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
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
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
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
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
How to Store Different Values in a Field per Company In multi-company mode, there are cases when one field would need to store different values for each company. An example of such fields are some of the accounting settings per product, such as Income A... Odoo 17 Odoo 18 Technical May 7, 2024 Posts
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
How to Add a Background Color on Tags Using Many2many_tags Widget When using many2many_tags widget, it is possible to define a background color for each of the tag values. For that to work the following steps need to be done: The related model needs to have an Int... Odoo 17 Odoo 18 Technical Mar 18, 2024 Posts
How to Change Product Prices Using Pricelists In Odoo it is really convenient to change the price of multiple products using the pricelist option. In this post we will go through the steps that are needed to make that happen. At first would be ne... Functional Odoo 17 Odoo 18 Sales Mar 4, 2024 Posts
How to Make Images Partially Overlap in Odoo Website Starting from Odoo 16, it is possible to make an image partially overlap another image on the website. To enable this feature, the block's layout must be set to “Grid.” This can be done by enabling Ed... Functional Odoo 17 Odoo 18 Website Feb 26, 2024 Tips