Invoice/Bill Wizard in Odoo 18 Purchase Module | Odoo 18 New Features | Odoo 18 Latest Features

Odoo 18 offers a streamlined process for creating vendor bills or invoices from purchase orders through a user-friendly wizard. This Odoo 18 feature enhances efficiency and accuracy in your procurement operations. Accessing the Invoice Wizard in Odoo 18 There are primarily two ways to access the invoice wizard in Odoo 18: 1. From a Purchase […]

Signature Request in Odoo 18 | How to Request an Online Sign to Confirm Orders| Odoo 18 New Features

This is a new feature in Odoo 18. The admin can request signature from the users for the document. This is a new feature available in sales, purchases, todo, projects, and many more Odoo’s 18 signature request functionality offers several advantages for businesses, improving efficiency, security, and streamlining workflows: Increased Efficiency: Faster approvals: Eliminates the […]

How to Create a Ticket From Forum Post in Odoo 18 | New & Latest Features in Odoo 18 | Odoo 18 Forum – CBMS Odoo ERP

Odoo 18 itself doesn’t directly integrate with external forums to automatically create tickets from forum posts. However, there are a couple of workarounds you can consider: Monitor the forum: Regularly check your forum for new posts indicating potential issues. Gather information: When you find a relevant post, collect key details like the post title, description, […]

Revamp in Product View in Odoo 18 | Latest Features in Odoo 18 | New & Upcoming Features in Odoo 18 – CBMS Odoo ERP

Odoo 18 isn’t officially released yet but information from the roadmap suggests there will be a revamped product view focusing on improved usability. Here’s what we can expect: Simpler Terminology: Labels like “Can be Sold” and “Can be Purchased”, recurring are replaced with clearer terms like “Sales” and “Purchase”, subscription for better user understanding and Point […]

How to Manage Packages in Odoo 17 Inventory App | Odoo 17 Inventory Tutorials | Functional Tutorials – CBMS Odoo ERP

Odoo 17 offers a robust system for managing your products and inventory. While individual products are essential building blocks, the “Packages” functionality takes things a step further, allowing you to create and manage bundled products strategically. This 400-word breakdown explores the power of packages in Odoo 17. Understanding Packages: Grouping Products: Packages let you combine […]

How to Configure Document From Email Alias in Odoo 17 Document App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo, an open-source business management software, offers features to automate document generation based on emails. Here’s a real-time scenario for a possible implementation: Scenario: Automatic Sales Order Confirmation via Email Customer Sends Email: A customer sends an email to the sales alias (e.g., [email address removed]) expressing their intent to purchase specific products. The email […]

How to Automatically Send Customer Submissions in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 website offers a built-in feature to automate sending customer submissions directly to your company email. This eliminates manual data entry and streamlines the process of receiving customer inquiries, feedback, or other forms. There are two main reasons why you might receive emails from an Odoo website form: Contact Form Submission: Odoo is a […]

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 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 […]