#20 How to Analyse Profit of a Sales Order in Odoo 17 | Margin in Odoo 17 | Odoo 17 Sales Videos – CBMS Odoo ERP

An essential indicator of a company’s profitability is its margin. Businesses may assess how well they turn sales into profits by measuring the difference between sales revenue and associated costs. In Odoo, margins are often associated with the pricing of products. The margin represents the difference between the cost price and the selling price of […]

#50 How to Manage Access Rights in Odoo 17 Sales App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The permissions and limitations that are given to individuals or user groups with connection to the data and functions of the system are referred to as access rights in Odoo. These access rights aid in limiting who is able to do what within the various Odoo modules. #odootutorials #odoofunctionalvideos Internal users can access the application, defining […]

#43 Upselling in Odoo 17 Sales App | Order to Upsell in Odoo 17 | Odoo 17 Functional Videos – CBMS Odoo ERP

Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]

#37 How to Set Warnings or Alerts for Products & Customers in Odoo 17 Sales App | Odoo 17 Sales App – CBMS Odoo ERP

Most companies have expired or unused products after several years for various reasons. These expired commodities are not able to sell in the market to customers. The unused items cause several unsatisfactory results when used by individuals. It is possible to set alerts or warnings for the products in a company using ERP software. Sales […]

#7 How to Add Sections, Notes, & Subtotals in a Quotation With Odoo 17 Sales App | Odoo 17 Features – CBMS Odoo ERP

Section: In Odoo, a section typically refers to a grouping or categorization of related information within a module or a document.In the Sales module, you may find sections such as quotations, sales orders, and invoices. Each of these sections contains information related to the respective stage of the sales process. Notes: In Odoo, the term […]

#14 Sales Variant Selection in Odoo 17 | Odoo 17 Functional Tutorials | Odoo 17 Sales App – CBMS Odoo ERP

This video explains the Sales Variant Selection in Odoo 17.  Users can manage the variants by selecting the CONFIGURE button at the end of their selected attribute. #odoosales #odoo17 After applying the attributes, we can select a sales variant for the item. The Sales Variant Selection is classified into Product Configurator and Order Grid Entry […]

#6 How to Manage Sales Returns in Odoo 17 Sales App | What is Sales Return Called? | Odoo 17 Sales – CBMS Odoo ERP

Sending a product back to the seller by a client or customer is termed a Sales return. Due to various reasons, a customer can return the item to the owner. Sometimes, it is due to customer dissatisfaction with a product or differences in individual desire. To make a sales process smoother, it is necessary to […]

#39 How to Send Pro Forma Invoice to Your Customers in Odoo 17 | Proforma Invoice in Odoo 17 Sales – CBMS Odoo ERP

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]

#52 How to Create a Report in Odoo 17 Sales App | Sales Analysis & Reporting in Odoo 17 – CBMS Odoo ERP

This video explains the sales reporting in odoo 17. An organization that is successful and long-lasting must regularly analyze its sales processes and other business operations. Report management is given a lot of prominence in every module of Odoo ERP. You can also manage your sales report management in the Sales module by viewing a […]