CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 […]
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 […]
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 […]
In Odoo, “Prevent Sale of Zero Priced Products” is a feature specifically designed for the website module (from version 16 onwards). It acts as a safeguard to prevent customers from purchasing products listed with a price of zero. Here’s a breakdown of its functionality: Blocks Zero-Priced Purchases: When enabled, this feature stops customers from adding […]
Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]
In an Odoo website, a wishlist is a virtual shopping list where customers can save products they are interested in but aren’t ready to buy right away. It’s like a bookmark for online shopping. Odoo websites do offer wishlist functionality, allowing customers to save products they’re interested in for later purchase. Here’s a breakdown of […]
Odoo 17’s Time Off application offers functionalities to manage employee leave effectively. A crucial aspect of this is configuring public holidays and mandatory work days. This ensures accurate leave tracking, avoids scheduling conflicts, and streamlines the leave request process. Public Holidays: Creating Public Holidays: Navigate to the Time Off app, then Configuration followed by Public […]
The “Set Maximum Difference” feature in Odoo 17 POS helps manage cash handling accuracy. It allows you to define an acceptable tolerance level for the discrepancy between the calculated cash balance and the actual cash in the drawer at the end of a shift. Enable Set Maximum Difference Set Maximum Difference must be enabled before a […]
Odoo 17’s time off module offers flexibility in managing various leave categories for your employees. Time off types act as templates defining how leave requests are tracked, allocated, and approved. Here’s a breakdown of how they work: Creating Time Off Types: Navigate to the Time Off app within the HR module. Under the Configuration menu, choose Time Off Types. Click New to […]
Odoo 17 allows you to include default terms and conditions (T&C) on your invoices, sales orders, and quotations. This helps establish clear expectations with customers regarding important aspects like payments, returns, warranties, and after-sale services. Enabling Default T&C The functionality needs to be activated first. Navigate to Accounting — Configuration — Settings. Under Customer Invoices, […]
