How to Manage Restricted Category in Odoo 18 POS | Odoo 18 POS Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Restricted categories in Odoo POS are a powerful tool to streamline your point of sale operations and enhance inventory management. By limiting the categories of products displayed on the POS interface, you can: Improve Efficiency: Reduce the clutter on the POS screen, making it easier for cashiers to find and select products. Enhance Accuracy: Minimize […]

How to Manage Incoming Shipment in 1 Step in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo, an incoming shipment in one step is a streamlined process for receiving products directly into stock from a vendor without any intermediate steps. This is the simplest way to handle incoming shipments, making it suitable for small warehouses or businesses with straightforward inventory management needs. Here’s a breakdown of the one-step process: Purchase […]

How to Create and Manage Approval Types in Odoo 17 | Odoo Approvals Module – CBMS Odoo ERP

In this video, we’ll guide you through managing approval types in the Odoo 17 Approvals module. This tool simplifies workflows by helping you create, configure, and manage approvals for various business needs. It centralizes all approval requests, allowing employees to submit requests and managers to approve or reject them seamlessly. What You’ll Learn:✨ 🚀 Create […]

How to Manage Multi Language for Invoice in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 offers robust support for multi-language invoices, allowing you to cater to a diverse international clientele. Here’s a detailed guide on how to achieve this: 1. Language Configuration: – Install Required Languages: Navigate to Settings — Languages. Click Add a Language and select the desired languages. – Set User Preferences: Go to a user’s […]

How to Manage Shipping Connectors & Shipping Method in Odoo 18 Sales | Odoo 18 New Features| Odoo 18 – CBMS Odoo ERP

Shipping Connectors and Methods in Odoo 18 Sales Odoo 18 offers a robust system for managing shipping, both through internal methods and external shipping carriers. This guide will delve into both aspects: 1. Internal Shipping Methods Configuration: Navigate to Inventory — Configuration — Settings. Under the Delivery Methods section, create new methods as needed. Define […]

How to Manage Product Types in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Release| Odoo 18 Sales – CBMS Odoo ERP

In Odoo 18, there are three main product types: Goods: These are physical products that can be tracked in inventory. They can be further categorized as: Storable Products: Products that are tracked in inventory and have a specific quantity on hand.   Consumable Products: Products that are consumed upon use and don’t have a specific […]

How to Manage Incoming Shipment in 3 Steps in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Incoming shipments in three steps involve a structured process to ensure the quality and efficiency of received goods. Here’s a breakdown of the three steps: 1. Input: Receiving: The shipment arrives at the designated receiving area of the warehouse. Unloading: The goods are unloaded from the transportation vehicle and checked for any damage or discrepancies. […]

How to Manage Coupons in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo provides a robust system for managing coupons, allowing you to create targeted promotions and discounts to boost sales. Here’s a breakdown of how to set up and utilize coupons in Odoo Sales: Creating a Coupon Program 1. Navigate to Sales: Go to the Sales app in your Odoo instance. 2. Access Coupon Programs: Under […]

How to Manage Access Rights & User Types in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Access Rights in Odoo 18: A Comprehensive Guide Odoo 18 offers a robust access control system that allows you to granularly define permissions for different user groups, ensuring data security and operational efficiency. Key Concepts:  * Security Groups: These groups categorize users based on their roles and responsibilities. Each group is assigned specific permissions.  * […]

How to Manage Promotions in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales | Odoo 18 Release – CBMS Odoo ERP

Odoo 18 offers a robust system for managing promotions and discounts within the Sales module. This allows you to implement various strategies to attract customers and boost sales. Key Promotion Types in Odoo 18 Sales: Fixed Amount Discounts: Apply a fixed amount of discount to specific products or the entire order. Ideal for seasonal sales, […]