Purchase | Odoo 18 Purchase Tutorials | Odoo 18 Features – CBMS Odoo ERP

The ability to drag and drop a created purchase order PDF from the Odoo 18 purchase module into the Odoo sales module is a feature that allows for a more streamlined and efficient workflow when managing both purchasing and selling activities within the same system. Here are the primary purposes of this feature: – Quick […]

How to Manage Amounts in Local Currency in Odoo 18 Purchase | Odoo 18 Purchase| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 allows you to manage purchase orders and invoices in your local currency. This means that you can enter and track purchase information using the most relevant currency to your business operations. Here’s a breakdown of how amounts are handled in local currency: 1. Currency Setup: – Company Currency: In the Company Settings, you […]

How to Manage Catalog View in Invoice & Bill in Odoo 18 | Odoo 18 Accounting | Odoo 18 New Features – CBMS Odoo ERP

The catalog view in Invoicing in Odoo is a powerful tool that allows you to manage your products and services efficiently. It provides a comprehensive overview of all your catalog items, including their names, descriptions, images, prices, and other relevant information. – Product management: You can create, edit, and delete products and services directly from […]

How to Unblock Payment in Odoo 18 Accounting | Odoo 18 Accounting Tutorials | Odoo 18 New Features – CBMS Odoo ERP

To unblock a payment in Odoo 18 Accounting, you can follow these steps: Go to the “Payments” menu. This is usually located under the “Accounting” app. Search for the payment you want to unblock. You can use the search bar or filters to find the specific payment. Open the payment record. Click on the payment […]

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 […]