Automate Lead Assignment in Odoo with Rule-Based Setup Managing a high volume of leads can be challenging, especially when you need to assign them to different sales teams or salespeople based on specific conditions. Did you know that Odoo can automate th... Automation CRM Functional Odoo 18 Jan 13, 2025
Auto-Create Purchase Orders for Subcontracted Services When offering services that are subcontracted from a third party, it can be convenient to have a purchase order for the service automatically created when the sales order is confirmed. In Odoo, this i... Functional Odoo 18 Purchase Sales Jan 10, 2025
How to Follow/Unfollow Multiple Documents at Once Do you have multiple documents that you would like to follow? Or maybe too many documents you were added as a follower of, creating excessive notifications you would like to stop? By default in Odoo, ... Functional Odoo 17 Odoo 18 Jan 8, 2025
Timesheets Approval Reminders In the Timesheets app within Odoo, you can enable reminders for Timesheets Approver users to approve timesheets for a specific period. To enable this feature, go to Timesheets > Configuration > Settin... Functional HR Odoo 18 Jan 6, 2025
Notify Customers for Completed Deliveries Notifying customers about their shipped orders and providing tracking details is a crucial part of managing an eShop. In Odoo, this process can be fully automated. Once a Delivery Order is marked as "... eCommerce Functional Inventory Odoo 18 Jan 1, 2025
Managing Multi-Part Products in Odoo with Bill of Materials Do you have products that are sold as one item but consist of multiple parts needing assembly? For example, an office desk is sold as a single product but delivered in separate components, such as tab... Functional Inventory Manufacturing Odoo 18 Dec 30, 2024
Setting Up Time Off Approvers In Odoo, it is possible to set different approvers for requested Time Off. This setting is based on the Time Off Type, so for each Time Off Type ( Time Off > Configuration > Time Off Types ), one of ... Functional HR Odoo 18 Dec 27, 2024
Managing Procurement Group Propagation In Odoo, when using standard Odoo routes, a separate transfer is created for each sales order. However, a request for quotation (RFQ) combines products from multiple sales orders if the vendor is the ... Functional Inventory Odoo 18 Dec 25, 2024
Best Practices for Managing User Access Security is essential! Having properly configured access rights for each user in Odoo and maintaining a clear overview of them is a must. Here are a few tips to help with user access management: Use t... Functional Odoo 18 Dec 23, 2024
Managing Inter-Warehouse Resupply If you are managing a multi-warehouse setup in Odoo, where purchases are received in a central warehouse and then distributed to other locations, there's a built-in feature called “Resupply From” that... Functional Inventory Odoo 18 Dec 22, 2024
Timesheet Reminders for Employees In Odoo, you can set up automatic reminders for employees who have not submitted their timesheets on time. Here is how the reminder setting works. To enable the reminder: Navigate to Timesheets > Conf... Functional HR Odoo 18 Dec 22, 2024
Managing Task Dependencies Odoo's Task Dependencies feature should be enabled if tasks need to follow a specific order. This feature helps manage task flow and ensures tasks are completed in the correct sequence. To set it up: ... Functional Odoo 18 Project Dec 21, 2024