How to Access Revenue Report in Odoo 18 Events | Odoo 18 Events | Odoo 18 Tutorials | Odoo 18 – CBMS Odoo ERP

Master the Revenues Report in Odoo 18 Events! This comprehensive guide walks you through: Accessing the Revenue Reporting page Understanding the default graph and pivot table views Utilizing key Measures (Revenues, Untaxed Revenues, Count) Applying Filters (e.g., ticket type, event date) Using Group By options (e.g., event, salesperson, ticket), Learn how to create custom reports […]

Discuss Overview Odoo 18 | How to Use Discuss Module in Odoo 18 | Odoo 18 Discuss Tutorials |Odoo 18 – CBMS Odoo ERP

Odoo Discuss is an internal communication app that allows users to connect through messages, notes, file sharing, and video calls. Discuss enables communication through a persistent chat window that works across applications, or through the dedicated Discuss dashboard. Upon opening the Discuss app, the Discuss dashboard appears. Inbox, starred, and history Upon opening the Discuss app, the Discuss dashboard appears. On the Discuss dashboard, unread messages are visible in […]

How to Manage Closest Location in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

The “Closest Location” removal strategy in Odoo 18 is a method to optimize picking operations by selecting products from the storage location that is physically closest to the picking area. This strategy aims to minimize travel distance and time within the warehouse, leading to increased efficiency and productivity. How it Works: Location Sequencing: Assign alphanumeric […]

How to Manage Line Discounts in Odoo 18 POS | Odoo 18 New Features | Odoo 18 POS | Odoo 18 Release – CBMS Odoo ERP

What is a Line Discount? A line discount is a discount applied to a specific product or item in a customer’s order, rather than a discount applied to the entire order total. Why Use Line Discounts? Targeted Promotions: You can offer discounts on specific products to encourage sales of particular items or clear out excess […]

How to Manage E-Wallet in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 – CBMS Odoo ERP

In Odoo, an eWallet is a digital payment solution integrated into the Odoo platform to help businesses and users store funds, process transactions, and manage their finances directly within the system. It acts as a virtual wallet that can hold and manage funds for different purposes, streamlining payments and financial operations. Digital Balance Management: Users […]

How to Manage Deferred Expenses in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo accounting, deferred expenses, also known as prepaid expenses, represent costs your company has already paid for but hasn’t consumed the benefits of yet. These are recorded as assets on the balance sheet until they are gradually recognized as expenses over the periods they benefit. Here’s a breakdown of how it works: Concept: A […]

How to Manage Compare Price in Odoo 17 Website App | Comparison Price/Strikethrough Price in Odoo 17 – CBMS Odoo ERP

“Compare to” Pricing: This method lets you display a higher “compare to” price alongside your actual selling price. This can be a persuasive tactic, making your product seem like a better deal. Here’s how to set it up: Activate the Feature: Go to Website — Configuration — Settings and navigate to the Shop – Products […]

How to Create Filters in Odoo 17 | How to Add a Filter in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

Search filters in Odoo 17 serve as a comprehensive toolkit, offering users many options to navigate and analyze their data effectively. These filters empower users to fine-tune their search criteria precisely, allowing them to specify the exact attributes and conditions needed to retrieve relevant records. Whether users are searching through lists, forms, or kanban boards, […]

How to Manage Access Rights & User Types in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Videos – CBMS Odoo ERP

Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups: The foundation of access control lies in user groups. Each user belongs […]