All Things Odoo

Odoo 18.0 OWL (Odoo Web Library)

Sat, 13 Sep 2025 00:40:03 +0000

This episode describes OWL, a lightweight web framework developed by Odoo for creating structured, dynamic, and maintainable applications. It integrates modern concepts from React and Vue, such as class-based components with hooks, a fine-grained reactivity system, and asynchronous rendering, all written in TypeScript. The framework uses ES6 classes and XML templates for component definition and features a virtual DOM. Comprehensive documentation is available, covering topics from tutorials for new users to detailed reference materials on components, event handling, reactivity, and more, alongside information on installation and developer tools.

Odoo 18.0 General Settings

Sat, 13 Sep 2025 00:35:27 +0000

This episode outlines the extensive configuration options and management features available in Odoo 18.0. It details how administrators manage user access rights and groups, emphasizing the importance of caution when making changes to avoid issues like an impotent admin. The episode also explains how to set up multi-company environments and integrate various external services, including Google (Gmail, Google Sign-in, Google Translate, Cloud Storage) and Microsoft (Outlook, Azure OAuth, Cloud Storage), for enhanced functionality and email communication. Furthermore, it covers the installation and uninstallation of apps and modules, the connection and use of IoT devices like cameras, footswitches, measurement tools, and scales, and the setup of printers for specific reports or quality control points. Finally, the episode describes options for language changes, two-factor authentication, digest emails, email template editing, and managing portal access for external users.

Odoo 18.0 Studio

Sat, 13 Sep 2025 00:30:39 +0000

This episode describes Odoo Studio, a powerful no-code customization toolbox within the Odoo 18.0 platform. It details how users can modify and extend Odoo's functionality by managing core elements such as fields and widgets to define data types and presentation, and models, modules, and apps to structure the database and integrate features. Furthermore, the episode explains how to implement automation rules for event-driven actions, configure approval rules for controlled processes, and design PDF reports to generate custom documents. The integration of webhooks for external system communication is also covered, emphasizing their role in real-time data exchange and workflow automation. Overall, the episode illustrates Studio's comprehensive capabilities for tailoring the Odoo experience without requiring programming expertise.

Odoo 18.0 To-do

Fri, 12 Sep 2025 00:40:35 +0000

This episode outlines the functionalities of Odoo's To-do app, a tool designed for personal task management. It explains how users can create, edit, and organize individual to-dos, including adding tags, assignees, and detailed descriptions. The episode also details the process of converting to-dos into project tasks within the Project app and managing a to-do pipeline by moving tasks between stages. Furthermore, it describes how to schedule activities related to to-dos and how to view personal to-dos as private tasks within the Project app.

Odoo 18.0 VoIP

Fri, 12 Sep 2025 00:35:25 +0000

This episode outlines the configuration and utilization of Voice over Internet Protocol (VoIP) services within the Odoo ecosystem, primarily focusing on integration with the Axivox and OnSIP providers. It describes how to set up various call management features, such as dial plans for automated routing, call queues for efficient customer support, and conference calls for team collaboration. The episode also covers user management within Axivox, including setting up individual user accounts, configuring forwarding rules, and managing caller ID. Furthermore, it details how to access and use the VoIP widget across different devices like desktops and mobile phones, and explain workflows for sales and support teams employing VoIP. Finally, the episode provides troubleshooting steps for common VoIP issues and guide users on configuring voicemails, audio messages, and hold music.

Odoo 18.0 WhatsApp

Fri, 12 Sep 2025 00:30:55 +0000

This episode provides an extensive guide to integrating WhatsApp Business with the Odoo Enterprise platform, highlighting the process of connecting a WhatsApp Business Account (WABA) to an Odoo database. It outlines a detailed API connection setup within Meta for Developers, including creating a Meta business account, developing an app, adding a WhatsApp product, and configuring webhooks to enable message reception. The episode also covers the creation and management of WhatsApp templates in both Odoo and Meta, emphasizing the use of dynamic variables for personalized messaging and the importance of Meta's approval process for these templates. Finally, it addresses essential configurations like notifications, adding users to chats, and troubleshooting common API errors such as token and template issues.

Odoo 18.0 Data Cleaning

Thu, 11 Sep 2025 00:40:08 +0000

This episode outlines the functionalities of Odoo's Data Cleaning application, designed to uphold data integrity and consistency within a database. The episode offers three core features: deduplication, which merges or removes redundant entries; recycling, which identifies and processes outdated records for archiving or deletion; and field cleaning, which standardizes text data across various fields. The episode details how to install necessary modules, configure deduplication rules based on specific matching conditions, set up recycle rules to manage old records by time or other filters, and establish field cleaning rules to format text data with actions like trimming spaces, setting case, formatting phone numbers, or scraping HTML. Each feature allows for both manual and automatic execution and provides configuration options for rules to ensure data remains accurate and uniform.

Odoo 18.0 Discuss

Thu, 11 Sep 2025 00:35:21 +0000

This episode describes Odoo's Discuss application, a robust internal communication platform. They detail features like direct messages and team channels for organized discussions, as well as meetings (video calls), with instructions for configuring ICE servers using Twilio to ensure reliable connections. Furthermore, the sources explain the "Chatter" functionality integrated across Odoo, which allows users to log notes, send messages, manage followers, schedule activities, and attach files directly on various records. Finally, the documentation covers "Canned responses," allowing users to create and manage pre-set message shortcuts to streamline communication in various Odoo interfaces, including the Discuss app and Live Chat.

Odoo 18.0 Appointments

Thu, 11 Sep 2025 00:30:48 +0000

This episode details the Odoo Appointments application, a self-service scheduling tool designed to streamline the booking of meetings and services. It outlines the configuration of appointment types, allowing businesses to define durations, pre-booking times, and scheduling windows, as well as specify availability based on users or resources. Furthermore, the episode explains how to integrate Appointments with Odoo's CRM application to automatically generate new opportunities from scheduled bookings, capturing customer information and answers to custom questions to enrich the sales pipeline. The configuration options also cover setting reminders, allowing guests, and customizing front-end display and messages for customers.

