How to Create a Sequence Number in Odoo 17 | Odoo 17 Technical Videos | Odoo 17 Development Tutorial – CBMS Odoo ERP

In Odoo, a sequence number serves as a unique identifier for records within specific models, ensuring each entry is distinct and sequentially ordered. This tutorial explores the creation and customization of sequence numbers in Odoo 17, focusing on their application in sales orders, purchases, and invoices. Discover how to personalize sequences with options like prefixing, […]

How to Invoice Shipping Cost to Customer in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

Odoo, an open-source ERP (Enterprise Resource Planning) system, offers functionalities to streamline various business processes, including invoicing for shipping costs. There are two main reasons why Odoo is used for shipping cost invoicing: Transparency and Accuracy: Odoo allows for invoicing customers for shipping costs after delivery. This ensures the charges are accurate based on real-time […]

How to Create Ticket From Odoo 17 Website Form | Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, a ticket is a record within the Helpdesk module that represents a customer support request. It essentially acts as a digital file that tracks all the communication and activity related to a specific customer issue. Here’s a breakdown of what a ticket in Odoo typically entails: Customer Issue: This is the core of […]

How to Configure Time Off Request & Allocation Request in Odoo 17 | Odoo 17 Time Off App – CBMS Odoo ERP

Streamlining Leave Management: Time Off and Allocation Requests in Odoo 17 Ensuring a healthy work-life balance for employees and managing leave effectively are crucial aspects of any successful organization. Odoo 17 offers a robust Human Resources (HR) module that empowers you to streamline leave management through time off requests and allocation requests. This guide dives […]

How to Manage Deferred Expenses in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo accounting, deferred expenses, also known as prepaid expenses, represent costs your company has already paid for but hasn’t consumed the benefits of yet. These are recorded as assets on the balance sheet until they are gradually recognized as expenses over the periods they benefit. Here’s a breakdown of how it works: Concept: A […]

How to Define Compute Fields & Compute Functions in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In this video, we will explore how to create and use compute fields and compute functions in Odoo 17. Compute fields are special fields whose values are computed dynamically based on other fields or data in the system. This feature allows you to create fields that automatically update their values when related fields change, ensuring […]

How to Add a Chatter in Odoo 17 | Adding a Chatter in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, the chatter feature remains a fundamental aspect of the platform, serving as a central hub for communication, collaboration, and activity tracking. Essentially, it provides a threaded discussion area associated with each record in the system. This feature enhances productivity, fosters teamwork, and streamlines business processes by providing a centralized platform for communication […]

How to Configure Helpdesk Module in Odoo 17 | Helpdesk Management in Odoo 17 | Best Ticketing System – CBMS Odoo ERP

Odoo 17 offers a robust Helpdesk application designed to empower businesses of all sizes to manage customer support requests efficiently. This built-in solution acts as a central hub, streamlining communication, boosting team collaboration, and ultimately, enhancing customer satisfaction. Key Features of the Odoo 17 Helpdesk: Ticketing System: The core of the Helpdesk lies in its […]

How to Set Access Rights in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]

How to Configure Wishlist in Odoo 17 | Wishlist in Odoo 17 Website | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In an Odoo website, a wishlist is a virtual shopping list where customers can save products they are interested in but aren’t ready to buy right away. It’s like a bookmark for online shopping. Odoo websites do offer wishlist functionality, allowing customers to save products they’re interested in for later purchase. Here’s a breakdown of […]