How to Manage Multi Language for Invoice in Odoo 18 | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

Odoo 18 offers robust support for multi-language invoices, allowing you to cater to a diverse international clientele. Here’s a detailed guide on how to achieve this: 1. Language Configuration: – Install Required Languages: Navigate to Settings — Languages. Click Add a Language and select the desired languages. – Set User Preferences: Go to a user’s […]

How to Configure Bank Reconciliation in Odoo 18 Accounting| Odoo 18 New Features| Odoo 18 Accounting – CBMS Odoo ERP

Odoo provides a robust and efficient tool for bank reconciliation, ensuring accurate and up-to-date financial records. Here’s a general overview of the process:   1. Import Bank Statements: Manual Import: You can manually input bank statements into Odoo.   Automated Import: For seamless integration, you can configure Odoo to automatically import bank statements from various […]

How to Manage Incoming Shipment in 3 Steps in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

Incoming shipments in three steps involve a structured process to ensure the quality and efficiency of received goods. Here’s a breakdown of the three steps: 1. Input: Receiving: The shipment arrives at the designated receiving area of the warehouse. Unloading: The goods are unloaded from the transportation vehicle and checked for any damage or discrepancies. […]

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

Odoo provides a robust system for managing coupons, allowing you to create targeted promotions and discounts to boost sales. Here’s a breakdown of how to set up and utilize coupons in Odoo Sales: Creating a Coupon Program 1. Navigate to Sales: Go to the Sales app in your Odoo instance. 2. Access Coupon Programs: Under […]

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

Prepayments in Odoo 18 Sales are a valuable tool for businesses to secure upfront payments from customers, especially for large orders or projects. This feature allows you to create down payment invoices, which can be settled before the final invoice is generated. Here’s a step-by-step guide on how to manage prepayments in Odoo 18 Sales: […]

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 Configure Lost Reasons in Odoo 18 CRM | Odoo 18 New Features | Odoo 18 CRM | Odoo 18 Release – CBMS Odoo ERP

In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18’s CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy. Why Configure Lost Reasons? Identify Trends: By tracking lost reasons, you can identify recurring patterns and […]

How to Lock Confirmed Sales Orders in Odoo 18 | Odoo 18 Sales| Odoo 18 New Features| Odoo 18 Release – CBMS Odoo ERP

Odoo 18 offers a built-in feature to lock confirmed sales orders, ensuring data integrity and preventing accidental modifications. Here’s a step-by-step guide: 1. Enable the “Lock Confirmed Sales” Feature:  * Go to Settings within the Sales module.  * Find the “Lock Confirmed Sales” option and enable it.  * Save the settings. 2. Confirm the Sales […]

How to Create Vendor Price List in Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Vendor Price Lists in Odoo 18: A Comprehensive Guide Vendor Price Lists in Odoo 18 are a powerful tool for streamlining your procurement process and ensuring accurate pricing. By creating and managing vendor-specific price lists, you can efficiently compare prices, negotiate better deals, and optimize your purchasing decisions. Key Features of Vendor Price Lists in […]

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

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