Odoo 18.0 Calendar

Wed, 10 Sep 2025 00:40:35 +0000

This episode describes the Odoo Calendar application, a scheduling tool designed to integrate various business functions into a single platform. It explains how users can manage meetings and events, including options for daily, weekly, monthly, or yearly views, and how to create activities from other Odoo apps like CRM or Projects. A significant focus is placed on the synchronization capabilities of the Odoo Calendar, detailing the steps required to link with third-party calendars such as Google Calendar and Outlook Calendar. This includes comprehensive instructions for setting up API projects, creating client IDs and secrets in external services (Google API Console or Microsoft Azure), and configuring these credentials within Odoo for two-way synchronization. The episode also provides troubleshooting steps and reset options for addressing common synchronization issues, ensuring smooth operation across integrated platforms.

Odoo 18.0 Knowledge

Wed, 10 Sep 2025 00:35:54 +0000

This episode outlines Odoo Knowledge, a versatile productivity application designed to enhance business knowledge bases for internal users. It details the creation and editing of articles, which are the primary content units, explaining how to start from scratch, use templates, and organize them into parent and child articles for structured content. The episode also covers advanced editing features like a text editor toolbar, powerbox commands for inserting interactive items (Kanban, List, Calendar views), and adding visual elements such as cover pictures and title emojis. Furthermore, it describes comprehensive article management, including structuring content within categories (Favorites, Workspace, Shared, Private), configuring access rights, inviting users, generating shareable URLs, and the processes for removing (deleting or archiving) and retrieving articles, along with accessing previous versions. Finally, it introduces properties, which are custom fields for enriching article items and nested articles with additional data.

Odoo 18.0 Spreadsheet

Wed, 10 Sep 2025 00:30:39 +0000

This episode outlines the functionalities of Odoo Spreadsheet, a tool designed for organizing, manipulating, analyzing, and visualizing data, with a strong emphasis on its direct integration with an Odoo database. It details how users can insert various Odoo data elements, such as lists, pivot tables, and charts, into spreadsheets, explaining the underlying data sources and specific Odoo-specific spreadsheet functions that facilitate this connection. The episode also describes the creation and management of dynamic pivot tables, which offer enhanced flexibility for data manipulation, and the application of global filters to efficiently filter data across multiple sources within a spreadsheet or dashboard. Additionally, the episode covers general spreadsheet management, including creating and using templates, uploading files, and accessing version history and regional settings.

Odoo 18.0 Sign

Tue, 09 Sep 2025 00:40:51 +0000

The Odoo Sign documentation outlines a system for online document signing and approval using electronic signatures. It details the legal validity of these signatures in various regions, including the European Union and the United States, while also listing many other countries that recognize them. The episode explains how to send documents for one-time signatures or create reusable templates, defining roles for signers and enabling secured identification methods like SMS verification or Itsme®. Finally, it covers managing signatory order, utilizing document tags, and customizing various field types to streamline the signing process.

Odoo 18.0 Documents

Tue, 09 Sep 2025 00:35:25 +0000

The Odoo Documents system provides comprehensive functionality for storing, viewing, and managing files within the Odoo environment, organizing them into logical sections like "All," "Company," and "My Drive." Users can configure settings such as deletion delays and file centralization for various applications, automatically categorizing documents. The platform facilitates folder and file management, including creation, renaming, sharing with granular access rights, and actions like downloading or moving items to trash. Specialized features allow for uploading files, creating URL links and spreadsheets, splitting and merging PDFs, and requesting documents from other users. Additionally, details panels, email aliases, and tags help users organize and retrieve information, while AI-powered digitization streamlines processing of financial documents.

Odoo 18.0 Helpdesk

Tue, 09 Sep 2025 00:30:13 +0000

This episode describes the extensive functionalities of Odoo's Helpdesk application, designed to streamline customer support. It explains how to create and manage helpdesk teams, defining their visibility and automating ticket assignments. The episode details various methods for receiving tickets, including email, live chat, and website forms, and how to prioritize them. Furthermore, it outlines after-sales services like refunds, coupons, returns, repairs, and field service, along with options to close tickets manually, automatically, or by customers. The episode also covers integrating with a Help Center via Knowledge, Community Forums, and eLearning, enabling customer ratings for feedback, and providing detailed reporting for performance analysis. Finally, it explains how to establish Service Level Agreements (SLAs) and track and bill time for services, whether prepaid or post-paid.

Odoo 18.0 Field Service

Mon, 08 Sep 2025 00:40:20 +0000

This episode outlines various functionalities within Odoo's Field Service module, specifically for version 18.0. It details how users can create and manage field service tasks, offering methods for both manual creation and automated generation from sales orders or helpdesk tickets. The episode also covers planning and visualizing itineraries for field workers using MapBox integration, ensuring efficient navigation to task locations. Furthermore, it explains product management within field service, including the use of a product catalog and setting default warehouses to track inventory and facilitate invoicing. Finally, the episode describes the creation and utilization of customizable worksheets to guide field service workers and standardize reporting on site.

Odoo 18.0 Planning

Mon, 08 Sep 2025 00:35:39 +0000

This episode outlines the comprehensive Odoo Planning module, which serves as a robust tool for managing team schedules, shifts, and resources. It details how to configure roles for both human (employees) and material resources, explaining how these roles are crucial for organizing work and integrating with other Odoo applications like Sales and Project. The episode further explains the process of creating and planning shifts, either manually or through an automated "Auto Plan" feature, and highlights advanced functionalities such as shift templates and property fields linked to specific roles. Finally, it addresses features for employee flexibility, including options for switching or unassigning shifts, emphasizing how the system accounts for working hours, conflicts, and time off to optimize resource allocation.

Odoo 18.0 Timesheets

Mon, 08 Sep 2025 00:30:32 +0000

This episode outlines various functionalities within the Odoo 18.0 Timesheets application, a system designed to manage employee work hours and time off. One key feature detailed is the automatic creation of timesheet entries when an employee's time off request is validated, ensuring accurate record-keeping and preventing missed entries. Additionally, the episode explains how Odoo's Timesheets app allows for setting and tracking personalized billing rate targets for employees, which can be visually represented and gamified through a leaderboard feature. This leaderboard, along with daily motivational tips, aims to encourage employees and promote transparency regarding their logged hours and billing performance.

