How to Configure Prevent Sale of Zero Priced Product in Odoo 17 Website | Odoo 17 Functional Videos – CBMS Odoo ERP

In Odoo, “Prevent Sale of Zero Priced Products” is a feature specifically designed for the website module (from version 16 onwards). It acts as a safeguard to prevent customers from purchasing products listed with a price of zero. Here’s a breakdown of its functionality: Blocks Zero-Priced Purchases: When enabled, this feature stops customers from adding […]

How to Set Access Rights in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]

How to Manage Advanced Pricelist in Odoo 17 Sales App | Advanced Price Rules in Odoo 17 Sales Module – CBMS Odoo ERP

An advanced price rule is a business rule used to define dynamic pricing based on various conditions. It’s more sophisticated than a basic rule that simply sets a fixed price. Benefits of Advanced Price Rules: Increased sales through targeted promotions and discounts. Improved profit margins by automatically adjusting prices based on costs or competitor pricing. […]

How to Manage Restricted Category in Odoo 17 POS | Restricted Category in Odoo 17 POS – CBMS Odoo ERP

In Odoo’s Point of Sale (POS) system, a restricted category refers to a product category that is hidden from staff members during a sales session. This means cashiers or sales representatives won’t be able to see or sell any items belonging to those categories. Here’s how it works: Configuration: An administrator configures the POS settings. […]

How to Set Start Category in Odoo 17 POS | Set Start Category in Odoo 17 POS | Odoo 17 Tutorials – CBMS Odoo ERP

A start category in Odoo 17 Point of Sale (POS) is a category that automatically displays when you begin a new POS session. It essentially filters the product selection to a specific group by default, saving cashiers time and improving efficiency. Default Behavior: By default, if no start category is set, all products in your […]

How to Manage Internal Notes in Odoo 17 POS | Odoo 17 Point of Sale | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions: Noting specific customer requests like “gift […]

How to Purchase Products in Different Units of Measure (UOM) in Odoo 17 | Odoo 17 Sales Tutorials – CBMS Odoo ERP

Odoo 17 allows you to manage products with different Units of Measure (UOM) to effectively handle situations where you buy and sell in varying quantities. Here’s how to purchase products with different UOMs: 1. Product Configuration: Go to the Products app and create a new product or edit an existing one. In the product form, locate the Unit […]

How to Split Bills in Odoo 17 POS | How to Split Bills Amount Different Customers in Odoo 17 POS – CBMS Odoo ERP

In Odoo’s Point of Sale (POS) system, bill splitting allows you to divide a restaurant or bar bill among multiple customers. This is useful when a group of people are dining together and want to pay for their own items separately. Odoo offers two main methods for splitting bills: Splitting by Product: You can select specific […]

Inventory Adjustments & Cycle Counts in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, both cycle counts and inventory adjustments are crucial for maintaining accurate inventory records. Here’s a breakdown of each concept and how they work together: Inventory Adjustments: Used to manually update the on-hand quantity of a product in the system. Reasons for adjustments could be: Stock breakage Spoilage Loss during theft Finding unexpected inventory […]

Dashboard In Odoo 17 Overview | Odoo 17 Dashboard | Odoo Functional Tutorials | Odoo 17 Features – CBMS Odoo ERP

In Odoo, a dashboard is a central location to view important business data at a glance. It’s like a personalized cockpit that brings together key metrics and insights from various Odoo modules. Here’s what dashboards in Odoo offer: Quick Overview: Instead of jumping between different sections of Odoo, dashboards consolidate crucial information on a single […]