How to Cancel Bulk Salesorder/Quotation in Odoo 18 | One Click Cancellation | Odoo 18 New Features – CBMS Odoo ERP

One-Click Cancellation of Sales Quotations in Odoo 18: A Streamlined Approach One-click cancellation of sales quotations offers a significant advantage in streamlining business processes and improving efficiency. It simplifies the cancellation procedure, reduces administrative overhead, and ensures timely communication with clients. Key Benefits: – Enhanced Efficiency: A single click eliminates the need for multiple steps, […]

Pricelist Revamp & Print Formats in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Features | Odoo 18 – CBMS Odoo ERP

Odoo 18 offers enhanced features for pricelist management and customization of print formats to streamline your sales processes and improve customer experience. Pricelist Revamp – Advanced filtering: Easily filter pricelists based on various criteria, such as customer groups, products, or validity dates. – Pricelist comparison: Compare multiple pricelists side by side to identify differences and […]

Product Prices in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Product prices modified on sales order lines are no longer recomputed when the quantity is changed. Odoo 18 provides a robust system for managing product prices, allowing you to set different prices for different customers, product variants, or sales channels. Here’s a breakdown of the key features:   Pricelists – Multiple pricelists: Create various pricelists […]

How to Manage Super Purchase PDF in Odoo 18 Purchase | Odoo 18 Purchase Tutorials | Odoo 18 Features – CBMS Odoo ERP

The ability to drag and drop a created purchase order PDF from the Odoo 18 purchase module into the Odoo sales module is a feature that allows for a more streamlined and efficient workflow when managing both purchasing and selling activities within the same system. Here are the primary purposes of this feature: – Quick […]

How to Manage Purchase Template in Odoo 18 | Purchase Agreement | Odoo 18 Purchase| Odoo 18 Features – CBMS Odoo ERP

Purchase templates in Odoo serve as pre-configured documents that streamline the purchasing process. They provide a standardized framework for creating purchase orders, requests for proposals (RFPs), and other purchasing-related documents. Key purposes of purchase templates: – Efficiency: By using templates, you can quickly create new purchase documents without having to start from scratch. This saves […]

How to Manage Amounts in Local Currency in Odoo 18 Purchase | Odoo 18 Purchase| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 allows you to manage purchase orders and invoices in your local currency. This means that you can enter and track purchase information using the most relevant currency to your business operations. Here’s a breakdown of how amounts are handled in local currency: 1. Currency Setup: – Company Currency: In the Company Settings, you […]

How to Manage RFQ From Email/Portal in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo 18 offers a robust RFQ (Request for Quotation) management system that can be integrated with email and portal functionalities to streamline the procurement process. Here’s a breakdown of how it works: RFQ Creation and Management: – Create RFQ: You can create new RFQs directly within Odoo, specifying details such as product requirements, quantities, due […]

One Click RFQ Cancellation in Odoo 18 | How to Cancel RFQ’s in Odoo 18 | Odoo 18 Purchase | Odoo 18 – CBMS Odoo ERP

One-Click RFQ Cancellation in Odoo 18 is a feature that allows users to quickly and easily cancel Request for Quotations (RFQs) with a single click. This can be particularly useful in situations where an RFQ is no longer needed or has been superseded by another RFQ. Here’s how it typically works: – Identify the RFQ: […]

Search Matching Applicants in Odoo 18 | Odoo 18 Recruitment | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Odoo 18 offers a robust applicant tracking system (ATS) that allows you to efficiently search for and manage potential candidates. Here are some of the key features and steps involved in searching for matching applicants: Key Features: Advanced Search Filters: Odoo 18 provides a wide range of search filters to help you narrow down your […]