CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In Odoo 18, Push and Pull rules are powerful tools for automating inventory movements within your warehouse. They allow you to define specific conditions and actions to streamline your operations and reduce manual intervention. Understanding Push and Pull Rules Push Rules: – Trigger: An event, such as the arrival of products at a specific location. […]
Access Rights in Odoo 18: A Comprehensive Guide Odoo 18 offers a robust access control system that allows you to granularly define permissions for different user groups, ensuring data security and operational efficiency. Key Concepts: * Security Groups: These groups categorize users based on their roles and responsibilities. Each group is assigned specific permissions. * […]
Odoo 18 offers a robust system for managing promotions and discounts within the Sales module. This allows you to implement various strategies to attract customers and boost sales. Key Promotion Types in Odoo 18 Sales: Fixed Amount Discounts: Apply a fixed amount of discount to specific products or the entire order. Ideal for seasonal sales, […]
In the dynamic world of sales, understanding the reasons behind lost deals is crucial. Odoo 18’s CRM module provides a powerful tool to track and analyze lost deals, helping you identify areas for improvement and enhance your sales strategy. Why Configure Lost Reasons? Identify Trends: By tracking lost reasons, you can identify recurring patterns and […]
Odoo provides a robust framework for implementing loyalty programs within your sales operations. These programs can significantly enhance customer retention, encourage repeat business, and drive overall sales growth. Here’s a breakdown of how you can leverage Odoo to create effective loyalty programs: Key Features and Benefits: 1. Points-Based System: – Assign points for purchases based […]
In Odoo, managing gift cards is possible through custom modules or by using available configurations in the Sales, Point of Sale (POS), or eCommerce modules. Gift cards in Odoo allow businesses to provide store credit or prepaid value to customers, which they can redeem for products or services, either online or in-store. Key Features of […]
Odoo 18 provides multiple ways to grant discounts on sale order lines, catering to various business needs. Here are the primary methods: 1. Manual Line Discounts: * Direct Input: * Navigate to the desired sale order line. * In the “Discount” field, directly input the discount amount or percentage. * Odoo automatically […]
Revolutionize Your Dropshipping Business with Odoo 18 Learn how to manage your dropshipping operations with Odoo 18 seamlessly. This video will guide you through the essential steps to set up and run a successful dropshipping business using Odoo. Key topics covered: – Configuring Dropshipping Products: Learn how to set up products as dropshipping items and […]
Odoo 18 offers a built-in feature to lock confirmed sales orders, ensuring data integrity and preventing accidental modifications. Here’s a step-by-step guide: 1. Enable the “Lock Confirmed Sales” Feature: * Go to Settings within the Sales module. * Find the “Lock Confirmed Sales” option and enable it. * Save the settings. 2. Confirm the Sales […]
Vendor Price Lists in Odoo 18: A Comprehensive Guide Vendor Price Lists in Odoo 18 are a powerful tool for streamlining your procurement process and ensuring accurate pricing. By creating and managing vendor-specific price lists, you can efficiently compare prices, negotiate better deals, and optimize your purchasing decisions. Key Features of Vendor Price Lists in […]
