How to Manage Reconciliation of Draft Entries | Odoo 19 Tutorials | Odoo 19 Accounting | Odoo 18.2 – CBMS Odoo ERP

In Odoo 19, reconciliation of draft entries typically refers to the process of matching/unifying accounting entries (often from invoices, payments, or bank statements) before they are posted or confirmed. Here’s a breakdown of how reconciliation works in Odoo 19, specifically for draft entries: Draft entries: These are journal entries (or invoices/payments) that are created but […]

How to Configure Taxes in Company Currency in Odoo 18 Accounting | Odoo 18 Accounting Tutorials – CBMS Odoo ERP

Taxes in Company Currency in Odoo Odoo, a powerful open-source ERP, offers a feature to display taxes on invoices in the company’s currency, even when the invoice is created in a different currency. This can be particularly useful for businesses operating in multiple currencies or for regulatory compliance in certain regions. How to Enable Taxes […]

How to Manage Credit Limits in Odoo 18 Accounting | Sales Credit in Odoo 18 Accounting | Odoo 18 – CBMS Odoo ERP

In Odoo, the Sales Credit Limit refers to a feature used to manage and control customer credit limits in the Sales and Accounting modules. This ensures that customers do not place orders exceeding their predefined credit limit, helping businesses mitigate financial risks. How Sales Credit Limit Works in Odoo: Setting Up Credit Limits for Customers: […]

How to Unblock Payment in Odoo 18 Accounting | Odoo 18 Accounting Tutorials | Odoo 18 New Features – CBMS Odoo ERP

To unblock a payment in Odoo 18 Accounting, you can follow these steps: Go to the “Payments” menu. This is usually located under the “Accounting” app. Search for the payment you want to unblock. You can use the search bar or filters to find the specific payment. Open the payment record. Click on the payment […]

How to Configure Credit Card in Odoo 18 Accounting | Credit Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]

How to Create Invoice Upon Email in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The core purpose of creating invoices upon emails in Odoo is automating the initial stages of invoice creation and streamlining the overall invoicing process. There are several benefits to creating invoices upon emails in Odoo, especially when compared to manual data entry: Increased Efficiency: Saves time by automating invoice creation instead of manual data entry […]

Odoo For Trading Companies: Odoo 16 Webinar 2023 | Manage Your Trading Business With Odoo – CBMS Odoo ERP

This webinar is for trading companies of all sizes, from small businesses to large enterprises. Whether you are just starting out or looking to improve your existing operations, Odoo 16 can help you achieve your goals. #tradingcompanies #tradingcompany #erp Video Chapters 00:00 Introduction 02:17 Key Benefits of Implementing the Odo Software 07:36 Dashboard 17:07 Invoicing Policies […]