How to Manage Section & Notes on Product Lines | Duplicate or Delete Section | Odoo 19 Tutorials – CBMS Odoo ERP

In Odoo 19, managing sections and notes in the Sales Order lines (often referred to as “Product Lines”) can be done either via the user interface or through customization, depending on what exactly you want to achieve — delete or duplicate them. 📌 Context: In Sales Orders (or Invoices), sections are used to group product […]

How to Post Expenses in Odoo 18 | Odoo 18 Expenses Tutorials | Odoo 18 Tutorials | Odoo 18 Features – CBMS Odoo ERP

Once an expense report is approved, what’s next? This comprehensive tutorial covers the crucial final step: “Posting Expenses” to your accounting journals in Odoo 18! You’ll discover: The specific access rights required to post expense reports (Accountant/Adviser + Expense Manager). How can we efficiently filter and view only approved expense reports that are ready for […]

How to Manage Sorting Cart by Category in Odoo 18 POS | Odoo 18 New Features | Odoo 18 POS | Odoo 18 – CBMS Odoo ERP

Odoo 18’s PoS does  have a built-in feature to directly sort products in the cart by category. Leveraging Odoo’s Product Categories: you can directly sort products in the cart, you can organize them into categories in your product catalog.This can help visually group products and make it easier for the cashier to find items.You might […]

How to Manage Cross Selling in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features – CBMS Odoo ERP

Cross-Selling in Odoo: A Comprehensive Guide Cross-selling is a powerful sales technique that involves recommending complementary or related products to a customer who is already considering a purchase. By strategically suggesting additional items, businesses can increase average order value and customer satisfaction. Odoo, a comprehensive suite of business management applications, provides effective tools to implement […]

View Button in Odoo 18 Contact Module | View Button as Optional Column to Open Form View in Odoo 18 – CBMS Odoo ERP

View button is a new feature in odoo  18 contact module. Activate developer mode. Goto contact module — configuration — contact title. provides the ability to switch between the open_form_view button column and the list’s editable and debug-mode-activated states. When these criteria are met, the toggler appears inside the dropdown of the optional columns. Regarding the […]

Quoted Search for Exact Match in Odoo 18 | Odoo 18 New Features | Odoo 18 Expected Features |Odoo 18 – CBMS Odoo ERP

A quoted search for an exact match means enclosing your search term in quotation marks. This instructs the search engine to look for the exact phrase you entered, rather than individual words within the phrase.   Example: Regular search: “” This will return results containing the words “Aksa” and “Foster ” in any contact. Quoted […]