How to Configure Project Visibility & Access Rights in Odoo 17 Project App | Odoo 17 Tutorials – CBMS Odoo ERP

Controlling Access with Project Visibility in Odoo 17 Odoo 17’s project module empowers you to manage projects efficiently. However, not every project requires the same level of visibility within your organization. Project visibility settings in Odoo 17 provide granular control over who can access and interact with project details. This guide explores the different visibility […]

How to Configure the Deduplication Rule in Odoo 17 Data Cleaning | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Keeping Your Data Clean: A Guide to Deduplication in Odoo 17 Data integrity is paramount in any business management system. Odoo 17 offers robust features to tackle a common data quality challenge – duplicate records. This guide explores deduplication in Odoo 17, explaining its benefits and how to utilize it effectively. Understanding Duplicate Records: Duplicate […]

How to Set Start Category in Odoo 17 POS | Set Start Category in Odoo 17 POS | Odoo 17 Tutorials – CBMS Odoo ERP

A start category in Odoo 17 Point of Sale (POS) is a category that automatically displays when you begin a new POS session. It essentially filters the product selection to a specific group by default, saving cashiers time and improving efficiency. Default Behavior: By default, if no start category is set, all products in your […]

How to Make a Field Storable in Odoo 17 | Odoo 17 Technical Videos | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, to make a field storable, set store=True when defining it. By default, fields are storable unless set to store=False. Storable fields ensure data persistence across sessions and server restarts, crucial for maintaining data integrity and retrieval. However, computed or related fields are not stored by default (store=False) unless explicitly specified as store=True. […]

How to Manage Automatic Receipt Printing Orders in Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Automatic receipt printing is a feature offered by point-of-sale (POS) systems . It allows a receipt to be printed automatically upon completion of a sale or order, without the need for manual intervention. Set up receipts by going to Point of Sale ‣ Configuration ‣ Point of Sale, selecting a POS, and scrolling down to the Bills & […]

Bill Rate Target & Bill Rate Leaderboard in Odoo 17 Timesheet | Odoo 17 Timesheet App Tutorials – CBMS Odoo ERP

Odoo 17 Timesheet offers features to motivate employees and track their billing efficiency through bill rate targets and leaderboards. Here’s a breakdown of both: Bill Rate Target: This feature allows you to configure a target billing rate for each employee. When activated, the employee’s timesheet will display their target rate. The rate will be highlighted […]

How to Manage Ship Later in Odoo 17 POS | Odoo 17 Point of Sale (POS) Tutorials | Odoo 17 POS Videos – CBMS Odoo ERP

The “Allow Ship Later” functionality in Odoo 17 POS allows you to process sales orders where the customer receives the products at a later date, separate from the initial payment. This caters to scenarios where: Products are out of stock: The POS order can be confirmed and payment collected even if the items are unavailable for […]

How to Configure Time Off Types in Odoo 17 | Time-Off Module in Odoo 17 | Odoo 17 Time Off App – CBMS Odoo ERP

Odoo 17’s time off module offers flexibility in managing various leave categories for your employees. Time off types act as templates defining how leave requests are tracked, allocated, and approved. Here’s a breakdown of how they work: Creating Time Off Types: Navigate to the Time Off app within the HR module. Under the Configuration menu, choose Time Off Types. Click New to […]

How to Configure Default Terms & Conditions in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 allows you to include default terms and conditions (T&C) on your invoices, sales orders, and quotations. This helps establish clear expectations with customers regarding important aspects like payments, returns, warranties, and after-sale services. Enabling Default T&C The functionality needs to be activated first. Navigate to Accounting — Configuration — Settings. Under Customer Invoices, […]