How to Analyze Profit of a Sales Order in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 New Features – CBMS Odoo ERP

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 […]

How to Set Quotation Validity in Odoo 18 Sales | Quotation Validity in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Quotation validity in Odoo refers to the feature that allows you to set an expiration date for your sales quotations. This is useful for several reasons:   – Enforcing timeliness: It encourages customers to make timely decisions, preventing delays in the sales process.   – Avoiding price discrepancies: It ensures that the quoted prices remain […]

How to Lock Confirmed Sales Orders in Odoo 18 | Odoo 18 Sales| Odoo 18 New Features| Odoo 18 Release – CBMS Odoo ERP

Odoo 18 offers a built-in feature to lock confirmed sales orders, ensuring data integrity and preventing accidental modifications. Here’s a step-by-step guide: 1. Enable the “Lock Confirmed Sales” Feature:  * Go to Settings within the Sales module.  * Find the “Lock Confirmed Sales” option and enable it.  * Save the settings. 2. Confirm the Sales […]

How to Manage Amounts in Local Currency in Odoo 18 Purchase | Odoo 18 Purchase| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 allows you to manage purchase orders and invoices in your local currency. This means that you can enter and track purchase information using the most relevant currency to your business operations. Here’s a breakdown of how amounts are handled in local currency: 1. Currency Setup: – Company Currency: In the Company Settings, you […]

What is Bi-Directional Replication (BDR) in Odoo | How BDR Can Revolutionize Your Odoo Deployments – CBMS Odoo ERP

Enhance Your Odoo with Bi-Directional Replication (BDR) Discover how BDR can revolutionize your Odoo deployments. With BDR, you can: – Improve Reliability: Eliminate single points of failure and ensure continuous operation. – Scale with Ease: Handle increased workloads seamlessly as your business grows. – Protect Your Data: Benefit from enhanced data protection and disaster recovery […]

How to Configure Task Management in Odoo 17 Field Service | How to Manage Task Creation in Odoo 17 – CBMS Odoo ERP

Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]

How to Configure Product Category in Odoo 17 |Product Category Management in Odoo 17 |Odoo 17 Videos – CBMS Odoo ERP

Product Category Management in Odoo 17 is a comprehensive feature that enables businesses to efficiently organize, manage, and analyze their product portfolio. This module allows companies to categorize products into hierarchical structures, facilitating streamlined product management, reporting, and decision-making. Key features of Product Category Management in Odoo 17 include: – Multi-level categorization: Create nested categories […]