How to Convert Tickets Into Sales Opportunity in Odoo 18 | Odoo 18 Help Desk Tutorials | Odoo 18 – CBMS Odoo ERP

Did you know your helpdesk team could be generating sales leads? In this step-by-step video, we’ll show you how to convert Helpdesk tickets into sales opportunities directly in Odoo — turning customer questions or service requests into potential revenue! Whether it’s a request for a product upgrade, a hardware replacement, or a paid service add-on, […]

How to Manage Deferred Revenue in Odoo 18 Accounting | Odoo 18 Accounting Tutorials |Odoo 18 Videos – CBMS Odoo ERP

In Odoo 18 Accounting, deferred revenue refers to payments received in advance for goods or services that are yet to be delivered. These payments are recorded as liabilities on the company’s balance sheet and are recognized as revenue over time as the goods or services are provided. Configuration: To manage deferred revenues in Odoo 18, […]

How to Manage Comparison Price in Odoo 18 Website | Odoo 18 New Features | Odoo 18 Website | Odoo 18 – CBMS Odoo ERP

Odoo provides a built-in feature to display strikethrough prices on your website, indicating a discounted price. To enable this: 1. Enable the “Compare Price” Feature: Go to Website — Configuration — Settings. Scroll down to the E-commerce section and enable the “Compare Price” option. 2. Set the Comparison Price: Go to E-commerce — Products. Edit […]

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 Buy X Get Y Free in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 offers a robust system for creating various types of promotions, including “Buy X, Get Y Free”. Here’s a step-by-step guide on how to set this up: 1. Activate the Feature: Go to Sales — Configuration — Settings. Under the Pricing section, enable the Discounts, Loyalty & Gift Cards option. 2. Create a New […]

How to Manage Loyalty Points in Odoo 18 Sales | Loyalty Programs & Cards in Odoo 18| Odoo 18 Release – CBMS Odoo ERP

Odoo provides a robust framework for implementing loyalty programs within your sales operations. These programs can significantly enhance customer retention, encourage repeat business, and drive overall sales growth. Here’s a breakdown of how you can leverage Odoo to create effective loyalty programs: Key Features and Benefits: 1. Points-Based System: – Assign points for purchases based […]

How to Manage Purchase Order Approval in Odoo 18 | Odoo 18 Purchase Tutorials | Odoo 18 New Features – CBMS Odoo ERP

Streamline Your Procurement Process: Mastering Purchase Order Approvals in Odoo 18 Learn how to efficiently manage and control your purchase order approvals in Odoo 18. This video will guide you through the step-by-step process of setting up approval workflows, assigning approvers, and tracking the progress of purchase orders. Key topics covered: – Configuring approval workflows […]

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

Combo Products in Odoo Sales: A Comprehensive Guide Odoo’s powerful features allow you to create and manage combo products, enhancing your sales processes and customer experience. Here’s a detailed breakdown: Understanding Combo Products A combo product is a bundle of multiple products sold together at a specific price. This strategy can increase sales, streamline order […]

How to Manage Tasks with Gantt View in Odoo 18 | Project Management Tutorial | Odoo 18 New Features – CBMS Odoo ERP

A Gantt view is a visual representation of a project schedule, typically used in project management.In  odoo 18 t he Gantt view allows infinite horizontal scrolling for improved flexibility of rescheduling. Key Components: – Tasks: The individual activities or work items that make up the project. These are listed on the left side of the […]

Revamp in Odoo 18 Debug | Odoo 18 New Features | Odoo 18 Release Date | Odoo 18 Debug Mode – CBMS Odoo ERP

Odoo 18 offers a revamped Debug mode that provides enhanced features and tools for developers to efficiently identify and fix issues within their Odoo applications. Here’s a breakdown of the key improvements and functionalities: 1. Enhanced Debugger: – Step-by-Step Execution: Navigate through your code line by line, examining variable values and function calls at each […]