How to Create a Bill in Odoo 19 Purchase | Odoo 19 Purchase Tutorials | Odoo 19 Functional Tutorials – CBMS Odoo ERP

Creating a Purchase Bill in Odoo 19 (also known as a Vendor Bill) involves recording a vendor invoice against an existing Purchase Order or creating one manually. Here’s a step-by-step guide: ✅ Pre-requisites Ensure: The Purchase and Invoicing/Accounting modules are installed. You have the proper user rights (e.g., Purchase Manager or Accountant). 🔧 Option 1: […]

Discuss Overview Odoo 18 | How to Use Discuss Module in Odoo 18 | Odoo 18 Discuss Tutorials |Odoo 18 – CBMS Odoo ERP

Odoo Discuss is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. Discuss enables communication through a persistent chat window that works across applications, or through the dedicated Discuss dashboard. Upon opening the Discuss app, the Discuss dashboard appears. Inbox, starred, and history Upon opening the Discuss app, the Discuss dashboard appears. On the Discuss dashboard, unread messages are visible in […]

How to Manage Restocking Notification in Odoo 18 Website | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

1. Wishlist Functionality: Enable Wishlist: Activate the wishlist feature in your Odoo website’s configuration. Add to Wishlist: Allow customers to add out-of-stock products to their wishlist. Collect Email Addresses: When adding to the wishlist, collect customers’ email addresses. 2. Stock Alerts and Notifications: Configure Stock Alerts: Set up stock alerts for specific products. Trigger Email […]

How to Configure Re-Ordering From Portal in Odoo 18 Website | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

How to Enable Re-Order From Portal in Odoo 18 Website Odoo 18 offers a convenient feature that allows customers to easily re-order previously purchased products directly from their portal. This significantly streamlines the re-ordering process, saving both time and effort for your customers. Here’s how to enable and configure this feature: 1. Enable the Feature: […]

How to Manage Prevent Sale of Zero Priced Products in Odoo 18| Odoo 18 New Features| Odoo 18 Website – CBMS Odoo ERP

In Odoo, preventing the sale of zero-priced products is a valuable feature that helps maintain accuracy and avoid potential issues. Here’s how you can implement this: 1. Enable the Feature: Navigate to Website — Configuration — Settings. Under the Shop – Products section, enable the Prevent sale of zero-priced products option. 2. Configure Redirect URL: […]

How to Configure Discount Code in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Release | Odoo 18 – CBMS Odoo ERP

Discount Codes in Odoo 18 Sales: A Comprehensive Guide Odoo 18 offers robust features to implement discount codes in your sales process, enhancing customer engagement and boosting sales. Here’s a detailed guide on how to set up and utilize discount codes effectively: 1. Setting Up Discount Programs: * Navigate to Promotions: * Go to Sales […]

How to Configure Prepayments in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorials – CBMS Odoo ERP

Prepayments in Odoo 18 Sales are a valuable tool for businesses to secure upfront payments from customers, especially for large orders or projects. This feature allows you to create down payment invoices, which can be settled before the final invoice is generated. Here’s a step-by-step guide on how to manage prepayments in Odoo 18 Sales: […]

How to Manage Pricelist in Odoo 18 Sales | Configure Pricelist in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

What is a Pricelist? A pricelist in Odoo is a set of rules that determine the selling price of products for specific customers or customer groups. It allows you to: – Set base prices: Define the default selling price for each product. – Apply discounts: Implement fixed discounts, percentage discounts, or discounts based on quantities. […]

What are the Improvements in Odoo 18 PDF Quote Builder | Odoo 18 Sales App | Odoo 18 New Features – CBMS Odoo ERP

A PDF quote builder is a software tool that allows you to create professional-looking quotes in PDF format. These tools often come with pre-designed templates that you can customize with your company’s branding and information. They also allow you to add details such as product descriptions, pricing, terms and conditions, and more. Some PDF quote […]