Odoo 18 Filter Persistence | Odoo 18 New Features | Filter Persistence in Odoo 18 | Odoo 18 Release – CBMS Odoo ERP

Filters are the criteria you apply to search and view specific data in Odoo 18. When you use the back button, filter persistence ensures that your previously applied filters are retained, making navigation and data exploration more efficient. Enabling Filter Persistence: Access the Settings: Go to Settings — Technical — System Parameters. Locate the Parameter: […]

How to Customize Your Own Apps in Odoo 17 Studio | EP-1 Customize Your App | Odoo 17 Studio Module – CBMS Odoo ERP

Odoo Studio is a powerful tool within the Odoo platform that allows you to customize and extend the functionality of your Odoo applications without writing any code. It provides a user-friendly interface where you can drag and drop elements, configure fields, create custom actions, and design your own workflows. Key features and capabilities of Odoo […]

How to Get Pictures From Google Image in Odoo 18 | Odoo 18 Features | Odoo 18 Release Date | Odoo 18 – CBMS Odoo ERP

Having appropriate product images in Odoo is useful for a number of reasons. However, if a lot of products need images, assigning them can become incredibly time-consuming. Fortunately, by configuring the Google Custom Search API within an Odoo database, finding product images for products (based on their barcode) is extremely efficient. Configuration In order to utilize Google Custom […]

Return For Exchange in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 Inventory| Odoo 18 Release – CBMS Odoo ERP

Return for Exchange in Odoo is a process where a customer returns a product to a company and receives a different product in exchange. This feature is typically found in inventory management modules and allows for seamless handling of product returns and exchanges. Here’s a breakdown of the process: – Customer Initiates Return: The customer […]

View Button in Odoo 18 Contact Module | View Button as Optional Column to Open Form View in Odoo 18 – CBMS Odoo ERP

View button is a new feature in odoo  18 contact module. Activate developer mode. Goto contact module — configuration — contact title. provides the ability to switch between the open_form_view button column and the list’s editable and debug-mode-activated states. When these criteria are met, the toggler appears inside the dropdown of the optional columns. Regarding the […]

How to Configure Credit Card in Odoo 18 Accounting | Credit Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]

How to Configure Automation in Odoo 17 Project App | Automation in Odoo 17 Project | Odoo 17 Videos – CBMS Odoo ERP

Automation in Odoo 17: A Comprehensive Guide Odoo 17, a powerful open-source ERP system, offers a plethora of automation features to streamline business processes and improve efficiency. Here’s a breakdown of some key automation possibilities: 1. Workflow Automation: Define business processes: Create workflows to guide the movement of data through different stages of a process […]

How to Generate Leads in Odoo 18 Event App | Lead Generation in Odoo 18 Event | Odoo 18 New Features – CBMS Odoo ERP

To generate leads from Odoo 18 events, you can leverage the event module’s built-in functionality and potentially integrate with other modules like CRM or marketing automation. Here’s a step-by-step guide: 1. Set up Events: – Create events with relevant details like name, start/end dates, location, and description. – Assign responsible users and categories for better […]

How to Create New Commission Plan in Odoo 18 Sales App | Odoo 18 Sales Commission | Odoo 18 Features – CBMS Odoo ERP

Odoo offers robust tools to manage sales commissions effectively. It provides flexibility to configure various commission structures based on different criteria like sales amount, product category, sales person, and more. Key Features and Configuration Commission Types: – Fixed Percentage: A set percentage of the total sales amount. – Product-based: Commission based on specific product margins […]

How to Create Lead Generation Rule in Odoo 17 Event App | Lead Generation Rule in Odoo 17 | Odoo 17 – CBMS Odoo ERP

Lead Generation Rules in Odoo 17 Events: A Powerful Tool for Business Growth Odoo 17’s event lead generation rules offer a robust mechanism to convert event attendees into potential leads automatically. This feature streamlines the lead generation process, ensuring no opportunity is missed and valuable customer data is captured efficiently. How Lead Generation Rules Work: […]