CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
A PDF quote builder is a software tool that allows you to create professional-looking quotes in PDF format. These tools often come with pre-designed templates that you can customize with your company’s branding and information. They also allow you to add details such as product descriptions, pricing, terms and conditions, and more. Some PDF quote […]
Odoo 18 provides a user-friendly interface for creating and managing customer records. Here’s a detailed guide on how to create a customer in the Odoo 18 Sales module: 1. Access the Sales Module: Log in to your Odoo instance. Navigate to the “Sales” app. 2. Open the Customer List: Click on the “Customers” menu item. […]
In this video, I’ll show you how to manage the Reception Report in Odoo 17’s Inventory App. The Reception Report helps you to allocate incoming stock to outstanding sales orders and to prioritize which orders should be fulfilled first. 🌟 What You’ll Learn: ✅ How to enable the Reception Report ✅ Manage replenishment orders efficiently […]
Odoo 18 offers enhanced features for pricelist management and customization of print formats to streamline your sales processes and improve customer experience. Pricelist Revamp – Advanced filtering: Easily filter pricelists based on various criteria, such as customer groups, products, or validity dates. – Pricelist comparison: Compare multiple pricelists side by side to identify differences and […]
Product prices modified on sales order lines are no longer recomputed when the quantity is changed. Odoo 18 provides a robust system for managing product prices, allowing you to set different prices for different customers, product variants, or sales channels. Here’s a breakdown of the key features: Pricelists – Multiple pricelists: Create various pricelists […]
Welcome back to the Kodershop channel! If you want to deliver products directly from your suppliers to your customers without holding inventory, this video is for you. Today, we’ll show you how to manage dropshipping in Odoo 17. Dropshipping helps you save time and money, free up warehouse space, reduce workload, and expand your product […]
The purpose of the “Deliver content by Email” feature in Odoo 18 Sales is to streamline communication and enhance customer engagement throughout the sales process. It allows you to send emails directly from within the sales module, saving time and ensuring consistency in your messaging. Here are some key benefits of this feature: – Efficient […]
A proforma invoice is a preliminary invoice that serves as a commercial document issued by a seller to a buyer. It outlines the terms and conditions of a potential sale, including the description of goods or services, quantity, price, and payment terms. However, unlike a regular invoice, a proforma invoice is not a legal document […]
The “Save for Later” feature in Odoo 18 allows customers to temporarily store products or services they are interested in purchasing but are not ready to commit to buying immediately. This feature serves several purposes: Benefits for Customers: – Product Reminder: Customers can easily find products they liked previously, without having to search through the […]
In this video we’ll explore the Sales Credit Limit feature in Odoo 17. We’ll cover everything from activating credit limits in the accounting module to setting individual limits for customers. See how this feature helps prevent financial risks by notifying you when customers exceed their credit limits. Watch now and master credit management in Odoo! […]