How to Set Access Rights in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

1. Internal user: 1.1. Consolidation user: In Odoo, there isn’t a specific user type called a “consolidation user”. The consolidation process is handled through the Odoo Consolidation module, which is designed for users with accounting permissions. Here’s a breakdown of how Odoo Consolidation works: Functionality: It allows you to generate consolidated financial reports by combining […]

How to Set Default Value for a Field Using Function in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, the ability to set default values for fields dynamically using functions is a powerful feature that enhances flexibility and customization options within the system. Unlike static default values, which remain constant regardless of circumstances, dynamic defaults enable developers to define default values based on specific conditions or calculations.To implement dynamic default values, […]

How to Set Start Category in Odoo 17 POS | Set Start Category in Odoo 17 POS | Odoo 17 Tutorials – CBMS Odoo ERP

A start category in Odoo 17 Point of Sale (POS) is a category that automatically displays when you begin a new POS session. It essentially filters the product selection to a specific group by default, saving cashiers time and improving efficiency. Default Behavior: By default, if no start category is set, all products in your […]

How to Set Maximum Difference in Odoo 17 POS | Odoo 17 POS Tutorials | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The “Set Maximum Difference” feature in Odoo 17 POS helps manage cash handling accuracy. It allows you to define an acceptable tolerance level for the discrepancy between the calculated cash balance and the actual cash in the drawer at the end of a shift. Enable Set Maximum Difference Set Maximum Difference must be enabled before a […]

How to Set Up and Manage Invoicing Policies in Odoo 17? | Manage Odoo 17 Sales Invoicing Policy – CBMS Odoo ERP

Invoicing policy in Odoo determines when a customer gets billed for a sales order. Odoo offers two main invoicing policy options: Invoice what is ordered: This is the default option in Odoo. The customer gets invoiced for the entire ordered quantity when the sales order is confirmed. This works well for situations where you typically […]

#7 How to Set Alerts or Warnings for Vendors and Products in Odoo 17 Purchase App – CBMS Odoo ERP

There are several reasons why warnings are set for vendors and products in Odoo: #odoo17 #odoopurchase #odoofunctionalvideos For Vendors: Prevent problematic purchases: Warnings can help identify potential issues with vendors before finalizing a purchase order. This allows you to: #odootutorials Avoid exceeding budget limits: Set blocking messages to prevent exceeding a specific purchase amount for a vendor, […]

#16 How to Set Multiple Price Per Products in Odoo 17 Sales | Pricelist in Odoo 17 Sales App – CBMS Odoo ERP

Multiple prices per product refer to situations where a single product or service can be sold at different prices under certain conditions or for specific customer segments. #odoo17 #pricelist This can happen for various reasons, and businesses often implement different pricing strategies to cater to diverse customer needs, market dynamics, or promotional activities. #odoofunctionalvideos The […]

How to Set up Quotation Layout in Odoo 17 Sales App | Odoo 17 Sales App Tutorials – CBMS Odoo ERP

This video explains the setting up of the quotation layout in Odoo 17. Your route to success is to create a quotation layout in the Odoo 17 Sales module. #odoosales #odoo17 It gives you the freedom to design layouts that appeal to your clients and project a polished, impactful image for your company. Your canvas for displaying […]