How to Clean Your Contacts Using the Deduplication Menu in Odoo 18 | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Clean Up Your Contact List: A Guide to Deduplication in Odoo 18 Keep your contact database organized and efficient with Odoo 18’s powerful deduplication tool. This video will show you how to identify and merge duplicate contacts, ensuring a clean and accurate contact list. Key Topics Covered: Understanding Duplicate Contacts Accessing the Deduplication Menu Configuring […]

How to Configure Discount Code in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Release | Odoo 18 – CBMS Odoo ERP

Discount Codes in Odoo 18 Sales: A Comprehensive Guide Odoo 18 offers robust features to implement discount codes in your sales process, enhancing customer engagement and boosting sales. Here’s a detailed guide on how to set up and utilize discount codes effectively: 1. Setting Up Discount Programs: * Navigate to Promotions: * Go to Sales […]

How to Add Customer Note in Odoo 18 POS | Odoo 18 POS Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Customer Notes in Odoo 18 POS allow you to add specific instructions or information related to individual order lines or the entire order. These notes can be displayed on receipts and invoices, providing valuable context for both you and your customers. Here’s how to use them: * Enable Customer Notes: * Go to Point of […]

How to Manage Incoming Shipment in 2 Steps in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Two-Step Incoming Shipments in Odoo 18 Odoo 18 offers a flexible two-step process for incoming shipments, allowing you to better manage your inventory and streamline your receiving operations. This process involves two distinct steps: Step 1: Input * Create a Receipt: * Go to Inventory — Receipts. * Create a new receipt and select the […]

How to Manage Restricted Category in Odoo 18 POS | Odoo 18 POS Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Restricted categories in Odoo POS are a powerful tool to streamline your point of sale operations and enhance inventory management. By limiting the categories of products displayed on the POS interface, you can: Improve Efficiency: Reduce the clutter on the POS screen, making it easier for cashiers to find and select products. Enhance Accuracy: Minimize […]

How to Restrict Price Modification to Managers in Odoo 18 POS | Odoo 18 POS Tutorials | Odoo 18 – CBMS Odoo ERP

To restrict price modification to managers in Odoo 18 Point of Sale, you can leverage the built-in “Price Control” feature. This setting ensures that only users with specific permissions can modify product prices during POS transactions. Here’s a step-by-step guide: 1. Enable Price Control: Go to Point of Sale — Configuration. In the General Settings […]

How to Manage Incoming Shipment in 1 Step in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo, an incoming shipment in one step is a streamlined process for receiving products directly into stock from a vendor without any intermediate steps. This is the simplest way to handle incoming shipments, making it suitable for small warehouses or businesses with straightforward inventory management needs. Here’s a breakdown of the one-step process: Purchase […]

How to Configure Outgoing Shipment in 1 Step Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

In the realm of inventory management and logistics, an “outgoing shipment in one step” refers to a streamlined process where products are directly transferred from stock to the customer without intermediate steps like staging or additional quality checks. This approach can significantly reduce processing time, labor costs, and potential errors. Key Benefits of One-Step Outgoing […]

How to Configure Outgoing Shipment in 2 Steps Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

A two-step outgoing shipment process involves breaking down the delivery process into two distinct stages. This approach offers several benefits, including enhanced inventory control, improved order accuracy, and streamlined operations. Step 1: Picking and Packing Order Verification: Order Review: Cross-check order details, including items, quantities, shipping address, and any special instructions. Inventory Check: Ensure the […]