How to Manage Different Invoice & Delivery Addresses of a Customer | Customer Address in Odoo 17 – CBMS Odoo ERP

The customer address in Odoo serves several important purposes within the software’s functionalities: Identifying and Contacting Customers: The primary function is to establish the location and contact details of a customer. This includes information like street address, city, state, zip code, and phone number. With this information, Odoo facilitates various actions, like: Sending quotations, sales […]

How to Manage SLA Policy in Odoo 17 Helpdesk | Service Level Agreements (SLA) – Odoo 17 Helpdesk – CBMS Odoo ERP

An agreement between a business or individual that offers a service and the customer who pays for the service or product is influenced by the SLA, or service level agreement policy. #odoo17 Video Chapters 00:00 Introduction 00:27 Helpdesk team 01:27 SLA Policy 03:07 Create a ticket SLAs are not contracts in and of themselves; rather, […]

How to Set Up and Manage Invoicing Policies in Odoo 17? | Manage Odoo 17 Sales Invoicing Policy – CBMS Odoo ERP

Invoicing policy in Odoo determines when a customer gets billed for a sales order. Odoo offers two main invoicing policy options: Invoice what is ordered: This is the default option in Odoo. The customer gets invoiced for the entire ordered quantity when the sales order is confirmed. This works well for situations where you typically […]

How to Manage Purchase Order Approval in Odoo 17 | Odoo 17 Purchase App – CBMS Odoo ERP

Purchase order (PO) approval is a system of checks and balances within a company to ensure responsible spending before a purchase is made.  Here’s the basic idea: A department requests to buy something (goods or services) and creates a PO. The PO gets routed to authorized personnel for review. These reviewers might be department managers, […]

#10 How to Manage Call for Tendor in Odoo 17 Purchase App | Purchase Agreement in Odoo 17 | Odoo 17 – CBMS Odoo ERP

A “call for tendor” is a formal invitation or request made by an organization or a company to prospective suppliers or service providers to submit their bids or proposals for the supply of goods, services, or the execution of a specific project. It is a common process used in procurement and contracting to ensure transparency, […]

How to Manage Closest Location in Odoo 17 Inventory | Odoo 17 Inventory Tutorial | Odoo 17 Inventory – CBMS Odoo ERP

The “Closest Location” Removal Strategy in Odoo For the Closest Location Removal Strategy, products are picked based on the alphanumeric order of storage location titles.The goal of this strategy is to save the warehouse worker from taking a long journey to a farther shelf when the product is also available at a closer location. A product is […]

#18 How to Manage Pricelist Based on Country Group in Odoo 17 Sales | Odoo 17 Sales App Tutorials – CBMS Odoo ERP

Odoo allows you to manage price lists based on country groups, enabling you to set different prices for products depending on the customer’s location. #odoo17 #odoosales #odoofunctionalvideos Here’s how to achieve this: 1. Create price lists: Navigate to Sales – Products – Price Lists. Click Create to establish a new price list. Enter a descriptive name and configure […]

How to Manage Digital Content on Odoo 17 Website | Odoo 17 Website Tutorials – CBMS Odoo ERP

In Odoo, “digital content” refers to any intangible product you can sell online. This typically includes things like: E-books, PDFs, and white papers: These are downloadable documents containing text, images, and sometimes interactive elements. Music, videos, and podcasts: These are downloadable audio or video files that your customers can enjoy. Software and apps: These can be downloadable programs or licenses […]

How to Manage Expiry Date in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

Odoo allows you to manage and track the expiry dates of perishable products. This helps in reducing product loss due to unexpected expiry and ensures you don’t sell expired items to customers. However, this functionality is only available for products tracked using lots or serial numbers. Here’s what you need to know about expiry dates […]