#43 Upselling in Odoo 17 Sales App | Order to Upsell in Odoo 17 | Odoo 17 Functional Videos – CBMS Odoo ERP

Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]

#48 How to Automate Activities Using Odoo 17 | Activity Plan & Activity Type in Odoo 17 – CBMS Odoo ERP

A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]

#37 How to Set Warnings or Alerts for Products & Customers in Odoo 17 Sales App | Odoo 17 Sales App – CBMS Odoo ERP

Most companies have expired or unused products after several years for various reasons. These expired commodities are not able to sell in the market to customers. The unused items cause several unsatisfactory results when used by individuals. It is possible to set alerts or warnings for the products in a company using ERP software. Sales […]

#7 How to Add Sections, Notes, & Subtotals in a Quotation With Odoo 17 Sales App | Odoo 17 Features – CBMS Odoo ERP

Section: In Odoo, a section typically refers to a grouping or categorization of related information within a module or a document.In the Sales module, you may find sections such as quotations, sales orders, and invoices. Each of these sections contains information related to the respective stage of the sales process. Notes: In Odoo, the term […]

#14 Sales Variant Selection in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Sales App – CBMS Odoo ERP

This video explains the Sales Variant Selection in Odoo 17.  Users can manage the variants by selecting the CONFIGURE button at the end of their selected attribute. #odoosales #odoo17 After applying the attributes, we can select a sales variant for the item. The Sales Variant Selection is classified into Product Configurator and Order Grid Entry […]

How to Add an Many2Many Relational Field in Odoo 17 | Odoo 17 Development Tutorial | Odoo 17 Feature – CBMS Odoo ERP

In this video we will be discussing on how to implement an Many2Many relational field in odoo17.Learn the syntax, configuration, and practical applications of Many2Many fields for seamless data management. Ideal for developers and ERP enthusiasts seeking to enhance their Odoo skills.  #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release #odoo17development #many2many #relationalfield #developmenttutorial #odoodevelopment Connect With […]

How to Setup Previewing the Avatar Card in Odoo 17 | Preview the Avatar Card | Odoo 17 Features – CBMS Odoo ERP

Get information about users or employees by clicking on their avatars. HR and Contact information will be displayed in card format. In Odoo, an “avatar” generally refers to the profile picture or image associated with a user or a record in the system. Each user in the Odoo system can have a personal avatar, which is […]

#30 How to Setup Automatic Invoice in Odoo 17 Sales App | Automatic Invoice in Odoo 17 Sales – CBMS Odoo ERP

The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]

Current User Suggestion in Odoo 17 | Odoo 17 Features – CBMS Odoo ERP

The current user suggested first is a new feature in odoo 17. This would suggest the logged user in the assignee field. If the logged user wants to change the current user suggestion he can do that. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ […]