Bill Rate Target & Bill Rate Leaderboard in Odoo 17 Timesheet | Odoo 17 Timesheet App Tutorials – CBMS Odoo ERP

Odoo 17 Timesheet offers features to motivate employees and track their billing efficiency through bill rate targets and leaderboards. Here’s a breakdown of both: Bill Rate Target: This feature allows you to configure a target billing rate for each employee. When activated, the employee’s timesheet will display their target rate. The rate will be highlighted […]

What is Rescue Session in Odoo 17 POS ? | How Rescue Session Can Save You From Data Loss in Odoo 17 – CBMS Odoo ERP

A rescue session in Odoo is a handy feature in the Point of Sale (POS) module that helps you recover data from interrupted sessions. It comes into play in two main scenarios: Lost internet connection: If your internet connection drops while you’re working on a POS session, Odoo will save the order data in your […]

How to Predict Products From a Vendor Bill in Odoo 17 Accounting | Predict Vendor Bill Product – CBMS Odoo ERP

Imagine you run a bakery and frequently place orders with a local flour mill. Here’s a real-time example of how Odoo predicts products from vendor bills: Scenario: You receive a new bill from the flour mill but haven’t had time to enter the details into Odoo. Prediction: Based on past bills from this vendor, Odoo […]

How to Install Python Packages From Pycharm in Odoo 17 | Odoo 17 Development Tutorials | Odoo 17 – CBMS Odoo ERP

This video provides a step-by-step guide on how to install extra Python packages for Odoo development directly from PyCharm. By following these instructions, developers can efficiently manage their Odoo customization projects within the PyCharm environment, enhancing their productivity and ensuring the smooth integration of additional functionalities into the Odoo platform. #Odoo17 #Python #Pycharm #DevelopmentTutorial #OdooDevelopment […]

How to Manage Ship Later in Odoo 17 POS | Odoo 17 Point of Sale (POS) Tutorials | Odoo 17 POS Videos – CBMS Odoo ERP

The “Allow Ship Later” functionality in Odoo 17 POS allows you to process sales orders where the customer receives the products at a later date, separate from the initial payment. This caters to scenarios where: Products are out of stock: The POS order can be confirmed and payment collected even if the items are unavailable for […]

How to Manage Access Rights & User Types in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Videos – CBMS Odoo ERP

Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups: The foundation of access control lies in user groups. Each user belongs […]

How to Configure Time Off Types in Odoo 17 | Time-Off Module in Odoo 17 | Odoo 17 Time Off App – CBMS Odoo ERP

Odoo 17’s time off module offers flexibility in managing various leave categories for your employees. Time off types act as templates defining how leave requests are tracked, allocated, and approved. Here’s a breakdown of how they work: Creating Time Off Types: Navigate to the Time Off app within the HR module. Under the Configuration menu, choose Time Off Types. Click New to […]

How to Manage Internal Notes in Odoo 17 POS | Odoo 17 Point of Sale | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions: Noting specific customer requests like “gift […]

How to Convert an Opportunity into a Quotation in Odoo 17 CRM | Create Quotation for an Opportunity – CBMS Odoo ERP

Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]