Odoo 15 Purchase Dashboard | Odoo 15 Purchase | Odoo 15 Enterprise Edition – CBMS Odoo ERP

This feature in Odoo 15 provides users with a Dashboard in the purchase module. #odoo15purchase #odoopurchasedashboard #odooenterprise When you open the purchase module above the list view of purchase orders and quotations you can see a dashboard with a lot of details including the status of all RFQ’s and my RFQ’s with a count of […]

How to Set Warnings While Purchasing in Odoo 15? | Odoo 15 Purchase | Odoo 15 Enterprise Edition – CBMS Odoo ERP

The Warning Messages and Alerts allow you to configure alerts on the customers and vendors or products. #odoo #odoo15 #odoo15purchase You can select the following types of warnings and create different warnings for purchases and sales: Warning: This option displays the warning message during the process, but allows the user to continue. Blocking Message: The […]

3 Way Matching in Odoo 15 Purchase | Odoo 15 Purchase | Odoo 15 Enterprise Edition – CBMS Odoo ERP

3-Way matching functionality comes in handy to determine the validity of the vendor bill and to determine whether it should be paid. The feature allows you to compare the data appearing on the purchase order, receipt, and vendor’s bill. It also prevents the customer from paying fake vendor bills. Firstly we have to enable it […]

Odoo 15 Purchase Goods Receipt Confirmation | Odoo 15 Purchase | Odoo 15 Enterprise Edition – CBMS Odoo ERP

This video explains how to purchase goods receipt confirmation is done in Odoo 15. #odoo #odoo15 #odoo15purchase Under the configuration settings of the Odoo Purchase module, a new option is there, ’Receipt Reminder’. Receipt Reminder helps to remind the receipt date to your vendor. After enabling this feature, create a purchase order. In the purchase […]

Easy Variants Creation for Products in Odoo 15 | Odoo 15 Sales | Odoo 15 Enterprise Edition – CBMS Odoo ERP

Product variants are used to manage products having different variations, like size, color, etc. It allows managing the product at the template level (for all variations) and at the variant level (specific attributes). #odoo15sales #odoo15enterprise Video Content: 0:00 – Introduction 0:22 – How to Activate Product Variants in Odoo 15 1:00 – How to Configure […]

How to Add Terms and Conditions in Odoo 15 | Odoo 15 Sales | Odoo 15 Enterprise Edition – CBMS Odoo ERP

Specifying terms and conditions is essential to set out important contractual points such as payment terms, limitation of liability, and delivery terms between customers and sellers. #odoo15sales Video Content: 0:00 – Introduction 0:46 – Set Default Terms and Conditions for Quotations, Sale orders, Invoices 3:36 – Set Default Terms and Conditions on Quotation Templates 5:58 […]

How to Set Up Taxes in Odoo 15 | Odoo 15 Sales | Odoo 15 Enterprise Edition – CBMS Odoo ERP

There are numerous types of taxes, and their application varies greatly, depending mostly on your company’s localization. To make sure they are recorded with accuracy, Odoo’s tax engine supports all kinds of uses and computations. #odoo15sales #odoo15enterprise As part of your Fiscal Localization Package, most of your country’s sales taxes are already pre-configured on your […]

Invoicing Policy in Odoo 15 | Odoo 15 Sales | Odoo 15 Enterprise Edition – CBMS Odoo ERP

Different business policies might require different options for invoicing: The Invoice what is ordered rule is used as the default mode in Odoo Sales, which means that customers will be invoiced once the sales order is confirmed. Video Content:#odoo15sales 0:00 – Introduction 1:10 – Set Invoicing Policy for Products in Odoo 15 2:47 – Invoice […]

How to Create a sales quotation from Odoo 15 Sales | Odoo 15 Sales | Odoo 15 Enterprise Edition – CBMS Odoo ERP

In this video let us see how Odoo can help you create a good sales quotation. #odoo15sales Generating quotations the professional way is very important for the progress of a business. Gone are the days when manual and traditional quotations were used for the business. Now, what is more, important is the generation of professional […]