Odoo 18.0 Project

Sun, 07 Sep 2025 00:40:47 +0000

This episode outlines Odoo Project, a comprehensive project management tool. It details how users can manage projects using a Kanban system for tasks, including creating and configuring projects and tasks, establishing sub-tasks and recurring tasks, and setting task dependencies. The episode also explains how to track project profitability by monitoring revenues and costs, and how to utilize the project dashboard for an overview of project status, milestones, and budgets. Additionally, it covers visibility and collaboration settings, scheduling activities, and customizing the project's top bar for quick access to relevant information.

Odoo 18.0 Social Marketing

Sun, 07 Sep 2025 00:35:35 +0000

This episode describes Odoo's Social Marketing application, which provides tools for managing and optimizing social media presence. The application allows users to create, schedule, and analyze social media posts across various platforms from a centralized dashboard. It also facilitates the creation and management of social marketing campaigns, offering features for integrating diverse content types like emails and SMS. Furthermore, the system enables lead generation directly from social media comments and provides insights into visitor data and post performance, although it has some limitations regarding the quantity of linked accounts, especially in multi-company environments. The episode details the process of linking social media accounts as "streams" and configuring various post and campaign elements.

Odoo 18.0 Surveys

Sun, 07 Sep 2025 00:30:33 +0000

This episode serves as a comprehensive guide to Odoo Surveys, detailing the creation and customization of surveys and their individual questions. It covers various survey types, including standard, Live Session, and Assessment formats, and explains how to configure scoring, certifications, and participant access. Furthermore, the episode outlines how to analyze survey results, offering insights into question-specific data and overall participant performance.

Odoo 18.0 Events

Sat, 06 Sep 2025 00:40:36 +0000

This episode outlines the comprehensive event management capabilities of Odoo's Events application, detailing how users can create and customize various types of events. It explains the process for setting up event forms with essential details, including ticketing, communication, and participant questions. The episode also covers the management of event tracks (talks, presentations) and the creation and sale of event booths, along with the use of event templates to streamline planning. Furthermore, the episode describes features like the Registration Desk for attendee access and revenue reporting for post-event analysis, showcasing the application's integration with other Odoo modules for a full-cycle event experience.

Odoo 18.0 SMS Marketing

Sat, 06 Sep 2025 00:35:41 +0000

This episode outlines the functionalities of Odoo's SMS Marketing application, detailing how users can create, configure, and send SMS messages. It explains the process of managing recipients through mailing lists and blacklists, emphasizing the importance of opt-out options for customer relations. Furthermore, the episode covers SMS pricing, credit requirements, and various message formats, alongside methods for analyzing message performance and setting up marketing campaigns, including A/B testing. The episode also touches upon automation rules and template creation for efficient SMS communication.

Odoo 18.0 Marketing Automation

Sat, 06 Sep 2025 00:30:15 +0000

This episode describes Odoo's Marketing Automation application, emphasizing its capabilities for creating and managing marketing campaigns. It explains how to target specific audiences using flexible filters and define the workflow activities, such as emails, SMS messages, and server actions, that constitute a campaign. The episode also covers the process of testing and running campaigns, ensuring their effectiveness before deployment, and provides details on accessing campaign metrics to measure success. Furthermore, it introduces various campaign templates, including a Double Opt-in feature to confirm subscriber consent, highlighting the comprehensive tools available for automated marketing within Odoo.

Odoo 18.0 Email Marketing

Fri, 05 Sep 2025 00:40:09 +0000

This episode outlines the functionalities of Odoo's Email Marketing application, covering everything from creating and managing email campaigns to analyzing their performance. It details how to segment audiences using mailing lists and various recipient filters, including targeting lost leads for reactivation. The episode also explains how to design emails, utilize A/B testing, and schedule or send mailings, alongside critical features for managing unsubscriptions and blacklisting to maintain sender reputation and comply with regulations. Ultimately, the episode focuses on leveraging metrics and reporting tools to optimize future email marketing strategies.

Odoo 18.0 Lunch

Fri, 05 Sep 2025 00:35:03 +0000

This episode outlines the comprehensive functionalities of Odoo's Lunch application, a system designed to streamline internal food ordering within a company. It details how to configure various aspects, including vendor information, product offerings with customizable extras, and delivery locations. The episode also explains user account management, specifying that administrators are responsible for manually adding funds and that the system does not integrate with external financial services. Furthermore, the episode covers the entire order management process, from employees placing orders and tracking their status to managers sending orders to vendors, confirming deliveries, and notifying employees of arrival.

Odoo 18.0 Referrals

Fri, 05 Sep 2025 00:30:22 +0000

This episode describes the Odoo Referrals application, detailing its functionalities for employee referral programs. The application enables users to share job positions through various channels like email, SMS, social media, and direct links, earning referral points as candidates progress through the hiring process. These points can then be redeemed for rewards. The system also incorporates gamified levels for user engagement, the ability to post dashboard alerts for important information, and reporting features for administrators to analyze referral success and referrer performance. Additionally, it covers onboarding processes and how to manage hired referrals within the application.

Odoo 18.0 Recruitment

Thu, 04 Sep 2025 00:40:00 +0000

This episode outlines the comprehensive Recruitment application within Odoo 18.0, detailing the process of managing job applicants from initial application through hiring. It covers how to create and configure job positions, including defining details like department, salary, and required skills, and explain how to add new applicants either automatically or manually. The episode also describes the recruitment flow, guiding users through various stages like interviews and contract proposals, and demonstrate how to schedule interviews (both recruiter-scheduled and applicant-scheduled). Finally, the episode emphasizes reporting and analytics, such as applicant analysis, source analysis, and team performance, to provide insights into recruitment effectiveness and refine hiring strategies.

