CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 17 Timesheet offers features to motivate employees and track their billing efficiency through bill rate targets and leaderboards. Here’s a breakdown of both: Bill Rate Target: This feature allows you to configure a target billing rate for each employee. When activated, the employee’s timesheet will display their target rate. The rate will be highlighted […]
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 […]
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 […]
In Odoo’s Point of Sale (POS) system, bill splitting allows you to divide a restaurant or bar bill among multiple customers. This is useful when a group of people are dining together and want to pay for their own items separately. Odoo offers two main methods for splitting bills: Splitting by Product: You can select specific […]
Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]
In Odoo, both cycle counts and inventory adjustments are crucial for maintaining accurate inventory records. Here’s a breakdown of each concept and how they work together: Inventory Adjustments: Used to manually update the on-hand quantity of a product in the system. Reasons for adjustments could be: Stock breakage Spoilage Loss during theft Finding unexpected inventory […]
Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation 2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]
A “call for tendor” is a formal invitation or request made by an organization or a company to prospective suppliers or service providers to submit their bids or proposals for the supply of goods, services, or the execution of a specific project. It is a common process used in procurement and contracting to ensure transparency, […]
The Planning module in Odoo 17 has undergone major improvements that provide businesses with better tools for managing projects, scheduling, and allocating resources. This module functions as an all-inclusive instrument for task organisation, workforce management, and project timeline optimisation. The main attributes and advantages of the Odoo 17 Planning module are outlined below: User-Friendly Interface: […]
This video explains the Product Variant management in Odoo 17. Products that have multiple related variations are called product variants, and they are offered to customers in various forms. Odoo focuses on product variation management and provides a dedicated space for it. Product variants give individual products distinctive qualities like size and color. These variants […]
