#31 Prepayment Amount in Odoo 17 | How to Make Partial Payment in Odoo 17 – CBMS Odoo ERP

A down payment / prepayment is a partial payment made upfront as part of the total amount due for a product or service. It is a common practice in various industries and transactions. In Odoo, handling prepayments typically involves creating a prepayment invoice or using the advance payment feature. #odootutorials #odoo17 Connect With Us: ————————————— […]

How to Manage Front Desk in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Front desk officers are responsible for taking care of guests and customers. Their work mainly involves interacting with customers and business partners, either in person or through phone calls. They also assist in organizing work documents and firm logistics.A front desk will have a receptionist. A Receptionist is a professional who manages the front desk of an […]

#8 How to Download Product Document in Odoo 17 | Odoo 17 Functional Videos | Odoo 17 Tutorials – CBMS Odoo ERP

Sort and search documents based on product. The ability for users to download product documentation or catalogs from the website or invoice is a new feature in Odoo. This is employed in situations where a website could limit the screen. Users can download product documents in certain circumstances. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release Connect […]

#43 Upselling in Odoo 17 Sales App | Order to Upsell in Odoo 17 | Odoo 17 Functional Videos – CBMS Odoo ERP

Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]

#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 […]

#14 Sales Variant Selection in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Sales App – CBMS Odoo ERP

This video explains the Sales Variant Selection in Odoo 17.  Users can manage the variants by selecting the CONFIGURE button at the end of their selected attribute. #odoosales #odoo17 After applying the attributes, we can select a sales variant for the item. The Sales Variant Selection is classified into Product Configurator and Order Grid Entry […]

#30 How to Setup Automatic Invoice in Odoo 17 Sales App | Automatic Invoice in Odoo 17 Sales – CBMS Odoo ERP

The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]

Odoo 17 Sales Module Webinar 2023 | What’s New in Odoo 17 Sales App | Odoo 17 Functional Webinar – CBMS Odoo ERP

Odoo 17 Sales module, empowers you to master the art of sales order management, harness the power of quotations, streamline invoicing and payments, and unleash the potential of sales analytics. Whether you’re a seasoned business owner or an aspiring sales professional, this webinar will provide you with the knowledge and skills you need to elevate […]