How to Set Up & Manage Invoicing Policies in Odoo 18 | Invoicing Policy in Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

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How to Manage Purchase Template in Odoo 18 | Purchase Agreement | Odoo 18 Purchase| Odoo 18 Features – CBMS Odoo ERP

Purchase templates in Odoo serve as pre-configured documents that streamline the purchasing process. They provide a standardized framework for creating purchase orders, requests for proposals (RFPs), and other purchasing-related documents. Key purposes of purchase templates: – Efficiency: By using templates, you can quickly create new purchase documents without having to start from scratch. This saves […]

How to Configure Flexible Working Schedule in Odoo 18 Employee | Flexible Working Hours in Odoo 18 – CBMS Odoo ERP

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How to Configure Authorized Signatory on Invoice in Odoo 18| Odoo 18 Authorized Signatory on Invoice – CBMS Odoo ERP

An authorized signatory is an individual legally empowered to sign documents on behalf of a company or organization. In the context of an invoice, this person is typically responsible for approving the invoice’s contents and authorizing its issuance. Importance of an Authorized Signatory Legal Validity: The signature of an authorized signatory lends legal validity to […]

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 […]

How to Configure Storno Accounting in Odoo 17 | Storno Accounting in Odoo 17 | Odoo 17 Accounting – CBMS Odoo ERP

Storno accounting is a method used to reverse accounting entries by using negative numbers. Instead of deleting incorrect entries, Storno Accounting uses negative debits or credits to reverse them. This creates a clear audit trail, allowing you to see both the original and the reversing entries. Reversed amounts are typically displayed in red within reports […]

How to Create Approval Type in Odoo 17 Approval | What are the Different Approval Types in Odoo 17 – CBMS Odoo ERP

Odoo 17 streamlines your business processes with its powerful Approval module. This episode dives deep into Approval types, the backbone of efficient decision-making and workflow control. Understanding Approval Types: Approval types define the specific categories of requests that require authorization within your organization. Imagine a scenario where a purchase order needs approval before processing. In […]

How to Configure Document From Email Alias in Odoo 17 Document App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo, an open-source business management software, offers features to automate document generation based on emails. Here’s a real-time scenario for a possible implementation: Scenario: Automatic Sales Order Confirmation via Email Customer Sends Email: A customer sends an email to the sales alias (e.g., [email address removed]) expressing their intent to purchase specific products. The email […]

How to Configure Manufacturing in Two Step Odoo 17 Manufacturing App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Two-step manufacturing in Odoo is a simplified process for creating finished products that involves two main steps: picking components and then manufacturing the final product. Here’s a breakdown of what it entails: The Two Steps: Picking Components: Odoo generates a manufacturing order (MO) specifying the product to be manufactured and the quantity. Based on the […]

How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]