How to Create Automatic Transfers in Odoo 17 Accounting App | Odoo 17 Accounting Tutorials – CBMS Odoo ERP

Automatic transfers in Odoo 17 Accounting are a powerful tool that can streamline your financial processes and reduce manual data entry. They allow you to automatically move funds between bank accounts based on specific conditions or schedules. Types of Automatic Transfers: Scheduled Transfers: These transfers are triggered at predefined intervals, such as daily, weekly, or […]

How to Manage Automatic Receipt Printing Orders in Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Automatic receipt printing is a feature offered by point-of-sale (POS) systems . It allows a receipt to be printed automatically upon completion of a sale or order, without the need for manual intervention. Set up receipts by going to Point of Sale ‣ Configuration ‣ Point of Sale, selecting a POS, and scrolling down to the Bills & […]

Automatic Reordering Rule in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

Odoo’s automatic reordering rule helps manage inventory levels by automatically generating purchase or manufacturing orders when stock dips below a certain point. Here’s a breakdown of how it works: Setting Up the Rule: Configure the product: Navigate to the product you want the rule for in the Inventory app. Enable Reordering Rules: Look for the “Reordering Rules” […]

Automatic Batch Transfer in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

Batch transfer” typically refers to the process of transferring multiple items or pieces of data simultaneously, as opposed to transferring them one at a time. #odoo17 #odooinventory #odootutorials Batch picking allows a single picker to handle a batch of orders, reducing the number of times he must visit the same location. #odoo17 #odootutorials In Odoo, […]

#30 How to Setup Automatic Invoice in Odoo 17 Sales App | Automatic Invoice in Odoo 17 Sales – CBMS Odoo ERP

The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]

How to Setup Automatic Alerts in Odoo 16 Subscription App | Step by Step Guide Subscription App – CBMS Odoo ERP

Now that your subscriptions are up and running, you want to stay up-to-date with your customers. Some automation would be appreciated since you would not want to go through the list of all your subscribers to check how things are going. This is what the Automatic Alerts feature is for. Video Chapters 00:00 – Introduction 00:38 – […]

How to Manage Automatic Lead Assignment in Odoo 16 CRM | Odoo 16 Functional Tutorials – CBMS Odoo ERP

A person or business showing concern for the company’s services or products is a lead, acting as an unqualified sales opportunity or the beginning point of a record in a CRM. Video Chapters 00:00 – What is periodically assign lead based in rules 01:01 – How to periodically assign leads based on rules #odoo16 #odoofunctionalvideos […]