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 […]

How to Render Data to the Browser in Odoo 17 | Render Data to the Browser | Odoo 17 Technical Videos – CBMS Odoo ERP

This video covers the case of how we can pass the data to the browser, which can be done with the help of controllers. Controllers serve as intermediaries between the front-end of a web application and its back-end. They interpret requests made by the browser and determine how to respond, often by retrieving data from a […]

How to Setup Sales Credit Limit in Odoo 17 | Setup Sales Credit Limit in Odoo 17 | Odoo 17 Videos – CBMS Odoo ERP

Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation  2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]

Cluster Picking in Odoo 17 Inventory | What is cluster picking in Odoo? | Odoo 17 Functional Videos – CBMS Odoo ERP

Cluster picking is a warehouse order fulfillment strategy designed to improve picker efficiency by reducing travel time. Here’s how it works: Picking multiple orders at once: Instead of picking items for a single order and then moving on to the next, cluster picking involves grouping several orders together (the “cluster”) and picking items for all […]

#8 Receipt Reminder in Odoo 17 Purchase | Odoo 17 Purchase Tutorials | Odoo 17 Functional Videos – CBMS Odoo ERP

In Odoo, the receipt reminder is a feature within the Purchase module that helps improve communication and streamline the purchase order process Automatically reminding vendors about the expected receipt date of their delivered goods or services. Optionally requesting confirmation from vendors before the receipt date, ensuring clarity and reducing potential delays. Prerequists Ensure you have the Odoo Purchase […]

#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 […]

Odoo 17 Planning App | Planning Module in Odoo 17 | Odoo Planning Module | Odoo 17 Functional Videos – CBMS Odoo ERP

The Planning module in Odoo 17 has undergone major improvements that provide businesses with better tools for managing projects, scheduling, and allocating resources. This module functions as an all-inclusive instrument for task organisation, workforce management, and project timeline optimisation. The main attributes and advantages of the Odoo 17 Planning module are outlined below:   User-Friendly Interface: […]