CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In Odoo, an eWallet is a digital payment solution integrated into the Odoo platform to help businesses and users store funds, process transactions, and manage their finances directly within the system. It acts as a virtual wallet that can hold and manage funds for different purposes, streamlining payments and financial operations. Digital Balance Management: Users […]
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 […]
In Odoo, automatic invoicing is a feature that allows you to generate invoices automatically under specific conditions. This can streamline your invoicing process and reduce manual effort. How it Works: Enable Automatic Invoicing: Go to Sales — Configuration — Settings. Under the Invoicing Policy section, select “Ordered Quantities”. Enable the “Automatic Invoice” option. […]
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 […]
Odoo 18 offers a built-in feature to lock confirmed sales orders, ensuring data integrity and preventing accidental modifications. Here’s a step-by-step guide: 1. Enable the “Lock Confirmed Sales” Feature: * Go to Settings within the Sales module. * Find the “Lock Confirmed Sales” option and enable it. * Save the settings. 2. Confirm the Sales […]
Combo Products in Odoo Sales: A Comprehensive Guide Odoo’s powerful features allow you to create and manage combo products, enhancing your sales processes and customer experience. Here’s a detailed breakdown: Understanding Combo Products A combo product is a bundle of multiple products sold together at a specific price. This strategy can increase sales, streamline order […]
Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]
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 […]
Sales Warnings in Odoo 18: A Comprehensive Guide Sales warnings in Odoo 18 are a valuable tool to proactively alert users about potential issues or important information related to sales orders. These warnings can be set for specific products, customers, or even entire sales orders. They can be configured to display as simple warnings or […]
A PDF quote builder is a software tool that allows you to create professional-looking quotes in PDF format. These tools often come with pre-designed templates that you can customize with your company’s branding and information. They also allow you to add details such as product descriptions, pricing, terms and conditions, and more. Some PDF quote […]
