How to Create Badges & Challenges in Odoo 17 Employee App | Employee Management in Odoo 17 – CBMS Odoo ERP

Odoo 17’s employee module goes beyond simple HR management. It leverages gamification through badges and challenges to boost employee morale, increase engagement, and drive desired behaviours. Let’s delve into how these features work: Badges: Virtual Recognition for Achievements Celebrating Milestones: Employee badges are virtual tokens awarded for completing specific tasks or reaching predefined goals within […]

How to Manage Restricted Category in Odoo 17 POS | Restricted Category in Odoo 17 POS – CBMS Odoo ERP

In Odoo’s Point of Sale (POS) system, a restricted category refers to a product category that is hidden from staff members during a sales session. This means cashiers or sales representatives won’t be able to see or sell any items belonging to those categories. Here’s how it works: Configuration: An administrator configures the POS settings. […]

How to Set Default Value for a Field Using Function in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, the ability to set default values for fields dynamically using functions is a powerful feature that enhances flexibility and customization options within the system. Unlike static default values, which remain constant regardless of circumstances, dynamic defaults enable developers to define default values based on specific conditions or calculations.To implement dynamic default values, […]

How to Add a Domain for a Field in Odoo 17 | Odoo 17 Development Tutorial | Odoo 17 Technical Videos – CBMS Odoo ERP

In Odoo 17, domains for fields act as powerful tools for filtering records displayed or permitted within a particular field based on specific criteria. This capability aids in refining selections and streamlining options for users, enhancing the overall user experience and efficiency. Domains enable the definition of rules that restrict the data visible or selectable […]

How to Manage Margin & Cost in Odoo 17 POS | Odoo 17 Functional Tutorials | Odoo 17 POS Tutorials – CBMS Odoo ERP

Margin and cost are important in a point-of-sale (POS) system, as they directly impact your business’s profitability. Here’s a breakdown of these terms and how they function in POS: Margin: This refers to the difference between a product’s selling price and its cost price, typically expressed as a percentage. It essentially represents the profit you […]

How to Add New States to an Existing State Field in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, states play a pivotal role in indicating the different stages or statuses that records can undergo within the system. These states are commonly represented as selection fields in Odoo models, allowing users to easily discern the current status of a record. To append new states without altering the existing ones, the selection_add […]

How to Load Custom Field to POS in Odoo 17 | Odoo 17 Development Tutorials | Odoo 17 POS Videos – CBMS Odoo ERP

In Odoo, a common requirement is to add custom fields to various models like products, customers, or orders. When integrating these custom fields into the Point of Sale (POS) module, it’s crucial to ensure they are properly loaded and utilized within the POS interface. Odoo offers several methods for loading data into the POS module, […]

How to Set Start Category in Odoo 17 POS | Set Start Category in Odoo 17 POS | Odoo 17 Tutorials – CBMS Odoo ERP

A start category in Odoo 17 Point of Sale (POS) is a category that automatically displays when you begin a new POS session. It essentially filters the product selection to a specific group by default, saving cashiers time and improving efficiency. Default Behavior: By default, if no start category is set, all products in your […]

How to Create Filters in Odoo 17 | How to Add a Filter in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

Search filters in Odoo 17 serve as a comprehensive toolkit, offering users many options to navigate and analyze their data effectively. These filters empower users to fine-tune their search criteria precisely, allowing them to specify the exact attributes and conditions needed to retrieve relevant records. Whether users are searching through lists, forms, or kanban boards, […]

How to Manage Check Out Process in Odoo 17 Website | Odoo 17 Functional Tutorials | Odoo 17 Website – CBMS Odoo ERP

Odoo 17’s Inventory Management module streamlines the checkout process when an item leaves your warehouse or shop floor. This ensures proper documentation, and inventory tracking, and facilitates a smooth handover of goods. The Checkout Process Flow: Initiating the Checkout: The checkout process typically begins with a Delivery Order. This document outlines the specific items, quantities, […]