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 Configure Bank Reconciliation in Odoo 17 Accounting App | Bank Reconciliation in Odoo 17 – CBMS Odoo ERP

Bank reconciliation is a crucial process in accounting that ensures the accuracy of your bank statements against your accounting records. Odoo 17 provides a streamlined and efficient way to perform this task. Steps Involved in Bank Reconciliation Prepare your bank statement: Ensure you have a clear and accurate copy of your bank statement for the […]

What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]

Revamped POS User Interface in Odoo 18 | Odoo 18 Revamped Point of Sale User Interface | Odoo 18 POS – CBMS Odoo ERP

Odoo 18 POS module is a powerful tool for retail businesses. It provides a user-friendly interface for managing sales transactions, handling payments, and tracking inventory. However, to enhance user experience and efficiency, a revamped POS interface in Odoo 18 is essential. Intuitive Navigation: Clear Menu Structure: Organize menu items logically to reduce search time. Visual […]