Field notes for teams running Odoo.
Guides, comparisons, and how-tos on Odoo, ERP, and manufacturing systems.
Practical articles for the engineers and operators who work with Odoo and the systems around it.
A manufacturing order is not a static thing; it moves through a defined lifecycle from when it is created to when production is complete. Understanding that lifecycle is part of understanding how prod...
Read postAn engineer-to-order order is not just a production run; it behaves like a project, with engineering, phases, and a budget. Handling that means joining project management and manufacturing. This piece...
Read postProduction depends not only on machines but on tooling and fixtures, the moulds, dies, jigs, and fixtures that particular production requires. Managing them is part of running a manufacturing operatio...
Read postAn Odoo manufacturing setup can succeed or struggle, and the struggles tend to come from a recognisable handful of mistakes. This piece sets out the common Odoo manufacturing setup mistakes and how to...
Read postBuilding every quotation from scratch is slow and inconsistent. A quotation template is a defined starting point. This piece is about setting up quotation templates in Odoo Sales. What a quotation tem...
Read postReal pricing is rarely one fixed number per product. It varies by customer, by quantity, by situation. Pricelists are how Odoo handles that. This piece is about configuring pricelists with rules and f...
Read postA discount is margin given away, and while discounts are a normal part of selling, significant ones should not be given without control. This piece is about managing discounts and approvals in Odoo Sa...
Read postA customer buying one thing often has a genuine use for related things. Optional products are how a quotation can surface those. This piece is about optional products and upselling in Odoo Sales. What...
Read postFor some orders, a business takes a payment up front, before delivering. Odoo Sales supports that as a down payment. This piece is about down payments and deposits in Odoo Sales. What a down payment i...
Read postThe moment a customer accepts a quotation is the moment a sale is won, and making that moment as easy as possible matters. Odoo lets a customer accept, and even pay, online. This piece is about online...
Read postOrders are not always final the moment they are placed. They change, and sometimes something has to be corrected after invoicing. This piece is about sales order amendments and credit notes in Odoo. T...
Read postA sales operation of any size is organised into teams, and salespeople are frequently paid partly on what they sell. This piece is about setting up sales teams and commissions in Odoo. Sales teams: or...
Read postIf a question keeps coming up in your operations, it might be worth a blog post.