CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Quotation validity in Odoo refers to the feature that allows you to set an expiration date for your sales quotations. This is useful for several reasons: – Enforcing timeliness: It encourages customers to make timely decisions, preventing delays in the sales process. – Avoiding price discrepancies: It ensures that the quoted prices remain […]
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 […]
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 […]
Learn how to set up delivery lead times in Odoo 17 to enhance delivery accuracy and keep your customers happy! Setting accurate lead times allows us to give customers realistic delivery dates, helping them plan better. ✨ What You’ll Learn: 🔹 Configuring custom delivery lead times for products 🔹 Using reordering rules for efficient inventory […]
Learn how to customize sequence numbers in Odoo 17 to keep your sales orders, invoices, and other documents organized and tailored to your business needs! In this tutorial, we’ll guide you through customizing prefixes, setting unique identifiers, and adding dates or other custom elements to sequence numbers. These small customizations can make a big difference […]
Combo Products in Odoo Sales: A Comprehensive Guide Odoo’s powerful features allow you to create and manage combo products, enhancing your sales processes and customer experience. Here’s a detailed breakdown: Understanding Combo Products A combo product is a bundle of multiple products sold together at a specific price. This strategy can increase sales, streamline order […]
Enhance Your Odoo 18 Experience: Mastering Notes, Sections, and Catalogs Discover how to streamline your workflow and boost productivity with Odoo 18’s powerful features. In this video, we’ll explore: – How do You add detailed notes to records for better context and tracking. – How do You create custom sections to organize and categorize information. […]
Odoo 18 Sales offers a variety of quotation templates that can be used to create different types of sales documents. The following is the typical sequence of quotation templates in Odoo 18 Sales: Sales Order: This is the most basic type of quotation template for creating simple sales orders. Quotation: This template creates formal quotations […]
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Sales Warnings in Odoo 18: A Comprehensive Guide Sales warnings in Odoo 18 are a valuable tool to proactively alert users about potential issues or important information related to sales orders. These warnings can be set for specific products, customers, or even entire sales orders. They can be configured to display as simple warnings or […]