How to Set Up and Manage Invoicing Policies in Odoo 17? | Manage Odoo 17 Sales Invoicing Policy – CBMS Odoo ERP

Invoicing policy in Odoo determines when a customer gets billed for a sales order. Odoo offers two main invoicing policy options: Invoice what is ordered: This is the default option in Odoo. The customer gets invoiced for the entire ordered quantity when the sales order is confirmed. This works well for situations where you typically […]

#33 How to Manage Consolidated Subscription Billing in Odoo 17 Sales | Odoo 17 Sales Videos – CBMS Odoo ERP

Consolidated billing is the method of combining multiple subscriptions of a customer into a single invoice. Typically, at the end of every subscription cycle, individual invoices are generated to collect payment from the customers. Businesses can charge clients for goods or services at regular intervals, like weekly, monthly, or annually, or on a customized time frame, […]

#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 […]

#30 How to Setup Automatic Invoice in Odoo 17 Sales App | Automatic Invoice in Odoo 17 Sales – CBMS Odoo ERP

The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]

Reordering From Portal Feature in Odoo 16 Website | Odoo 16 Functional Tutorial – CBMS Odoo ERP

Reordering from a portal typically refers to the process where customers or clients use an online portal or platform to place repeat orders for products or services they’ve previously purchased. This approach simplifies the ordering process, especially for items that customers regularly need. #odoowebsite #odoo16 #odoofunctionalvideos Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com […]

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 […]