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 Configure Product Reference Price in Odoo 17 Website App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, the product reference price refers to the price displayed per unit of measure on the product page of your website. This helps customers understand the cost of a product relative to its quantity. Here’s what you need to configure Product Reference Price: Activate the Feature: Go to Website — Configuration — Settings and […]

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 Manage Custom Header & Footer in Odoo 17 POS | Create Custom Header & Footer in Odoo 17 POS – CBMS Odoo ERP

The main purpose of a custom header and footer in Odoo POS is to personalize your receipts with additional information beyond the standard Odoo output. This can be useful for: Branding: Including your company logo, name, and slogan in the header can increase brand recognition on every receipt. Promotional messages: You can use the footer […]

How to Add New States to an Existing State Field in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, states play a pivotal role in indicating the different stages or statuses that records can undergo within the system. These states are commonly represented as selection fields in Odoo models, allowing users to easily discern the current status of a record. To append new states without altering the existing ones, the selection_add […]

How to Load Custom Field to POS in Odoo 17 | Odoo 17 Development Tutorials | Odoo 17 POS Videos – CBMS Odoo ERP

In Odoo, a common requirement is to add custom fields to various models like products, customers, or orders. When integrating these custom fields into the Point of Sale (POS) module, it’s crucial to ensure they are properly loaded and utilized within the POS interface. Odoo offers several methods for loading data into the POS module, […]

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 […]

Packages | Odoo Inventory – CBMS Odoo ERP

Learn the basics of using a packages in the outbound and inbound process flows.  Use the convenient “Put in pack” button in Odoo to quickly place all products in a sales order in a package. This additional traceability feature is useful for businesses that use packages (e.g. pallets, boxes) to move groups of products in  the warehouse. 0:00 – […]