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

In Odoo 18, there are three main product types: Goods: These are physical products that can be tracked in inventory. They can be further categorized as: Storable Products: Products that are tracked in inventory and have a specific quantity on hand.   Consumable Products: Products that are consumed upon use and don’t have a specific […]

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 Prepayments in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorials – CBMS Odoo ERP

Prepayments in Odoo 18 Sales are a valuable tool for businesses to secure upfront payments from customers, especially for large orders or projects. This feature allows you to create down payment invoices, which can be settled before the final invoice is generated. Here’s a step-by-step guide on how to manage prepayments in Odoo 18 Sales: […]

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, […]

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 Consolidate Subscription Billing in Odoo 18 Sales | Odoo 18 Sales | Odoo 18 New Features – CBMS Odoo ERP

Consolidating Subscription Billing in Odoo 18 Sales Odoo 18 offers a streamlined way to consolidate multiple subscription orders into a single invoice, simplifying your billing process. Here’s a step-by-step guide: 1. Enable Consolidated Billing: Navigate to Settings — Configuration — Invoicing. Check the box for Consolidate Subscriptions Billing. Save the changes. 2. Create Multiple Subscription […]

How to Manage Loyalty Points in Odoo 18 Sales | Loyalty Programs & Cards in Odoo 18| Odoo 18 Release – CBMS Odoo ERP

Odoo provides a robust framework for implementing loyalty programs within your sales operations. These programs can significantly enhance customer retention, encourage repeat business, and drive overall sales growth. Here’s a breakdown of how you can leverage Odoo to create effective loyalty programs: Key Features and Benefits: 1. Points-Based System: – Assign points for purchases based […]

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 […]

How to Change Sequence Number in Odoo 18 Sale Order | Odoo 18 Sales Tutorials | Odoo 18 New Features – CBMS Odoo ERP

Changing Sequence Numbers in Odoo 18 Understanding Sequences in Odoo In Odoo, sequences are used to generate unique identifiers for records. These identifiers are often displayed as reference numbers, such as invoice numbers, purchase order numbers, or customer numbers. Methods to Change Sequence Numbers There are primarily two ways to change sequence numbers in Odoo […]