How to Configure Time Off Types in Odoo 17 | Time-Off Module in Odoo 17 | Odoo 17 Time Off App – CBMS Odoo ERP

Odoo 17’s time off module offers flexibility in managing various leave categories for your employees. Time off types act as templates defining how leave requests are tracked, allocated, and approved. Here’s a breakdown of how they work: Creating Time Off Types: Navigate to the Time Off app within the HR module. Under the Configuration menu, choose Time Off Types. Click New to […]

How to Manage Internal Notes in Odoo 17 POS | Odoo 17 Point of Sale | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions: Noting specific customer requests like “gift […]

How to Convert an Opportunity into a Quotation in Odoo 17 CRM | Create Quotation for an Opportunity – CBMS Odoo ERP

Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]

How to Purchase Products in Different Units of Measure (UOM) in Odoo 17 | Odoo 17 Sales Tutorials – CBMS Odoo ERP

Odoo 17 allows you to manage products with different Units of Measure (UOM) to effectively handle situations where you buy and sell in varying quantities. Here’s how to purchase products with different UOMs: 1. Product Configuration: Go to the Products app and create a new product or edit an existing one. In the product form, locate the Unit […]

How to Manage Line Discount in Odoo 17 POS | Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

A line discount in a POS system refers to a reduction in the price of a specific item on a customer’s bill. It’s different from a total order discount, which applies to the entire purchase. Line discounts offer several advantages: Promotional flexibility: You can provide discounts on particular products to clear out inventory, run targeted promotions, […]

How to Render Data to the Browser in Odoo 17 | Render Data to the Browser | Odoo 17 Technical Videos – CBMS Odoo ERP

This video covers the case of how we can pass the data to the browser, which can be done with the help of controllers. Controllers serve as intermediaries between the front-end of a web application and its back-end. They interpret requests made by the browser and determine how to respond, often by retrieving data from a […]