How to Configure Lost Reasons in Odoo 17 CRM | How to Manage Your Lost Opportunities in Odoo 17 CRM – CBMS Odoo ERP

Odoo 17 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]

How to Configure Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]

How to Configure Helpdesk Team Inside Helpdesk Module of Odoo 17 | Helpdesk Team in Odoo 17 – CBMS Odoo ERP

Odoo 17 Helpdesk Teams: Streamlining Customer Support 00:00 Intro 00:40 helpdesk team 1:08 Visibility and assignment 4:18 Channels 5:28 Help center 6:59 Track & Bill 7:30 Performance 8:06 Self-service 8:49 After sales Odoo 17 offers a robust Helpdesk module to manage customer support requests through a ticketing system. But the real power lies in its […]

Subscription Plan in Odoo 17 | Configure Subscription Plans | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo offers a subscription module designed to streamline recurring billing and subscriber management for businesses with subscription-based services or products.expand_more This allows you to focus on what matters most – growing your business and fostering strong customer relationships. #odoo17 #odoofunctionalvideos #odootutorials Video Chapters 00:00 to 00:27 Introduction 00:27 to 2:33 Recurring Plan 02:33 to 3:36 […]

How to Configure Landed Cost in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

In Odoo’s inventory management system, landed cost refers to the total cost of a product delivered to your warehouse, including the initial purchase price and additional expenses incurred during shipment. This incorporates costs like: Transportation fees (domestic and international) Customs duties and taxes Insurance Currency conversion fees Handling charges There are different split methods in […]

How to Add New Custom Addons Path in Odoo 17 | Configure Custom Addons Path | Odoo 17 Development – CBMS Odoo ERP

In Odoo, the addons path specifies the directories where the system searches for modules (addons) to load. While Odoo typically looks for addons in predefined paths specified in the configuration file (odoo.conf) by default, there are situations where you may need to include additional directories containing custom addons. This flexibility allows for better organization and […]

How to Configure Rental Product and Rental Period in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Software for the rental of equipment is essential for business owners and proprietors of businesses as it improves operations and aids in asset management. It facilitates equipment operation for organisations by offering real-time data assistance and visibility. Some businesses have commenced utilising this advantageous instrument. #odoo17 Equipment rental software is essential for resource tracking due […]

How to Configure Wave Transfer in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

Wave transfers are a feature in Odoo’s inventory module that allows you to group multiple transfer operations together and process them as a single unit. #odooinventory #odoo17 #odoofunctionalvideos This can help improve efficiency by: Reducing the number of trips your warehouse staff needs to make. Optimizing picking and packing processes. Saving time and effort compared to processing […]

How to Configure Multi-employee Per Session in Odoo 17 PoS | Odoo 17 Point of Sale Tutorials – CBMS Odoo ERP

There are several compelling reasons why the “Multi employee per session” feature is used in Odoo POS: #odoo17 #odoopos #odootutorials Increased Efficiency and Reduced Wait Times: Simultaneous Customer Service: Multiple employees can assist customers concurrently, leading to faster transactions and shorter queues, especially during peak periods. Work Division and Specialization: Tasks can be divided among employees based on their […]

#27 How to Manage Buy 3 Get 1 Free in Odoo | Configure Buy X Get Y Promotion Program in Odoo 17 Sale – CBMS Odoo ERP

Let’s create a simple example of a “Buy 3, Get 1 Free” promotion using Odoo.In the newly created promotion program, under the “Conditions” tab, add a condition like “Quantity of Product X is greater than or equal to 3. “Switch to the Reward tab.Add a benefit like “free quantity of product Y is equal to 1.”Save […]