#11 Bill Control Policy in Odoo 17 Purchase App | Bill Control in Odoo 17 | Odooo 17 Purchase Videos – CBMS Odoo ERP

A bill control policy is a guideline that determines when and how a vendor is billed for goods or services. It is commonly used in the context of purchase orders, where it dictates the timing and quantity basis for creating invoices. #odoo17 #odoopurchase #odoofunctionalvideos There are typically two main options for bill control policies: Ordered […]

#43 Upselling in Odoo 17 Sales App | Order to Upsell in Odoo 17 | Odoo 17 Functional Videos – CBMS Odoo ERP

Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]

#39 How to Send Pro Forma Invoice to Your Customers in Odoo 17 | Proforma Invoice in Odoo 17 Sales – CBMS Odoo ERP

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]

Renewal & Upsell in Odoo 16 Subscription App | What is Odoo 16 Subscription Module – CBMS Odoo ERP

Upselling is a marketing strategy used by many companies to sell a more expensive or profitable product. This would include more profitable margins or better pricing and sometimes even add-on products. Video Chapters 00:00  – What is Subscription? 01:01 – How to Configure Subscription Plan 08:11 – How to Renew Subscription 12:11 – How to […]

How to Config Invoice & Deliver to Different Addresses in Odoo 16 Sales | Odoo 16 Enterprise – CBMS Odoo ERP

People and businesses often use separate addresses for billing (invoicing) and shipping (delivery) purposes. With the Odoo Sales app, contacts can have different specified addresses for delivery and invoicing. #odooenterprise Go to Invoicing ‣ Configuration ‣ Settings and scroll down to the Customer Invoices section. Then, check the box next to Customer Addresses, and click Save.Configure the contact form Please navigate Please navigate […]

How to Setup Automatic Invoice in Odoo 16 Sales App | Odoo 16 Functional Tutorials – CBMS Odoo ERP

This video explains the automatic invoicing in odoo 16. The scheduling of invoices to be issued automatically at a predetermined date and time is known as automated invoicing. This can be set up by business owners using online invoicing packages. On the other hand, one-time invoices can be easily issued manually from mobile devices without […]

How to Configure Invoice Online Payment in Odoo 16 Accounting | Odoo 16 Enterprise Edition – CBMS Odoo ERP

This video explains the invoice online payment feature in the accounting module of odoo 16. #odoofunctionalvideos The Invoice Online Payment feature allows you to make it easier for your customer to pay your invoices, by adding a pay now button to their customer portal so that they can view their invoices online and pay online […]

Order to Upsell in Odoo 16 | Odoo Functional Stories | Cybrosys – Odoo Gold Partner – CBMS Odoo ERP

This video explains about up-selling in Odoo 16. Up-selling is nothing but selling better products over good products. #odoo16 A sale order comes to “Order to upsell “only if one creates the invoice according to the ordered quantity and the delivered quantity is greater than the invoiced quantity. It is the practice of offering a […]