How to Manage Purchase Quotations & Orders in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18’s Purchase module offers a robust set of tools for managing purchase quotations and orders effectively. By streamlining your procurement process, you can optimize costs, improve efficiency, and strengthen relationships with suppliers. Creating Purchase Quotations To create a new purchase quotation: – Navigate to the Purchase Module: Access the “Purchase” app in your Odoo […]

How to Add Notes, Sections & Catalog in Odoo 18 | Odoo 18 Sales Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]

What are the Improvements in Odoo 18 PDF Quote Builder | Odoo 18 Sales App | Odoo 18 New Features – CBMS Odoo ERP

A PDF quote builder is a software tool that allows you to create professional-looking quotes in PDF format. These tools often come with pre-designed templates that you can customize with your company’s branding and information. They also allow you to add details such as product descriptions, pricing, terms and conditions, and more. Some PDF quote […]

How to Create a Customer in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Odoo 18 provides a user-friendly interface for creating and managing customer records. Here’s a detailed guide on how to create a customer in the Odoo 18 Sales module: 1. Access the Sales Module: Log in to your Odoo instance. Navigate to the “Sales” app. 2. Open the Customer List: Click on the “Customers” menu item. […]

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, […]

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 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 […]

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 […]

Save for Later Feature in Odoo 18 Website | Odoo 18 New Features | Odoo 18 Release Date | Odoo 18 – CBMS Odoo ERP

The “Save for Later” feature in Odoo 18 allows customers to temporarily store products or services they are interested in purchasing but are not ready to commit to buying immediately. This feature serves several purposes: Benefits for Customers: – Product Reminder: Customers can easily find products they liked previously, without having to search through the […]