Odoo 18.0 Time Off

Thu, 04 Sep 2025 00:35:52 +0000

This episode outlines the functionalities of Odoo's Time Off application, a comprehensive system for managing employee leave. It explains how to configure various time off types, including setting approval processes and how leave is accrued through accrual plans. The episode also details the procedures for allocating time off to employees, either individually or in bulk, and how employees can request time off or additional allocations. Furthermore, it covers the management and approval workflows for both time off and allocation requests, along with features for viewing personal time off information via a dashboard and lists, and configuring public holidays and mandatory working days.

Odoo 18.0 HR Payroll

Thu, 04 Sep 2025 00:30:26 +0000

This episode outlines Odoo's comprehensive payroll functionalities, detailing how the system manages employee compensation, benefits, and regulatory compliance across different countries like Australia, Belgium, and Hong Kong. It explains processes for generating payslips, including automatic calculations for worked days, time off, and various allowances or deductions. The episode also covers country-specific requirements, such as superannuation contributions and Single Touch Payroll (STP) in Australia, or social security contributions, Dimona declarations, and DmfA reporting in Belgium, alongside general features like salary attachment management and work entry analysis for efficient payroll administration.

Odoo 18.0 Fleet

Wed, 03 Sep 2025 00:40:58 +0000

This episode describes how to manage a vehicle fleet using Odoo's Fleet app, focusing on several key aspects. It explains how to add and configure vehicles, including their models and manufacturers, within the system. The episode also details the process for logging and tracking various services and repairs, from routine maintenance to accident-related work. It also covers managing accidents, providing step-by-step instructions for recording incidents, associated repairs, and monitoring costs. Finally, the episode illustrates how to utilize reporting features to gain insights into fleet expenses, driver safety, and overall vehicle costs.

Odoo 18.0 Frontdesk

Wed, 03 Sep 2025 00:35:54 +0000

This episode outlines the functionalities of the Odoo Frontdesk application, a system designed to manage visitor check-ins at locations without dedicated reception staff. The episode details how to configure stations where visitors sign in, including setting up options like host selection, guest authentication, and offering beverages. It also explains how to set up drink options, manage kiosk access, and generate reporting for visitor and drink statistics. The episode also focuses on the visitor management aspect, explaining how to view a list of current visitors, pre-register planned visitors for quick check-in, and the workflow for visitor arrival and departure, including how notifications are sent and drinks are served.

Odoo 18.0 Appraisals

Wed, 03 Sep 2025 00:30:27 +0000

This episode outlines the comprehensive Appraisals application within Odoo 18.0, detailing its functionalities for managing employee performance. It explains how to schedule appraisals, both automatically through plans and manually for specific events like promotions, and the end-to-end workflow from employee self-assessment to manager feedback and final review. The episode also covers the use of 360 Feedback to gather input from colleagues, the creation and modification of appraisal templates for various needs, and the tracking of employee goals. Finally, the episode describes robust reporting tools, such as Appraisal Analysis to monitor appraisal statuses and Skills Evolution to track employee skill development over time.

Odoo 18.0 HR Employees

Tue, 02 Sep 2025 00:40:08 +0000

This episode outlines the comprehensive human resources management functionalities within the Odoo 18.0 Employees app. It details how to manage employee records, including creating new employee profiles, assigning equipment, tracking certifications, and organizing them into departments. The episode also covers gamification elements like awarding badges for achievements, alongside critical HR processes such as onboarding new hires with structured activity plans and offboarding departing employees through defined procedures. Finally, the episode explains how to generate an employee retention report to analyze workforce changes, providing a holistic view of personnel management within Odoo.

Odoo 18.0 HR Attendances

Tue, 02 Sep 2025 00:35:02 +0000

This episode outlines the Odoo 18.0 Attendances application, functioning as a comprehensive time tracking and management system. It details the setup and configuration of the application, including methods for employees to check in and out directly from the database or via dedicated kiosks using badges, RFID, or manual entry. The episode also covers access rights and roles, distinguishing between regular users, administrators, and approvers who manage attendance records and overtime approvals. Furthermore, it explains how to generate attendance reports to identify trends such as absenteeism or excessive overtime and describe the process for handling and correcting attendance errors.

Odoo 18.0 Repairs

Tue, 02 Sep 2025 00:30:54 +0000

This episode outlines the comprehensive process for managing product repairs within Odoo 18.0, particularly for items returned by customers due to damage. It details the step-by-step workflow, beginning with processing customer returns through reverse transfers from sales orders. Following the return, the episode explains how to create and manage repair orders, including specifying the product, quantity, and relevant details such as warranty status and responsible personnel. Furthermore, it covers adding or removing parts during the repair and documenting repair notes. Finally, the episode explains the procedures for returning the repaired product to the customer, addressing scenarios where the item is under warranty or requires customer invoicing for the repair services rendered.

Odoo 18.0 Product Lifecycle Management (PLM)

Mon, 01 Sep 2025 00:40:13 +0000

This episode describes Odoo's Product Lifecycle Management (PLM) system, focusing on Engineering Change Orders (ECOs). It explains how ECOs are used to track, implement, and manage changes to products and their Bills of Materials (BoMs). The episode covers the creation and customization of ECO types and stages, detailing how approvals ensure reviews by designated stakeholders before changes are applied. Furthermore, the episode outlines version control capabilities, allowing users to compare revisions, manage design files, and resolve merge conflicts, thereby maintaining a comprehensive history of product modifications without disrupting manufacturing.

Odoo 18.0 Maintenance

Mon, 01 Sep 2025 00:35:05 +0000

This episode outlines the functionalities of the Odoo Maintenance module, a comprehensive system for managing equipment and work center upkeep. It describes how to add and categorize new equipment, detailing the specific information that can be tracked, such as vendor, serial number, and warranty. The episode also explains how to create and process both corrective and preventive maintenance requests, whether initiated through a dedicated form or the interactive Maintenance Calendar. Finally, the episode covers the essential setup procedures, including configuring maintenance teams and defining equipment categories, to ensure efficient tracking and scheduling of all maintenance activities within the Odoo environment.

