Odoo’s checkout process includes several predefined options that allow businesses to tailor the process based on their needs. By navigating to the checkout page and clicking the Edit​ button, you will find the following customization options under the Customize​ tab:

• Extra Step – Adds an extra step in the checkout process, which can be used for different purposes based on your business needs.
• Suggested Accessories – When enabled, this feature displays related accessories for products in the cart overview. To use this option, at least one product must have suggested accessories configured.
• Promo Code – Adds a promo code field in the Order Summary, below the Total. This option only makes the field available; you will still need to set up discount codes using Odoo’s pricelist feature.
• Accept Terms and Conditions – If this option is activated, customers must select the "Accept Terms and Conditions" checkbox before proceeding with payment. The Pay button remains disabled until this requirement is met.
• Show B2B Fields – Adds Company and VAT fields to the checkout form, making it useful for B2B transactions. If your business serves both B2B and B2C customers, you may prefer to display only the Company field by default and reveal the VAT field when a company name is entered. However, this option is not yet available in Odoo’s settings.

By using these options, you can customize Odoo’s checkout process to better suit your business requirements.

If you are using Odoo’s Manufacturing module, you may have noticed the Plan​ button on manufacturing orders. This button appears on confirmed manufacturing orders, when the related Bills of Materials have predefined operations. But what does this button do?

When you click the Plan​ button, Odoo tries to find the first available time slot for each work order based on the work center’s schedule, the manufacturing order's scheduled date, and each work order’s estimated duration. If the Work Order Dependency​ option is enabled, dependencies between work orders are considered. Otherwise, the system plans work orders based on their sorting. During this process, a time slot is created in the Resource Time Off calendar to indicate that the work center is reserved. If the primary work center isn't available, Odoo will check for alternatives.

Once an order is planned, you can unplan it, removing the time slots from the calendar. However, this action isn’t allowed if any work order is already in progress.

Planned work orders are visible in the Planning​ menu and can be viewed by Manufacturing Order or Work Center, using the submenus: Planning by Production​ and Planning by Workcenter​, respectively.

Creating an extra step in your checkout process may be essential for your business, whether to collect additional customer details, verify specific information, or meet compliance requirements.

Odoo provides the flexibility to add a fully customizable extra step to the checkout process, without requiring any technical expertise. You can enable and configure this feature by following the steps:

1. Go to Website > Configuration > Shop - Checkout Process​.
2. Enable the setting Extra Step During Checkout​.
3. Save the changes and click on Configure Form​ (which appears just below the setting) to customize the form.

In the customizable extra step, you can add any additional fields needed for your process. If a field is already part of the Sales Order model, you can reference it directly. Otherwise, all custom fields will be saved as chatter messages in the order.

This functionality could benefit from a few improvements:

• If users navigate back and forth during checkout, their form data is not retained, which may result in duplicate entries. For example, if an image upload is required, users may need to upload the same image multiple times, leading to multiple attachments in the order.
• Finding specific data in the chatter of an order can be challenging, especially when the order has a long chat history. Odoo could enhance this feature by storing custom field data in a “Description” field, similar to how it is done in Tasks.

In manufacturing, actual component consumption may sometimes exceed the planned quantity. Odoo provides a setting to help manage this, ensuring proper control over manufacturing orders.

You can find the Flexible Consumption​ setting in each Bill of Materials under the Miscellaneous tab. It determines whether users can close manufacturing orders when more components are consumed than originally planned.

There are three configuration options:

• Allowed: Users can close manufacturing orders even when additional components are used beyond the planned quantity.
• Allowed with Warning: Users can still close orders, but if the consumed quantity differs, the system will:
  • Highlight the quantity in the Components section of the view.
  • Display a warning message listing components with consumption variations before closing production.
• Blocked: Only managers can close orders where consumption exceeds the planned amount. They will receive the same warning message as in the previous option and must either force the override or adjust the quantities to match the original plan.

Tip: If you manually update component quantities in the Manufacturing Order form view, make sure to select the “Consumed” checkbox in the Components tab. Otherwise, Odoo will ignore the updated quantity.

If you need to subcontract the production of a product or just part of it, Odoo provides a complete configuration to manage the process efficiently.

Start by enabling Subcontracting​ in Manufacturing > Configuration > Settings > Subcontracting​. Then, create a Bill of Materials (BoM) for your product and set it up with the following:

1. ​BoM Type​: Select Subcontracting.
2. ​Subcontractors​: Choose the subcontractors responsible for production.
3. ​Manufacturing Lead Time​: Set this for accurate production timelines.

