How to Automatically Create New Expenses From an Email in Odoo 17 | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo can automatically generate expenses from emails to streamline the expense reporting process. This feature is particularly useful for: Employees without access to the Expense module: If an employee doesn’t have permission to use the Odoo Expense app directly, they can submit expenses by forwarding receipts or expense details via email. Improved Efficiency: Even for […]

Inventory Adjustments & Cycle Counts in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Tutorials – CBMS Odoo ERP

In Odoo, both cycle counts and inventory adjustments are crucial for maintaining accurate inventory records. Here’s a breakdown of each concept and how they work together: Inventory Adjustments: Used to manually update the on-hand quantity of a product in the system. Reasons for adjustments could be: Stock breakage Spoilage Loss during theft Finding unexpected inventory […]

How to Manage Package Reservation Method in Odoo 17 Inventory Module | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

Odoo allows you to reserve packages along with products during sales orders. This ensures you have enough packaging materials to fulfill the order. Here’s a breakdown of package reservations in Odoo: Configuration (Odoo v15 and above): Enable Packaging: In the Inventory module settings, activate the “Packaging” feature. Set Up Products: In the product category, you’ll […]

How to Create an XLS Report in Odoo 17 | XLS Report in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

XLSX reports are essential for structured data analysis, customizable presentation, and compatibility across platforms, facilitating efficient decision-making and communication within organizations. In this tutorial, we’ll explore how to create XLSX reports in Odoo 17, enabling users to export data from their Odoo system into Excel-compatible files for enhanced analysis or sharing purposes. #Odoo17 #XLSReports #OdooDevelopment […]

How to Create User Notification in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

In this tutorial, we’ll explore how to create user notifications in Odoo 17, User notifications are crucial for enhancing user experience by providing immediate feedback or conveying important information based on specific events or actions within the Odoo application. Various notification options exist in Odoo, namely: Sticky Notification, ,Rainbow Man Effect, Alert ,Raise Exception/Validation.By understanding and implementing […]

Subscription Plan in Odoo 17 | Configure Subscription Plans | Odoo 17 Functional Tutorials – CBMS Odoo ERP

Odoo offers a subscription module designed to streamline recurring billing and subscriber management for businesses with subscription-based services or products.expand_more This allows you to focus on what matters most – growing your business and fostering strong customer relationships. #odoo17 #odoofunctionalvideos #odootutorials Video Chapters 00:00 to 00:27 Introduction 00:27 to 2:33 Recurring Plan 02:33 to 3:36 […]

Dashboard In Odoo 17 Overview | Odoo 17 Dashboard | Odoo Functional Tutorials | Odoo 17 Features – CBMS Odoo ERP

In Odoo, a dashboard is a central location to view important business data at a glance. It’s like a personalized cockpit that brings together key metrics and insights from various Odoo modules. Here’s what dashboards in Odoo offer: Quick Overview: Instead of jumping between different sections of Odoo, dashboards consolidate crucial information on a single […]

How to Configure Landed Cost in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

In Odoo’s inventory management system, landed cost refers to the total cost of a product delivered to your warehouse, including the initial purchase price and additional expenses incurred during shipment. This incorporates costs like: Transportation fees (domestic and international) Customs duties and taxes Insurance Currency conversion fees Handling charges There are different split methods in […]

How to Add a Tool Tip to a Field in Odoo 17 | Odoo 17 Development Tutorials – CBMS Odoo ERP

Learn how to enhance user experience in Odoo 17 by adding tooltips to fields. Tooltips provide helpful hints or additional information when users hover over specific fields, improving usability and guiding users through the system. #odoo17 #odootutorials This tutorial demonstrates the steps to add tooltips to fields in Odoo 17, empowering users with contextual information […]

How to Use Serial Numbers to Track Products in Odoo 17 Inventory | Odoo 17 Inventory Tutorials – CBMS Odoo ERP

In Odoo, a serial number is a unique identifier assigned to an individual product to track its movement throughout the supply chain. It’s one of the two main methods for product traceability within the software, alongside lot numbers which identify batches of products. Here’s a breakdown of serial numbers in Odoo: Function: Serial numbers distinguish […]