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Tag: Odoo Sales

How to Set Up & Manage Invoicing Policies in Odoo 18 | Invoicing Policy in Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Set Up & Manage Invoicing Policies in Odoo 18 | Invoicing Policy in Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

lllll #Odoo18 #InvoicingPolicies #OdooInvoicing #SalesModule #OdooTutorial #BusinessTips #BillingAutomation #OdooERP #OdooSales #InvoiceSetup #OdooCommunity #OdooEnterprise #odoo #odootips #odooerp #invoicing #accounting #business #smallbusiness #midmarket #enterprise #software #opensource #automation #productivity #efficiency #sales #marketing #finance #ERP #CRM #Odoo18NewFeatures #Odoo18Features #Odoo18ReleaseDate #Odoo18Release Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: […]

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

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 […]

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How to Create & Manage Combo Products in Odoo 18 | Combo Products in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP
Odoo 18

How to Create & Manage Combo Products in Odoo 18 | Combo Products in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Combo products in Odoo 18 are a powerful tool that allows you to create and sell bundles of products or services as a single unit. This feature can be beneficial for various business scenarios, such as: Product bundles: Offering a group of related products at a discounted price. Service packages: Bundling multiple services into a […]

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Signature Request in Odoo 18 | How to Request an Online Sign to Confirm Orders| Odoo 18 New Features
Odoo 18

Signature Request in Odoo 18 | How to Request an Online Sign to Confirm Orders| Odoo 18 New Features

This is a new feature in Odoo 18. The admin can request signature from the users for the document. This is a new feature available in sales, purchases, todo, projects, and many more Odoo’s 18 signature request functionality offers several advantages for businesses, improving efficiency, security, and streamlining workflows: Increased Efficiency: Faster approvals: Eliminates the […]

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How to Configure Sales Team & Team Members in Odoo 17 Sales | Odoo 17 Functional Tutorials – CBMS Odoo ERP
Odoo 17

How to Configure Sales Team & Team Members in Odoo 17 Sales | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Sales Teams: Streamlining Your Sales Force Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline. Creating and Configuring Sales Teams Setting Up: Navigate to the CRM […]

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How to Configure Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP
Odoo 17

How to Configure Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP

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 […]

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#41 How to Export and Import Sales Quotations in Odoo 17 Sales | Odoo 17 Sales Tutorial – CBMS Odoo ERP
Odoo 17

#41 How to Export and Import Sales Quotations in Odoo 17 Sales | Odoo 17 Sales Tutorial – CBMS Odoo ERP

Quotations are imported and exported in Odoo for several reasons, depending on the specific use case. Here are some of the most common scenarios: 1. Sharing quotations with customers: Exporting a quotation allows you to create a professional document that you can send to potential customers for review. This is useful for proposals, estimates, and price quotes. Once […]

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How to Configure Product Category in Odoo 15 | Odoo 15 Purchase Module | Odoo 15 Enterprise Edition – CBMS Odoo ERP
Odoo 15

How to Configure Product Category in Odoo 15 | Odoo 15 Purchase Module | Odoo 15 Enterprise Edition – CBMS Odoo ERP

Product category management helps the business to categorize the products and manage them in an effective way.#odoo15purchase To configure the Product Category we can move to Inventory – Configuration – Products – Product Categories. Clicking on Product Categories we can find the product categories listed out. #odoo #odoo15 #odooproducts #odooproductcategories These are the pre-configured product […]

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