How to Restrict Price Modification to Managers in Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

By turning on the Price control functionality, the Odoo 17 PoS module now provides the opportunity to restrict price adjustments. You can limit pricing changes to managers exclusively with it. This implies that normal users won’t be able to alter the POS’s product prices. Businesses that wish to stop employees from unintentionally or purposely adjusting prices may […]

How to Manage Automatic Receipt Printing Orders in Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Automatic receipt printing is a feature offered by point-of-sale (POS) systems . It allows a receipt to be printed automatically upon completion of a sale or order, without the need for manual intervention. Set up receipts by going to Point of Sale ‣ Configuration ‣ Point of Sale, selecting a POS, and scrolling down to the Bills & […]

How to Set Maximum Difference in Odoo 17 POS | Odoo 17 POS Tutorials | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The “Set Maximum Difference” feature in Odoo 17 POS helps manage cash handling accuracy. It allows you to define an acceptable tolerance level for the discrepancy between the calculated cash balance and the actual cash in the drawer at the end of a shift. Enable Set Maximum Difference Set Maximum Difference must be enabled before a […]

How to Manage Access Rights & User Types in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Videos – CBMS Odoo ERP

Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups: The foundation of access control lies in user groups. Each user belongs […]

How to Manage Internal Notes in Odoo 17 POS | Odoo 17 Point of Sale | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions: Noting specific customer requests like “gift […]

How to Manage Line Discount in Odoo 17 POS | Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

A line discount in a POS system refers to a reduction in the price of a specific item on a customer’s bill. It’s different from a total order discount, which applies to the entire purchase. Line discounts offer several advantages: Promotional flexibility: You can provide discounts on particular products to clear out inventory, run targeted promotions, […]

How to Configure Default Terms & Conditions in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 allows you to include default terms and conditions (T&C) on your invoices, sales orders, and quotations. This helps establish clear expectations with customers regarding important aspects like payments, returns, warranties, and after-sale services. Enabling Default T&C The functionality needs to be activated first. Navigate to Accounting — Configuration — Settings. Under Customer Invoices, […]

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 […]