How to Render Data to the Browser in Odoo 17 | Render Data to the Browser | Odoo 17 Technical Videos – CBMS Odoo ERP

This video covers the case of how we can pass the data to the browser, which can be done with the help of controllers. Controllers serve as intermediaries between the front-end of a web application and its back-end. They interpret requests made by the browser and determine how to respond, often by retrieving data from a […]

How to Manage Global Discount in Odoo 17 POS | Global Discount in Odoo 17 | Odoo 17 Functional Video – CBMS Odoo ERP

A global discount is a reduction in the total price of an order or invoice, typically applied after other discounts have been taken into account. It’s different from a regular discount, which can be applied to individual items or subgroups of items. Here are some contexts where you might encounter global discounts: Retail Many online stores […]

How to Configure Lost Reasons in Odoo 17 CRM | How to Manage Your Lost Opportunities in Odoo 17 CRM – CBMS Odoo ERP

Odoo 17 CRM allows you to track why you lose sales opportunities with “Lost Reasons.” This helps analyze your sales process and identify areas for improvement. Here’s how to configure lost reasons in Odoo 17 CRM: Accessing Lost Reasons: Navigate to CRM: Head over to the CRM module within your Odoo 17 instance. Configuration Menu: […]

How to Use Lot Number to Manage Group of Products in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

Lot management is a powerful tool for keeping track of groups of products with shared characteristics. Here’s how you can use lots to manage your inventory: 1. Define your Lots: A lot, or batch, refers to a group of products produced together under similar conditions. This commonality could be based on: Production date Manufacturing line […]

How to Automatically Create New Expenses From an Email in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]

How to Setup Sales Credit Limit in Odoo 17 | Setup Sales Credit Limit in Odoo 17 | Odoo 17 Videos – CBMS Odoo ERP

Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation  2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]

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 […]

How to Configure Helpdesk Team Inside Helpdesk Module of Odoo 17 | Helpdesk Team in Odoo 17 – CBMS Odoo ERP

Odoo 17 Helpdesk Teams: Streamlining Customer Support 00:00 Intro 00:40 helpdesk team 1:08 Visibility and assignment 4:18 Channels 5:28 Help center 6:59 Track & Bill 7:30 Performance 8:06 Self-service 8:49 After sales Odoo 17 offers a robust Helpdesk module to manage customer support requests through a ticketing system. But the real power lies in its […]

How to Use Serial Numbers to Track Products in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

In Odoo, a serial number is a unique identifier assigned to an individual product to track its movement throughout the supply chain. It’s one of the two main methods for product traceability within the software, alongside lot numbers which identify batches of products. Here’s a breakdown of serial numbers in Odoo: Function: Serial numbers distinguish […]

How to Manage Closest Location in Odoo 17 Inventory | Odoo 17 Inventory Tutorial | Odoo 17 Inventory – CBMS Odoo ERP

The “Closest Location” Removal Strategy in Odoo For the Closest Location Removal Strategy, products are picked based on the alphanumeric order of storage location titles.The goal of this strategy is to save the warehouse worker from taking a long journey to a farther shelf when the product is also available at a closer location. A product is […]