How to Create an Event Template in Odoo 17 Event App | Event Templates in Odoo 17 Events | Odoo 17 – CBMS Odoo ERP

Odoo 17’s Event Templates offer a powerful and efficient way to streamline the creation and management of recurring events. By predefining key elements like event type, name, location, and recurring pattern, you can significantly reduce the time and effort involved in setting up similar events. Key Features of Event Templates: Predefined Event Details: Templates allow […]

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, […]

What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]

How to Create & Automate Asset Model in Odoo 17 Accounting | Asset Model & Automation in Odoo 17 – CBMS Odoo ERP

Asset Model and Automation in Odoo 17 Accounting Odoo 17 provides a robust asset management module that allows businesses to effectively track, depreciate, and manage their fixed assets. This module offers various features to streamline asset management processes and ensure compliance with accounting standards. Key Features of Asset Management in Odoo 17: – Asset Creation: […]

How to Make Sure One2Many Records Are Deleted When the Parent Record Deleted in Odoo 17 – CBMS Odoo ERP

In Odoo 17, to ensure that One2many records are deleted when the parent record is deleted, you need to configure the One2many field with the proper ondelete attribute. This attribute controls the behavior of related records when the parent record is deleted. Set ondelete=’cascade’ on the One2many field to automatically delete related records when the […]

How to Create Event Stages in Odoo 17 Events App | How to Manage Event Stages in Odoo 17 Events App – CBMS Odoo ERP

Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]

How to Manage Your Company Budget Using Odoo 17 Accounting | Budget Management in Odoo 17 Accounting – CBMS Odoo ERP

Odoo’s budget management functionality allows you to create financial plans and track how your actual income and expenses compare to those plans. It helps businesses gain control over their finances by: Setting Financial Goals: Define planned amounts for income and expenses for specific periods (months, quarters, years). Categorizing Spending: Create budgetary positions that group related […]

How to Create an Event in Odoo 17 Event App | Configure an Event in Odoo 17 Event |Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Events module provides a streamlined platform to organize and manage events of all sizes. From small workshops to large conferences, the module offers a comprehensive set of tools to plan, execute, and analyze events. To create a new event, navigate to the Events app in your Odoo instance. Click on the “Create” button […]

How to Create Maintenance Request in Odoo 17 | Odoo 17 Maintenance App |Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Maintenance module is designed to efficiently manage equipment upkeep and repair. A maintenance request is a formal record of a problem or required service for a piece of equipment. To create a maintenance request in Odoo 17, navigate to the Maintenance app and select “Maintenance Requests.” You’ll be prompted to provide details about […]

How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button.   You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]