CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Odoo 18 brings a range of new features to the Sales module, designed to streamline processes and enhance efficiency: Quotation Management: Quotation Calculator: Accurately calculate quote prices based on various factors like product costs, discounts, and taxes. Improved PDF Quote Builder: Create professional and visually appealing quotes with a more intuitive design. […]
The “Set Maximum Difference” feature in Odoo POS helps you maintain accuracy in cash handling by defining a tolerance level for discrepancies between the calculated cash balance and the actual cash in the drawer at the end of a shift. Here’s how to set it up: Enable the Feature: Go to Point of Sale — […]
Odoo POS 18 offers a convenient feature to split bills, making it easier to handle payments from multiple customers or for individual items in a group order. Here’s how to utilize this feature: 1. Enable Bill Splitting: Navigate to Point of Sale — Configuration — Settings. Select the desired POS and enable the Allow Bill […]
Odoo POS is a powerful tool that can streamline your point-of-sale operations. Here are some tips to maximize its potential: Configuration and Setup Product Setup: Create detailed product records with accurate pricing, taxes, and images. Organize products into categories for easy navigation. Assign barcode labels to products for quick scanning. Payment Methods: Configure supported payment […]
Learn how to optimize your procurement process with Odoo 18’s Purchase Alternatives feature. This video will guide you through the steps of creating and managing alternative products or services for your purchase orders. By leveraging this powerful tool, you can ensure competitive pricing, improve supplier relationships, and streamline your procurement workflow. Key Topics Covered: Creating […]
Customer Notes in Odoo 18 POS allow you to add specific instructions or information related to individual order lines or the entire order. These notes can be displayed on receipts and invoices, providing valuable context for both you and your customers. Here’s how to use them: * Enable Customer Notes: * Go to Point of […]
To restrict price modification to managers in Odoo 18 Point of Sale, you can leverage the built-in “Price Control” feature. This setting ensures that only users with specific permissions can modify product prices during POS transactions. Here’s a step-by-step guide: 1. Enable Price Control: Go to Point of Sale — Configuration. In the General Settings […]
Odoo provides a robust system for managing coupons, allowing you to create targeted promotions and discounts to boost sales. Here’s a breakdown of how to set up and utilize coupons in Odoo Sales: Creating a Coupon Program 1. Navigate to Sales: Go to the Sales app in your Odoo instance. 2. Access Coupon Programs: Under […]
Prepayments in Odoo 18 Sales are a valuable tool for businesses to secure upfront payments from customers, especially for large orders or projects. This feature allows you to create down payment invoices, which can be settled before the final invoice is generated. Here’s a step-by-step guide on how to manage prepayments in Odoo 18 Sales: […]
Product Packaging in Odoo 18 Sales Odoo 18 offers robust features for managing product packaging within the Sales module, enhancing inventory accuracy and streamlining order processing. Here’s a breakdown: Key Features: * Packaging Definition: * Create various packaging types (e.g., boxes, cartons, pallets) with specific dimensions and capacities. * Assign packaging types to […]
