How to Manage Front Desk in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Front desk officers are responsible for taking care of guests and customers. Their work mainly involves interacting with customers and business partners, either in person or through phone calls. They also assist in organizing work documents and firm logistics.A front desk will have a receptionist. A Receptionist is a professional who manages the front desk of an […]

Incoterms in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

“Incoterm” stands for International Commercial Terms, which are a set of standardized three-letter trade terms created by the International Chamber of Commerce (ICC). #odoo17 Incoterms are widely used in international commercial transactions to define the responsibilities and obligations of buyers and sellers regarding the delivery of goods, the transfer of risk, and the payment of […]

#8 How to Download Product Document in Odoo 17 | Odoo 17 Functional Videos | Odoo 17 Tutorials – CBMS Odoo ERP

Sort and search documents based on product. The ability for users to download product documentation or catalogs from the website or invoice is a new feature in Odoo. This is employed in situations where a website could limit the screen. Users can download product documents in certain circumstances. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release Connect […]

#36 Quotation Template in Odoo 17 | Odoo 17 Functional Videos | Odoo 17 Tutorials – CBMS Odoo ERP

In Odoo, a quotation template is a style that enables the quick and efficient creation of sales quotes. #odoo17 #odootutorials It increases productivity and ensures consistency among quotations by enabling users to create a standard template with pre-filled data. Odoo quotation templates are helpful, especially for businesses that frequently offer quotes with comparable terms and pricing […]

#50 How to Manage Access Rights in Odoo 17 Sales App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The permissions and limitations that are given to individuals or user groups with connection to the data and functions of the system are referred to as access rights in Odoo. These access rights aid in limiting who is able to do what within the various Odoo modules. #odootutorials #odoofunctionalvideos Internal users can access the application, defining […]

#43 Upselling in Odoo 17 Sales App | Order to Upsell in Odoo 17 | Odoo 17 Functional Videos – CBMS Odoo ERP

Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]

What are the Incoterms in Odoo 17? | Odoo 17 Functional Tutorial – CBMS Odoo ERP

Incoterm” stands for International Commercial Terms, and they are a set of standardized three-letter trade terms created by the International Chamber of Commerce (ICC). #odootutorials Incoterms are widely used in international commercial transactions to define the responsibilities and obligations of buyers and sellers regarding the delivery of goods, the transfer of risk, and the payment […]

#14 Sales Variant Selection in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Sales App – CBMS Odoo ERP

This video explains the Sales Variant Selection in Odoo 17.  Users can manage the variants by selecting the CONFIGURE button at the end of their selected attribute. #odoosales #odoo17 After applying the attributes, we can select a sales variant for the item. The Sales Variant Selection is classified into Product Configurator and Order Grid Entry […]

Odoo 17 Sales Module Webinar 2023 | What’s New in Odoo 17 Sales App | Odoo 17 Functional Webinar – CBMS Odoo ERP

Odoo 17 Sales module, empowers you to master the art of sales order management, harness the power of quotations, streamline invoicing and payments, and unleash the potential of sales analytics. Whether you’re a seasoned business owner or an aspiring sales professional, this webinar will provide you with the knowledge and skills you need to elevate […]