How to Configure Manufacturing in One Step Odoo 17 Manufacturing App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

One-Step Manufacturing in Odoo 17: Simplifying Production for Efficiency Odoo 17’s manufacturing module empowers businesses to streamline production processes and gain control over their entire manufacturing lifecycle. But for smaller businesses or those with simpler production needs, navigating complex features might not be ideal. Here’s where Odoo 17’s “One-Step Manufacturing” functionality comes in, offering a […]

How to Configure Deferred Revenue in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo handles deferred revenue, also known as unearned revenue, which is money received from customers upfront for goods or services that haven’t been delivered yet. Since the company still owes the customer those products or services, this advance payment is considered a liability. Here’s a breakdown of deferred revenue in Odoo: Concept: Deferred revenue is […]

How to Manage Deferred Expenses in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo accounting, deferred expenses, also known as prepaid expenses, represent costs your company has already paid for but hasn’t consumed the benefits of yet. These are recorded as assets on the balance sheet until they are gradually recognized as expenses over the periods they benefit. Here’s a breakdown of how it works: Concept: A […]

How to Create & Manage Pricelist in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Demystifying Pricelists: A Guide to Tailored Pricing in Your Odoo 17 Website In the competitive world of e-commerce, presenting the right product price is crucial for attracting customers and boosting sales. Odoo 17’s website module empowers you to create a dynamic pricing strategy through the use of price lists. This guide delves into the world […]

How to Configure Extra Steps During Checkout in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo websites allow you to add an extra step during the checkout process to collect additional information from customers. This can be useful for gathering details that aren’t necessarily covered by standard shipping and billing addresses. Here’s how to enable the extra step: Access the checkout page: Login to your Odoo website backend and navigate […]

How to Configure Product Packaging in Odoo 17 Inventory Management | Odoo 17 Functional Tutorials – CBMS Odoo ERP

This refers to grouping various products together for sale or delivery. Imagine a gift basket containing different items like chocolates, cookies, and a teddy bear. In Odoo, you can define such a collection of products as a package. Packages: Odoo allows creating packages during transfers like deliveries. In the transfer document, click on the Detailed Operations icon for a product line. Alternatively, use the Put […]

How to Add Collaborators to a Project in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Adding Collaborators to Streamline Projects in Odoo 17 Effective project management in Odoo 17 hinges on collaboration. By adding collaborators, you can assign tasks, share information, and keep everyone on the same page. Here’s a detailed guide on incorporating collaborators into your Odoo 17 projects: 1. Accessing Your Project: Launch your Odoo 17 instance and […]

How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]

How to Configure the Deduplication Rule in Odoo 17 Data Cleaning | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Keeping Your Data Clean: A Guide to Deduplication in Odoo 17 Data integrity is paramount in any business management system. Odoo 17 offers robust features to tackle a common data quality challenge – duplicate records. This guide explores deduplication in Odoo 17, explaining its benefits and how to utilize it effectively. Understanding Duplicate Records: Duplicate […]

How to Configure Prevent Sale of Zero Priced Product in Odoo 17 Website | Odoo 17 Functional Videos – CBMS Odoo ERP

In Odoo, “Prevent Sale of Zero Priced Products” is a feature specifically designed for the website module (from version 16 onwards). It acts as a safeguard to prevent customers from purchasing products listed with a price of zero. Here’s a breakdown of its functionality: Blocks Zero-Priced Purchases: When enabled, this feature stops customers from adding […]