How to Configure Automatic Wave Transfer in Odoo 18 Inventory| Odoo 18 New features| Odoo 18 Release – CBMS Odoo ERP

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How to Configure Deliver Content by Email in Odoo 18 Sales | Odoo 18 Sales App | Odoo 18 Features – CBMS Odoo ERP

The purpose of the “Deliver content by Email” feature in Odoo 18 Sales is to streamline communication and enhance customer engagement throughout the sales process. It allows you to send emails directly from within the sales module, saving time and ensuring consistency in your messaging. Here are some key benefits of this feature: – Efficient […]

How to Configure Proforma Invoice in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

A proforma invoice is a preliminary invoice that serves as a commercial document issued by a seller to a buyer. It outlines the terms and conditions of a potential sale, including the description of goods or services, quantity, price, and payment terms. However, unlike a regular invoice, a proforma invoice is not a legal document […]

How to Configure Cash Basis in Odoo 17 Accounting | Odoo 17 Accounting Tutorials | Odoo 17 Tutorials – CBMS Odoo ERP

Cash basis accounting is a method of recording revenue and expenses only when cash is received or paid out. This means that transactions are recognized based on their actual cash flow, rather than when they are earned or incurred.   Key points about cash basis accounting: – Revenue Recognition: Revenue is only recorded when cash […]

How to Configure Flexible Working Schedule in Odoo 18 Employee | Flexible Working Hours in Odoo 18 – CBMS Odoo ERP

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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 […]

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 […]

How to Configure Automation in Odoo 17 Project App | Automation in Odoo 17 Project | Odoo 17 Videos – CBMS Odoo ERP

Automation in Odoo 17: A Comprehensive Guide Odoo 17, a powerful open-source ERP system, offers a plethora of automation features to streamline business processes and improve efficiency. Here’s a breakdown of some key automation possibilities: 1. Workflow Automation: Define business processes: Create workflows to guide the movement of data through different stages of a process […]

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 Configure Products in Odoo 17 Website App | Product Management in Odoo 17 Website App – CBMS Odoo ERP

Odoo 17, a powerful open-source business management suite, offers a robust set of tools for effective product management. This comprehensive platform empowers businesses to streamline their product lifecycle, from ideation to go-to-market. Key Product Management Features in Odoo 17: Product Data Management: Centralized Repository: Maintain a centralized database for all product information, including product names, […]