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 Create Worksheet Template in Odoo 17 Field Service | Customize Worksheet in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module offers robust tools to streamline on-site operations; worksheet templates are a cornerstone of this efficiency. These templates serve as pre-designed structures for the work orders that field technicians generate. A worksheet template is a blueprint outlining the key information a technician needs to gather or complete during a service call. […]

Under Warranty in Odoo 18 Field Service | Odoo 18 Field Service Management | Odoo 18 New Features – CBMS Odoo ERP

Under Warranty in Odoo 18 Field Service Before we dive into the specifics, it’s important to clarify what you mean by “Under Warranty” in the context of Odoo 18 Field Service. Are you referring to: Product Warranty: Tracking the warranty status of products involved in service calls or repairs. Service Contract Warranty: Managing warranty periods […]

How to Set Default Value for a Field Using Function in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, the ability to set default values for fields dynamically using functions is a powerful feature that enhances flexibility and customization options within the system. Unlike static default values, which remain constant regardless of circumstances, dynamic defaults enable developers to define default values based on specific conditions or calculations.To implement dynamic default values, […]

How to Add a Domain for a Field in Odoo 17 | Odoo 17 Development Tutorial | Odoo 17 Technical Videos – CBMS Odoo ERP

In Odoo 17, domains for fields act as powerful tools for filtering records displayed or permitted within a particular field based on specific criteria. This capability aids in refining selections and streamlining options for users, enhancing the overall user experience and efficiency. Domains enable the definition of rules that restrict the data visible or selectable […]

How to Add New States to an Existing State Field in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, states play a pivotal role in indicating the different stages or statuses that records can undergo within the system. These states are commonly represented as selection fields in Odoo models, allowing users to easily discern the current status of a record. To append new states without altering the existing ones, the selection_add […]

How to Load Custom Field to POS in Odoo 17 | Odoo 17 Development Tutorials | Odoo 17 POS Videos – CBMS Odoo ERP

In Odoo, a common requirement is to add custom fields to various models like products, customers, or orders. When integrating these custom fields into the Point of Sale (POS) module, it’s crucial to ensure they are properly loaded and utilized within the POS interface. Odoo offers several methods for loading data into the POS module, […]

How To Update One2many Field From OnChange of Field in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo, A One2many field signifies a one-to-many relationship between two models, allowing one model to have multiple related records from another model. The onChange method triggers actions when a field’s value changes, commonly used to update other fields. To update a One2many field from another field’s onChange method in Odoo, declare the One2many field to […]

How to Make a Field Storable in Odoo 17 | Odoo 17 Technical Videos | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, to make a field storable, set store=True when defining it. By default, fields are storable unless set to store=False. Storable fields ensure data persistence across sessions and server restarts, crucial for maintaining data integrity and retrieval. However, computed or related fields are not stored by default (store=False) unless explicitly specified as store=True. […]