Intercompany Sales and Purchase Order Synchronization in Odoo 17 – CBMS Odoo ERP

Intercompany sales and purchase order synchronization refers to the process of automatically linking and updating sales orders placed by one company within a larger organization (selling company) with the corresponding purchase orders created by another company within the same organization (buying company). This streamline ensures both sides are on the same page and eliminates manual […]

#18 How to Manage Pricelist Based on Country Group in Odoo 17 Sales | Odoo 17 Sales App Tutorials – CBMS Odoo ERP

Odoo allows you to manage price lists based on country groups, enabling you to set different prices for products depending on the customer’s location. #odoo17 #odoosales #odoofunctionalvideos Here’s how to achieve this: 1. Create price lists: Navigate to Sales – Products – Price Lists. Click Create to establish a new price list. Enter a descriptive name and configure […]

#41 How to Export and Import Sales Quotations in Odoo 17 Sales | Odoo 17 Sales Tutorial – CBMS Odoo ERP

Quotations are imported and exported in Odoo for several reasons, depending on the specific use case. Here are some of the most common scenarios: 1. Sharing quotations with customers: Exporting a quotation allows you to create a professional document that you can send to potential customers for review. This is useful for proposals, estimates, and price quotes. Once […]

#42 How to Export and Import Product Category and Product in Odoo 17 Sales | Odoo 17 Sales – CBMS Odoo ERP

In Odoo, you can import and export products and product categories using the built-in import/export functionality. This is a convenient way to manage large volumes of data or to perform bulk updates. Here’s a general guide on how to import and export products and product categories in Odoo: Importing Products and Product Categories: Prepare Data […]

#28 Promotion Type: Discount in Odoo 17 Sales Module | Odoo 17 Sales Tutorials – CBMS Odoo ERP

In Odoo, you can set up promotion-type discounts using the “Promotions” feature. Promotions allow you to apply discounts, free products, or other benefits based on specific conditions.Fill in the necessary details for the promotion, such as the name, promotion type, and description. #odoo17 #odoosales #odoofunctionalvideos Define the conditions that must be met for the promotion […]

#51 Filters in Odoo 17 Sales App | Odoo 17 Sales Tutorials #odoofunctionalvideos – CBMS Odoo ERP

This video explains the filters in Odoo 17. Odoo uses filters to display only the most relevant records based on the purpose of the view. #odoo17 #odooslaes #odootutorials However, you can change the default filter or search for specific values. Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: […]

#19 How to Manage Multi Language for an Invoice in Odoo 17 Sales | Odoo 17 Sales Tutorials – CBMS Odoo ERP

Odoo, an open-source business management software, supports multiple languages, allowing users to work with the system in their preferred language. In Odoo, go to the Settings module.Under the General Settings, you’ll find an option called ‘Languages.’Activate the languages you want to support in your Odoo instance.Odoo uses a translation mechanism to provide multilingual support. For […]

#29 How to Manage Promotions in Odoo 17 Sales App | Odoo 17 Sales app Tutorials – CBMS Odoo ERP

In Odoo, promotions refer to special offers, discounts, or marketing campaigns that businesses can implement to attract customers, boost sales, or achieve specific business objectives. #odoo17 #odoosales #odootutorials Odoo provides features within its Sales and Marketing modules to create and manage promotions effectively. These promotions can be based on various criteria such as product categories, […]

#33 How to Manage Consolidated Subscription Billing in Odoo 17 Sales | Odoo 17 Sales Videos – CBMS Odoo ERP

Consolidated billing is the method of combining multiple subscriptions of a customer into a single invoice. Typically, at the end of every subscription cycle, individual invoices are generated to collect payment from the customers. Businesses can charge clients for goods or services at regular intervals, like weekly, monthly, or annually, or on a customized time frame, […]