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 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
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
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
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
Estimated vs Real Shipping Costs In Odoo, external shipping providers like DHL and FedEx offer different ways to calculate shipping costs on sales orders. This is controlled by the Invoicing Policy , which is available when the Inte... eCommerce Functional Inventory Odoo 18 Sales Dec 21, 2024 Posts
Checkout Sign-In Options in Odoo Do you need to restrict checkout to signed-in users only? You can easily do that in Odoo. The setup requires just a few steps: Go to Website > Configuration > Settings. Find the setting: Sign in/up at... eCommerce Functional Odoo 18 Dec 21, 2024 Posts
How to Adjust the Step for Printing Shipping Labels in Odoo Odoo by default generates delivery labels at the final step of the outbound process. However, if your workflow requires labeling products earlier—such as during the pack phase—you can easily adjust th... Functional Inventory Odoo 18 Dec 21, 2024
Using Routes on Shipping Methods in Odoo 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 cas... Functional Inventory Odoo 18 Dec 12, 2024
Setting Up Task Automation Rules in Odoo 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 dir... Automation Functional Odoo 18 Project Dec 12, 2024
How to Set Up Click & Collect in Odoo 18 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, wh... eCommerce Functional Odoo 18 Dec 10, 2024