How to Create Quotations in Odoo 18 Sales Module | Odoo 18 Sales Tutorials | Odoo Functional Videos – CBMS Odoo ERP

This video demonstrates the creation of a quotation within the Sales app’s Quotations dashboard. It walks through the process of inputting customer information, selecting products or services, and applying relevant templates and payment terms. The tutorial highlights the dashboard’s features, showcasing how users can efficiently generate and manage sales quotations. #Odoo18, #OdooSales, #SalesQuotations, #CreateQuotations, #OdooSalesModule, […]

What is a Quotation Template in Odoo | How to Create a Quotation Template in Odoo 18| Odoo 18 Shorts – CBMS Odoo ERP

Use Quotation Templates to send stunning, ready-made offers in just a few clicks. Fast, easy, and super professional! #Odoo18 #Odoo18QuotationTemplate #OdooShorts #OdooFunctionalTutorials #Odoo18Features #OdooSales #OdooTips #OdooERP #Odoo18ReleaseDate #OdooCustomization #Odoo #QuotationTemplate #OdooTutorial #OdooFunctional #OdooNewFeatures #SalesAutomation #ERPSystem #BusinessEfficiency #HowToOdoo #OdooTips #OdooSales #OdooConsulting #OpenSourceERP #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: […]

Quotations in Odoo, Fast & Easy Sales Offers in Odoo 17 | Odoo Functional Tutorials | Odoo Features – CBMS Odoo ERP

See how easy it is to generate professional quotes, track customer responses, and close deals faster using Odoo Sales. Speed up your sales cycle today! #Odoo17 #OdooSales #OdooQuotations #OdooFunctional #OdooTutorial #SalesAutomation #ERP #OdooERP #OdooTraining #BusinessSoftware #Odoo17Sales #Odoo17Quotations #SalesOffers #Odoo17Tutorial #ERPSystem #BusinessAutomation #CRM #SalesManagement #OdooFeatures #FunctionalTutorial #FastSales #QuotationTemplates #OdooTips #SoftwareTutorials Connect With Us: ————————————— ➡️ Website: […]

Upselling in Odoo to Boost Sales | Upselling in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Features – CBMS Odoo ERP

Learn how to suggest premium products, use optional items, and increase order value right inside Odoo Sales. Perfect for sales teams & businesses looking to grow fast! Refer to this Video for How to Manage Upselling in Odoo 18 Sales: #Odoo18 #OdooUpselling #OdooSales #OdooTutorials #BoostSales #OdooERP #OdooCRM #Odoo18Features #UpsellingTips #OdooForBusiness #Odoo18Upselling #Odoo18Sales #Odoo18Tutorial #BoostSales #SalesStrategy […]

How to Manage Shipping Connectors & Shipping Method in Odoo 18 Sales | Odoo 18 New Features| Odoo 18 – CBMS Odoo ERP

Shipping Connectors and Methods in Odoo 18 Sales Odoo 18 offers a robust system for managing shipping, both through internal methods and external shipping carriers. This guide will delve into both aspects: 1. Internal Shipping Methods Configuration: Navigate to Inventory — Configuration — Settings. Under the Delivery Methods section, create new methods as needed. Define […]

How to Manage Promotions in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales | Odoo 18 Release – CBMS Odoo ERP

Odoo 18 offers a robust system for managing promotions and discounts within the Sales module. This allows you to implement various strategies to attract customers and boost sales. Key Promotion Types in Odoo 18 Sales: Fixed Amount Discounts: Apply a fixed amount of discount to specific products or the entire order. Ideal for seasonal sales, […]

How to Manage Upselling in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Upselling in Odoo is a powerful sales technique that allows you to increase the average order value by suggesting additional or more premium products or services to your customers. Odoo provides several tools and strategies to effectively implement upselling: 1. Product Configuration: – Optional Products: Define optional products that can be added to a sale […]

How to Manage Buy X Get Y Free in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 offers a robust system for creating various types of promotions, including “Buy X, Get Y Free”. Here’s a step-by-step guide on how to set this up: 1. Activate the Feature: Go to Sales — Configuration — Settings. Under the Pricing section, enable the Discounts, Loyalty & Gift Cards option. 2. Create a New […]

How to Configure Automatic Invoice in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales Tutorials – CBMS Odoo ERP

In Odoo, automatic invoicing is a feature that allows you to generate invoices automatically under specific conditions. This can streamline your invoicing process and reduce manual effort.   How it Works: Enable Automatic Invoicing: Go to Sales — Configuration — Settings. Under the Invoicing Policy section, select “Ordered Quantities”.   Enable the “Automatic Invoice” option. […]

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. […]