How to Configure Reconciliation Models in Odoo 17 Accounting | Odoo 17 Accounting Tutorials| Odoo 17 – CBMS Odoo ERP

Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]

How to Create Automatic Transfers in Odoo 17 Accounting App | Odoo 17 Accounting Tutorials – CBMS Odoo ERP

Automatic transfers in Odoo 17 Accounting are a powerful tool that can streamline your financial processes and reduce manual data entry. They allow you to automatically move funds between bank accounts based on specific conditions or schedules. Types of Automatic Transfers: Scheduled Transfers: These transfers are triggered at predefined intervals, such as daily, weekly, or […]

How to Configure Products in Odoo 17 Website App | Product Management in Odoo 17 Website App – CBMS Odoo ERP

Odoo 17, a powerful open-source business management suite, offers a robust set of tools for effective product management. This comprehensive platform empowers businesses to streamline their product lifecycle, from ideation to go-to-market. Key Product Management Features in Odoo 17: Product Data Management: Centralized Repository: Maintain a centralized database for all product information, including product names, […]

How to Create Timesheets Report Using Odoo 17| Timesheet Reports in Odoo 17| Odoo 17 Tutorials – CBMS Odoo ERP

Timesheet Reports in Odoo 17 Odoo 17’s Timesheet module offers robust reporting capabilities to provide valuable insights into employee productivity, project performance, and cost management. Businesses can effectively analyze time-tracking data with a range of pre-built reports and customization options. Key reports include the Timesheet Summary, which offers an overview of time spent on different […]

How to Configure Inventory Operation Types in Odoo 17 |What are Warehouse Operation Types in Odoo 17 – CBMS Odoo ERP

Warehouse operations are the essential behind-the-scenes activities that ensure goods are received, stored, shipped, and delivered efficiently. They encompass all the processes that happen within a warehouse to keep products flowing smoothly. Here’s a breakdown of the key areas of warehouse operations: Receiving: This involves inspecting incoming shipments for accuracy and damage, verifying product quantities […]

How to Create Lead/Opportunity From Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

There are several advantages to creating opportunities through an Odoo website: Automate Lead Capture: Odoo can turn website interactions into opportunities automatically. When a visitor fills out a contact form or submits an inquiry, Odoo can create a new lead or opportunity in your CRM. This saves you time and effort compared to manually entering […]

How to Unbuild Order in Odoo 17 Manufacturing App | Odoo 17 Manufacturing Tutorials | Odoo 17 Videos – CBMS Odoo ERP

Unbuild orders are a process used in manufacturing to disassemble a finished product back into its individual components. This can be done for a number of reasons, such as: Recovering parts for reuse: Sometimes a manufactured product may not sell or may be returned due to defects. Unbuilding allows the component parts to be recovered […]

How to Gain Karma in Odoo 17 E-Learning | Odoo 17 E-Learning Tutorials | Odoo 17 Functional Tutorial – CBMS Odoo ERP

What are Karma Gains in Odoo 17? Think of Karma as a points system that rewards users for positive actions within Odoo 17. These actions can include: Completing Tasks: Finishing assigned tasks or projects within the platform earns you Karma points. Data Entry Accuracy: Maintaining accurate and complete data entry throughout your Odoo modules contributes […]

How to Configure Manufacturing in One Step Odoo 17 Manufacturing App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

One-Step Manufacturing in Odoo 17: Simplifying Production for Efficiency Odoo 17’s manufacturing module empowers businesses to streamline production processes and gain control over their entire manufacturing lifecycle. But for smaller businesses or those with simpler production needs, navigating complex features might not be ideal. Here’s where Odoo 17’s “One-Step Manufacturing” functionality comes in, offering a […]

How to Manage Deferred Expenses in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo accounting, deferred expenses, also known as prepaid expenses, represent costs your company has already paid for but hasn’t consumed the benefits of yet. These are recorded as assets on the balance sheet until they are gradually recognized as expenses over the periods they benefit. Here’s a breakdown of how it works: Concept: A […]