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.

In Odoo, when setting up a pricelist with multiple rules based on product categories, the system always applies the most specific rule.

For example, consider the product "Office Desk," which belongs to the category "Furniture / Office / Desks." If your pricelist has the following two rules:

1. A 10% markup for the "Furniture" category
2. A 20% markup for the "Furniture / Office" category

Odoo will apply the second rule (20% markup) since it’s more specific to the product’s category.

Setting up a reordering rule for a product allows you to automate the replenishment process, ensuring that stock levels remain sufficient. Before creating the rule, make sure the following settings are in place for the product:

1. The Buy route is enabled.
2. At least one vendor is assigned.
3. The Purchase option is activated.
4. The product type is set to Goods
5. Inventory tracking is enabled.

In version 17 and older, the Product Type needs to be set to "Storable.”

If you are using the MTO (Make to Order) route in Odoo to replenish products and require each sales order to generate its own purchase order, here’s a quick guide to set it up:

1. Activate the “Multi-Step Routes” setting in the Inventory configuration page
2. Open the “Buy” route via the Inventory > Configuration > Routes menu
3. Update the “Propagation of Procurement Group” setting in the related rule to “Propagate”

That is it! For each sales order, Odoo will now create a separate purchase order.

Odoo uses a just-in-time strategy for product replenishment. That means products appear in the Replenishment dashboard based on forecasted dates using the system’s lead times. Which ensures minimal storage costs and timely delivery to customers.

However, this approach has a limitation. If you need more of the same product or products from the same supplier for the next day or near future, they won’t appear in the dashboard. This can complicate long-term planning and increase shipping costs.

The "Horizon" option, introduced in Odoo 18, solves this by extending the forecast period to "n" days into the future. This allows businesses to replenish multiple products in advance, which is especially useful for those managing replenishment periodically.

This functionality is also available in Odoo 16 and Odoo 17. You can activate it by adding the system parameter stock.visibility_days​ in Settings > Technical > System Parameters​ (developer mode required). Set the number of days you would like the dashboard to display in the future by entering it as the value for the system parameter.

If you’re using Odoo’s time-tracking feature at the task level, here is something to keep in mind:
When you start a new timer on a task, any active timer on another task is automatically paused. This can lead to multiple paused timers without the user realizing. Over time, this can result in inaccurate time tracking because paused timers do not create timesheet logs.

A more efficient approach would be to notify the user about an active timer and automatically stop the active timer when a new timer is started.

This approach keeps time logs accurate and prevents unnecessary paused timers.

A few important points about the “Replenish Location” option in Locations:

• The "Replenish Location" cannot be applied to both parent and child locations simultaneously.
• It is used to specify the system's default replenishment location.
• If no "Replenish Location" is selected, a manual reordering rule will not be automatically generated for a product with a negative forecasted quantity.

To enable the "Replenish Location" setting, navigate to the Locations using the menu Inventory > Configuration > Locations​. The Locations menu is only accessible if the "Storage Locations" option is activated in Inventory > Configuration > Settings > Warehouse​.

The Gantt view is a convenient way to plan a project. It provides a complete picture of the project plan and simple interaction with the tasks. In Odoo 18 this is even better with the latest changes that Odoo added to the view.

The planning period is flexible and can be selected from the predefined periods or choose your own custom range. Also, the view for the selected period can be zoom-in and zoom-out during the planning process.

Additionally, it is possible to have all the tasks grouped by assignee, in that way it is possible to see all the tasks assigned to a user below their name.

Even the improvements from the previous version are noticeable the view is missing a few features that may be crucial for some users.

The view does not support sub-task planning at the moment. They are filtered out from the view. This can be a real problem for companies that do the planning on sub-tasks level. Hopefully, Odoo will introduce this functionality in the near future.

Once sub-tasks are introduced would be convenient to have the related sub-tasks just below their parent task so the user can see the parent task and sub-tasks together while planning.

The ordering at the moment is by planned date, which can be helpful in case when there are not many tasks in the view. However, when a task is moved to a different date, if the view contains a lot of tasks, it can be challenging to locate the updated task.

Also having a configurable colour scheme for the tasks would make it possible for the user to recognize the stage of the task or project based on the colour. It can be done by using the project’s color for the “All Tasks” view while a color set per stage in the views per project.