How to Process Return & Refund in Odoo 18 Sales | Odoo 18 Sales Tutorials| Odoo 18 Functional Videos – CBMS Odoo ERP

In this video, learn step-by-step how to handle product returns and customer refunds inside Odoo 18’s Sales module. Managing returns properly is essential for keeping your inventory accurate, maintaining customer trust, and ensuring your accounting stays clean. Here’s what you’ll see: ✅ How to open the original sales order and find the delivery order ✅ […]

How to Manage Incoming Shipments in Odoo 18 | 1-Step, 2-Step & 3-Step Receiving Process – CBMS Odoo ERP

In this video, we’re diving into Incoming Shipments in the Odoo 18 Inventory module—how the 1-step, 2-step, and 3-step receiving processes work, when to use each one, and how to manage them efficiently within your warehouse. Whether you’re simply receiving goods into stock or implementing a detailed quality control process before storage, Odoo provides the […]

How to Analyze the Recruitment Process in Odoo 18 Recruitment | Recruitment Analysis in Odoo 18 – CBMS Odoo ERP

The Recruitment Analysis report in Odoo 18 provides valuable insights into your hiring performance. Key Features: Track Applicant Flow: Monitor the progress of applicants through the recruitment pipeline. Analyze Hiring Trends: Identify trends in application volume, time-to-hire, and hiring success rates. Identify Bottlenecks: Pinpoint areas in the recruitment process that are causing delays. Measure Recruitment […]

How to Manage Check Out Process in Odoo 17 Website | Odoo 17 Functional Tutorials | Odoo 17 Website – CBMS Odoo ERP

Odoo 17’s Inventory Management module streamlines the checkout process when an item leaves your warehouse or shop floor. This ensures proper documentation, and inventory tracking, and facilitates a smooth handover of goods. The Checkout Process Flow: Initiating the Checkout: The checkout process typically begins with a Delivery Order. This document outlines the specific items, quantities, […]

#12 What is 3 Way Matching Process in Odoo 17 Purchase | Odoo 17 Purchase | Odoo 17 Functional Video – CBMS Odoo ERP

Activating 3-way matching ensures that vendor bills are only paid once some or all of the products included in the purchase order have actually been received. To activate it, go to Purchase ‣ Configuration ‣ Settings and scroll down to the Invoicing section. Then, click 3-way matching: purchases, receptions, and bills.3-way matching is only intended to work when the bill control policy is set […]

How to Manage Shop Checkout Process in Odoo 16 Website | Odoo 16 Website Tutorial Videos – CBMS Odoo ERP

E-commerce websites give businesses the ability to expand into new markets and build resilience through sales in the event that their physical stores have to close. #odoowebsite Before you even open a physical store, an e-commerce site can give you a global market and brand recognition if you’re just starting a business. #odoo16 #odoofunctionalvideos You […]

How to Manage Checkout Process with Odoo 16 Website | Odoo 16 Website Demo Videos – CBMS Odoo ERP

You can customize the checkout steps, add more content using the website builder, and enable additional features such as express checkout and sign-in/up at checkout. #odoowebsite You can use building blocks to add content at any step of the checkout process. To do so, from any checkout page, go to Edit ‣ Blocks, and drag and drop building blocks to the page. #odoo16 Add to cart […]