How to Manage Restricted Category in Odoo 18 POS | Odoo 18 POS Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Restricted categories in Odoo POS are a powerful tool to streamline your point of sale operations and enhance inventory management. By limiting the categories of products displayed on the POS interface, you can: Improve Efficiency: Reduce the clutter on the POS screen, making it easier for cashiers to find and select products. Enhance Accuracy: Minimize […]

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 […]

What are the Views in Odoo 18 Purchase | Odoo 18 New Features | Odoo 18 Purchase Tutorial | Odoo 18 – CBMS Odoo ERP

Odoo 18’s Purchase module offers a variety of views to streamline your procurement processes. These views provide different perspectives and functionalities to manage your purchasing activities effectively. Key Views in the Purchase Module: 1. Purchase Order View: Create and manage purchase orders. Add product lines, specify quantities, and set delivery dates. Track the status of […]

Gift Cards in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 New Features | Odoo 18 Release Date – CBMS Odoo ERP

In Odoo, managing gift cards is possible through custom modules or by using available configurations in the Sales, Point of Sale (POS), or eCommerce modules. Gift cards in Odoo allow businesses to provide store credit or prepaid value to customers, which they can redeem for products or services, either online or in-store. Key Features of […]

How to Manage Bill Control Policy in Odoo 18 | Odoo 18 Purchase Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Master Your Financial Processes with Odoo 18’s Bill Control Policy Learn how to enhance your financial control and efficiency with Odoo 18’s powerful Bill Control Policy. This feature helps you streamline your payment processes, reduce errors, and improve overall financial management. In this video, you’ll discover: – The importance of a strong Bill Control Policy […]

Revamp in MTO Odoo 18 Inventory | Odoo 18 Inventory Tutorial | Odoo 18 New Features| Odoo 18 Release – CBMS Odoo ERP

MTO in Odoo stands for Make-to-Order. It’s a manufacturing strategy where products are produced only after receiving a customer order. This approach helps businesses avoid unnecessary inventory costs and ensures that products are produced according to specific customer requirements. Key features of MTO in Odoo: – Triggered by Sales Orders: When a customer places a […]

How to Manage Vendor Catalog in Odoo 18 Purchase | Odoo 18 Purchase Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Vendor Catalogs in Odoo 18 are a powerful tool for streamlining your procurement process and enhancing supplier relationships. By centralizing product information from multiple vendors, you can easily compare prices, lead times, and product specifications. This allows you to make informed purchasing decisions and optimize your supply chain. Key Features of Vendor Catalogs in Odoo […]

How to Manage Customer Info from POS in Odoo 18 | Odoo 18 POS Tutorial | Odoo 18 New Features – CBMS Odoo ERP

Accessing and Utilizing Customer Information in Odoo 18 POS In Odoo 18, accessing and utilizing customer information within the Point of Sale (POS) module is a straightforward process, designed to streamline your sales operations. Here’s a detailed guide: 1. Customer Search and Selection: In the POS interface, navigate to the customer field. Start typing the […]