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: […]

How to Register Payment Against Draft Invoice in Odoo 18| Odoo 18 New Features| Odoo 18 Release Date – CBMS Odoo ERP

1. Open the Draft Invoice: Go to the “Sales” app and select “Invoices.” Find the draft invoice you want to pay and click on it to open it. 2. Open the Payment Register: In the invoice form, locate the “Payments” section. Click the “Register Payment” button. 3. Enter Payment Details: In the “Payment Register” window, […]

Odoo 18 New HTML Editor | HTML Editor in Odoo 18 | Odoo 18 New Features | Latest Feature in Odoo 18 – CBMS Odoo ERP

Odoo offers several ways to work with HTML, depending on your specific needs and the module you’re using. Here’s a breakdown: 1. HTML/CSS Editor: – Provides a dedicated tool for advanced customization of your website’s appearance. – Allows direct editing of HTML and CSS code. – Offers a code editor interface for precise control over […]

Bill/PO Matching & Down Payments in Odoo 18 Purchase App | Odoo 18 Down Payments on Purchase Orders – CBMS Odoo ERP

Company forms, verifies, and issues a purchase order to a vendor for €100.00 for ten products or services. To finalize the order, the vendor requests a 10% deposit or down payment. We get a charge for €100.00 for one time down payment (no product). The purchase matching smart button may be seen on the bill, and it shows the order lines as well as the down payment. Choose both, then click “Add to PO.” Increase the down payment. The PO now has a new down payment line with a billed quantity. (Editing this line should be prohibited.) We also receive the final invoice for a total of €900.00 when we receive the inventory: Ten items/services at €100.00; down payment reduction: one product at €100.00 (label only); Four matchable lines are now displayed by Purchase Matching: the PO line for goods or services, the bill line for the same goods, The lines for the down payment paid on the bill and the down payment line from the PO The product lines and purchase order will be designated as completely invoiced when all lines are selected and “Match” is clicked. This will link the down payment lines and reduce the billed quantity to zero. #Odoo18 #Odoo #PurchaseApp #BillPOMatching #DownPayments #Procurement #ERP #BusinessEfficiency #Accounting #Finance #PurchaseOrders #BillMatching #OdooTutorial #ERPSoftware #OdooPurchaseApp #OdooFinance #BusinessManagement #AccountingSoftware Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #BillPO #Matching #Payments #Odoo #Purchase […]

How to Configure Products in Odoo 17 Website App | Product Management in Odoo 17 Website App – CBMS Odoo ERP

Odoo 17, a powerful open-source business management suite, offers a robust set of tools for effective product management. This comprehensive platform empowers businesses to streamline their product lifecycle, from ideation to go-to-market. Key Product Management Features in Odoo 17: Product Data Management: Centralized Repository: Maintain a centralized database for all product information, including product names, […]

How to Configure Authorized Signatory on Invoice in Odoo 18| Odoo 18 Authorized Signatory on Invoice – CBMS Odoo ERP

An authorized signatory is an individual legally empowered to sign documents on behalf of a company or organization. In the context of an invoice, this person is typically responsible for approving the invoice’s contents and authorizing its issuance. Importance of an Authorized Signatory Legal Validity: The signature of an authorized signatory lends legal validity to […]

What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]

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 […]

How to Create Event Stages in Odoo 17 Events App | How to Manage Event Stages in Odoo 17 Events App – CBMS Odoo ERP

Event stages in Odoo 17 are crucial for managing the lifecycle of an event. They represent an event’s different phases, from initial planning to completion. These stages provide a structured framework for organizing tasks, tracking attendee progress, and ensuring smooth event execution. Odoo offers flexibility in defining event stages to suit various event types. Common […]

How to Manage Your Company Budget Using Odoo 17 Accounting | Budget Management in Odoo 17 Accounting – CBMS Odoo ERP

Odoo’s budget management functionality allows you to create financial plans and track how your actual income and expenses compare to those plans. It helps businesses gain control over their finances by: Setting Financial Goals: Define planned amounts for income and expenses for specific periods (months, quarters, years). Categorizing Spending: Create budgetary positions that group related […]