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... CRM Functional Odoo 18 Jan 13, 2025 Posts
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 Posts
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 Posts
Organizing Tasks with Personalized Stages in Odoo 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 display... Functional Odoo 18 Project Dec 10, 2024 Posts
Use the "Horizon" Option to Replenish Products in Advance in Odoo 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 st... Functional Inventory Odoo 17 Odoo 18 Dec 5, 2024 Posts
How Odoo Time-Tracking Manages Multiple Active Timers 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 ... Functional Odoo 17 Project Dec 5, 2024 Posts
Key Points About the “Replenish Location” Option in Odoo 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 syste... Functional Inventory Odoo 18 Dec 5, 2024 Posts
Odoo 18 Gantt View: New Features and Areas for Improvement 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 t... Functional Odoo 18 Project Dec 5, 2024 Posts
Understanding Routes in Odoo: 3 Key Basics Understanding Routes in Odoo can be challenging. Here are three basics that may help to make sense of them: Routes are just groups of rules They help to organize and assign one or multiple rules to a ... Functional Inventory Dec 5, 2024 Posts
Categorize Projects and Tasks Using the "Project Type" Module Very often businesses that have a portfolio of projects within different industries need the option of categorizing the projects. However the core version of Odoo does not support such functionality, ... Functional Odoo 17 Project May 20, 2024 Modules Review
Logging User Actions in Odoo Using the "Audit Log" Module In certain business scenarios, it is required to maintain audit logs on actions affecting the data in the system such as create , read , update , and delete (CRUD). Although the native version of... Functional Apr 26, 2024 Modules Review
Bill Control Policy in Odoo Bill control policy is the setting that defines at which point a Bill can be created for a product in a purchase order. There are two available options: Ordered quantities Received quantities The firs... Accounting Functional Odoo 18 Purchase Apr 8, 2024 Posts