How to Purchase Products in Different Units of Measure (UOM) in Odoo 17 | Odoo 17 Sales Tutorials – CBMS Odoo ERP

Odoo 17 allows you to manage products with different Units of Measure (UOM) to effectively handle situations where you buy and sell in varying quantities. Here’s how to purchase products with different UOMs: 1. Product Configuration: Go to the Products app and create a new product or edit an existing one. In the product form, locate the Unit […]

How to Manage Customer Note in Odoo 17 POS | Odoo 17 PoS Tutorials – CBMS Odoo ERP

You can use customer notes to include messages for the customer on their receipt. Notes allow you to include greetings, thank you messages, or even gift receipt instructions, creating a more personalized touch for the customer. #odoo17 #odootutorials #odoofunctionalvideos Notes become part of the order record, allowing staff to reference past purchases, customer preferences, and […]

How to Manage Line Discount in Odoo 17 POS | Odoo 17 POS | Odoo 17 Functional Tutorials – CBMS Odoo ERP

A line discount in a POS system refers to a reduction in the price of a specific item on a customer’s bill. It’s different from a total order discount, which applies to the entire purchase. Line discounts offer several advantages: Promotional flexibility: You can provide discounts on particular products to clear out inventory, run targeted promotions, […]

How to Configure Default Terms & Conditions in Odoo 17 Accounting | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo 17 allows you to include default terms and conditions (T&C) on your invoices, sales orders, and quotations. This helps establish clear expectations with customers regarding important aspects like payments, returns, warranties, and after-sale services. Enabling Default T&C The functionality needs to be activated first. Navigate to Accounting — Configuration — Settings. Under Customer Invoices, […]

How to Configure Field Cleaning Rules in Odoo 17 | Odoo 17 Data Cleaning Module | Odoo 17 Tutorials – CBMS Odoo ERP

Odoo 17’s Data Cleaning module offers a handy feature called “Field Cleaning Rules” to improve data consistency and quality within specific fields of your Odoo records. Here’s a breakdown of configuring these rules in under 400 words: Accessing Field Cleaning Rules: Navigate to Data Cleaning: Go to the “Data Cleaning” module within Odoo 17. Configuration […]

How to Use Lot Number to Manage Group of Products in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

Lot management is a powerful tool for keeping track of groups of products with shared characteristics. Here’s how you can use lots to manage your inventory: 1. Define your Lots: A lot, or batch, refers to a group of products produced together under similar conditions. This commonality could be based on: Production date Manufacturing line […]