How to Manage Approval in Odoo 17 | How to Create Approval in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Approvals in Odoo 17 are a robust feature streamlining business processes by automating and tracking approvals across various departments. This feature enables organizations to configure customized approval workflows for different scenarios, such as: – Purchase orders – Sales orders – Expenses – Time off requests – Documents In Odoo 17, approvals are highly customizable, allowing […]

What is PLM Reporting (ECO) in Odoo 17 | Reporting Section of Odoo 17 PLM |Engineering Change Orders – CBMS Odoo ERP

Product Lifecycle Management (PLM) reporting, specifically Engineering Change Orders (ECOs), in Odoo 17 is a powerful feature that enables businesses to effectively manage and track changes to products, bills of materials, and documentation. This module streamlines the change management process, ensuring that all stakeholders are informed and aligned throughout the product lifecycle. What are the […]

Passkey Authentication in Odoo 18 | Auth Passkey in Odoo 18 | How to Configure Passkey in Odoo 18 – CBMS Odoo ERP

In Odoo 18, the term “passkey” refers to an administrative functionality, not the new web standard Passkeys. There are two main contexts where you might encounter it: Admin Passkey Module: This is a third-party module available on the Odoo Apps Store. It allows an administrator to log in to the system using any user’s login […]

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 Manage User Sessions, Devices In Odoo 18 |Session Management in Odoo 18 |Odoo 18 New Features – CBMS Odoo ERP

Managing User Sessions and Devices in Odoo 18 Efficiently managing user sessions and devices is crucial for security, performance, and user experience in Odoo. By tracking user activity, you can: Identify potential security threats Optimize system performance Enhance user accountability Improve application usage analytics Odoo’s Built-in Features While Odoo 18 doesn’t offer a dedicated module […]

Under Warranty in Odoo 18 Field Service | Odoo 18 Field Service Management | Odoo 18 New Features – CBMS Odoo ERP

Under Warranty in Odoo 18 Field Service Before we dive into the specifics, it’s important to clarify what you mean by “Under Warranty” in the context of Odoo 18 Field Service. Are you referring to: Product Warranty: Tracking the warranty status of products involved in service calls or repairs. Service Contract Warranty: Managing warranty periods […]

Invoice/Bill Wizard in Odoo 18 Purchase Module | Odoo 18 New Features | Odoo 18 Latest Features

Odoo 18 offers a streamlined process for creating vendor bills or invoices from purchase orders through a user-friendly wizard. This Odoo 18 feature enhances efficiency and accuracy in your procurement operations. Accessing the Invoice Wizard in Odoo 18 There are primarily two ways to access the invoice wizard in Odoo 18: 1. From a Purchase […]

Signature Request in Odoo 18 | How to Request an Online Sign to Confirm Orders| Odoo 18 New Features

This is a new feature in Odoo 18. The admin can request signature from the users for the document. This is a new feature available in sales, purchases, todo, projects, and many more Odoo’s 18 signature request functionality offers several advantages for businesses, improving efficiency, security, and streamlining workflows: Increased Efficiency: Faster approvals: Eliminates the […]