CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 18 offers a robust Wishlist feature for its eCommerce website, allowing customers to save products they’re interested in for future reference or purchase. Here’s a breakdown of how it works and how to configure it: Enabling the Wishlist Feature: Navigate to Settings: Go to Website — Configuration — Settings. Activate Wishlist: In the Shop […]
Configure Membership Products in Odoo 18: A Step-by-Step Guide Learn how to set up and manage membership products in Odoo 18. This video will guide you through the process of creating membership plans, defining their features, and setting up recurring billing. Key Topics Covered: Creating Membership Products Defining Membership Features and Benefits Setting Up Recurring […]
Discount Codes in Odoo 18 Sales: A Comprehensive Guide Odoo 18 offers robust features to implement discount codes in your sales process, enhancing customer engagement and boosting sales. Here’s a detailed guide on how to set up and utilize discount codes effectively: 1. Setting Up Discount Programs: * Navigate to Promotions: * Go to Sales […]
In the realm of inventory management and logistics, an “outgoing shipment in one step” refers to a streamlined process where products are directly transferred from stock to the customer without intermediate steps like staging or additional quality checks. This approach can significantly reduce processing time, labor costs, and potential errors. Key Benefits of One-Step Outgoing […]
A two-step outgoing shipment process involves breaking down the delivery process into two distinct stages. This approach offers several benefits, including enhanced inventory control, improved order accuracy, and streamlined operations. Step 1: Picking and Packing Order Verification: Order Review: Cross-check order details, including items, quantities, shipping address, and any special instructions. Inventory Check: Ensure the […]
Odoo allows you to configure your outgoing shipments in a 3-step process, providing granular control over the picking, packing, and shipping stages. This approach offers flexibility and precision, especially for complex operations or when specific procedures need to be followed. Here’s a breakdown of the 3-step process: 1. Picking: Purpose: To identify and gather the […]
Odoo provides a robust and efficient tool for bank reconciliation, ensuring accurate and up-to-date financial records. Here’s a general overview of the process: 1. Import Bank Statements: Manual Import: You can manually input bank statements into Odoo. Automated Import: For seamless integration, you can configure Odoo to automatically import bank statements from various […]
Odoo 18 offers powerful tools to streamline customer interactions and improve response times. Canned responses and chatbots are two such features that can significantly enhance your customer service operations. Canned Responses: Quick and Efficient Communication Canned responses are pre-written messages that can be quickly inserted into emails or chat conversations. By using canned responses, you […]
Odoo 18 offers a robust tax management system that allows you to configure and apply taxes to invoices, purchase orders, and other financial documents. Here’s a breakdown of key features and how to configure them: Configuring Taxes: 1. Create Tax Groups: Navigate to Accounting — Configuration — Taxes. Click Create to add a new tax […]
In Odoo 18, Push and Pull rules are powerful tools for automating inventory movements within your warehouse. They allow you to define specific conditions and actions to streamline your operations and reduce manual intervention. Understanding Push and Pull Rules Push Rules: – Trigger: An event, such as the arrival of products at a specific location. […]
