How to Customize Sequence Numbers for Sales & Purchase Orders in Odoo 17 – CBMS Odoo ERP

Learn how to customize sequence numbers in Odoo 17 to keep your sales orders, invoices, and other documents organized and tailored to your business needs! In this tutorial, we’ll guide you through customizing prefixes, setting unique identifiers, and adding dates or other custom elements to sequence numbers. These small customizations can make a big difference […]

How to Manage Purchase Quotations & Orders in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18’s Purchase module offers a robust set of tools for managing purchase quotations and orders effectively. By streamlining your procurement process, you can optimize costs, improve efficiency, and strengthen relationships with suppliers. Creating Purchase Quotations To create a new purchase quotation: – Navigate to the Purchase Module: Access the “Purchase” app in your Odoo […]

How to Lock Confirmed Purchase Orders in Odoo 18 | Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo 18, locking confirmed purchase orders is crucial to ensure that the order details remain unchanged and cannot be modified inadvertently. This feature provides a level of security and control over your procurement processes. Why Lock Purchase Orders? Prevent Unintentional Changes: Once a purchase order is confirmed, locking prevents further modifications to the order […]

How to Manage Split Delivery Orders in Odoo 18 | Split Delivery Orders in Odoo 18 | Odoo 18 Features – CBMS Odoo ERP

Split Delivery Orders in Odoo 18 is a feature that allows you to divide a single delivery order into multiple smaller orders. This can be useful in various scenarios, such as: Multiple Shipping Addresses: If a customer has ordered products that need to be shipped to different locations, you can split the delivery order to […]

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 […]

Unbuild Orders | Odoo MRP – CBMS Odoo ERP

In this video, learn how to disassemble manufactured products using unbuild orders. 0:00 Introduction 0:53 Check product counts 1:36 View product BoM 2:15 Create unbuild order 4:10 Re-check product counts **Check out more Odoo tutorials** – Manufacturing basics:  – Manufacturing playlist:  **App documentation** – Unbuild orders: TBA – All Manufacturing docs:  **See what Odoo can do for […]

Managing Orders | Odoo Lunch – CBMS Odoo ERP

In this video, learn how to do manage orders and user accounts with Odoo Lunch. **Check out more Odoo tutorials** – HR playlist:  **App documentation** – Luch:  -Orders:  – Manage user accounts:  – Lunch Management:  – All Lunch docs:  **See what Odoo can do for you!** – Schedule a demo:  – Start a free trial:  #Managing #Orders #Odoo […]

What is PLM Reporting (ECO) in Odoo 17 | Reporting Section of Odoo 17 PLM |Engineering Change Orders – CBMS Odoo ERP

Product Lifecycle Management (PLM) reporting, specifically Engineering Change Orders (ECOs), in Odoo 17 is a powerful feature that enables businesses to effectively manage and track changes to products, bills of materials, and documentation. This module streamlines the change management process, ensuring that all stakeholders are informed and aligned throughout the product lifecycle. What are the […]