How to Configure Default Terms & Conditions in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 allows you to include default terms and conditions (T&C) on your invoices, sales orders, and quotations. This helps establish clear expectations with customers regarding important aspects like payments, returns, warranties, and after-sale services. Enabling Default T&C The functionality needs to be activated first. Navigate to Accounting — Configuration — Settings. Under Customer Invoices, […]

How to Setup Sales Credit Limit in Odoo 17 | Setup Sales Credit Limit in Odoo 17 | Odoo 17 Videos – CBMS Odoo ERP

Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation  2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]

How to Create an XLS Report in Odoo 17 | XLS Report in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

XLSX reports are essential for structured data analysis, customizable presentation, and compatibility across platforms, facilitating efficient decision-making and communication within organizations. In this tutorial, we’ll explore how to create XLSX reports in Odoo 17, enabling users to export data from their Odoo system into Excel-compatible files for enhanced analysis or sharing purposes. #Odoo17 #XLSReports #OdooDevelopment […]

How to Manually Reorder the Product in Odoo 17 | Reordering Rules in Odoo 17 | Odoo 17 Inventory – CBMS Odoo ERP

In Odoo, a manual reordering rule allows you to set up a product to not automatically trigger a purchase order when its stock level falls below a certain threshold. Instead, the system informs you that a reorder is needed, but you need to manually initiate the purchase yourself. 1. Setting the rule: You define a minimum […]

#11 How to Manage Product Variants in Odoo 17 | Product Variant Management With Odoo 17 – CBMS Odoo ERP

This video explains the Product Variant management in Odoo 17. Products that have multiple related variations are called product variants, and they are offered to customers in various forms. Odoo focuses on product variation management and provides a dedicated space for it. Product variants give individual products distinctive qualities like size and color. These variants […]