The next steps of the configuration are influenced by two main factors:

1. How components are supplied to the subcontractor.
2. Where the final product needs to be delivered.

Based on how components are sourced, Odoo supports three subcontracting options:

• Base Subcontracting: The subcontractor provides the components. In this case, there is no need to list the components in the BoM.
• Resupply Subcontractor: Components are sent from your warehouse to the subcontractor. This requires the following routes on each of the components:
  • The Buy​ route for component procurement. Additionally, if you want to automate procurement, use MTO​ route or Reordering Rules.
  • The Resupply Subcontractor on Order​ route to send the components to the subcontractor.
• Dropship to Subcontractor: Components are purchased and shipped directly to the subcontractor. To set this up:
  • Enable Dropshipping​ in Inventory > Configuration > Settings > Logistics​.
  • Apply the Dropship Subcontractor on Order​ route to the components.

The routes set on the final product mainly depend on its delivery location:

1. If it is received at your warehouse, enable the Buy​ route on it. Additionally, to automate purchase order (PO) creation, apply the MTO​ route or use Reordering Rules, depending on the company's needs.
2. If it is sent directly to the customer, use the Dropshipping​ route only.

It is very important that both the final product and components (if applicable) have a Vendor with pricing set so that Odoo can generate POs automatically. Also, ensure that the subcontractor added as a Vendor on the final product is set as a subcontractor in the BoM; otherwise, Odoo will initiate only a purchasing flow instead of subcontracting.

Now, with a few steps, you can automate your subcontracting process in Odoo.

Need to limit email template editing to specific users? The Restrict Template Rendering​ option in General Settings can help.

When enabled, it removes the Mail Template Editor​ group from users, allowing only the admin to modify existing templates. Users without this group can still:

• View templates but not edit existing ones
• Create own templates and modify them

If you need additional users to edit templates, you can manually grant them the Mail Template Editor​ group via the User form view.

This setting does not affect access to templates. Users must have at least Administrator: Access Rights​ group and Developer Mode​ activated to view the list of email templates.

When validating a picking in Odoo, do you always need to create a backorder if the quantity is less than the demand? Or does your workflow require skipping backorders for certain operations? If so, the confirmation popup asking whether to create a backorder might be unnecessary.

Odoo allows you to configure this behaviour per Operation Type using the Create Backorder​ setting. It offers three options:

1. Ask: If the demand quantity is greater than the validated quantity, a popup appears during validation to confirm backorder creation.
2. Always: Automatically creates a backorder if the validated quantity is less than the planned.
3. Never: Prevents backorder creation, regardless of quantity.

By default, Odoo uses the Ask option, but you can change it by following the steps:

1. Go to Inventory > Configuration > Warehouse Management > Operation Types​.
2. Select the relevant Operation Type (e.g., Delivery Orders).
3. Update the Create Backorder​ setting to match your business needs.

Once updated, all future deliveries will follow the new backorder rule.

In Odoo's Manufacturing app, when defining a Bill of Materials (BoM), you can specify which component will be used for each operation. This should ensure that when a manufacturing order is started, the system allows an operation to begin only if the required components are available.

To set this up, the following steps need to be completed in the Bill of Materials form view:

1. Define the required operations for the BoM in the Operations​ tab.
2. In the Components​ section, enable the Consumed in Operation​ column.
3. Select the corresponding operation for each component.

The next time a Manufacturing Order is created for this BoM, the system will know exactly which components are needed and when, as well as which operations can be executed.

It is important to note that Odoo determines which operations are available to start based on a few parameters. If an operation does not appear in the Shop Floor interface, it could be due to the following reasons:

1. The required components for the operation are not available.
2. The required components for the first operation are not available. In such a case, even if the components for the second operation are available and there is no dependency between the operations, it will still be in the "Waiting for Components" state if Work Order Dependencies​ is enabled, or otherwise "Waiting for another WO.”
3. Another operation is pending before it. By default, Odoo enforces the operation order from the BoM when the Work Order Dependencies​ feature is inactive, treating it as a dependent sequence of operations.
4. The Manufacturing Readiness​ setting is set to: When all components are available

While these rules are mostly enforced when working from the Shop Floor interface, the statuses of operations in the Work Orders​ tab within the Manufacturing Form view can sometimes be misleading. For example, if the first work order is marked as finished from the Form view, the next work order may incorrectly show as "Ready," even if the required components are still unavailable. Additionally, when Work Order Dependencies​ is enabled, if the components for only the first operation are available, the system will incorrectly show that all operations are "Ready.”

Such inconsistencies can cause confusion. It would be beneficial if Odoo addressed these issues in future versions to ensure that operation statuses are accurately updated.

