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 Purchase Products in Different Units of Measure (UOM) in Odoo 17 | Odoo 17 Sales Tutorials – CBMS Odoo ERP

Odoo 17 allows you to manage products with different Units of Measure (UOM) to effectively handle situations where you buy and sell in varying quantities. Here’s how to purchase products with different UOMs: 1. Product Configuration: Go to the Products app and create a new product or edit an existing one. In the product form, locate the Unit […]

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 […]

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 […]

How to Configure Rental Product and Rental Period in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Software for the rental of equipment is essential for business owners and proprietors of businesses as it improves operations and aids in asset management. It facilitates equipment operation for organisations by offering real-time data assistance and visibility. Some businesses have commenced utilising this advantageous instrument. #odoo17 Equipment rental software is essential for resource tracking due […]

#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 […]