How to Configure Deferred Revenue in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo handles deferred revenue, also known as unearned revenue, which is money received from customers upfront for goods or services that haven’t been delivered yet. Since the company still owes the customer those products or services, this advance payment is considered a liability. Here’s a breakdown of deferred revenue in Odoo: Concept: Deferred revenue is […]

How to Configure Extra Steps During Checkout in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo websites allow you to add an extra step during the checkout process to collect additional information from customers. This can be useful for gathering details that aren’t necessarily covered by standard shipping and billing addresses. Here’s how to enable the extra step: Access the checkout page: Login to your Odoo website backend and navigate […]

How to Configure Add to Cart in Odoo 17 Website App | Add to Cart in Odoo 17 E-Commerce Website – CBMS Odoo ERP

In the context of Odoo’s e-commerce platform, “Add to Cart” refers to the action a customer takes to include a product in their virtual shopping basket. This functionality allows them to collect items they intend to purchase before proceeding to checkout. Adding items to the cart in Odoo happens on the customer-facing website. There are […]

How to Configure Product Packaging in Odoo 17 Inventory Management | Odoo 17 Functional Tutorials – CBMS Odoo ERP

This refers to grouping various products together for sale or delivery. Imagine a gift basket containing different items like chocolates, cookies, and a teddy bear. In Odoo, you can define such a collection of products as a package. Packages: Odoo allows creating packages during transfers like deliveries. In the transfer document, click on the Detailed Operations icon for a product line. Alternatively, use the Put […]

How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]

How to Configure Project Visibility & Access Rights in Odoo 17 Project App | Odoo 17 Tutorials – CBMS Odoo ERP

Controlling Access with Project Visibility in Odoo 17 Odoo 17’s project module empowers you to manage projects efficiently. However, not every project requires the same level of visibility within your organization. Project visibility settings in Odoo 17 provide granular control over who can access and interact with project details. This guide explores the different visibility […]

How to Configure the Deduplication Rule in Odoo 17 Data Cleaning | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Keeping Your Data Clean: A Guide to Deduplication in Odoo 17 Data integrity is paramount in any business management system. Odoo 17 offers robust features to tackle a common data quality challenge – duplicate records. This guide explores deduplication in Odoo 17, explaining its benefits and how to utilize it effectively. Understanding Duplicate Records: Duplicate […]

How to Configure Push & Pull Rule in Odoo 17 Inventory | Push & Pull | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

In Odoo’s inventory management system, push and pull are two opposing forces that work together to automate stock movements within your warehouse. Here’s a breakdown of how they differ: Push Rules: Triggered by: arrival of products in a specific location (often the receiving area). Action: Move the products to another location based on predefined rules. […]

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 Configure Buy Now in Odoo 17 Website App | Buy Now Feature in Odoo 17 | Functional Tutorials – CBMS Odoo ERP

The “Buy Now” feature in Odoo 17 Website Module simplifies the checkout process for customers who know exactly what they want to buy. This can enhance customer satisfaction and encourage repeat business. By eliminating the need to add items to the cart and potentially get distracted by other products, the “Buy Now” feature can help reduce […]