CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Adding an Extra Step During Checkout in Odoo Website Odoo’s website builder offers a flexible way to customize the checkout process. You can add an extra step to collect additional information from customers, such as: * Specific preferences: Like color, size, or flavor choices. * Delivery instructions: Special handling requirements or delivery time windows. * […]
The “Ship Later” feature in Odoo 18 POS allows you to process sales orders without immediately shipping products. This is particularly useful for: Inventory Management: Reducing the need to maintain large inventory levels. Customer Convenience: Offering flexible delivery options. Operational Efficiency: Streamlining order processing and fulfillment. Enabling Ship Later in Odoo 18 POS: Configure Inventory […]
FIFO (First In, First Out) is a common inventory valuation method where the oldest inventory items are sold first. In Odoo, you can configure this strategy for specific product categories to ensure accurate cost calculations and financial reporting. How to Set Up FIFO Removal Strategy in Odoo: Define Product Categories: Create product categories to group […]
The “Set Maximum Difference” feature in Odoo POS helps you maintain accuracy in cash handling by defining a tolerance level for discrepancies between the calculated cash balance and the actual cash in the drawer at the end of a shift. Here’s how to set it up: Enable the Feature: Go to Point of Sale — […]
Customer Notes in Odoo 18 POS allow you to add specific instructions or information related to individual order lines or the entire order. These notes can be displayed on receipts and invoices, providing valuable context for both you and your customers. Here’s how to use them: * Enable Customer Notes: * Go to Point of […]
To restrict price modification to managers in Odoo 18 Point of Sale, you can leverage the built-in “Price Control” feature. This setting ensures that only users with specific permissions can modify product prices during POS transactions. Here’s a step-by-step guide: 1. Enable Price Control: Go to Point of Sale — Configuration. In the General Settings […]
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 […]
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 […]
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 […]