Odoo 18.0 Quality

Mon, 01 Sep 2025 00:30:25 +0000

This episode outlines Odoo's Quality app functionalities, designed to ensure product quality throughout manufacturing and inventory operations. It details how to establish quality control points (QCPs) for automatically generating quality checks, which can be customized to various types such as Instructions, Measure, Pass-Fail, and Take a Picture. The episode also explains the process of managing failed products through designated failure locations, a feature introduced in Odoo version 17.0, and how to create and handle quality alerts to communicate product defects. Users can process these checks directly on their page, within specific orders, or through the Shop Floor module for work orders.

Odoo 18.0 Barcode

Sun, 31 Aug 2025 00:40:49 +0000

This episode describes Odoo's Barcode application, a comprehensive system designed to streamline inventory and supply chain operations through barcode scanning. It covers setup procedures for various scanner types, including USB, Bluetooth, and mobile computer scanners, along with troubleshooting common issues like unreadable barcodes or incorrect data interpretation. The episode also details how to configure and use different barcode nomenclatures, specifically Default (EAN/UPC) and GS1 standards, explaining their structure and application for product identification, quantity tracking, and lot/serial numbers. Furthermore, the episode outlines daily operational uses of the Barcode app, such as adjusting inventory, processing receipts, managing deliveries, creating internal transfers, and handling batch transfers, emphasizing how barcode integration automates and enhances warehouse efficiency.

Odoo 18.0 Purchase

Sun, 31 Aug 2025 00:35:16 +0000

This episode outline various functionalities within Odoo's Purchase application, designed to streamline procurement processes. It covers managing vendor bills by defining bill control policies and leveraging 3-way matching for payment, along with methods for importing vendor pricelists to auto-populate quotations. The episode also detail different purchase agreement types, such as blanket orders for recurring purchases and purchase templates for repeated RFQs, alongside creating and comparing alternative requests for quotation (RfQs) from multiple vendors. Furthermore, it explains configuring reordering rules for automated stock replenishment, including temporary reordering rules for out-of-stock products, and generating insightful purchase analysis reports, procurement expenses reports, and vendor costs reports to track spending and supplier performance. Finally, the episode describes Electronic Data Interchange (EDI) for purchase-to-sales order imports, enabling seamless data exchange between Odoo databases.

Odoo 18.0 Manufacturing

Sun, 31 Aug 2025 00:30:43 +0000

This episode describes Odoo's Manufacturing app, focusing on how it manages Bills of Materials (BoMs) and Manufacturing Orders (MOs) for product creation. It details BoM configuration, including components, operations, and variants, as well as kit and multilevel BoM setups. The episode also explains manufacturing workflows, such as one-step, two-step, and three-step processes, and the use of lot and serial numbers for tracking. Furthermore, the episode covers cost calculation for MOs, production analysis, continuous improvement processes using various Odoo apps, subcontracting, and the Shop Floor module for visual management. Finally, it highlights work center management, including efficiency, capacity, time off, and Overall Equipment Effectiveness (OEE) for performance monitoring.

Odoo 18.0 Inventory - Shipping and Receiving

Sat, 30 Aug 2025 05:25:43 +0000

This episode outlines various shipping and inventory management functionalities within Odoo 18.0. It covers configuring diverse delivery methods, including fixed price, rule-based, and integrations with third-party carriers like DHL, FedEx, Envia.com, Sendcloud, and Starshipit. The episode also details different picking strategies, such as batch and cluster picking, and product reservation methods like "at confirmation" and manual reservation. Additionally, the episode explains inventory removal strategies (FIFO, LIFO, FEFO), multi-step receiving and delivery processes, and the use of virtual locations for managing stock across multiple warehouses. Finally, it touches upon printing various delivery-related documents like slips and labels, including customization of Zebra ZPL labels.

Odoo 18.0 Inventory - Warehouses and Storage

Sat, 30 Aug 2025 05:20:22 +0000

This episode outlines Odoo's Inventory management system, detailing how businesses track, manage, and replenish their stock across warehouses and specific locations. It explains various replenishment strategies, including reordering rules and make-to-order (MTO), alongside lead times for sales, purchases, and manufacturing. The episode also covers inventory adjustments, cycle counts, and how to handle scrap inventory to maintain accurate stock records. Additionally, the episode describes several reporting features, such as the forecasted report, moves history dashboard, locations dashboard, and stock valuation dashboard, which provide critical insights into inventory levels, movements, and financial value.

Odoo 18.0 Inventory - Product Management

Sat, 30 Aug 2025 05:15:57 +0000

This episode details Odoo's Inventory application, a comprehensive warehouse management system. It primarily focuses on product configuration and inventory tracking methods, explaining how to manage diverse product types, units of measure, and different forms of packaging (individual units, packages, or specific product groupings). A significant portion of the episode addresses inventory valuation, including automatic and manual accounting methods, costing strategies (like FIFO and AVCO), and the integration of landed costs. Furthermore, the episode outlines robust product traceability through lot and serial numbers, which are crucial for managing expiration dates, facilitating recalls, and generating detailed traceability reports.

Odoo 18.0 Live Chat

Fri, 29 Aug 2025 07:31:40 +0000

This episode outlines the functionalities of Odoo's Live Chat application, a tool designed for real-time customer interaction on websites. It details how to enable and configure live chat channels, including setting up operators, customizing the chat window's appearance, and defining channel rules for when the chat appears. The episode also explains the creation and management of chatbots, which mimic human conversation through pre-written scripts and various step types for information exchange, lead generation, or ticket creation. Additionally, the episode covers the use of commands and canned responses to enhance operator efficiency, the process for customers to rate conversations and provide feedback, and various reporting features to monitor chat session history, statistics, and operator performance.

Odoo 18.0 Blog

Fri, 29 Aug 2025 07:29:54 +0000

This episode outlines how to create and manage a blog using the Odoo platform. It details the process of setting up new blogs, adding individual blog posts, and organizing content with tags. Furthermore, the episode explains various ways to customize the appearance and functionality of both blog homepages and individual blog posts, including layout options, sidebar elements, and engagement features like comments and social sharing. The Odoo blog module aims to help users engage their audience and build a community directly on their website.

