How to Create and Manage Approval Types in Odoo 17 | Odoo Approvals Module – CBMS Odoo ERP

In this video, we’ll guide you through managing approval types in the Odoo 17 Approvals module. This tool simplifies workflows by helping you create, configure, and manage approvals for various business needs. It centralizes all approval requests, allowing employees to submit requests and managers to approve or reject them seamlessly. What You’ll Learn:✨ 🚀 Create […]

How to Configure Outgoing Shipment in 3 Steps Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

Odoo allows you to configure your outgoing shipments in a 3-step process, providing granular control over the picking, packing, and shipping stages. This approach offers flexibility and precision, especially for complex operations or when specific procedures need to be followed. Here’s a breakdown of the 3-step process: 1. Picking: Purpose: To identify and gather the […]

Odoo Dynamic Dashboard in Odoo 17 | How to Create Customizable Dashboard for Your Business | Odoo 17 – CBMS Odoo ERP

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How to Manage Multi Language for Invoice in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 offers robust support for multi-language invoices, allowing you to cater to a diverse international clientele. Here’s a detailed guide on how to achieve this: 1. Language Configuration: – Install Required Languages: Navigate to Settings — Languages. Click Add a Language and select the desired languages. – Set User Preferences: Go to a user’s […]

How to Configure Bank Reconciliation in Odoo 18 Accounting| Odoo 18 New Features| Odoo 18 Accounting – CBMS Odoo ERP

Odoo provides a robust and efficient tool for bank reconciliation, ensuring accurate and up-to-date financial records. Here’s a general overview of the process:   1. Import Bank Statements: Manual Import: You can manually input bank statements into Odoo.   Automated Import: For seamless integration, you can configure Odoo to automatically import bank statements from various […]

What are the Views in Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 Purchase Tutorial | Odoo 18 – CBMS Odoo ERP

Odoo 18’s Purchase module offers a variety of views to streamline your procurement processes. These views provide different perspectives and functionalities to manage your purchasing activities effectively. Key Views in the Purchase Module: 1. Purchase Order View: Create and manage purchase orders. Add product lines, specify quantities, and set delivery dates. Track the status of […]

How to Manage Shipping Connectors & Shipping Method in Odoo 18 Sales | Odoo 18 New Features| Odoo 18 – CBMS Odoo ERP

Shipping Connectors and Methods in Odoo 18 Sales Odoo 18 offers a robust system for managing shipping, both through internal methods and external shipping carriers. This guide will delve into both aspects: 1. Internal Shipping Methods Configuration: Navigate to Inventory — Configuration — Settings. Under the Delivery Methods section, create new methods as needed. Define […]

How to Manage Product Types in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Release| Odoo 18 Sales – CBMS Odoo ERP

In Odoo 18, there are three main product types: Goods: These are physical products that can be tracked in inventory. They can be further categorized as: Storable Products: Products that are tracked in inventory and have a specific quantity on hand.   Consumable Products: Products that are consumed upon use and don’t have a specific […]

How to Manage Incoming Shipment in 3 Steps in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Incoming shipments in three steps involve a structured process to ensure the quality and efficiency of received goods. Here’s a breakdown of the three steps: 1. Input: Receiving: The shipment arrives at the designated receiving area of the warehouse. Unloading: The goods are unloaded from the transportation vehicle and checked for any damage or discrepancies. […]

How to Create Rental Orders in Odoo 18 Rental | Odoo 18 New Features | Odoo 18 Rental | Odoo 18 – CBMS Odoo ERP

Odoo’s Rental Module: Efficient Rental Management Odoo’s Rental module is a powerful tool for businesses that offer rental services. It allows you to manage your rental inventory, create rental orders, track rentals, and generate accurate invoices. Key Features: – Rental Product Management: Define your rental products and their specific details, such as pricing, availability, and […]