One Click RFQ Cancellation in Odoo 18 | How to Cancel RFQ’s in Odoo 18 | Odoo 18 Purchase | Odoo 18 – CBMS Odoo ERP

One-Click RFQ Cancellation in Odoo 18 is a feature that allows users to quickly and easily cancel Request for Quotations (RFQs) with a single click. This can be particularly useful in situations where an RFQ is no longer needed or has been superseded by another RFQ. Here’s how it typically works: – Identify the RFQ: […]

How to Configure Reconciliation Models in Odoo 17 Accounting | Odoo 17 Accounting Tutorials| Odoo 17 – CBMS Odoo ERP

Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]

How to Configure Bank Reconciliation in Odoo 17 Accounting App | Bank Reconciliation in Odoo 17 – CBMS Odoo ERP

Bank reconciliation is a crucial process in accounting that ensures the accuracy of your bank statements against your accounting records. Odoo 17 provides a streamlined and efficient way to perform this task. Steps Involved in Bank Reconciliation Prepare your bank statement: Ensure you have a clear and accurate copy of your bank statement for the […]

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 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 Create Badges & Challenges in Odoo 17 Employee App | Employee Management in Odoo 17 – CBMS Odoo ERP

Odoo 17’s employee module goes beyond simple HR management. It leverages gamification through badges and challenges to boost employee morale, increase engagement, and drive desired behaviours. Let’s delve into how these features work: Badges: Virtual Recognition for Achievements Celebrating Milestones: Employee badges are virtual tokens awarded for completing specific tasks or reaching predefined goals within […]

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 Manage Closest Location in Odoo 17 Inventory | Odoo 17 Inventory Tutorial | Odoo 17 Inventory – CBMS Odoo ERP

The “Closest Location” Removal Strategy in Odoo For the Closest Location Removal Strategy, products are picked based on the alphanumeric order of storage location titles.The goal of this strategy is to save the warehouse worker from taking a long journey to a farther shelf when the product is also available at a closer location. A product is […]