How to Manage Advanced Pricelist in Odoo 17 Sales App | Advanced Price Rules in Odoo 17 Sales Module – CBMS Odoo ERP

An advanced price rule is a business rule used to define dynamic pricing based on various conditions. It’s more sophisticated than a basic rule that simply sets a fixed price. Benefits of Advanced Price Rules: Increased sales through targeted promotions and discounts. Improved profit margins by automatically adjusting prices based on costs or competitor pricing. […]

How to Manage Restricted Category in Odoo 17 POS | Restricted Category in Odoo 17 POS – CBMS Odoo ERP

In Odoo’s Point of Sale (POS) system, a restricted category refers to a product category that is hidden from staff members during a sales session. This means cashiers or sales representatives won’t be able to see or sell any items belonging to those categories. Here’s how it works: Configuration: An administrator configures the POS settings. […]

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 […]

What is Rescue Session in Odoo 17 POS ? | How Rescue Session Can Save You From Data Loss in Odoo 17 – CBMS Odoo ERP

A rescue session in Odoo is a handy feature in the Point of Sale (POS) module that helps you recover data from interrupted sessions. It comes into play in two main scenarios: Lost internet connection: If your internet connection drops while you’re working on a POS session, Odoo will save the order data in your […]

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 Purchase Products in Different Units of Measure (UOM) in Odoo 17 | Odoo 17 Sales Tutorials – CBMS Odoo ERP

Odoo 17 allows you to manage products with different Units of Measure (UOM) to effectively handle situations where you buy and sell in varying quantities. Here’s how to purchase products with different UOMs: 1. Product Configuration: Go to the Products app and create a new product or edit an existing one. In the product form, locate the Unit […]

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 […]

How to Use Serial Numbers to Track Products in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

In Odoo, a serial number is a unique identifier assigned to an individual product to track its movement throughout the supply chain. It’s one of the two main methods for product traceability within the software, alongside lot numbers which identify batches of products. Here’s a breakdown of serial numbers in Odoo: Function: Serial numbers distinguish […]