#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 […]

#20 How to Analyse Profit of a Sales Order in Odoo 17 | Margin in Odoo 17 | Odoo 17 Sales Videos – CBMS Odoo ERP

An essential indicator of a company’s profitability is its margin. Businesses may assess how well they turn sales into profits by measuring the difference between sales revenue and associated costs. In Odoo, margins are often associated with the pricing of products. The margin represents the difference between the cost price and the selling price of […]

#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 […]

#48 How to Automate Activities Using Odoo 17 | Activity Plan & Activity Type in Odoo 17 – CBMS Odoo ERP

A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]

#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 […]

#6 How to Manage Sales Returns in Odoo 17 Sales App | What is Sales Return Called? | Odoo 17 Sales – CBMS Odoo ERP

Sending a product back to the seller by a client or customer is termed a Sales return. Due to various reasons, a customer can return the item to the owner. Sometimes, it is due to customer dissatisfaction with a product or differences in individual desire. To make a sales process smoother, it is necessary to […]

#13 How to Configure Unit of Measurement (UoM) in Odoo 17 | Setup Unit of Measurement – CBMS Odoo ERP

Odoo is a popular open-source business management software suite that includes various modules for different business functions, such as accounting, inventory management, sales, and more. In Odoo, units of measurement are used to quantify and manage the quantities of products or services in different modules. In Odoo, a unit of measure is a standard for […]

How to Add an Many2Many Relational Field in Odoo 17 | Odoo 17 Development Tutorial | Odoo 17 Feature – CBMS Odoo ERP

In this video we will be discussing on how to implement an Many2Many relational field in odoo17.Learn the syntax, configuration, and practical applications of Many2Many fields for seamless data management. Ideal for developers and ERP enthusiasts seeking to enhance their Odoo skills.  #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release #odoo17development #many2many #relationalfield #developmenttutorial #odoodevelopment Connect With […]

#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 […]