How to Invoice Shipping Cost to Customer in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

Odoo, an open-source ERP (Enterprise Resource Planning) system, offers functionalities to streamline various business processes, including invoicing for shipping costs. There are two main reasons why Odoo is used for shipping cost invoicing: Transparency and Accuracy: Odoo allows for invoicing customers for shipping costs after delivery. This ensures the charges are accurate based on real-time […]

How to Create a Customer Through the Odoo 17 Website Form | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are two main reasons why customers are created from Odoo website forms: 1. Streamlining Lead Capture and Customer Onboarding: Odoo website forms allow visitors to easily submit their information, such as name, email, and phone number. This eliminates the need for manual data entry, saving time and reducing errors. The captured information can be […]

How to Manage Customer Note in Odoo 17 POS | Odoo 17 PoS Tutorials – CBMS Odoo ERP

You can use customer notes to include messages for the customer on their receipt. Notes allow you to include greetings, thank you messages, or even gift receipt instructions, creating a more personalized touch for the customer. #odoo17 #odootutorials #odoofunctionalvideos Notes become part of the order record, allowing staff to reference past purchases, customer preferences, and […]

How to Manage Different Invoice & Delivery Addresses of a Customer | Customer Address in Odoo 17 – CBMS Odoo ERP

The customer address in Odoo serves several important purposes within the software’s functionalities: Identifying and Contacting Customers: The primary function is to establish the location and contact details of a customer. This includes information like street address, city, state, zip code, and phone number. With this information, Odoo facilitates various actions, like: Sending quotations, sales […]

How to Export and Import Customer Invoices in Odoo 17 Accounting – CBMS Odoo ERP

The reasons for importing and exporting customer invoices can vary depending on the specific context and needs of the business. #odoo17 #odooaccounting #odoofunctionalvideos Here are some common scenarios: Importing Invoices: Integration with other systems: Invoices might be imported from other systems like e-commerce platforms, point-of-sale systems, or accounting software to consolidate all billing information in one central location. […]

#35 Deliver Content by Email in Odoo 17 | Send Product Specifications to Customer Mail in Odoo 17 – CBMS Odoo ERP

In today’s competitive business environment, effective communication with customers is crucial. One way to enhance customer engagement is by sending product specifications directly to their email. Odoo 17, a powerful open-source business management software, makes this task easy and efficient. Sending product specifications to customers via email in Odoo 17 is a simple and effective […]