In Odoo, it is possible to set a route on a shipping method. This route has a high priority in the route hierarchy, only the route set on the sales order line takes precedence. That means, in most cases, the route on the shipping method will be applied unless a route is specified on the sales order line.

Here are a few use cases where setting up a route on a delivery method can be beneficial:

1. Special Goods Handling: When the shipping provider handles special goods that need a custom route through the warehouse during the pick-and-pack process.
2. Express Delivery: For offering expedited delivery that bypasses the usual multi-step process and completes in a single step.

As an example, let's go over the steps needed to set up Express Delivery using a custom route:

1. Create a route named “One Step Delivery” that follows a one-step process and is applicable to Shipping Methods.
2. Set up a shipping method for express delivery using your delivery carrier.
3. Link the “One Step Delivery” route to the Express Delivery method.

That is it! The next time this shipping method is selected, the order will be processed as a one-step delivery, moving goods directly from stock to the delivery point.

If your company has a delivery policy that prioritizes shipping products as soon as they are available rather than waiting to ship the entire order at once, Odoo makes this approach feasible to manage.

Odoo supports two main shipping policies:

1. As soon as possible: Products are shipped individually as they become available in stock.
2. When all products are ready: The entire order is shipped together once all products are in stock.

By default, Odoo uses the "As soon as possible" shipping policy. However, you can customize this setting to fit your preferences by navigating to Inventory > Configuration > Operations > Picking Policy​.

The chosen shipping policy also impacts the scheduled delivery date:

• As soon as possible: The delivery date is calculated using the shortest lead time of the products in the order.
• When all products are ready: The delivery date is determined based on the product with the longest lead time.

When the "As soon as possible" policy is used, any undelivered items will be moved to a Backorder. This process continues until all items from the original order are shipped.

Registering a return using the barcode app in Odoo 18 can be done in a few simple steps:

1. Scan the barcode from the return slip sent by the customer along with the product.
2. Scan the barcode for the returned product.
3. Scan the “Validate” operation.

However, to ensure such a smooth process, a return slip is required. This slip can be sent to the customer with the initial delivery. Additionally, the customer can print the delivery slip directly from the portal.

Are you looking for a way to have your tasks automatically marked as done when they reach a certain stage?

With Odoo, this and many other automation scenarios are possible, and you can set them up directly from the tasks' kanban view.

Here is a quick guide on how to create an automation rule that marks a task as “Done” when it enters a specific stage:

1. Navigate to the task’s kanban view within your project.
2. Click the gear icon on a certain stage and select Automations.
3. Click the New button at the top of the page.
4. Enter a descriptive name for the automation rule.
5. Choose when the rule should be triggered (e.g., when the record is updated and the stage becomes "Completed"). This by default is set to the stage from where the rule is opened
6. Apply filters to specify which records should be affected, such as tasks moving to the selected stage from a specific previous stage or tasks not assigned to a specific state.
7. Add a condition that must be met before applying the automation rule. For example, in this case, the stage must be “Completed” for the automation rule to be executed.
8. In the “Actions To Do” tab, define the action to be taken. If necessary, specify certain access groups in the “Allowed Groups” field. For this scenario, we will select the action “Update Record,” which will be executed for all users, and set the field “State” to “Done.”

Save the rule, and your setup is done!

From now on, whenever a task that is not in waiting or cancelled state, is moved to the “Completed” stage, it will automatically be marked as “Done.” This ensures that reports relying on the “Done” state remain accurate without manual updates.

Important Note: Although automation rules are created from a specific stage, there is not a strong connection to that stage; only the default trigger value is set to the stage.

Odoo’s Activities feature allows users to schedule and manage tasks directly on related objects. The "Note" field within Activities offers a flexible space for users to add detailed instructions, create checklists, and outline specific action steps.

However, there are a few important considerations when using the Activities feature:

1. Any user with access to an activity in Odoo can edit it, even if it is assigned to someone else.
2. Currently, Odoo does not provide a history log for activity updates, making it difficult to track changes or identify who made modifications.

While this flexibility may suit collaborative environments, it can be limiting for use cases that require strong accountability.

To support more accountability-driven use cases, it would be beneficial if Odoo considered introducing configuration options, such as:

• Limiting edits to only the activity’s author and assigned user
• Introducing an update log to track modifications

Implementing any of these options would make the Activities feature suitable for scenarios where tracking exactly who made each change is crucial, improving transparency and control.

