How to Customize Sequence Numbers for Sales & Purchase Orders in Odoo 17 – CBMS Odoo ERP

Learn how to customize sequence numbers in Odoo 17 to keep your sales orders, invoices, and other documents organized and tailored to your business needs! In this tutorial, we’ll guide you through customizing prefixes, setting unique identifiers, and adding dates or other custom elements to sequence numbers. These small customizations can make a big difference […]

How to Manage Purchase Quotations & Orders in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18’s Purchase module offers a robust set of tools for managing purchase quotations and orders effectively. By streamlining your procurement process, you can optimize costs, improve efficiency, and strengthen relationships with suppliers. Creating Purchase Quotations To create a new purchase quotation: – Navigate to the Purchase Module: Access the “Purchase” app in your Odoo […]

How to Lock Confirmed Purchase Orders in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo 18, locking confirmed purchase orders is crucial to ensure that the order details remain unchanged and cannot be modified inadvertently. This feature provides a level of security and control over your procurement processes. Why Lock Purchase Orders? Prevent Unintentional Changes: Once a purchase order is confirmed, locking prevents further modifications to the order […]

How to Manage Purchase Analysis in Odoo 18 | Odoo 18 Purchase| Odoo 18 New Features| Odoo 18 Release – CBMS Odoo ERP

Unleash the Power of Data-Driven Procurement with Odoo 18 Purchase Analysis Discover how Odoo 18’s powerful Purchase Analysis tool can revolutionize your procurement process. Gain valuable insights into purchasing data, make informed decisions, and optimize your operations. In this video, you’ll learn: – How to access and navigate the Purchase Analysis dashboard – How to […]

What is Web Assista? | How Can You Interact with a Website via Chat/Voice | How to Integrate OpenAI – CBMS Odoo ERP

R&D Sneak Peek: Transform Your Interactions with Websites Using Web Assista! 💬🤖 Imagine having the power to revolutionize your interactions with websites, making them smarter and more engaging. With Web Assista, you can elevate your experience to the next level with AI-driven chat and voice capabilities! 🚀 🤖 AI-Driven Conversations: Seamlessly connect with websites through […]

How to Manage Tasks with Gantt View in Odoo 17 | Project Management Tutorial – CBMS Odoo ERP

In this video, I’ll show you how to manage the Gantt view for tasks in Odoo 17 Project module. The Gantt view helps you stay organized by visualizing timelines, tracking progress, and effectively prioritizing tasks. What You’ll Learn:✨ 🚀 Master the Gantt timeline for better planning 🔍 Filter tasks for better focus and efficiency 📊 […]

How to Add Notes, Sections & Catalog in Odoo 18 | Odoo 18 Sales Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]

How to Configure Automatic Wave Transfer in Odoo 18 Inventory| Odoo 18 New features| Odoo 18 Release – CBMS Odoo ERP

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How to Create Quotation Templates Sequence in Odoo 18 Sales | Odoo 18 Sales | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 Sales offers a variety of quotation templates that can be used to create different types of sales documents. The following is the typical sequence of quotation templates in Odoo 18 Sales: Sales Order: This is the most basic type of quotation template for creating simple sales orders. Quotation: This template creates formal quotations […]