How to Create a New Quotation in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 Functional Videos – CBMS Odoo ERP

Create quotes in seconds! In this video, see how to quickly draft, customize, and send professional sales quotations in Odoo — fast, easy, and paperless. Speed up your sales and impress your clients! #Odoo18 #OdooSales #OdooTutorial #OdooQuotation #SalesAutomation #Odoo18NewFeatures #OdooCRM #OdooERP #OdooFunctionalTutorial #Odoo18ReleaseDate #Odoo18Sales #SalesQuotation #CreateQuotation #SalesManagement Connect With Us: ————————————— ➡️ Website: ➡️ Email: […]

What is a Quotation Template in Odoo | How to Create a Quotation Template in Odoo 18| Odoo 18 Shorts – CBMS Odoo ERP

Use Quotation Templates to send stunning, ready-made offers in just a few clicks. Fast, easy, and super professional! #Odoo18 #Odoo18QuotationTemplate #OdooShorts #OdooFunctionalTutorials #Odoo18Features #OdooSales #OdooTips #OdooERP #Odoo18ReleaseDate #OdooCustomization #Odoo #QuotationTemplate #OdooTutorial #OdooFunctional #OdooNewFeatures #SalesAutomation #ERPSystem #BusinessEfficiency #HowToOdoo #OdooTips #OdooSales #OdooConsulting #OpenSourceERP #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]

What’s a Milestone in a Sales Order in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

Ever wondered how to break down service delivery into phases and get paid as you go? That’s exactly what Milestones in Odoo Sales Orders are designed for. In this video, we give you a complete functional explanation of how milestones work in Odoo — and how they transform your sales and billing workflows. What You’ll […]

Upselling in Odoo to Boost Sales | Upselling in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to suggest premium products, use optional items, and increase order value right inside Odoo Sales. Perfect for sales teams & businesses looking to grow fast! Refer to this Video for How to Manage Upselling in Odoo 18 Sales: #Odoo18 #OdooUpselling #OdooSales #OdooTutorials #BoostSales #OdooERP #OdooCRM #Odoo18Features #UpsellingTips #OdooForBusiness #Odoo18Upselling #Odoo18Sales #Odoo18Tutorial #BoostSales #SalesStrategy […]

Overview of The Other Info Tab in Odoo 18 Sales | How to Manage Key Details for Your Quotations – CBMS Odoo ERP

In this video, we’ll cover the ‘Other Info’ tab in Odoo Sales, which helps manage key details for your quotations. The Other Info tab in Odoo provides additional settings for quotations, divided into four sections. The Sales section lets you assign a salesperson, sales team, and company (useful in multi-company environments). You also have the […]

What’s New in Odoo 18 Sales | Odoo 18 New Features | EP-4 Tech Tonic | Odoo 18 Sales Tutorials – CBMS Odoo ERP

Odoo 18 brings a range of new features to the Sales module, designed to streamline processes and enhance efficiency:   Quotation Management: Quotation Calculator: Accurately calculate quote prices based on various factors like product costs, discounts, and taxes.   Improved PDF Quote Builder: Create professional and visually appealing quotes with a more intuitive design.   […]

How to Manage Promotions in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales | Odoo 18 Release – CBMS Odoo ERP

Odoo 18 offers a robust system for managing promotions and discounts within the Sales module. This allows you to implement various strategies to attract customers and boost sales. Key Promotion Types in Odoo 18 Sales: Fixed Amount Discounts: Apply a fixed amount of discount to specific products or the entire order. Ideal for seasonal sales, […]

What is Next Order Coupons in Odoo 18 Sales | Odoo 18 New Features | Promotion Type in Odoo 18 – CBMS Odoo ERP

Next Order Coupons in Odoo 18 Sales are a powerful tool to incentivize repeat business and increase customer loyalty. They allow you to generate and share single-use coupon codes that grant customers a discount or reward on their next purchase.   How to Create Next Order Coupons: 1. Go to Sales ‣ Products ‣ Discount […]

How to Configure Product Packaging in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorials – CBMS Odoo ERP

Product Packaging in Odoo 18 Sales Odoo 18 offers robust features for managing product packaging within the Sales module, enhancing inventory accuracy and streamlining order processing. Here’s a breakdown: Key Features:  * Packaging Definition:    * Create various packaging types (e.g., boxes, cartons, pallets) with specific dimensions and capacities.    * Assign packaging types to […]

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 […]