How to Manage Group Payment in Odoo 18 Accounting | Group Payment in Odoo 18 Accounting | Odoo 18 – CBMS Odoo ERP

Odoo Accounting  have a built-in feature for group payments. Existing Features: Multiple Invoices: Create multiple invoices for the same customer or vendor. Select the invoice/bill and goto the action button and choose pay. When you try to register payment, enable the feature Group payment Use the “Group payment” feature to merge them into a single invoice. […]

How to Create New Commission Plan in Odoo 18 Sales App | Odoo 18 Sales Commission | Odoo 18 Features – CBMS Odoo ERP

Odoo offers robust tools to manage sales commissions effectively. It provides flexibility to configure various commission structures based on different criteria like sales amount, product category, sales person, and more. Key Features and Configuration Commission Types: – Fixed Percentage: A set percentage of the total sales amount. – Product-based: Commission based on specific product margins […]

How to Create Lead Generation Rule in Odoo 17 Event App | Lead Generation Rule in Odoo 17 | Odoo 17 – CBMS Odoo ERP

Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]

How to Create & Manage Combo Products in Odoo 18 | Combo Products in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Combo products in Odoo 18 are a powerful tool that allows you to create and sell bundles of products or services as a single unit. This feature can be beneficial for various business scenarios, such as: Product bundles: Offering a group of related products at a discounted price. Service packages: Bundling multiple services into a […]

How to Create Timesheets Report Using Odoo 17| Timesheet Reports in Odoo 17| Odoo 17 Tutorials – CBMS Odoo ERP

Timesheet Reports in Odoo 17 Odoo 17’s Timesheet module offers robust reporting capabilities to provide valuable insights into employee productivity, project performance, and cost management. Businesses can effectively analyze time-tracking data with a range of pre-built reports and customization options. Key reports include the Timesheet Summary, which offers an overview of time spent on different […]

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 […]