Odoo 18.0 Forum

Fri, 29 Aug 2025 07:26:15 +0000

This episode outlines the comprehensive features for establishing and managing a forum within the Odoo 18.0 platform, emphasizing community building and knowledge sharing. It details the process of creating and configuring forums, including setting discussion modes, privacy levels, and default sorting options. A significant portion explains the karma point system, illustrating how users earn or lose points through forum interactions and how these points dictate access to functionalities and user ranks. Furthermore, the episode covers gamification elements like ranks and badges to encourage participation, tag management for organization, and instructions on posting, interacting with, and moderating content.

Odoo 18.0 eLearning

Thu, 28 Aug 2025 00:40:24 +0000

This episode outlines the functionalities of Odoo's eLearning application, a comprehensive tool for creating and managing online courses. It details how users can upload various content types, establish learning goals, oversee participants, track student progress, and implement reward systems. The episode further explains the process of course creation, from defining titles and tags to configuring settings related to communication, access rights, and display options, including gamification through karma points. Additionally, it covers the management of individual course content, the creation of quizzes, and the use of tags and course groups for better organization, while also touching upon key configurable settings like certifications and paid courses.

Odoo 18.0 eCommerce

Thu, 28 Aug 2025 00:35:23 +0000

This episode describes the Odoo 18.0 eCommerce platform, detailing its extensive functionalities for online retail. It covers product management, including creation, customization, variants, digital files, and inventory control, alongside sophisticated price management features like taxes, pricelists, and discounts. The episode also explains various sales strategies, such as cross-selling and upselling, and the comprehensive ordering and checkout process, which includes customizable buttons, delivery options, and payment provider integrations. Furthermore, the episode outlines customer account management, order handling from quotation to invoice, and tools for eCommerce performance monitoring and optimization.

Odoo 18.0 Website

Thu, 28 Aug 2025 00:30:29 +0000

This episode serves as a comprehensive guide to Odoo Website, detailing its functionalities for creating, managing, and optimizing websites. It outlines processes for web design, including the use of building blocks, themes, and various content elements, alongside instructions for structuring pages, menus, and headers/footers. The episode also covers crucial configuration options like domain names, address autocompletion, SEO strategies using Google Search Console, and security features such as spam protection and cookie bars. Furthermore, it explains reporting tools for website analytics and link tracking, and how to manage translations and multiple websites.

Odoo 18.0 Members

Wed, 27 Aug 2025 00:40:45 +0000

This episode describes the Odoo 18.0 Members application, a tool for managing and tracking memberships. The first part of the episode focuses on the Members Analysis report, detailing how to access it, interpret its various chart views (bar, line, pie, and pivot), and group data by criteria such as salesperson, associated partner, or membership product. The second part outlines the core functionalities of the Members app, including creating membership products with durations, activating memberships for contacts (both paid and free), and understanding the different membership statuses (e.g., Non Member, Paid Member). Additionally, it explains how to publish an online members directory and manage individual member visibility on a website.

Odoo 18.0 Rental

Wed, 27 Aug 2025 00:35:30 +0000

This episode describes the "Rental" application's functionalities, offering comprehensive guidance for managing rental operations. The first part of the episode focuses on configuring, collecting, and refunding security deposits, outlining the process of creating deposit service products and integrating them into rental orders. The second part of the episode details the overall management of rentals, including the dashboard, settings, product configuration, and intricate rental pricing, along with the procedures for creating orders, obtaining customer signatures, and handling product pickups and returns. Both parts provide step-by-step instructions to effectively utilize Odoo's rental and deposit features.

Odoo 18.0 Subscriptions

Wed, 27 Aug 2025 00:30:08 +0000

This episode offers a comprehensive overview of Odoo's Subscriptions application, designed for managing recurring revenue. It explains how to configure recurring plans and subscription products, detailing the setup for different billing periods, self-service options, and pricing strategies. The episode also covers essential subscription management activities, including creating and confirming quotations, renewing subscriptions automatically or manually, and upselling additional products to existing customers. Furthermore, the episode outlines how to close subscriptions (both by administrators and customers), utilize automation rules for various tasks like sending emails or creating activities, and manage scheduled actions for generating invoices and handling expirations. Finally, the episode describes the available subscription reports for analyzing performance and the integration of subscription products within Odoo's eCommerce shop.

Odoo 18.0 Point of Sale

Tue, 26 Aug 2025 00:40:20 +0000

This episode outlines the extensive Point of Sale (POS) functionality within Odoo 18.0, covering both retail and restaurant environments. It details the configuration and use of various hardware, including customer displays, barcode scanners, scales, and ePOS printers, with specific instructions for integrating them, often requiring an Internet of Things (IoT) system. The episode also describes setting up diverse payment methods and terminals, such as Adyen, Ingenico, Mercado Pago, Razorpay, Stripe, Viva.com, and Worldline, alongside QR code payment options. Additionally, it explains advanced features like product combos, flexible taxes, discounts (manual and time-limited with pricelists), multi-employee management, and online food delivery integration with platforms like UrbanPiper, all designed to enhance efficiency and customer experience.

Odoo 18.0 Sales

Tue, 26 Aug 2025 00:35:57 +0000

This episode outlines the extensive Sales features within Odoo 18.0, primarily focusing on quotation and order management. It details the configuration and use of various pricing strategies, including pricelists, discounts, and loyalty programs, and explains how to handle product variants for more flexible offerings. Furthermore, the episode covers diverse invoicing methods such as down payments, milestone-based invoicing, and billing for time, materials, expenses, and purchases. Specialized integrations like the Amazon Connector and Shopee Connector are also described, highlighting how to manage marketplace orders, product catalog mapping, and tax configurations. Finally, the episode touches on features like PDF quote building, optional products for cross-selling, and processes for returns and refunds, emphasizing the comprehensive tools available for sales operations and reporting.

