How to Manage Restricted Category in Odoo 18 POS | Odoo 18 POS Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Restricted categories in Odoo POS are a powerful tool to streamline your point of sale operations and enhance inventory management. By limiting the categories of products displayed on the POS interface, you can: Improve Efficiency: Reduce the clutter on the POS screen, making it easier for cashiers to find and select products. Enhance Accuracy: Minimize […]

How to Manage Incoming Shipment in 1 Step in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo, an incoming shipment in one step is a streamlined process for receiving products directly into stock from a vendor without any intermediate steps. This is the simplest way to handle incoming shipments, making it suitable for small warehouses or businesses with straightforward inventory management needs. Here’s a breakdown of the one-step process: Purchase […]

How to Configure Outgoing Shipment in 1 Step Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

In the realm of inventory management and logistics, an “outgoing shipment in one step” refers to a streamlined process where products are directly transferred from stock to the customer without intermediate steps like staging or additional quality checks. This approach can significantly reduce processing time, labor costs, and potential errors. Key Benefits of One-Step Outgoing […]

How to Configure Outgoing Shipment in 2 Steps Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

A two-step outgoing shipment process involves breaking down the delivery process into two distinct stages. This approach offers several benefits, including enhanced inventory control, improved order accuracy, and streamlined operations. Step 1: Picking and Packing Order Verification: Order Review: Cross-check order details, including items, quantities, shipping address, and any special instructions. Inventory Check: Ensure the […]

How to Configure Outgoing Shipment in 3 Steps Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

Odoo allows you to configure your outgoing shipments in a 3-step process, providing granular control over the picking, packing, and shipping stages. This approach offers flexibility and precision, especially for complex operations or when specific procedures need to be followed. Here’s a breakdown of the 3-step process: 1. Picking: Purpose: To identify and gather the […]

What are the Views in Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 Purchase Tutorial | Odoo 18 – CBMS Odoo ERP

Odoo 18’s Purchase module offers a variety of views to streamline your procurement processes. These views provide different perspectives and functionalities to manage your purchasing activities effectively. Key Views in the Purchase Module: 1. Purchase Order View: Create and manage purchase orders. Add product lines, specify quantities, and set delivery dates. Track the status of […]

How to Manage Shipping Connectors & Shipping Method in Odoo 18 Sales | Odoo 18 New Features| Odoo 18 – CBMS Odoo ERP

Shipping Connectors and Methods in Odoo 18 Sales Odoo 18 offers a robust system for managing shipping, both through internal methods and external shipping carriers. This guide will delve into both aspects: 1. Internal Shipping Methods Configuration: Navigate to Inventory — Configuration — Settings. Under the Delivery Methods section, create new methods as needed. Define […]

How to Create Rental Orders in Odoo 18 Rental | Odoo 18 New Features | Odoo 18 Rental | Odoo 18 – CBMS Odoo ERP

Odoo’s Rental Module: Efficient Rental Management Odoo’s Rental module is a powerful tool for businesses that offer rental services. It allows you to manage your rental inventory, create rental orders, track rentals, and generate accurate invoices. Key Features: – Rental Product Management: Define your rental products and their specific details, such as pricing, availability, and […]

How to Manage Coupons in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo provides a robust system for managing coupons, allowing you to create targeted promotions and discounts to boost sales. Here’s a breakdown of how to set up and utilize coupons in Odoo Sales: Creating a Coupon Program 1. Navigate to Sales: Go to the Sales app in your Odoo instance. 2. Access Coupon Programs: Under […]

How to Configure Canned Response & Chatbots in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 offers powerful tools to streamline customer interactions and improve response times. Canned responses and chatbots are two such features that can significantly enhance your customer service operations. Canned Responses: Quick and Efficient Communication Canned responses are pre-written messages that can be quickly inserted into emails or chat conversations. By using canned responses, you […]