How to Add a Domain for a Field in Odoo 17 | Odoo 17 Development Tutorial | Odoo 17 Technical Videos – CBMS Odoo ERP

In Odoo 17, domains for fields act as powerful tools for filtering records displayed or permitted within a particular field based on specific criteria. This capability aids in refining selections and streamlining options for users, enhancing the overall user experience and efficiency. Domains enable the definition of rules that restrict the data visible or selectable […]

How to Manage Margin & Cost in Odoo 17 POS | Odoo 17 Functional Tutorials | Odoo 17 POS Tutorials – CBMS Odoo ERP

Margin and cost are important in a point-of-sale (POS) system, as they directly impact your business’s profitability. Here’s a breakdown of these terms and how they function in POS: Margin: This refers to the difference between a product’s selling price and its cost price, typically expressed as a percentage. It essentially represents the profit you […]

How to Create Filters in Odoo 17 | How to Add a Filter in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

Search filters in Odoo 17 serve as a comprehensive toolkit, offering users many options to navigate and analyze their data effectively. These filters empower users to fine-tune their search criteria precisely, allowing them to specify the exact attributes and conditions needed to retrieve relevant records. Whether users are searching through lists, forms, or kanban boards, […]

SQL Constraints in Odoo 17 | What is SQL Constraints in Odoo? | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, SQL constraints are used to enforce data integrity rules at the database level. These constraints ensure that the data stored in the database meets certain criteria or conditions. SQL constraints are defined within the Python models of an Odoo module and are then translated into corresponding SQL constraints when the module is […]

How to Configure Public Holidays & Mandatory Days in Odoo 17 | Odoo 17 Time Off App – CBMS Odoo ERP

Odoo 17’s Time Off application offers functionalities to manage employee leave effectively. A crucial aspect of this is configuring public holidays and mandatory work days. This ensures accurate leave tracking, avoids scheduling conflicts, and streamlines the leave request process. Public Holidays: Creating Public Holidays: Navigate to the Time Off app, then Configuration followed by Public […]

How to Install Python Packages From Pycharm in Odoo 17 | Odoo 17 Development Tutorials | Odoo 17 – CBMS Odoo ERP

This video provides a step-by-step guide on how to install extra Python packages for Odoo development directly from PyCharm. By following these instructions, developers can efficiently manage their Odoo customization projects within the PyCharm environment, enhancing their productivity and ensuring the smooth integration of additional functionalities into the Odoo platform. #Odoo17 #Python #Pycharm #DevelopmentTutorial #OdooDevelopment […]

How to Manage Access Rights & User Types in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Videos – CBMS Odoo ERP

Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups: The foundation of access control lies in user groups. Each user belongs […]

How to Manage Internal Notes in Odoo 17 POS | Odoo 17 Point of Sale | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions: Noting specific customer requests like “gift […]

How to Convert an Opportunity into a Quotation in Odoo 17 CRM | Create Quotation for an Opportunity – CBMS Odoo ERP

Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]

How to Split Bills in Odoo 17 POS | How to Split Bills Amount Different Customers in Odoo 17 POS – CBMS Odoo ERP

In Odoo’s Point of Sale (POS) system, bill splitting allows you to divide a restaurant or bar bill among multiple customers. This is useful when a group of people are dining together and want to pay for their own items separately. Odoo offers two main methods for splitting bills: Splitting by Product: You can select specific […]