How to Configure Manufacturing in Two Step Odoo 17 Manufacturing App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Two-step manufacturing in Odoo is a simplified process for creating finished products that involves two main steps: picking components and then manufacturing the final product. Here’s a breakdown of what it entails: The Two Steps: Picking Components: Odoo generates a manufacturing order (MO) specifying the product to be manufactured and the quantity. Based on the […]

How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]

How to Configure Wishlist in Odoo 17 | Wishlist in Odoo 17 Website | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In an Odoo website, a wishlist is a virtual shopping list where customers can save products they are interested in but aren’t ready to buy right away. It’s like a bookmark for online shopping. Odoo websites do offer wishlist functionality, allowing customers to save products they’re interested in for later purchase. Here’s a breakdown of […]

How to Manage Compare Price in Odoo 17 Website App | Comparison Price/Strikethrough Price in Odoo 17 – CBMS Odoo ERP

“Compare to” Pricing: This method lets you display a higher “compare to” price alongside your actual selling price. This can be a persuasive tactic, making your product seem like a better deal. Here’s how to set it up: Activate the Feature: Go to Website — Configuration — Settings and navigate to the Shop – Products […]

How to Set Maximum Difference in Odoo 17 POS | Odoo 17 POS Tutorials | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The “Set Maximum Difference” feature in Odoo 17 POS helps manage cash handling accuracy. It allows you to define an acceptable tolerance level for the discrepancy between the calculated cash balance and the actual cash in the drawer at the end of a shift. Enable Set Maximum Difference Set Maximum Difference must be enabled before a […]

How to Manage Early Receipt Printing in Odoo 17 POS | Early Receipt Printing in Odoo 17 | POS Videos – CBMS Odoo ERP

Imagine you’re working as a waiter at a restaurant that uses Odoo 17 with Early Receipt Printing enabled. Here’s how it might play out: A group of four friends arrives and places their orders. As you take their orders in the PoS system, you can choose to print an Early Receipt for each individual meal instead of […]

Bill Rate Target & Bill Rate Leaderboard in Odoo 17 Timesheet | Odoo 17 Timesheet App Tutorials – CBMS Odoo ERP

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 […]

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 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 Split Bills in Odoo 17 POS | How to Split Bills Amount Different Customers in Odoo 17 POS – CBMS Odoo ERP

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 […]