In Odoo, each product can be linked to multiple vendor lines, with each line containing details such as:

• Vendor
• Quantity
• Price
• Start Date and End Date
• Delivery Lead Time

When a product has multiple vendor lines with different vendors, Odoo always selects the first vendor in the list.

If there are multiple vendor lines with the first vendor in the list, the system will select the line with the lowest price that meets the Quantity and Start/End Date criteria.

If none of the vendor lines meet the Quantity and Start/End Date criteria, the system will select the vendor from the first line but will not set a price on the purchase order.

Important points:

• Price is only considered if the vendor is the same across multiple lines. If each vendor line lists a different vendor, Odoo will choose the first line, which may not necessarily have the lowest price.
• Quantity and Start/End Date affect only the price applied to the purchase order, not the vendor selection.
• Delivery Lead Time does not affect the vendor selection process.

If you need a specific vendor for a particular reordering rule, you can set the preferred vendor in the reordering rule.

Click & Collect is a feature that allows customers to select a store where they can pick up their purchased items, eliminating the need for shipping.

This feature was introduced in Odoo version 16, where it can be enabled by navigating to Website > Configuration > Settings > Shipping > On-Site Payments & Picking​.

In Odoo 18, Click & Collect has been enhanced to allow multiple store configurations and uses the customer’s location to display the nearest store, making it a practical solution for managing in-store pickups.

Here is a step-by-step guide to configuring and using Click & Collect in Odoo 18:

1. Enable the feature via ​Website > Configuration > Settings > Delivery > Click & Collect​​.
2. Go to Website > Delivery Methods​ and open the “Pickup in store” delivery method.
3. Configure stores by selecting the warehouses representing each shop. Each warehouse corresponds to a specific store location.
4. Customize the name of the shipping method, as this will be displayed on the website.
5. Update the name of the associated product, as this is what customers will see on their sales order.
6. Publish the delivery method to make it available on the website.

In Odoo, each store location is represented as an individual warehouse. This structure enables inventory tracking for each store independently, offering a straightforward way to monitor stock levels across multiple locations.

Tip: When configuring Click & Collect as a free option, set the associated product’s sales price to 0 to ensure accurate pricing in the customer’s order.

In Odoo, portal users can now interact with project tasks through the portal’s Kanban view.

When users open a task from the project list on the portal, the backend Kanban view is loaded directly on the website.

With this functionality, portal users can:

1. View tasks
2. Adjust task stages and statuses
3. Create new tasks and sub-tasks
4. Review logged time entries
5. Communicate on tasks, with access limited to external comments only

This setup makes it convenient to keep clients informed, share project progress, and collaborate directly in Odoo.

Allowing portal users to be assigned to a task and expanding time-logging functionality for portal users could further enhance this setup, allowing external teams to fully manage their work within Odoo.

Do you have multiple warehouses linked to a single company in Odoo, but only one is used for product deliveries?

Place that warehouse first in the list of warehouses, and it will always be selected as the default warehouse for your orders.

Setting the correct warehouse on each order is essential, as it determines the warehouse from which the products will be delivered.

If you use Odoo, all you need to manage a warehouse transfer is your barcode scanner. Here’s how it works:

1. Start from the main screen of the app.
2. Scan the source location of the products.
3. Scan the products you’re moving.
4. After relocating, scan the destination location.
5. Scan the “Validate” barcode — you are done!

You can find the barcodes for all commands and operation types in the Barcode app and Inventory > Configuration > Settings > Barcode​.

Did you know you can create personalized workflow stages for tasks assigned to you in the Odoo’s Project app?

When you access your tasks through the Project > Tasks > My Tasks​ menu, they are displayed in a Kanban view, organized by custom stages.

By default, the following stages are available:

• Inbox
• Today
• This Week
• This Month
• Later
• Done
• Cancelled

But you can modify these stages or create new ones to suit your workflow.

While many of the default stage names are time-related, tasks are not grouped by specific dates in this view. Instead, tasks assigned to you are automatically placed into the first available personal stage.

Do you need to send products directly from reception to customers without storing them? Cross-docking in Odoo can be set up in three simple steps:

1. Activate the Multi-Routes option in the Inventory Configuration Settings.
2. On the Warehouse page, set the 2-step process for both incoming and outgoing shipments.
3. Apply the Cross-Dock and Buy Routes to the relevant products.

Once set up, items following this route will automatically move from the receiving area to packing and shipping, bypassing the stock entirely.