If you have a simple one-step delivery process in Odoo and your product is in stock, but your delivery is still in the "Waiting Another Operation" state, it’s likely that your delivery order is generated by the Replenish on Order (MTO) route.

The MTO route is typically used when each order that creates demand from stock needs to be directly linked to an order that supplies the stock. This creates a strong connection between the order and procurement, making it easier to track the product and its related processes.

To enable the MTO route, you will need to:

1. Enable the Multi-Routes​ option from Inventory > Configuration > Settings​.
2. Navigate to Inventory > Configuration > Routes​.
3. Filter for Archived​, locate the MTO route, and unarchive it.

Once this is done, the MTO route will be available for selection on individual products.

It is important to note that when using the MTO route, even if a product is available in stock, the system will always generate a procurement order for it.

The MTO route always triggers another rule, so for it to work properly, it must be part of a process where another rule is triggered afterward. This is why the MTO route is usually combined with the Buy or Manufacture routes, depending on whether the product is purchased or produced.

While the MTO route can be convenient for products that require strong traceability, especially for high-end or expensive items that should not be kept in stock for long periods, it can be too restrictive for smaller components. In those cases, other replenishment options, such as Reordering Rules, might be more practical and efficient.

In Odoo, you can simplify your sales process by using Quotation Templates. The templates streamline repetitive tasks, making it easier and faster to create sales orders.

Quotation templates can be accessed via Configuration > Sales Orders > Quotation Templates​. A new template can be created by clicking the “New” button.

Each template can include:

• List of Products/Services: Predefined items typically sold together.
• Quotation Validity: Number of days the quote is valid from its creation date.
• Confirmation Mail: Email template sent upon quote confirmation.
• Company: If the template is company-specific, the company must be set.
• Invoicing Journal: Custom journal for the sales order. If left empty, the default journal will be used.
• Quote Calculator: Links to a Sales Order Spreadsheet Template.
• Online Signature: Option to require a digital signature for confirmation.
• Online Payment: If selected, the quote can only be confirmed online when the requested percentage of the payment is made.
• Recurring Plan: Available if the subscription option is enabled. Extra fields used to specify the recurring plan are Last Forever and End After.

Additional features include the ability to suggest optional products with the existing quote and to define custom terms and conditions.

Lastly, but not least, is the Quote Builder, which is used to enhance the visual presentation of the quote and include additional information. Multiple templates can be specified and combined in the print version of the quote. This option is available only if the PDF Quote Builder​ feature is enabled in the sales configuration settings.

Once the template is set up, creating a sales order is simple: select the customer and the relevant template, and all details will be automatically populated.

If you use Zoho as an outgoing mail server, you may encounter issues when sending emails. This happens because Odoo, by default, sends emails from the user account that is composing the email, whereas Zoho expects the emails to be sent from the account configured in the SMTP server.

While this can be resolved server-side by ensuring the From​ address always matches the outgoing account, there is also a non-technical solution. This is particularly useful in cases where it is not possible to install external modules or when you need a quick workaround.

The solution involves creating an email template where the From​ address is set to the same email address used to configure the outgoing SMTP server. If you have multiple outgoing mail servers, you should also set Zoho as the default for that template.

The next time you send an email from a document (e.g., Tasks), simply select the template first and then write the rest of the message.

This solution has limitations that should be considered during implementation. For example, you must be able to select an email template when sending the message.

If you would like the From​ name in the email to display the name of the user writing the message, you can achieve this by formatting the email as follows: {{user.name}} <[email protected]>​.

In Odoo, you can configure default subscription settings to ensure that every new follower added to a document (e.g., Sales Order, Invoice, Task) will receive certain notifications by automatically subscribing them to specific subtypes. To set this up:

1. Go to Settings > Technical > Discuss > Subtypes​ (Developer Mode required).
2. Group the records by Model​.
3. Locate the model where the subtypes need to be updated (e.g., Sales Order).
4. Expand the group and click on the specific Subtype.
5. Select the Default​ option.

Save your changes, and from now on, any new follower added to that document type (e.g., Sales Order) will automatically be subscribed to the subtypes marked as default. If you want to remove the default subscription, simply uncheck the Default​ option for that subtype.

Additionally, if a partner is already added as a follower to a document, you can customize their subscription settings. There are two ways to update these settings:

1. From the document: Open the document, click on Followers​, and use the edit icon next to the follower's name to modify their subscription preferences.
2. From the Technical settings: Go to Settings > Technical > Discuss > Followers​, search for the follower using filters like Related Document Model Name​, Related Document ID​, or Related Partner​, and update the Subtype​ field. (Developer Mode is required for this method.)

The first method is ideal for quick, individual updates, while the second is better suited for admin management.