How to Display Total Amount of Invoice in Letter in Odoo 18 Accounting | Odoo 18 Functional Tutorial – CBMS Odoo ERP

The purpose of displaying the total amount in words on invoices is to enhance clarity, professionalism, and security. Here’s a breakdown of the reasons: 1. Clarity and Precision: Reduced Errors: By explicitly stating the amount in words, it minimizes the risk of misinterpretations or errors that might occur due to numerical typos or discrepancies. Enhanced […]

How to Create & Manage Online Courses in Odoo 18 eLearning | Odoo 18 Functional Tutorials | Odoo 18 – CBMS Odoo ERP

Odoo 18: A Comprehensive Learning Platform Odoo 18’s eLearning module empowers organizations to create engaging and effective online training programs. This powerful tool allows you to: Design and Deliver High-Quality Courses: Create interactive courses with videos, documents, quizzes, and more. Track Learner Progress: Monitor individual learner progress, track course completion rates, and identify areas for […]

How to Setup Rule Based Lead Assignment With Odoo 18 CRM | Odoo 18 New Features | Odoo 18 Tutorials – CBMS Odoo ERP

Rule-based assignment in Odoo 18 CRM automates the process of assigning leads to specific salespersons or teams based on predefined criteria. This helps streamline lead distribution, ensuring leads are handled by the most appropriate individuals. To set up rule-based assignment: Enable Rule-Based Assignment: Go to CRM ‣ Configuration ‣ Settings. Activate the Rule-Based Assignment option. […]

How to Manage Restocking Notification in Odoo 18 Website | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

1. Wishlist Functionality: Enable Wishlist: Activate the wishlist feature in your Odoo website’s configuration. Add to Wishlist: Allow customers to add out-of-stock products to their wishlist. Collect Email Addresses: When adding to the wishlist, collect customers’ email addresses. 2. Stock Alerts and Notifications: Configure Stock Alerts: Set up stock alerts for specific products. Trigger Email […]

How to Setup Automatic Reordering Rule in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

Automatic Reordering Rules in Odoo 18 Inventory Automatic reordering rules in Odoo 18 Inventory are a powerful tool to streamline your inventory management and ensure you always have enough stock on hand to meet customer demand. These rules automate the process of creating purchase orders or manufacturing orders when stock levels fall below a certain […]

How to Create Warehouses & Location in Odoo 18 Inventory | Odoo 18 New Features | Odoo 18 Release – CBMS Odoo ERP

In Odoo 18, Warehouses and Locations are crucial components of inventory management, allowing you to efficiently organize and track your stock across different physical sites and storage areas. Warehouses Warehouses represent physical locations where your products are stored. They can be configured with: Physical Address: This helps in tracking the physical location of the warehouse. […]

How to Manage Margin & Cost in Odoo 18 POS | Odoo 18 New Features | Odoo 18 POS | Odoo 18 Release – CBMS Odoo ERP

In Odoo 18 POS, understanding and managing margin and cost is crucial for maintaining profitability and making informed business decisions. Here’s a breakdown of how you can effectively handle these aspects: 1. Setting Up Product Costs: Standard Price: This is the default cost price for a product, often used for inventory valuation and accounting purposes. […]

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 Configure Outgoing Shipment in 2 Steps Using Odoo 18 | Odoo 18 Inventory | Odoo 18 Features – CBMS Odoo ERP

A two-step outgoing shipment process involves breaking down the delivery process into two distinct stages. This approach offers several benefits, including enhanced inventory control, improved order accuracy, and streamlined operations. Step 1: Picking and Packing Order Verification: Order Review: Cross-check order details, including items, quantities, shipping address, and any special instructions. Inventory Check: Ensure the […]