Odoo 18.0 CRM

Tue, 26 Aug 2025 00:30:53 +0000

This episode describes Odoo's CRM application, detailing its functionalities for managing sales processes. It explains how users can create and track leads and opportunities, including methods for manual input, email integration, and website contact forms. The episode also covers advanced features such as predictive lead scoring for automated assignment, lead and contact enrichment to gather additional business data, and gamification tools to motivate sales teams with challenges and rewards. Furthermore, the episode outlines various reporting capabilities, like pipeline analysis, forecast reports, and lead distribution, enabling users to analyze sales performance and identify lost opportunities to refine strategies.

Odoo 18.0 Fiscal Localizations

Mon, 25 Aug 2025 00:40:59 +0000

This episode outlines Odoo's fiscal localization features for various countries, detailing how the software helps businesses comply with local accounting, tax, and electronic invoicing regulations. Each country-specific section—including Argentina, Australia, Belgium, Brazil, Chile, Colombia, Ecuador, Egypt, France, Germany, Guatemala, India, Indonesia, Italy, Kenya, Malaysia, Mexico, Peru, Romania, Spain, Thailand, United States, Uruguay, and Vietnam—describes unique chart of accounts structures, tax rates, reporting requirements, and electronic document generation processes. It covers functionalities such as VAT, GST, withholding taxes, e-invoicing portals (e.g., DIAN, SAT, MyInvois, SInvoice, ETA, SUNAT), bank integration (e.g., ABA, CODA, NACHA), and industry-specific certifications (e.g., Belgian POS fiscal certification, German GoBD compliance). The episode emphasizes configuration steps, workflow procedures, and common considerations for accurate financial record-keeping and regulatory adherence within each nation.

Odoo 18.0 Online Payments

Mon, 25 Aug 2025 00:35:01 +0000

This episode offers detailed guides for integrating various online payment providers into the Odoo platform, enabling businesses to accept diverse payment methods globally. Each source outlines specific configuration steps for both the payment provider's dashboard and the Odoo system, focusing on critical credentials like API keys, secret keys, and webhook URLs. It also discusses provider-specific features, such as manual capture, tokenization, refunds, and express checkout options, highlighting regional availability and currency support. Furthermore, the episode covers general aspects of online payments within Odoo, including enabling providers, managing payment methods, and considerations for testing and accounting. Ultimately, it provides a comprehensive resource for setting up and optimizing online payment processing through Odoo.

Odoo 18.0 Expenses

Mon, 25 Aug 2025 00:30:06 +0000

This episode outlines the comprehensive expense management process within Odoo, beginning with the configuration of expense categories and the logging of individual expenses through manual entry, receipt uploads, or email. It details how employees create and submit expense reports for review. The process continues with managers approving or refusing these reports, followed by the accounting department posting the approved expenses to the appropriate journals. Finally, the episode explains how to reimburse employees either individually, in bulk, or via payslips, and how to re-invoice eligible expenses to customers by associating them with sales orders.

Odoo 18.0 Accounting and Invoicing - Reporting

Sun, 24 Aug 2025 02:10:36 +0000

This episode outlines Odoo 18.0's comprehensive financial reporting and accounting features, emphasizing analytic accounting for tracking project profitability through analytic accounts and plans, and budget management for both detailed analytic and overarching financial budgets. It also covers custom report creation, detailing various computation engines for expressions and line grouping options. Furthermore, the episode describes data inalterability checks using SHA-256 hashing for regulatory compliance, the generation of Intrastat reports for EU trade, and the management of tax returns with features like tax carryover and lock dates. Finally, it addresses year-end closing procedures, including fiscal year adjustments and the allocation of current year's earnings, alongside an overview of standard financial reports and Silverfin integration for data synchronization.

Odoo 18.0 Accounting and Invoicing - Bank & Cash Account Management

Sun, 24 Aug 2025 02:07:15 +0000

This episode outlines Odoo's comprehensive approach to managing bank and cash accounts, emphasizing automation and reconciliation within its accounting module. It details methods for connecting and creating accounts, including options for automatic bank synchronization through third-party providers like Plaid, Yodlee, Salt Edge, Ponto, and Enable Banking, or manual transaction entry and import. A core focus is bank reconciliation, explained as matching bank transactions with internal records, a process significantly streamlined by reconciliation models that can automate entries for recurring transactions and handle scenarios like partial payments or bank fees. The episode also covers advanced features such as managing multi-currency accounts, processing internal transfers, and handling loans, including amortization schedules and reclassification mechanisms.

Odoo 18.0 Accounting and Invoicing - Payments

Sun, 24 Aug 2025 02:02:04 +0000

This episode outlines various payment functionalities within the accounting and invoicing modules. It covers batch payments, which allow grouping multiple customer or vendor payments for efficient processing and reconciliation, and online payments, enabling customers to pay invoices directly through a customer portal. The episode also details follow-up actions for overdue invoices, allowing businesses to configure and send automated reminders to customers. Furthermore, it explains how to forecast future bills to pay using payment terms and aged payable reports, manage payments via checks, and utilize SEPA (Single Euro Payments Area) for both credit transfers and direct debits. Finally, the episode emphasizes security measures for trusted accounts, including how to mark vendor bank accounts as trustworthy and identify potential phishing attacks to prevent fraudulent payments.

Odoo 18.0 Accounting and Invoicing - Vendor Bills

Sat, 23 Aug 2025 00:40:20 +0000

This episode outlines Odoo 18.0's features for managing vendor bills within its accounting software, offering both manual and automatic creation methods, including AI-powered digitization of invoices to streamline data entry. The system supports advanced accounting practices such as handling deferred expenses by spreading costs over time, and managing non-current and fixed assets through depreciation schedules. Furthermore, Odoo provides tools for customizing vendor bill sequencing and offers various reporting functionalities, like the Aged Payable report, to ensure efficient financial tracking and management.

Odoo 18.0 Accounting and Invoicing - Customer Invoices

Sat, 23 Aug 2025 00:35:32 +0000

This episode from Odoo 18.0 documentation offers a comprehensive guide to managing customer invoices and related financial processes. It explains how to create, confirm, and send invoices through various methods, including email, postal mail via Snailmail, and electronic data interchange (EDI) like Peppol. The episode details specific accounting functionalities such as applying cash discounts and tax reductions, configuring payment terms and installment plans, handling cash rounding, and managing credit notes and refunds. Additionally, the episode covers essential features like setting default terms and conditions, tracking deferred revenues, specifying delivery and invoice addresses, and defining Incoterms for international transactions, all while explaining how Odoo automates and streamlines these accounting operations.

