How to Manage Global Discount in Odoo 17 POS | Global Discount in Odoo 17 | Odoo 17 Functional Video – CBMS Odoo ERP

A global discount is a reduction in the total price of an order or invoice, typically applied after other discounts have been taken into account. It’s different from a regular discount, which can be applied to individual items or subgroups of items. Here are some contexts where you might encounter global discounts: Retail Many online stores […]

How to Automatically Create New Expenses From an Email in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]

Inventory Adjustments & Cycle Counts in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, both cycle counts and inventory adjustments are crucial for maintaining accurate inventory records. Here’s a breakdown of each concept and how they work together: Inventory Adjustments: Used to manually update the on-hand quantity of a product in the system. Reasons for adjustments could be: Stock breakage Spoilage Loss during theft Finding unexpected inventory […]

Cluster Picking in Odoo 17 Inventory | What is cluster picking in Odoo? | Odoo 17 Functional Videos – CBMS Odoo ERP

Cluster picking is a warehouse order fulfillment strategy designed to improve picker efficiency by reducing travel time. Here’s how it works: Picking multiple orders at once: Instead of picking items for a single order and then moving on to the next, cluster picking involves grouping several orders together (the “cluster”) and picking items for all […]

Subscription Plan in Odoo 17 | Configure Subscription Plans | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo offers a subscription module designed to streamline recurring billing and subscriber management for businesses with subscription-based services or products.expand_more This allows you to focus on what matters most – growing your business and fostering strong customer relationships. #odoo17 #odoofunctionalvideos #odootutorials Video Chapters 00:00 to 00:27 Introduction 00:27 to 2:33 Recurring Plan 02:33 to 3:36 […]

Dashboard In Odoo 17 Overview | Odoo 17 Dashboard | Odoo Functional Tutorials | Odoo 17 Features – CBMS Odoo ERP

In Odoo, a dashboard is a central location to view important business data at a glance. It’s like a personalized cockpit that brings together key metrics and insights from various Odoo modules. Here’s what dashboards in Odoo offer: Quick Overview: Instead of jumping between different sections of Odoo, dashboards consolidate crucial information on a single […]

#8 Receipt Reminder in Odoo 17 Purchase | Odoo 17 Purchase Tutorials | Odoo 17 Functional Videos – CBMS Odoo ERP

In Odoo, the receipt reminder is a feature within the Purchase module that helps improve communication and streamline the purchase order process Automatically reminding vendors about the expected receipt date of their delivered goods or services. Optionally requesting confirmation from vendors before the receipt date, ensuring clarity and reducing potential delays. Prerequists Ensure you have the Odoo Purchase […]

Odoo 17 Planning App | Planning Module in Odoo 17 | Odoo Planning Module | Odoo 17 Functional Videos – CBMS Odoo ERP

The Planning module in Odoo 17 has undergone major improvements that provide businesses with better tools for managing projects, scheduling, and allocating resources. This module functions as an all-inclusive instrument for task organisation, workforce management, and project timeline optimisation. The main attributes and advantages of the Odoo 17 Planning module are outlined below:   User-Friendly Interface: […]