How to Configure Re Ordering From Portal in Odoo 17 Website | Re-Order From Portal in Odoo 17 – CBMS Odoo ERP

Re-order from Portal is a feature offered by Odoo, an open-source business management software. It specifically allows customers to easily re-purchase items they previously bought through the company’s online customer portal. In simpler terms, it streamlines repeat orders for frequently needed products. Here’s a breakdown of the benefits: Saves Time: Customers don’t have to search […]

How to Configure Wishlist in Odoo 17 | Wishlist in Odoo 17 Website | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In an Odoo website, a wishlist is a virtual shopping list where customers can save products they are interested in but aren’t ready to buy right away. It’s like a bookmark for online shopping. Odoo websites do offer wishlist functionality, allowing customers to save products they’re interested in for later purchase. Here’s a breakdown of […]

How to Manage Advanced Pricelist in Odoo 17 Sales App | Advanced Price Rules in Odoo 17 Sales Module – CBMS Odoo ERP

An advanced price rule is a business rule used to define dynamic pricing based on various conditions. It’s more sophisticated than a basic rule that simply sets a fixed price. Benefits of Advanced Price Rules: Increased sales through targeted promotions and discounts. Improved profit margins by automatically adjusting prices based on costs or competitor pricing. […]

How to Manage Compare Price in Odoo 17 Website App | Comparison Price/Strikethrough Price in Odoo 17 – CBMS Odoo ERP

“Compare to” Pricing: This method lets you display a higher “compare to” price alongside your actual selling price. This can be a persuasive tactic, making your product seem like a better deal. Here’s how to set it up: Activate the Feature: Go to Website — Configuration — Settings and navigate to the Shop – Products […]

How to Create Badges & Challenges in Odoo 17 Employee App | Employee Management in Odoo 17 – CBMS Odoo ERP

Odoo 17’s employee module goes beyond simple HR management. It leverages gamification through badges and challenges to boost employee morale, increase engagement, and drive desired behaviours. Let’s delve into how these features work: Badges: Virtual Recognition for Achievements Celebrating Milestones: Employee badges are virtual tokens awarded for completing specific tasks or reaching predefined goals within […]

How to Manage Restricted Category in Odoo 17 POS | Restricted Category in Odoo 17 POS – CBMS Odoo ERP

In Odoo’s Point of Sale (POS) system, a restricted category refers to a product category that is hidden from staff members during a sales session. This means cashiers or sales representatives won’t be able to see or sell any items belonging to those categories. Here’s how it works: Configuration: An administrator configures the POS settings. […]

How to Set Default Value for a Field Using Function in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, the ability to set default values for fields dynamically using functions is a powerful feature that enhances flexibility and customization options within the system. Unlike static default values, which remain constant regardless of circumstances, dynamic defaults enable developers to define default values based on specific conditions or calculations.To implement dynamic default values, […]

How to Manage Margin & Cost in Odoo 17 POS | Odoo 17 Functional Tutorials | Odoo 17 POS Tutorials – CBMS Odoo ERP

Margin and cost are important in a point-of-sale (POS) system, as they directly impact your business’s profitability. Here’s a breakdown of these terms and how they function in POS: Margin: This refers to the difference between a product’s selling price and its cost price, typically expressed as a percentage. It essentially represents the profit you […]

How to Add New States to an Existing State Field in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, states play a pivotal role in indicating the different stages or statuses that records can undergo within the system. These states are commonly represented as selection fields in Odoo models, allowing users to easily discern the current status of a record. To append new states without altering the existing ones, the selection_add […]

How to Load Custom Field to POS in Odoo 17 | Odoo 17 Development Tutorials | Odoo 17 POS Videos – CBMS Odoo ERP

In Odoo, a common requirement is to add custom fields to various models like products, customers, or orders. When integrating these custom fields into the Point of Sale (POS) module, it’s crucial to ensure they are properly loaded and utilized within the POS interface. Odoo offers several methods for loading data into the POS module, […]