How to Configure Prepayments in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorials – CBMS Odoo ERP

Prepayments in Odoo 18 Sales are a valuable tool for businesses to secure upfront payments from customers, especially for large orders or projects. This feature allows you to create down payment invoices, which can be settled before the final invoice is generated. Here’s a step-by-step guide on how to manage prepayments in Odoo 18 Sales: […]

How to Configure Lost Reasons in Odoo 18 CRM | Odoo 18 New Features | Odoo 18 CRM | Odoo 18 Release – CBMS Odoo ERP

In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18’s CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy. Why Configure Lost Reasons? Identify Trends: By tracking lost reasons, you can identify recurring patterns and […]

How to Configure Product Packaging in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorials – CBMS Odoo ERP

Product Packaging in Odoo 18 Sales Odoo 18 offers robust features for managing product packaging within the Sales module, enhancing inventory accuracy and streamlining order processing. Here’s a breakdown: Key Features:  * Packaging Definition:    * Create various packaging types (e.g., boxes, cartons, pallets) with specific dimensions and capacities.    * Assign packaging types to […]

How to Configure Public Holidays & Mandatory Days in Odoo 18| Odoo 18 Time Off| Odoo 18 New Features – CBMS Odoo ERP

Streamline Your HR Processes with Odoo 18: A Guide to Configuring Public Holidays and Mandatory Days Discover how to manage public holidays and mandatory days in Odoo 18 efficiently. This video will guide you through setting up these configurations to ensure accurate time and attendance tracking. Key Topics Covered: Navigating to the HR Settings Configuring […]

How to Manage Starshipit in Odoo 18 | Configure Starshipit Shipping Connector | Odoo 18 New Features – CBMS Odoo ERP

Starshipit is a shipping and fulfillment platform that integrates with e-commerce systems to automate order fulfillment, tracking, and shipping. When integrated with Odoo, Starshipit can help businesses streamline their shipping operations, improve order accuracy, and enhance customer experience. Key Features of Starshipit in Odoo Automated Shipping and Fulfillment: Starshipit helps automate the shipping process by […]

How to Manage Pricelist in Odoo 18 Sales | Configure Pricelist in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

What is a Pricelist? A pricelist in Odoo is a set of rules that determine the selling price of products for specific customers or customer groups. It allows you to: – Set base prices: Define the default selling price for each product. – Apply discounts: Implement fixed discounts, percentage discounts, or discounts based on quantities. […]

How to Configure Unit of Measurement UoM in Odoo 18 | Setup UoM | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo, Units of Measurement (UoM) allow you to manage quantities in different units and ensure that operations like purchases, sales, and stock movements are consistent and accurate across the supply chain. UoM in Odoo can handle various unit conversions, making it flexible for inventory and sales management. Here’s an overview of how it works: […]

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

In Odoo, automatic invoicing is a feature that allows you to generate invoices automatically under specific conditions. This can streamline your invoicing process and reduce manual effort.   How it Works: Enable Automatic Invoicing: Go to Sales — Configuration — Settings. Under the Invoicing Policy section, select “Ordered Quantities”.   Enable the “Automatic Invoice” option. […]

How to Configure Dispatch Management System in Odoo 18 Inventory| Odoo 18 Inventory| Odoo 18 Release – CBMS Odoo ERP

Odoo 18’s Inventory module offers a robust Dispatch Management System to streamline your shipping operations. Here’s a breakdown of its key features and how to effectively utilize them: Key Features: – Vehicle Management: Define vehicles, their capacities, and assign them to delivery routes. – Dock Location Setup: Create dock locations within your warehouse to organize […]

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

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