How to Import & Export the Counterparty Directories | Odoo & QuickBooks Desktop Integration – CBMS Odoo ERP

In this video, we’ll walk you through the process of importing and exporting the Counterparty Directory using the Odoo QuickBooks Connector. You’ll learn how to synchronize customer and vendor lists between Odoo and QuickBooks, ensuring your directories are always up-to-date and identical in both systems. Whether you’re syncing a single contact or updating entire lists, […]

Odoo QuickBooks Connector | Mapping Accounts and Taxes | Odoo & QuickBooks Integration – CBMS Odoo ERP

In this video, we’ll show you how to set up Account and Tax mapping using the Odoo QuickBooks Connector. We’ll walk you through the process step-by-step, from importing your QuickBooks accounts and taxes into Odoo to accurately mapping them to the corresponding Odoo accounts and taxes. This ensures seamless integration between the two systems, making […]

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. […]

Drive-Thru AI | Cybrosys Revolutionize Your Drive-Thru with AI-Powered Odoo| The Future of Fast Food – CBMS Odoo ERP

Cybrosys Revolutionize Your Drive-Thru with AI-Powered Odoo! Introducing our groundbreaking AI-powered drive-thru solution, now seamlessly integrated with Odoo! Experience the future of fast food service with faster order processing, reduced wait times, and enhanced customer satisfaction. Key Features of Drive-Thru AI: Voice Recognition: Our AI accurately understands and processes customer orders, eliminating the need for […]

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: […]

Inventory valuation (Anglo-Saxon) | Odoo Accounting – CBMS Odoo ERP

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at  In this video, learn how to manage inventory valuation in Anglo-Saxon localizations.  Other lessons related to this video:  – Inventory valuation (Continental):  – Inventory valuation: Need more information about Odoo apps?  Discover Odoo, schedule a […]

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 […]

How to Register Payment Against Draft Invoice in Odoo 18| Odoo 18 New Features| Odoo 18 Release Date – CBMS Odoo ERP

1. Open the Draft Invoice: Go to the “Sales” app and select “Invoices.” Find the draft invoice you want to pay and click on it to open it. 2. Open the Payment Register: In the invoice form, locate the “Payments” section. Click the “Register Payment” button. 3. Enter Payment Details: In the “Payment Register” window, […]

How to Create an Event Template in Odoo 17 Event App | Event Templates in Odoo 17 Events | Odoo 17 – CBMS Odoo ERP

Odoo 17’s Event Templates offer a powerful and efficient way to streamline the creation and management of recurring events. By predefining key elements like event type, name, location, and recurring pattern, you can significantly reduce the time and effort involved in setting up similar events. Key Features of Event Templates: Predefined Event Details: Templates allow […]