How to Create Invoice Upon Email in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The core purpose of creating invoices upon emails in Odoo is automating the initial stages of invoice creation and streamlining the overall invoicing process. There are several benefits to creating invoices upon emails in Odoo, especially when compared to manual data entry: Increased Efficiency: Saves time by automating invoice creation instead of manual data entry […]

How to Set Access Rights in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]

How to Manage Margin & Cost in Odoo 17 POS | Odoo 17 Functional Tutorials | Odoo 17 POS Tutorials – CBMS Odoo ERP

Margin and cost are important in a point-of-sale (POS) system, as they directly impact your business’s profitability. Here’s a breakdown of these terms and how they function in POS: Margin: This refers to the difference between a product’s selling price and its cost price, typically expressed as a percentage. It essentially represents the profit you […]

How to Manage Automatic Receipt Printing Orders in Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Automatic receipt printing is a feature offered by point-of-sale (POS) systems . It allows a receipt to be printed automatically upon completion of a sale or order, without the need for manual intervention. Set up receipts by going to Point of Sale ‣ Configuration ‣ Point of Sale, selecting a POS, and scrolling down to the Bills & […]

How to Configure Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]

Odoo 17 Accounting Webinar 2024 | CBMS Technologies | Odoo For Accountants – Odoo 17 Webinar – CBMS Odoo ERP

In this webinar, we will be discussing the key features and benefits of Odoo’s accounting module including its user-friendly interface and seamless integration with other Odoo applications. Then setting up your accounting application system, learn how to configure odoo accounting to suit your business needs, covering CoA setup, bank reconciliation, and automated invoicing process. 00:00 […]

How to Export and Import Customer Invoices in Odoo 17 Accounting – CBMS Odoo ERP

The reasons for importing and exporting customer invoices can vary depending on the specific context and needs of the business. #odoo17 #odooaccounting #odoofunctionalvideos Here are some common scenarios: Importing Invoices: Integration with other systems: Invoices might be imported from other systems like e-commerce platforms, point-of-sale systems, or accounting software to consolidate all billing information in one central location. […]

Dynamic Reports in Odoo 17 Accounting | Odoo 17 Features | Dynamic Reports in Odoo 17 – CBMS Odoo ERP

The dynamic report is a new feature in the odoo 17 Accounting application. This feature Navigates easily through reports and see what is behind the numbers. #odoo17 #odoo17features #odooapps Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Dynamic #Reports #Odoo #Accounting #Odoo #Features #Dynamic #Reports […]