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

Upselling in Odoo is a powerful sales technique that allows you to increase the average order value by suggesting additional or more premium products or services to your customers. Odoo provides several tools and strategies to effectively implement upselling: 1. Product Configuration: – Optional Products: Define optional products that can be added to a sale […]

How to Manage Buy X Get Y Free in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 offers a robust system for creating various types of promotions, including “Buy X, Get Y Free”. Here’s a step-by-step guide on how to set this up: 1. Activate the Feature: Go to Sales — Configuration — Settings. Under the Pricing section, enable the Discounts, Loyalty & Gift Cards option. 2. Create a New […]

How to Manage Pricelist in Odoo 18 Sales | Configure Pricelist in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

What is a Pricelist? A pricelist in Odoo is a set of rules that determine the selling price of products for specific customers or customer groups. It allows you to: – Set base prices: Define the default selling price for each product. – Apply discounts: Implement fixed discounts, percentage discounts, or discounts based on quantities. […]

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

Cross-Selling in Odoo: A Comprehensive Guide Cross-selling is a powerful sales technique that involves recommending complementary or related products to a customer who is already considering a purchase. By strategically suggesting additional items, businesses can increase average order value and customer satisfaction. Odoo, a comprehensive suite of business management applications, provides effective tools to implement […]

Gift Cards in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

In Odoo, managing gift cards is possible through custom modules or by using available configurations in the Sales, Point of Sale (POS), or eCommerce modules. Gift cards in Odoo allow businesses to provide store credit or prepaid value to customers, which they can redeem for products or services, either online or in-store. Key Features of […]

How to Set Quotation Validity in Odoo 18 Sales | Quotation Validity in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Quotation validity in Odoo refers to the feature that allows you to set an expiration date for your sales quotations. This is useful for several reasons:   – Enforcing timeliness: It encourages customers to make timely decisions, preventing delays in the sales process.   – Avoiding price discrepancies: It ensures that the quoted prices remain […]

Revamp in MTO Odoo 18 Inventory | Odoo 18 Inventory Tutorial | Odoo 18 New Features| Odoo 18 Release – CBMS Odoo ERP

MTO in Odoo stands for Make-to-Order. It’s a manufacturing strategy where products are produced only after receiving a customer order. This approach helps businesses avoid unnecessary inventory costs and ensures that products are produced according to specific customer requirements. Key features of MTO in Odoo: – Triggered by Sales Orders: When a customer places a […]

How to Set Alerts or Warnings for Vendors & Products in Odoo 18 | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo 18 offers robust features to set up alerts and warnings for vendors and products, ensuring smooth inventory management and timely procurement. These alerts can be customized to meet specific business needs, helping you avoid stockouts, optimize purchasing decisions, and streamline operations. Vendor Alerts: – Low-Performance Alerts: Set up alerts for vendors who consistently underperform […]

How to Manage Purchase Quotations & Orders in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18’s Purchase module offers a robust set of tools for managing purchase quotations and orders effectively. By streamlining your procurement process, you can optimize costs, improve efficiency, and strengthen relationships with suppliers. Creating Purchase Quotations To create a new purchase quotation: – Navigate to the Purchase Module: Access the “Purchase” app in your Odoo […]

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 […]