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.
The CRM pipeline holds the business a company may win. Forecasting and pipeline reporting turn that pipeline into insight. This piece is about CRM forecasting and pipeline reporting in Odoo. The pipel...
Read postFollow-up is the heart of selling, and some of it is routine enough to be automated. This piece is about automating follow-ups in Odoo CRM, and where automation genuinely helps. Two kinds of follow-up...
Read postDuplicates are one of the most common problems in a CRM, and they quietly erode its value. Merging them is the cure. This piece is about merging duplicate leads and contacts in Odoo. Why duplicates ar...
Read postMarketing generates interest, and the CRM is where that interest is worked into sales. Connecting the two lets a business see what its marketing actually produced. This piece is about connecting Odoo ...
Read postInventory in Odoo is built on the idea of warehouses and locations. Setting these up well is the foundation of accurate stock. This piece is about warehouse setup and locations in Odoo Inventory. Ware...
Read postGoods come into a warehouse and goods go out, and those two flows, receipts and deliveries, are the everyday business of inventory. This piece is about configuring receipts and deliveries in Odoo. Wha...
Read postStock does not only come in and go out; it moves within the warehouse and between sites. Internal transfers are how Odoo handles that movement. This piece is about internal transfers between locations...
Read postKeeping the right amount of stock on hand, enough but not too much, is one of the central jobs of inventory management. Reordering rules are how Odoo automates it. This piece is about reordering rules...
Read postBasic inventory tracks how much of a product a business has. Lot and serial number tracking goes further, letting a business know exactly which stock it has. This piece is about lot and serial number ...
Read postFor a business handling perishable products, it is not enough to have stock; the right stock has to be used first. Expiry dates and FEFO are how Odoo manages that. This piece is about expiry date and ...
Read postHowever carefully stock movements are recorded, the records drift from physical reality over time. An inventory adjustment brings them back into line. This piece is about running an inventory adjustme...
Read postInventory valuation puts a monetary value on stock, and the value depends on which costing method is used. Odoo offers three. This piece is about the inventory valuation methods in Odoo and how to cho...
Read postIf a question keeps coming up in your operations, it might be worth a blog post.