Odoo 18.0 Accounting and Invoicing - Taxes

Sat, 23 Aug 2025 00:30:59 +0000

This episode outlines Odoo's comprehensive tax management capabilities, detailing how the platform handles various tax scenarios. It covers the integration and use of AvaTax for real-time, location-specific tax calculations, as well as the configuration of different tax types such as cash basis, withholding, and EU intra-community distance selling taxes, including the One-Stop Shop (OSS) system. The episode also explains the crucial role of fiscal positions in automatically mapping taxes and accounts based on customer and product details, and how Odoo differentiates between B2B (tax-excluded) and B2C (tax-included) pricing models. Furthermore, it describes the VIES VAT number verification system to ensure compliance for EU transactions.

Odoo 18.0 Accounting and Invoicing - Get Started

Fri, 22 Aug 2025 02:09:47 +0000

This episode provides a comprehensive guide to financial management within the Odoo 18.0 software, particularly focusing on accounting and invoicing functionalities. It explains fundamental accounting concepts like the balance sheet, assets, liabilities, equity, and profit and loss statements, alongside practical applications such as managing the chart of accounts, processing journal entries, and performing reconciliations. The episode also covers advanced topics like average cost valuation for inventory, multi-currency transactions, and consolidating financial data for multiple companies or tax units, illustrating how Odoo facilitates various accounting processes from initial setup to complex financial reporting.

Odoo 18.0 Accounting and Invoicing - Overview

Fri, 22 Aug 2025 02:06:29 +0000

This episode provides an extensive overview of Odoo's Accounting and Invoicing applications, detailing their distinct functionalities. It explains core accounting principles like double-entry bookkeeping and the support for both accrual and cash basis accounting. Furthermore, the episode highlights Odoo's capabilities for handling multi-company, multi-currency, and branch environments, alongside adherence to international accounting standards and various reporting features. The episode also covers practical aspects such as bank synchronization, inventory valuation, and access rights management for accountants.

Odoo 18.0 Contacts

Fri, 22 Aug 2025 02:02:13 +0000

This episode offers a comprehensive guide to managing contacts within the Odoo 18.0 software platform, focusing on the "Contacts" application. It details the process of creating and configuring various types of contacts, including individuals and companies, and explains how to input essential information such as names, addresses, and additional fields like VAT numbers and job positions. The episode also covers integrating contact data with other Odoo modules through specialized tabs for sales, accounting, and memberships, and highlights "smart buttons" for quick access to related records. Finally, the episode provides instructions on maintaining a clean database by merging duplicate contacts and using an automatic deduplication feature.

Odoo 18.0 Essentials - Export, Import, and Update Data

Thu, 21 Aug 2025 02:25:00 +0000

This episode provides a comprehensive guide on exporting and importing data within the Odoo platform. It details how to extract information for reporting or modification, outlining steps for selecting specific fields and saving export presets in formats like .csv and .xls. The episode also thoroughly explains importing data for bulk updates or initial setup, covering compatible file types, template adaptation, and managing relational fields using External IDs to prevent duplicates and link disparate data. Furthermore, it addresses formatting issues, importing images, and updating existing records by maintaining consistent External IDs, offering solutions for various data management scenarios.

Odoo 18.0 Essentials - Rich-Text Editor

Thu, 21 Aug 2025 02:22:05 +0000

This episode describes the Odoo rich-text editor, detailing its capabilities for creating and modifying HTML content within various Odoo fields like Internal Notes, Descriptions, and Knowledge articles. It explains the functionalities available through the text editor toolbar for font styling, sizing, lists, links, translation, and AI-generated suggestions. Additionally, the episode outlines the use of powerbox commands for inserting elements such as tables, images, banners, and special content like appointment links or video embeds. Finally, it elaborates on how to insert and edit media, covering options for searching image databases, uploading files, and utilizing a media editor toolbar to adjust image properties like shape, size, and rotation.

Odoo 18.0 Essentials - Search, Filter, Group, and Compare

Thu, 21 Aug 2025 02:15:04 +0000

This episode explains how users can effectively manage and analyze data within Odoo by utilizing its robust search functionalities. It details methods for searching for specific values and applying preconfigured or custom filters to refine record displays based on various criteria. The episode also covers grouping records for better organization and understanding, along with a comparison feature to analyze data across different time periods in reporting dashboards. Finally, it highlights the utility of "Favorites" for saving customized search configurations, enabling efficient data retrieval for future use.

Odoo 18.0 Essentials - Data Analysis with Reporting Views

Tue, 19 Aug 2025 18:14:49 +0000

This episode of All Things Odoo outlines the reporting capabilities within Odoo, a business management software, focusing on how users can analyze and visualize their data. It details the two primary generic reporting tools: the graph view and the pivot view, explaining their distinct purposes in identifying patterns and aggregating data, respectively. The episode also covers essential steps for report generation, such as choosing relevant measures and grouping data for deeper analysis. Furthermore, it differentiates between the types of graphs available in the graph view - bar, line, and pie charts - and their optimal uses. Finally, the episode provides instructions for navigating and interacting with both the pivot and graph reporting tools, including options for sorting data and downloading reports.

Odoo 18.0 Essentials - Activities

Tue, 19 Aug 2025 17:16:23 +0000

This episode of All Things Odoo provides an overview of "Activities" within Odoo, defining them as follow-up tasks linked to records that are easily identifiable by various icons representing activity types like phone calls or emails. It explains multiple methods for scheduling these activities, including through the chatter, Kanban, list, or dedicated activity views, and details the "Schedule Activity" form's required information. The episode also covers how to view all scheduled activities across applications and how to manage activity types, including editing existing ones or creating new custom types with specific actions and default settings, and even the option to suggest or trigger subsequent activities.