How to Create & Customize Expected Revenue Report in Odoo 18 CRM | Odoo 18 CRM Tutorials | Odoo 18 – CBMS Odoo ERP

Visualise Ever wish you had a crystal ball for your sales? With Odoo 18 CRM’s Expected Revenue Report, you’ve got something even better! This powerful analytical tool helps sales managers and teams accurately predict future revenue based on current opportunities in their pipeline. In this comprehensive tutorial from CBMS Technologies, we’ll show you exactly how […]

Cross Selling in Odoo 18 Boosts the Revenue | Manage Cross Selling in Odoo 18 Sales | Odoo 18 Sales – CBMS Odoo ERP

Discover how to suggest related products, bundle items, and maximize every sale using Odoo Sales. Perfect for increasing customer value effortlessly! For Reference on How to Manage Cross Selling in Odoo 18 Sales: #Odoo18 #CrossSelling #OdooSales #BoostRevenue #OdooTutorial #SalesTips #ERP #OdooERP #OdooCRM #Odoo18Features #OdooForBusiness #SalesStrategy #TechTonic #CBMS #Odoo18CrossSelling #Odoo18Sales #SalesBoost #RevenueGrowth #Odoo18SalesModule #ManageCrossSellingOdoo #OdooCRM #Odoo18SalesStrategy […]

How to Access Revenue Report in Odoo 18 Events | Odoo 18 Events | Odoo 18 Tutorials | Odoo 18 – CBMS Odoo ERP

Master the Revenues Report in Odoo 18 Events! This comprehensive guide walks you through: Accessing the Revenue Reporting page Understanding the default graph and pivot table views Utilizing key Measures (Revenues, Untaxed Revenues, Count) Applying Filters (e.g., ticket type, event date) Using Group By options (e.g., event, salesperson, ticket), Learn how to create custom reports […]

How to Manage Deferred Revenue in Odoo 18 Accounting | Odoo 18 Accounting Tutorials |Odoo 18 Videos – CBMS Odoo ERP

In Odoo 18 Accounting, deferred revenue refers to payments received in advance for goods or services that are yet to be delivered. These payments are recorded as liabilities on the company’s balance sheet and are recognized as revenue over time as the goods or services are provided. Configuration: To manage deferred revenues in Odoo 18, […]

How to Configure Recurring Revenue in Odoo 18 CRM | Odoo 18 New Features | Odoo 18 CRM Tutorials – CBMS Odoo ERP

Recurring revenue in Odoo 18 CRM is a powerful tool that enables businesses to manage and track recurring income streams effectively. It streamlines the process of generating invoices for services or products that are billed on a regular basis, such as subscriptions, memberships, or maintenance contracts. Key Features and Benefits: Recurring Plans: Define recurring plans […]

How to Configure Deferred Revenue in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo handles deferred revenue, also known as unearned revenue, which is money received from customers upfront for goods or services that haven’t been delivered yet. Since the company still owes the customer those products or services, this advance payment is considered a liability. Here’s a breakdown of deferred revenue in Odoo: Concept: Deferred revenue is […]

How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]

Automation of Deferred Revenue in Odoo 16 | Odoo 16 Functional Video – CBMS Odoo ERP

When you create or edit an account of which the type is either Current Liabilities or Non-current Liabilities, you can configure it to defer the revenues that are credited on it automatically. #odoo16 You have three choices for the Automate Deferred Revenue field: #odootutorials #odoofunctionalvideos No: this is the default value. Nothing happens. Create in the draft: whenever a transaction is posted […]

How to Manage Deferred Revenue in Odoo 15 | Odoo 15 Accounting | Odoo 15 Enterprise Edition – CBMS Odoo ERP

Deferred revenues, or unearned revenue, are payments made in advance by customers for products yet to deliver or services yet to render. #odoo15videos Such payments are a liability for the company that receives them since it still owes its customers these products or services. The company cannot report them on the current Profit and Loss […]