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 […]

#7 How to Add Sections, Notes, & Subtotals in a Quotation With Odoo 17 Sales App | Odoo 17 Features – CBMS Odoo ERP

Section: In Odoo, a section typically refers to a grouping or categorization of related information within a module or a document.In the Sales module, you may find sections such as quotations, sales orders, and invoices. Each of these sections contains information related to the respective stage of the sales process. Notes: In Odoo, the term […]

Odoo 17 News Episode – 3 – Convert Notes to Task | Odoo 17 New Features – CBMS Odoo ERP

Odoo News Episode – 3  is a war between odoo 16 notes and odoo 17 todo. This video clearly presents how a todo can be converted into a task. The created task can be viewed under the project application. #odoo17 #odoo17features #odoo16 #odoofeatures Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ […]

Adding Sections, Notes and Subtotals in a Quotation with Odoo 16 Sales App | Odoo Functional Stories – CBMS Odoo ERP

This video explains how to add sections, notes, and subtotals in a quotation in Odoo 16 Sales module. #odoo16 Sections can be used to group products under it. While printing the invoice you can see the subtotal corresponding to each section inside the invoice. #odootutorials #odoofunctional Connect With Us: ——– ➡️ Website: ➡️ Email: info@cybrosys.com […]

How to Create Notes and Schedule an Activity in Odoo 15 Notes | Odoo 15 Functional Tutorials – CBMS Odoo ERP

One of the vital aspects of office administration is Notes, and it is a transfer of information. Individuals forget many things in the busy world, and Notes act as a reminder to catch details easily. #odoo15notes Video Contents ———————— 00:00 Introduction 00:54 How to Create Notes 02:35 Add Button 04:27 Schedule Activity A practical Note […]

Odoo 15 Notes Module Features | Odoo 15 Functional Tutorials | How to Create a New Note – CBMS Odoo ERP

Odoo note is a module that can be integrated with other modules. It goes with the modules like Point of sale, Purchase, and Sales. #odoo15notes #odoo15functionalvideos Video Contents ————————– 00:00 Introduction 00:37 Goes to module 01:37 Create a new note 01:43 Collaborative pad analysis It is also integrated with the maintenance and repair module. Moreover, […]