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 Loyalty Points in Odoo 18 Sales | Loyalty Programs & Cards in Odoo 18| Odoo 18 Release – CBMS Odoo ERP

Odoo provides a robust framework for implementing loyalty programs within your sales operations. These programs can significantly enhance customer retention, encourage repeat business, and drive overall sales growth. Here’s a breakdown of how you can leverage Odoo to create effective loyalty programs: Key Features and Benefits: 1. Points-Based System: – Assign points for purchases based […]

How to Change Sequence Number in Odoo 18 Sale Order | Odoo 18 Sales Tutorials | Odoo 18 New Features – CBMS Odoo ERP

Changing Sequence Numbers in Odoo 18 Understanding Sequences in Odoo In Odoo, sequences are used to generate unique identifiers for records. These identifiers are often displayed as reference numbers, such as invoice numbers, purchase order numbers, or customer numbers. Methods to Change Sequence Numbers There are primarily two ways to change sequence numbers in Odoo […]

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 Grant Discounts in Sale Order Lines in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Odoo 18 provides multiple ways to grant discounts on sale order lines, catering to various business needs. Here are the primary methods: 1. Manual Line Discounts:  * Direct Input:    * Navigate to the desired sale order line.    * In the “Discount” field, directly input the discount amount or percentage.    * Odoo automatically […]

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

Combo Products in Odoo Sales: A Comprehensive Guide Odoo’s powerful features allow you to create and manage combo products, enhancing your sales processes and customer experience. Here’s a detailed breakdown: Understanding Combo Products A combo product is a bundle of multiple products sold together at a specific price. This strategy can increase sales, streamline order […]

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@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: […]

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 […]

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 […]

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 […]