#37 How to Set Warnings or Alerts for Products & Customers in Odoo 17 Sales App | Odoo 17 Sales App – CBMS Odoo ERP

Most companies have expired or unused products after several years for various reasons. These expired commodities are not able to sell in the market to customers. The unused items cause several unsatisfactory results when used by individuals. It is possible to set alerts or warnings for the products in a company using ERP software. Sales […]

#7 How to Add Sections, Notes, & Subtotals in a Quotation With Odoo 17 Sales App | Odoo 17 Features – CBMS Odoo ERP

Section: In Odoo, a section typically refers to a grouping or categorization of related information within a module or a document.In the Sales module, you may find sections such as quotations, sales orders, and invoices. Each of these sections contains information related to the respective stage of the sales process. Notes: In Odoo, the term […]

#6 How to Manage Sales Returns in Odoo 17 Sales App | What is Sales Return Called? | Odoo 17 Sales – CBMS Odoo ERP

Sending a product back to the seller by a client or customer is termed a Sales return. Due to various reasons, a customer can return the item to the owner. Sometimes, it is due to customer dissatisfaction with a product or differences in individual desire. To make a sales process smoother, it is necessary to […]

#39 How to Send Pro Forma Invoice to Your Customers in Odoo 17 | Proforma Invoice in Odoo 17 Sales – CBMS Odoo ERP

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]

#52 How to Create a Report in Odoo 17 Sales App | Sales Analysis & Reporting in Odoo 17 – CBMS Odoo ERP

This video explains the sales reporting in odoo 17. An organization that is successful and long-lasting must regularly analyze its sales processes and other business operations. Report management is given a lot of prominence in every module of Odoo ERP. You can also manage your sales report management in the Sales module by viewing a […]

How to Setup Previewing the Avatar Card in Odoo 17 | Preview the Avatar Card | Odoo 17 Features – CBMS Odoo ERP

Get information about users or employees by clicking on their avatars. HR and Contact information will be displayed in card format. In Odoo, an “avatar” generally refers to the profile picture or image associated with a user or a record in the system. Each user in the Odoo system can have a personal avatar, which is […]

#30 How to Setup Automatic Invoice in Odoo 17 Sales App | Automatic Invoice in Odoo 17 Sales – CBMS Odoo ERP

The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]

#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 […]

Current User Suggestion in Odoo 17 | Odoo 17 Features – CBMS Odoo ERP

The current user suggested first is a new feature in odoo 17. This would suggest the logged user in the assignee field. If the logged user wants to change the current user suggestion he can do that. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ […]

Bills of Material (BoM) in Odoo 17 | Odoo 17 Manufacturing Tutorials – CBMS Odoo ERP

A bill of materials (or BoM for short) is a document that defines the quantity of each component required to make or deliver a finished product. It can also include various operations and the individual steps and guidelines needed to complete a production process. #odoo17 In Odoo Manufacturing, multiple BoMs can be linked to each product, so even product variants can […]