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 […]

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 Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]

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 […]

Inventory Adjustments & Cycle Counts in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, both cycle counts and inventory adjustments are crucial for maintaining accurate inventory records. Here’s a breakdown of each concept and how they work together: Inventory Adjustments: Used to manually update the on-hand quantity of a product in the system. Reasons for adjustments could be: Stock breakage Spoilage Loss during theft Finding unexpected inventory […]