How to Configure Recurring Revenue in Odoo 17 CRM | Odoo 17 CRM Videos | Odoo 17 Functional Tutorial – CBMS Odoo ERP

In Odoo, recurring revenue refers to income generated from subscriptions or plans that customers pay for on a regular basis. This contrasts with one-time sales where a customer pays a fixed amount for a product or service. Odoo facilitates managing recurring revenue by allowing you to: Define Recurring Plans: You can set up different billing […]

What is a Putaway Rule in Odoo 17 | How to Manage Putaway Rule in Odoo 17 Inventory | Odoo 17 Videos – CBMS Odoo ERP

In Odoo’s inventory system, a putaway rule is a behind-the-scenes hero that automates where incoming products are placed in your warehouse. It’s like a smart mailing system for your stock, ensuring each item gets directed to its designated spot. Think of it this way: Imagine receiving a box of hammers. Without a putaway rule, someone […]

How to Configure Prevent Sale of Zero Priced Product in Odoo 17 Website | Odoo 17 Functional Videos – CBMS Odoo ERP

In Odoo, “Prevent Sale of Zero Priced Products” is a feature specifically designed for the website module (from version 16 onwards). It acts as a safeguard to prevent customers from purchasing products listed with a price of zero. Here’s a breakdown of its functionality: Blocks Zero-Priced Purchases: When enabled, this feature stops customers from adding […]

How to Create & Publish a Blog in Odoo 17 Website | Odoo 17 Functional Tutorials | Odoo 17 Videos – CBMS Odoo ERP

Odoo 17 isn’t just about managing inventory or streamlining sales – it can also be a powerful platform for crafting and sharing your expertise through a built-in blog. Here’s a comprehensive guide to get you started with creating and publishing engaging blog content in Odoo 17: 1. Setting the Stage: Blog Creation Access the Website […]

How to Add a Domain for a Field in Odoo 17 | Odoo 17 Development Tutorial | Odoo 17 Technical Videos – CBMS Odoo ERP

In Odoo 17, domains for fields act as powerful tools for filtering records displayed or permitted within a particular field based on specific criteria. This capability aids in refining selections and streamlining options for users, enhancing the overall user experience and efficiency. Domains enable the definition of rules that restrict the data visible or selectable […]

How to Load Custom Field to POS in Odoo 17 | Odoo 17 Development Tutorials | Odoo 17 POS Videos – CBMS Odoo ERP

In Odoo, a common requirement is to add custom fields to various models like products, customers, or orders. When integrating these custom fields into the Point of Sale (POS) module, it’s crucial to ensure they are properly loaded and utilized within the POS interface. Odoo offers several methods for loading data into the POS module, […]

How to Make a Field Storable in Odoo 17 | Odoo 17 Technical Videos | Odoo 17 Development Tutorials – CBMS Odoo ERP

In Odoo 17, to make a field storable, set store=True when defining it. By default, fields are storable unless set to store=False. Storable fields ensure data persistence across sessions and server restarts, crucial for maintaining data integrity and retrieval. However, computed or related fields are not stored by default (store=False) unless explicitly specified as store=True. […]

How to Manage Early Receipt Printing in Odoo 17 POS | Early Receipt Printing in Odoo 17 | POS Videos – CBMS Odoo ERP

Imagine you’re working as a waiter at a restaurant that uses Odoo 17 with Early Receipt Printing enabled. Here’s how it might play out: A group of four friends arrives and places their orders. As you take their orders in the PoS system, you can choose to print an Early Receipt for each individual meal instead of […]

How to Manage Ship Later in Odoo 17 POS | Odoo 17 Point of Sale (POS) Tutorials | Odoo 17 POS Videos – CBMS Odoo ERP

The “Allow Ship Later” functionality in Odoo 17 POS allows you to process sales orders where the customer receives the products at a later date, separate from the initial payment. This caters to scenarios where: Products are out of stock: The POS order can be confirmed and payment collected even if the items are unavailable for […]

How to Manage Access Rights & User Types in Odoo 17 | Odoo 17 Inventory | Odoo 17 Functional Videos – CBMS Odoo ERP

Odoo 17’s inventory management system offers granular control over user access through its access rights functionalities. This ensures that users can only view, edit, or create specific inventory data based on their roles and responsibilities within the organization. Understanding Access Levels: Odoo User Groups: The foundation of access control lies in user groups. Each user belongs […]