How to Configure Sales Team & Team Members in Odoo 17 Sales | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 Sales Teams: Streamlining Your Sales Force Odoo 17 equips you with a robust Sales Team functionality to organize, manage, and track your sales personnel. This integrated system fosters collaboration, boosts efficiency, and empowers you to gain valuable insights into your sales pipeline. Creating and Configuring Sales Teams Setting Up: Navigate to the CRM […]

How to Manage Advanced Pricelist in Odoo 17 Sales App | Advanced Price Rules in Odoo 17 Sales Module – CBMS Odoo ERP

An advanced price rule is a business rule used to define dynamic pricing based on various conditions. It’s more sophisticated than a basic rule that simply sets a fixed price. Benefits of Advanced Price Rules: Increased sales through targeted promotions and discounts. Improved profit margins by automatically adjusting prices based on costs or competitor pricing. […]

How to Purchase Products in Different Units of Measure (UOM) in Odoo 17 | Odoo 17 Sales Tutorials – CBMS Odoo ERP

Odoo 17 allows you to manage products with different Units of Measure (UOM) to effectively handle situations where you buy and sell in varying quantities. Here’s how to purchase products with different UOMs: 1. Product Configuration: Go to the Products app and create a new product or edit an existing one. In the product form, locate the Unit […]

How to Manage Global Discount in Odoo 17 POS | Global Discount in Odoo 17 | Odoo 17 Functional Video – CBMS Odoo ERP

A global discount is a reduction in the total price of an order or invoice, typically applied after other discounts have been taken into account. It’s different from a regular discount, which can be applied to individual items or subgroups of items. Here are some contexts where you might encounter global discounts: Retail Many online stores […]

How to Setup Sales Credit Limit in Odoo 17 | Setup Sales Credit Limit in Odoo 17 | Odoo 17 Videos – CBMS Odoo ERP

Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation  2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]

Odoo 14 Webinar on Sales ,Purchase & Accounting – CBMS Odoo ERP

The key objective behind the Odoo Functional Webinar is to literate the Odoo users, Consultants, Partners, and other public on Odoo. The webinar envisions sharing how Odoo functions in various modules and how Odoo’s incorporation at the business place improves the operational speed and effectiveness. The Webinar will cover the Sales, Purchase, and Accounting modules […]