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 […]

Odoo 18 Marketing Card App | New App in Odoo 18 | Marketing Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

What is a Marketing Card? A marketing card is typically a physical or digital tool designed to convey a specific marketing message. It can serve various purposes, depending on its context.   Common Interpretations: Business Card: This is the most common understanding. A business card is a small card containing contact information for an individual […]

How to Create an Event in Odoo 17 Event App | Configure an Event in Odoo 17 Event |Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Events module provides a streamlined platform to organize and manage events of all sizes. From small workshops to large conferences, the module offers a comprehensive set of tools to plan, execute, and analyze events. To create a new event, navigate to the Events app in your Odoo instance. Click on the “Create” button […]

How to Create a Helpdesk Ticket in Odoo 17 | Odoo 17 Help Desk App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Helpdesk module simplifies managing customer inquiries and issues. To create a new helpdesk ticket, navigate to the Helpdesk app and click on the “Create” button.   You’ll be given a form to fill in essential details about the ticket. Begin by providing a clear and concise subject line that accurately reflects the issue. […]

What is PLM Reporting (ECO) in Odoo 17 | Reporting Section of Odoo 17 PLM |Engineering Change Orders – CBMS Odoo ERP

Product Lifecycle Management (PLM) reporting, specifically Engineering Change Orders (ECOs), in Odoo 17 is a powerful feature that enables businesses to effectively manage and track changes to products, bills of materials, and documentation. This module streamlines the change management process, ensuring that all stakeholders are informed and aligned throughout the product lifecycle. What are the […]

Invoice/Bill Wizard in Odoo 18 Purchase Module | Odoo 18 New Features | Odoo 18 Latest Features

Odoo 18 offers a streamlined process for creating vendor bills or invoices from purchase orders through a user-friendly wizard. This Odoo 18 feature enhances efficiency and accuracy in your procurement operations. Accessing the Invoice Wizard in Odoo 18 There are primarily two ways to access the invoice wizard in Odoo 18: 1. From a Purchase […]

Odoo 18 New Report Layouts & Fonts | How to Create New Report Layouts | New features in Odoo 18 – CBMS Odoo ERP

Report Layouts and Fonts in Odoo 18 are two ways to control the visual appearance of your reports, like invoices, quotations, or any printable document. Report Layouts define the overall structure and organization of the report. Here’s how they work: Default Layouts: Odoo 18 comes with pre-defined layouts that you can use. These layouts handle […]

Confirm & Reset Button for Selecting Multiple Companies in Odoo 18 | New Features in Odoo 18 – CBMS Odoo ERP

Multi-Company Selection: Odoo 18 offers multi-company functionality through modules or custom development. These might implement a selection interface with dedicated “Confirm” and “Reset” buttons. Here’s how it might work: 1. You access a screen where you can select multiple companies from a list. 2. Each company might have a checkbox next to it. 3. Clicking […]