How to Set Maximum Difference in Odoo 17 POS | Odoo 17 POS Tutorials | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The “Set Maximum Difference” feature in Odoo 17 POS helps manage cash handling accuracy. It allows you to define an acceptable tolerance level for the discrepancy between the calculated cash balance and the actual cash in the drawer at the end of a shift. Enable Set Maximum Difference Set Maximum Difference must be enabled before a […]

Bill Rate Target & Bill Rate Leaderboard in Odoo 17 Timesheet | Odoo 17 Timesheet App Tutorials – CBMS Odoo ERP

Odoo 17 Timesheet offers features to motivate employees and track their billing efficiency through bill rate targets and leaderboards. Here’s a breakdown of both: Bill Rate Target: This feature allows you to configure a target billing rate for each employee. When activated, the employee’s timesheet will display their target rate. The rate will be highlighted […]

What is Rescue Session in Odoo 17 POS ? | How Rescue Session Can Save You From Data Loss in Odoo 17 – CBMS Odoo ERP

A rescue session in Odoo is a handy feature in the Point of Sale (POS) module that helps you recover data from interrupted sessions. It comes into play in two main scenarios: Lost internet connection: If your internet connection drops while you’re working on a POS session, Odoo will save the order data in your […]

How to Predict Products From a Vendor Bill in Odoo 17 Accounting | Predict Vendor Bill Product – CBMS Odoo ERP

Imagine you run a bakery and frequently place orders with a local flour mill. Here’s a real-time example of how Odoo predicts products from vendor bills: Scenario: You receive a new bill from the flour mill but haven’t had time to enter the details into Odoo. Prediction: Based on past bills from this vendor, Odoo […]

How to Manage Access Rights & User Types in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Videos – CBMS Odoo ERP

Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups: The foundation of access control lies in user groups. Each user belongs […]

How to Configure Time Off Types in Odoo 17 | Time-Off Module in Odoo 17 | Odoo 17 Time Off App – CBMS Odoo ERP

Odoo 17’s time off module offers flexibility in managing various leave categories for your employees. Time off types act as templates defining how leave requests are tracked, allocated, and approved. Here’s a breakdown of how they work: Creating Time Off Types: Navigate to the Time Off app within the HR module. Under the Configuration menu, choose Time Off Types. Click New to […]

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 […]

Manufacturing in Two or Three Steps | Odoo MRP – CBMS Odoo ERP

In this video, learn about how to manufacture in two or three steps (involving component pickings and final storage) in Odoo! Other lessons related to this video:  Manufacturing in One Step Flexible Consumption  Manufacturing with Product Variants Make-to-Order Manufacturing Replenishment Methods for Manufacturing From Sales Order to Manufacturing Order YouTube tags odoo, odoo learn, odoo course, […]

How to Configure Default Terms & Conditions in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 allows you to include default terms and conditions (T&C) on your invoices, sales orders, and quotations. This helps establish clear expectations with customers regarding important aspects like payments, returns, warranties, and after-sale services. Enabling Default T&C The functionality needs to be activated first. Navigate to Accounting — Configuration — Settings. Under Customer Invoices, […]