How to Configure Credit Card in Odoo 18 Accounting | Credit Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]

How to Configure Automation in Odoo 17 Project App | Automation in Odoo 17 Project | Odoo 17 Videos – CBMS Odoo ERP

Automation in Odoo 17: A Comprehensive Guide Odoo 17, a powerful open-source ERP system, offers a plethora of automation features to streamline business processes and improve efficiency. Here’s a breakdown of some key automation possibilities: 1. Workflow Automation: Define business processes: Create workflows to guide the movement of data through different stages of a process […]

Odoo 18 Point of Sale PWA | Odoo 18 POS Kiosk | New Features in Odoo 18 POS | Odoo 18 Features – CBMS Odoo ERP

Odoo 18 POS PWA Odoo 18 has introduced significant improvements to its POS system, including the development of a PWA. This means that your POS can function even without an active internet connection, providing uninterrupted service. Additionally, customers can install the POS app on their devices, offering a more seamless and native-like experience. Key benefits […]

How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features – CBMS Odoo ERP

To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]

How to Manage Group Payment in Odoo 18 Accounting | Group Payment in Odoo 18 Accounting | Odoo 18 – CBMS Odoo ERP

Odoo Accounting  have a built-in feature for group payments. Existing Features: Multiple Invoices: Create multiple invoices for the same customer or vendor. Select the invoice/bill and goto the action button and choose pay. When you try to register payment, enable the feature Group payment Use the “Group payment” feature to merge them into a single invoice. […]

How to Create New Commission Plan in Odoo 18 Sales App | Odoo 18 Sales Commission | Odoo 18 Features – CBMS Odoo ERP

Odoo offers robust tools to manage sales commissions effectively. It provides flexibility to configure various commission structures based on different criteria like sales amount, product category, sales person, and more. Key Features and Configuration Commission Types: – Fixed Percentage: A set percentage of the total sales amount. – Product-based: Commission based on specific product margins […]

How to Create Lead Generation Rule in Odoo 17 Event App | Lead Generation Rule in Odoo 17 | Odoo 17 – CBMS Odoo ERP

Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]

How to Register Payment Against Draft Invoice in Odoo 18| Odoo 18 New Features| Odoo 18 Release Date – CBMS Odoo ERP

1. Open the Draft Invoice: Go to the “Sales” app and select “Invoices.” Find the draft invoice you want to pay and click on it to open it. 2. Open the Payment Register: In the invoice form, locate the “Payments” section. Click the “Register Payment” button. 3. Enter Payment Details: In the “Payment Register” window, […]

Odoo 18 New HTML Editor | HTML Editor in Odoo 18 | Odoo 18 New Features | Latest Feature in Odoo 18 – CBMS Odoo ERP

Odoo offers several ways to work with HTML, depending on your specific needs and the module you’re using. Here’s a breakdown: 1. HTML/CSS Editor: – Provides a dedicated tool for advanced customization of your website’s appearance. – Allows direct editing of HTML and CSS code. – Offers a code editor interface for precise control over […]