One Click RFQ Cancellation in Odoo 18 | How to Cancel RFQ’s in Odoo 18 | Odoo 18 Purchase | Odoo 18 – CBMS Odoo ERP

One-Click RFQ Cancellation in Odoo 18 is a feature that allows users to quickly and easily cancel Request for Quotations (RFQs) with a single click. This can be particularly useful in situations where an RFQ is no longer needed or has been superseded by another RFQ. Here’s how it typically works: – Identify the RFQ: […]

How to Configure Reconciliation Models in Odoo 17 Accounting | Odoo 17 Accounting Tutorials| Odoo 17 – CBMS Odoo ERP

Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]

How to Create Automatic Transfers in Odoo 17 Accounting App | Odoo 17 Accounting Tutorials – CBMS Odoo ERP

Automatic transfers in Odoo 17 Accounting are a powerful tool that can streamline your financial processes and reduce manual data entry. They allow you to automatically move funds between bank accounts based on specific conditions or schedules. Types of Automatic Transfers: Scheduled Transfers: These transfers are triggered at predefined intervals, such as daily, weekly, or […]

How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features – CBMS Odoo ERP

To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]

How to Configure Authorized Signatory on Invoice in Odoo 18| Odoo 18 Authorized Signatory on Invoice – CBMS Odoo ERP

An authorized signatory is an individual legally empowered to sign documents on behalf of a company or organization. In the context of an invoice, this person is typically responsible for approving the invoice’s contents and authorizing its issuance. Importance of an Authorized Signatory Legal Validity: The signature of an authorized signatory lends legal validity to […]

What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]

How to Create Event Stages in Odoo 17 Events App | How to Manage Event Stages in Odoo 17 Events App – CBMS Odoo ERP

Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]

How to Sell Your Products in Odoo 17 Website App | Odoo 17 Website Tutorials | Functional Tutorials – CBMS Odoo ERP

Odoo 17 Website offers a robust e-commerce platform to turn your vision of online sales into reality. This comprehensive guide explores the functionalities of the Odoo 17 Website, empowering you to establish and manage a thriving online store. Building Your Online Presence: Effortless Website Creation: Odoo 17 Website provides a user-friendly interface with drag-and-drop functionalities. […]

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

Two-step manufacturing in Odoo is a simplified process for creating finished products that involves two main steps: picking components and then manufacturing the final product. Here’s a breakdown of what it entails: The Two Steps: Picking Components: Odoo generates a manufacturing order (MO) specifying the product to be manufactured and the quantity. Based on the […]

How to Configure Multi-Language & Language Translation in Odoo 17 Website App | Odoo 17 Tutorials – CBMS Odoo ERP

Conquering Language Barriers: Multi-Language Websites in Odoo 17 In today’s globalized world, reaching a wider audience is essential for any website. But language barriers can often hinder your reach. Thankfully, Odoo 17’s website module empowers you to break down these barriers and showcase your website in multiple languages. This guide explores the multi-language functionalities and […]