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Tag: Odoo Training

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

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. […]

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How to Manage Purchase Template in Odoo 18 | Purchase Agreement | Odoo 18 Purchase| Odoo 18 Features – CBMS Odoo ERP
Odoo 18

How to Manage Purchase Template in Odoo 18 | Purchase Agreement | Odoo 18 Purchase| Odoo 18 Features – CBMS Odoo ERP

Purchase templates in Odoo serve as pre-configured documents that streamline the purchasing process. They provide a standardized framework for creating purchase orders, requests for proposals (RFPs), and other purchasing-related documents. Key purposes of purchase templates: – Efficiency: By using templates, you can quickly create new purchase documents without having to start from scratch. This saves […]

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How to Manage Amounts in Local Currency in Odoo 18 Purchase | Odoo 18 Purchase| Odoo 18 New Features – CBMS Odoo ERP
Odoo 18

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 […]

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How to Manage RFQ From Email/Portal in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP
Odoo 18

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 […]

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How to Manage Catalog View in Invoice & Bill in Odoo 18 | Odoo 18 Accounting | Odoo 18 New Features – CBMS Odoo ERP
Odoo 18

How to Manage Catalog View in Invoice & Bill in Odoo 18 | Odoo 18 Accounting | Odoo 18 New Features – CBMS Odoo ERP

The catalog view in Invoicing in Odoo is a powerful tool that allows you to manage your products and services efficiently. It provides a comprehensive overview of all your catalog items, including their names, descriptions, images, prices, and other relevant information. – Product management: You can create, edit, and delete products and services directly from […]

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How to Manage Empty Location in Odoo 18 Inventory | How to Filter Zero Stock in Odoo 18 | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Manage Empty Location in Odoo 18 Inventory | How to Filter Zero Stock in Odoo 18 | Odoo 18 – CBMS Odoo ERP

Odoo’s “Empty Location” is a special location that can be used to represent various scenarios where a physical location is not applicable or desired. It’s a versatile tool that can be used in different contexts within your Odoo system. 1. Products without a Physical Location: Virtual Products: If you sell digital products or services that […]

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How to Import Images in Odoo 18 | Import Product Images in Odoo 18 | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Import Images in Odoo 18 | Import Product Images in Odoo 18 | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

To import data into Odoo, you can follow these general steps: 1. Prepare Your Data: – Format: Ensure your data is in a compatible format like CSV, XLSX, or XML. – Structure: Make sure the data is structured correctly, with headers that match the relevant fields in Odoo. – Cleaning: Clean your data to remove […]

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How to Translate Odoo 18 Website in Any Language with AI | Translation with AI in Odoo 18 Website – CBMS Odoo ERP
Odoo 18

How to Translate Odoo 18 Website in Any Language with AI | Translation with AI in Odoo 18 Website – CBMS Odoo ERP

Odoo 18 offers a robust translation framework that leverages AI to enhance the translation process. Here are the key features and functionalities: Translation Management: Centralized Translation Platform: Odoo provides a centralized platform where you can manage all your translations, including creating new translations, reviewing existing ones, and assigning tasks to translators. Translation Workflow: You can […]

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