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.
Project and service work is billed in different ways, and a business needs its system to handle the way it genuinely bills. This piece is about billing a project in Odoo: the main approaches. Why ther...
Read postA project is work, and work consumes time. Connecting the Project app to Timesheets links the work to the time spent on it. This piece is about that connection and why it is valuable. What the connect...
Read postA project being finished is not the same as a project being profitable. Tracking profitability is how a business knows which projects genuinely earned. This piece is about tracking project profitabili...
Read postA business that runs many similar projects should not build each one from a blank start. Project templates give a defined starting point. This piece is about project templates in Odoo. What a project ...
Read postA client of a service business often wants to see how the project they are paying for is going. The client project portal gives them that, within the same system the work runs in. This piece is about ...
Read postNot all project work is one-off and unique. Some repeats on a cycle, and some is routine enough to automate. This piece is about recurring tasks and task automation in Odoo Project. Recurring tasks: w...
Read postTimesheets capture how time is spent, and that data is valuable, but only if the time is genuinely recorded and the recording can be trusted. This piece is about recording and approving time in Odoo T...
Read postFor work billed by time, the recorded time is what the customer is billed for. Turning timesheets into invoices is how recorded time becomes money owed. This piece is about it in Odoo. Time-billed wor...
Read postThe Odoo Employees app is the foundation of everything people-related in Odoo: it holds the record of the business's people. This piece is about setting it up well. What the Employees app is for The O...
Read postAn employee's contract is the record of the terms of their employment, and several people processes depend on it. This piece is about managing employee contracts in Odoo. What an employee contract hol...
Read postAn organisation has a structure: it is divided into parts, it has roles, it has reporting. Departments, job positions, and the org chart capture that. This piece is about them in Odoo. The structure o...
Read postEmployees take time off, and time off comes in different kinds. Setting up Time Off and leave types is how a business manages that in Odoo. This piece is about it. What Time Off is for The Time Off ap...
Read postIf a question keeps coming up in your operations, it might be worth a blog post.