CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Cross-Selling in Odoo: A Comprehensive Guide Cross-selling is a powerful sales technique that involves recommending complementary or related products to a customer who is already considering a purchase. By strategically suggesting additional items, businesses can increase average order value and customer satisfaction. Odoo, a comprehensive suite of business management applications, provides effective tools to implement […]
Changing Sequence Numbers in Odoo 18 Understanding Sequences in Odoo In Odoo, sequences are used to generate unique identifiers for records. These identifiers are often displayed as reference numbers, such as invoice numbers, purchase order numbers, or customer numbers. Methods to Change Sequence Numbers There are primarily two ways to change sequence numbers in Odoo […]
Odoo 18 provides a straightforward way to manage your vendors. Here’s a step-by-step guide on how to create a new vendor: 1. Navigate to the Purchase App: Log in to your Odoo instance. Go to the “Purchase” app. 2. Create a New Vendor: Click on the “Create” button. A new form will appear. 3. Fill […]
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, Units of Measurement (UoM) allow you to manage quantities in different units and ensure that operations like purchases, sales, and stock movements are consistent and accurate across the supply chain. UoM in Odoo can handle various unit conversions, making it flexible for inventory and sales management. Here’s an overview of how it works: […]
In Odoo 18 POS, selling event tickets can be managed by leveraging the Events module alongside Point of Sale (POS), allowing businesses to handle ticket sales for events seamlessly. Here’s how you can set it up: Steps to Set Up Event Ticket Sales in Odoo POS Enable the Events Module: – Go to the Apps […]
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. […]
Streamline Your Procurement Process: Mastering Purchase Order Approvals in Odoo 18 Learn how to efficiently manage and control your purchase order approvals in Odoo 18. This video will guide you through the step-by-step process of setting up approval workflows, assigning approvers, and tracking the progress of purchase orders. Key topics covered: – Configuring approval workflows […]
Analyzing Profit on Sales Orders in Odoo 18 Odoo 18 offers a robust framework to analyze the profitability of sales orders. Here’s a comprehensive guide: 1. Understanding the Components: Before diving into the analysis, it’s essential to understand the key components: * Sales Price: The total amount charged to the customer. * Cost of Goods […]
