How to Manage Different Invoice & Delivery Addresses of a Customer | Customer Address in Odoo 17 – CBMS Odoo ERP

The customer address in Odoo serves several important purposes within the software’s functionalities: Identifying and Contacting Customers: The primary function is to establish the location and contact details of a customer. This includes information like street address, city, state, zip code, and phone number. With this information, Odoo facilitates various actions, like: Sending quotations, sales […]

Subscription Plan in Odoo 17 | Configure Subscription Plans | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo offers a subscription module designed to streamline recurring billing and subscriber management for businesses with subscription-based services or products.expand_more This allows you to focus on what matters most – growing your business and fostering strong customer relationships. #odoo17 #odoofunctionalvideos #odootutorials Video Chapters 00:00 to 00:27 Introduction 00:27 to 2:33 Recurring Plan 02:33 to 3:36 […]

Dashboard In Odoo 17 Overview | Odoo 17 Dashboard | Odoo Functional Tutorials | Odoo 17 Features – CBMS Odoo ERP

In Odoo, a dashboard is a central location to view important business data at a glance. It’s like a personalized cockpit that brings together key metrics and insights from various Odoo modules. Here’s what dashboards in Odoo offer: Quick Overview: Instead of jumping between different sections of Odoo, dashboards consolidate crucial information on a single […]

How to Add a Tool Tip to a Field in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

Learn how to enhance user experience in Odoo 17 by adding tooltips to fields. Tooltips provide helpful hints or additional information when users hover over specific fields, improving usability and guiding users through the system. #odoo17 #odootutorials This tutorial demonstrates the steps to add tooltips to fields in Odoo 17, empowering users with contextual information […]

How to Set Up and Manage Invoicing Policies in Odoo 17? | Manage Odoo 17 Sales Invoicing Policy – CBMS Odoo ERP

Invoicing policy in Odoo determines when a customer gets billed for a sales order. Odoo offers two main invoicing policy options: Invoice what is ordered: This is the default option in Odoo. The customer gets invoiced for the entire ordered quantity when the sales order is confirmed. This works well for situations where you typically […]

Recruitment App in Odoo 17 | Odoo 17 Enterprise Edition | Odoo 17 Recruitment App – CBMS Odoo ERP

It is a sad fact that finding qualified candidates for open positions has grown to be a challenging endeavour for an organization’s human resource management. #odoo17 #odootutorials #odoofunctionalvideos Video Chapter 00:00  Introduction 00:42 Menus 01:08 Job Positions 07:35 Create a new job position 10:25 Applications menu 16:32 Reporting menu 19:10 Configuration menu 24:07 Settings  Hiring […]

An Overview of Odoo 17 Discuss App | Odoo’s Discuss App | Odoo 17 Discuss App Demo Video – CBMS Odoo ERP

Odoo Discuss is a built-in communication app that serves as the central hub for all your team conversations . It offers a variety of features to facilitate seamless collaboration and information sharing, including: Direct Messaging (DMs): Have private one-on-one chats with colleagues. Channels: Create group chats for specific projects, teams, or topics. You can even make them […]

Fleet Management Odoo 17 | Overview of Odoo 17 Fleet Management App | Odoo 17 Fleet App Demo – CBMS Odoo ERP

In Odoo, “fleet” refers to the Fleet Management application. It’s a software module designed to help businesses organize and manage their vehicles, including: Vehicle details: Track information like make, model, mileage, and engine specifications for each vehicle. Driver management: Assign drivers to vehicles and keep track of their licenses and qualifications. Leasing and contracts: Manage leasing agreements, fuel […]

#8 Receipt Reminder in Odoo 17 Purchase | Odoo 17 Purchase Tutorials | Odoo 17 Functional Videos – CBMS Odoo ERP

In Odoo, the receipt reminder is a feature within the Purchase module that helps improve communication and streamline the purchase order process Automatically reminding vendors about the expected receipt date of their delivered goods or services. Optionally requesting confirmation from vendors before the receipt date, ensuring clarity and reducing potential delays. Prerequists Ensure you have the Odoo Purchase […]

Odoo 17 Planning App | Planning Module in Odoo 17 | Odoo Planning Module | Odoo 17 Functional Videos – CBMS Odoo ERP

The Planning module in Odoo 17 has undergone major improvements that provide businesses with better tools for managing projects, scheduling, and allocating resources. This module functions as an all-inclusive instrument for task organisation, workforce management, and project timeline optimisation. The main attributes and advantages of the Odoo 17 Planning module are outlined below:   User-Friendly Interface: […]