What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]

How to Create & Manage Combo Products in Odoo 18 | Combo Products in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Combo products in Odoo 18 are a powerful tool that allows you to create and sell bundles of products or services as a single unit. This feature can be beneficial for various business scenarios, such as: Product bundles: Offering a group of related products at a discounted price. Service packages: Bundling multiple services into a […]

Odoo 18 Marketing Card App | New App in Odoo 18 | Marketing Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

What is a Marketing Card? A marketing card is typically a physical or digital tool designed to convey a specific marketing message. It can serve various purposes, depending on its context.   Common Interpretations: Business Card: This is the most common understanding. A business card is a small card containing contact information for an individual […]

How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button.   You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]

How to Configure Task Management in Odoo 17 Field Service | How to Manage Task Creation in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]

How to Configure Product Category in Odoo 17 |Product Category Management in Odoo 17 |Odoo 17 Videos – CBMS Odoo ERP

Product Category Management in Odoo 17 is a comprehensive feature that enables businesses to efficiently organize, manage, and analyze their product portfolio. This module allows companies to categorize products into hierarchical structures, facilitating streamlined product management, reporting, and decision-making. Key features of Product Category Management in Odoo 17 include: – Multi-level categorization: Create nested categories […]

How to Manage User Sessions, Devices In Odoo 18 |Session Management in Odoo 18 |Odoo 18 New Features – CBMS Odoo ERP

Managing User Sessions and Devices in Odoo 18 Efficiently managing user sessions and devices is crucial for security, performance, and user experience in Odoo. By tracking user activity, you can: Identify potential security threats Optimize system performance Enhance user accountability Improve application usage analytics Odoo’s Built-in Features While Odoo 18 doesn’t offer a dedicated module […]

How to Configure Storno Accounting in Odoo 17 | Storno Accounting in Odoo 17 | Odoo 17 Accounting – CBMS Odoo ERP

Storno accounting is a method used to reverse accounting entries by using negative numbers. Instead of deleting incorrect entries, Storno Accounting uses negative debits or credits to reverse them. This creates a clear audit trail, allowing you to see both the original and the reversing entries. Reversed amounts are typically displayed in red within reports […]

Signature Request in Odoo 18 | How to Request an Online Sign to Confirm Orders| Odoo 18 New Features

This is a new feature in Odoo 18. The admin can request signature from the users for the document. This is a new feature available in sales, purchases, todo, projects, and many more Odoo’s 18 signature request functionality offers several advantages for businesses, improving efficiency, security, and streamlining workflows: Increased Efficiency: Faster approvals: Eliminates the […]