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 – […]

How to Install Python Packages From Pycharm in Odoo 17 | Odoo 17 Development Tutorials | Odoo 17 – CBMS Odoo ERP

This video provides a step-by-step guide on how to install extra Python packages for Odoo development directly from PyCharm. By following these instructions, developers can efficiently manage their Odoo customization projects within the PyCharm environment, enhancing their productivity and ensuring the smooth integration of additional functionalities into the Odoo platform. #Odoo17 #Python #Pycharm #DevelopmentTutorial #OdooDevelopment […]

How to Manage Internal Notes in Odoo 17 POS | Odoo 17 Point of Sale | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Internal notes in a POS (point of sale) system are comments or messages added to a transaction or customer record that are not visible to the customer. They are used for communication and information sharing among staff members. Here are some common uses of internal notes in POS: Special instructions: Noting specific customer requests like “gift […]

How to Convert an Opportunity into a Quotation in Odoo 17 CRM | Create Quotation for an Opportunity – CBMS Odoo ERP

Customer Relationship Management (CRM) systems often integrate quotation creation functionalities to streamline the sales process. Here’s a breakdown of how to create a quotation for an opportunity within your CRM: 1. Accessing the Opportunity: Locate the desired opportunity within your CRM. This typically involves navigating to the Opportunities module and searching by name, customer, or other relevant […]

Manufacturing in Two or Three Steps | Odoo MRP – CBMS Odoo ERP

In this video, learn about how to manufacture in two or three steps (involving component pickings and final storage) in Odoo! Other lessons related to this video:  Manufacturing in One Step Flexible Consumption  Manufacturing with Product Variants Make-to-Order Manufacturing Replenishment Methods for Manufacturing From Sales Order to Manufacturing Order YouTube tags odoo, odoo learn, odoo course, […]