#8 How to Download Product Document in Odoo 17 | Odoo 17 Functional Videos | Odoo 17 Tutorials – CBMS Odoo ERP

Sort and search documents based on product. The ability for users to download product documentation or catalogs from the website or invoice is a new feature in Odoo. This is employed in situations where a website could limit the screen. Users can download product documents in certain circumstances. #Odoo17 #OdooTips #OdooCommunity #odootutorials #odoo17features #odoo17release Connect […]

#20 How to Analyse Profit of a Sales Order in Odoo 17 | Margin in Odoo 17 | Odoo 17 Sales Videos – CBMS Odoo ERP

An essential indicator of a company’s profitability is its margin. Businesses may assess how well they turn sales into profits by measuring the difference between sales revenue and associated costs. In Odoo, margins are often associated with the pricing of products. The margin represents the difference between the cost price and the selling price of […]

#16 How to Manage Dropshipping with Odoo 17 | Dropshipping in Odoo 17 Purchase App – CBMS Odoo ERP

Dropshipping is a retail fulfillment method where a store doesn’t keep the products it sells in stock. Instead, when you sell a product, you purchase the item from a third party and have it shipped directly to the customer. #dropshipping #dropshipping2023 As a result, the merchant never sees or handles the product. The primary advantage […]

#36 Quotation Template in Odoo 17 | Odoo 17 Functional Videos | Odoo 17 Tutorials – CBMS Odoo ERP

In Odoo, a quotation template is a style that enables the quick and efficient creation of sales quotes. #odoo17 #odootutorials It increases productivity and ensures consistency among quotations by enabling users to create a standard template with pre-filled data. Odoo quotation templates are helpful, especially for businesses that frequently offer quotes with comparable terms and pricing […]

#50 How to Manage Access Rights in Odoo 17 Sales App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The permissions and limitations that are given to individuals or user groups with connection to the data and functions of the system are referred to as access rights in Odoo. These access rights aid in limiting who is able to do what within the various Odoo modules. #odootutorials #odoofunctionalvideos Internal users can access the application, defining […]

#43 Upselling in Odoo 17 Sales App | Order to Upsell in Odoo 17 | Odoo 17 Functional Videos – CBMS Odoo ERP

Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]

#48 How to Automate Activities Using Odoo 17 | Activity Plan & Activity Type in Odoo 17 – CBMS Odoo ERP

A sales team is a group of individuals within an organization who are responsible for selling the company’s products or services to customers. Activity Types” refer to different types of activities or tasks that can be associated with various records, such as leads, opportunities, or projects. Activity type helps to bridge good communication between the […]

#37 How to Set Warnings or Alerts for Products & Customers in Odoo 17 Sales App | Odoo 17 Sales App – CBMS Odoo ERP

Most companies have expired or unused products after several years for various reasons. These expired commodities are not able to sell in the market to customers. The unused items cause several unsatisfactory results when used by individuals. It is possible to set alerts or warnings for the products in a company using ERP software. Sales […]

#7 How to Add Sections, Notes, & Subtotals in a Quotation With Odoo 17 Sales App | Odoo 17 Features – CBMS Odoo ERP

Section: In Odoo, a section typically refers to a grouping or categorization of related information within a module or a document.In the Sales module, you may find sections such as quotations, sales orders, and invoices. Each of these sections contains information related to the respective stage of the sales process. Notes: In Odoo, the term […]

#14 Sales Variant Selection in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Sales App – CBMS Odoo ERP

This video explains the Sales Variant Selection in Odoo 17.  Users can manage the variants by selecting the CONFIGURE button at the end of their selected attribute. #odoosales #odoo17 After applying the attributes, we can select a sales variant for the item. The Sales Variant Selection is classified into Product Configurator and Order Grid Entry […]