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 […]

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 […]

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 […]

#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 […]

Basic Views in Odoo 17 | What are the Basic Views in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo, views are fundamental components of the user interface that define how data is presented and interacted with within the system. They essentially dictate the layout and appearance of different screens or pages within the application. Video Chapters 00:00 Introduction 01:31 Form View 04:04 Tree View 04:58 Calender View 06:18 Graph View Views are […]

#18 How to Manage Pricelist Based on Country Group in Odoo 17 Sales | Odoo 17 Sales App Tutorials – CBMS Odoo ERP

Odoo allows you to manage price lists based on country groups, enabling you to set different prices for products depending on the customer’s location. #odoo17 #odoosales #odoofunctionalvideos Here’s how to achieve this: 1. Create price lists: Navigate to Sales – Products – Price Lists. Click Create to establish a new price list. Enter a descriptive name and configure […]

How to Manage Digital Content on Odoo 17 Website | Odoo 17 Website Tutorials – CBMS Odoo ERP

In Odoo, “digital content” refers to any intangible product you can sell online. This typically includes things like: E-books, PDFs, and white papers: These are downloadable documents containing text, images, and sometimes interactive elements. Music, videos, and podcasts: These are downloadable audio or video files that your customers can enjoy. Software and apps: These can be downloadable programs or licenses […]

#41 How to Export and Import Sales Quotations in Odoo 17 Sales | Odoo 17 Sales Tutorial – CBMS Odoo ERP

Quotations are imported and exported in Odoo for several reasons, depending on the specific use case. Here are some of the most common scenarios: 1. Sharing quotations with customers: Exporting a quotation allows you to create a professional document that you can send to potential customers for review. This is useful for proposals, estimates, and price quotes. Once […]

URLs & Routing in Odoo 17 Website App | Odoo 17 Development Tutorials | URLs and Routing in Odoo 17 – CBMS Odoo ERP

In Odoo 17, routings and URLs define the mapping between web addresses and specific functionalities or pages within the system, facilitating efficient navigation and interaction for users accessing the application through a web browser. #odoo17 #odoodevelopment #odoowebsite Routings define the paths or routes that incoming requests follow within the system, directing them to the appropriate handlers […]

Members Module in Odoo 17 | How to Use Odoo 17 Members Module | Odoo 17 Functional Videos – CBMS Odoo ERP

Some businesses, along with additional organizations, offer memberships to their clients to assist them and maintain a long-lasting relationship. #odoo17 #odoofunctionalvideos #odootutorials Customers who wish to take advantage of exclusive deals along with additional advantages can become members of an entrepreneurial venture. In every company, caring for staff members is an exhausting endeavour. The investors […]