How to Lock Confirmed Purchase Orders in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo 18, locking confirmed purchase orders is crucial to ensure that the order details remain unchanged and cannot be modified inadvertently. This feature provides a level of security and control over your procurement processes. Why Lock Purchase Orders? Prevent Unintentional Changes: Once a purchase order is confirmed, locking prevents further modifications to the order […]

How to Create Quotation Templates Sequence in Odoo 18 Sales | Odoo 18 Sales | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 Sales offers a variety of quotation templates that can be used to create different types of sales documents. The following is the typical sequence of quotation templates in Odoo 18 Sales: Sales Order: This is the most basic type of quotation template for creating simple sales orders. Quotation: This template creates formal quotations […]

Product Prices in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Product prices modified on sales order lines are no longer recomputed when the quantity is changed. Odoo 18 provides a robust system for managing product prices, allowing you to set different prices for different customers, product variants, or sales channels. Here’s a breakdown of the key features:   Pricelists – Multiple pricelists: Create various pricelists […]

How to Manage RFQ From Email/Portal in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here’s a breakdown of how it works: RFQ Creation and Management: – Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due […]

One Click RFQ Cancellation in Odoo 18 | How to Cancel RFQ’s in Odoo 18 | Odoo 18 Purchase | Odoo 18 – CBMS Odoo ERP

One-Click RFQ Cancellation in Odoo 18 is a feature that allows users to quickly and easily cancel Request for Quotations (RFQs) with a single click. This can be particularly useful in situations where an RFQ is no longer needed or has been superseded by another RFQ. Here’s how it typically works: – Identify the RFQ: […]

Search Matching Applicants in Odoo 18 | Odoo 18 Recruitment | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Odoo 18 offers a robust applicant tracking system (ATS) that allows you to efficiently search for and manage potential candidates. Here are some of the key features and steps involved in searching for matching applicants: Key Features: Advanced Search Filters: Odoo 18 provides a wide range of search filters to help you narrow down your […]

What are the Types of Charts in Odoo 18 Spreadsheet | Odoo 18 Chart Type in Spreadsheet | Odoo 18 – CBMS Odoo ERP

Odoo 18 offers a variety of chart types that can be used in spreadsheets to visualize data effectively. Here are some of the most commonly used chart types: 1. Line Chart: Ideal for showing trends over time or comparing multiple data sets. Displays data points connected by lines. 2. Bar Chart: Suitable for comparing values […]

Customer LOT/Serial Number Report in Odoo 18| Odoo 18 New Features | Odoo 18 Release| Odoo 18 Update – CBMS Odoo ERP

The “Customer Lot/Serial Number Report” in Odoo 18 provides detailed information about the specific lots or serial numbers of products purchased by individual customers. This report can be useful for tracking product inventory, managing returns, and analyzing customer purchasing patterns. To access the report: Go to Inventory module. Click on Reports under the Inventory menu. […]

Odoo 18 Filter Persistence | Odoo 18 New Features | Filter Persistence in Odoo 18 | Odoo 18 Release – CBMS Odoo ERP

Filters are the criteria you apply to search and view specific data in Odoo 18. When you use the back button, filter persistence ensures that your previously applied filters are retained, making navigation and data exploration more efficient. Enabling Filter Persistence: Access the Settings: Go to Settings — Technical — System Parameters. Locate the Parameter: […]

Sub Thread in Odoo 18 Discuss | Odoo 18 Features | Odoo 18 Release Date | Odoo 18 Discuss App – CBMS Odoo ERP

In Odoo Discuss, a subthread is a conversation within a larger, main thread. It’s a way to break down a complex discussion into smaller, more focused topics, making it easier to follow and manage. Here’s how subthreads work in Odoo Discuss: – Create a Main Thread: Start a new discussion by creating a main thread. […]