How to Lock Confirmed Purchase Orders in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo 18, locking confirmed purchase orders is crucial to ensure that the order details remain unchanged and cannot be modified inadvertently. This feature provides a level of security and control over your procurement processes. Why Lock Purchase Orders? Prevent Unintentional Changes: Once a purchase order is confirmed, locking prevents further modifications to the order […]

How to Manage RFQ From Email/Portal in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here’s a breakdown of how it works: RFQ Creation and Management: – Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due […]

Revamp in Odoo 18 Document | Odoo 18 New Features | Odoo 18 Release Date | Odoo 18 Document App – CBMS Odoo ERP

Odoo 18’s Document module, or Document Management, is a powerful tool for managing and organizing various types of documents within your business. It provides a centralized platform for storing, categorizing, sharing, and tracking documents of different formats, such as PDFs, Word documents, images, and more. For streamlined operations, such as approval processes – Document Storage: […]

How to Configure Reconciliation Models in Odoo 17 Accounting | Odoo 17 Accounting Tutorials| Odoo 17 – CBMS Odoo ERP

Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]

Odoo 18 Improved Dashboard App | Odoo 18 Dashboard | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 has introduced significant enhancements to the dashboard app, making it more versatile, customizable, and user-friendly. Here are some of the key improvements: 1. Enhanced Customization: Drag-and-Drop Functionality: Users can now easily rearrange dashboard components using a simple drag-and-drop interface, allowing for greater flexibility in layout customization. Configurable Widgets: A wider range of widgets […]

Return For Exchange in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 Inventory| Odoo 18 Release – CBMS Odoo ERP

Return for Exchange in Odoo is a process where a customer returns a product to a company and receives a different product in exchange. This feature is typically found in inventory management modules and allows for seamless handling of product returns and exchanges. Here’s a breakdown of the process: – Customer Initiates Return: The customer […]

Top Bar in Odoo 18 Project App | Odoo 18 Project Management | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

The top bar in Odoo 18 Projects is a crucial component that provides quick access to various functionalities within the project management module. It is designed to enhance user experience and streamline project navigation. Key Elements of the Top Bar: 1. Project Name: The project name is displayed prominently at the top left corner, indicating […]

Loan Management in Odoo 18 Accounting | New Loan Management Feature in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive loan management system that allows you to effectively track and manage loans within your organization. Here are the key features and functionalities of loan management in Odoo 18 Accounting: 1. Loan Creation and Management: – Create new loans with detailed information such as loan amount, interest rate, repayment schedule, […]

How to Configure Credit Card in Odoo 18 Accounting | Credit Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]