How to Configure Storno Accounting in Odoo 17 | Storno Accounting in Odoo 17 | Odoo 17 Accounting – CBMS Odoo ERP

Storno accounting is a method used to reverse accounting entries by using negative numbers. Instead of deleting incorrect entries, Storno Accounting uses negative debits or credits to reverse them. This creates a clear audit trail, allowing you to see both the original and the reversing entries. Reversed amounts are typically displayed in red within reports […]

How to Configure Sales Team & Team Members in Odoo 17 Sales | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Sales Teams: Streamlining Your Sales Force Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline. Creating and Configuring Sales Teams Setting Up: Navigate to the CRM […]

How to Configure Manufacturing in One Step Odoo 17 Manufacturing App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

One-Step Manufacturing in Odoo 17: Simplifying Production for Efficiency Odoo 17’s manufacturing module empowers businesses to streamline production processes and gain control over their entire manufacturing lifecycle. But for smaller businesses or those with simpler production needs, navigating complex features might not be ideal. Here’s where Odoo 17’s “One-Step Manufacturing” functionality comes in, offering a […]

How to Configure Deferred Revenue in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo handles deferred revenue, also known as unearned revenue, which is money received from customers upfront for goods or services that haven’t been delivered yet. Since the company still owes the customer those products or services, this advance payment is considered a liability. Here’s a breakdown of deferred revenue in Odoo: Concept: Deferred revenue is […]

How to Add a Chatter in Odoo 17 | Adding a Chatter in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, the chatter feature remains a fundamental aspect of the platform, serving as a central hub for communication, collaboration, and activity tracking. Essentially, it provides a threaded discussion area associated with each record in the system. This feature enhances productivity, fosters teamwork, and streamlines business processes by providing a centralized platform for communication […]

What is a Putaway Rule in Odoo 17 | How to Manage Putaway Rule in Odoo 17 Inventory | Odoo 17 Videos – CBMS Odoo ERP

In Odoo’s inventory system, a putaway rule is a behind-the-scenes hero that automates where incoming products are placed in your warehouse. It’s like a smart mailing system for your stock, ensuring each item gets directed to its designated spot. Think of it this way: Imagine receiving a box of hammers. Without a putaway rule, someone […]

How to Configure Helpdesk Module in Odoo 17 | Helpdesk Management in Odoo 17 | Best Ticketing System – CBMS Odoo ERP

Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]

How to Configure Lost Reasons in Odoo 17 CRM | How to Manage Your Lost Opportunities in Odoo 17 CRM – CBMS Odoo ERP

Odoo 17 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]

How to Configure Helpdesk Team Inside Helpdesk Module of Odoo 17 | Helpdesk Team in Odoo 17 – CBMS Odoo ERP

Odoo 17 Helpdesk Teams: Streamlining Customer Support 00:00 Intro 00:40 helpdesk team 1:08 Visibility and assignment 4:18 Channels 5:28 Help center 6:59 Track & Bill 7:30 Performance 8:06 Self-service 8:49 After sales Odoo 17 offers a robust Helpdesk module to manage customer support requests through a ticketing system. But the real power lies in its […]

How to Add New Custom Addons Path in Odoo 17 | Configure Custom Addons Path | Odoo 17 Development – CBMS Odoo ERP

In Odoo, the addons path specifies the directories where the system searches for modules (addons) to load. While Odoo typically looks for addons in predefined paths specified in the configuration file (odoo.conf) by default, there are situations where you may need to include additional directories containing custom addons. This flexibility allows for better organization and […]