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.
Data goes into Odoo, and data comes out of it. Doing both safely matters, and the importing especially needs care. This piece is about importing and exporting data in Odoo safely. Importing and export...
Read postOdoo does not only hold data; it sends and receives email as part of how it works. Email server setup is what makes that work. This piece is about it. Why Odoo needs email Email runs through how Odoo ...
Read postA business's customers and vendors are outside its system, but they have a genuine interest in things within it. The portal gives them controlled access. This piece explains the Odoo customer and vend...
Read postA business has documents, and documents handled poorly become a scattered, hard-to-find mess. This piece is about document management in Odoo. The problem of scattered documents A business accumulates...
Read postSome documents need to be signed, and signing electronically is far smoother than print-and-post. Odoo Sign handles electronic signatures. This piece is about it. The edition note State it plainly: Od...
Read postEmployees incur expenses on the business's behalf, and those have to be claimed, approved, accounted, and reimbursed. Handled informally, it is a lossy chore. This piece is about managing expenses in ...
Read postA business with subscriptions earns recurring revenue: revenue that comes in again and again, on a cycle. Odoo Subscriptions manages that. This piece is about setting it up. What subscription business...
Read postFor some businesses, customers need to book time, an appointment. Online scheduling lets them do that themselves. This piece is about appointments and online scheduling in Odoo. When a business needs ...
Read postA business has knowledge, how things are done, how things work, that lives in people's heads and should be written down. The Knowledge app helps. This piece is about it. The edition note The Knowledge...
Read postWithin a business, people make internal requests that need authorising, and those should go through a proper workflow. This piece is about approvals and internal request workflows in Odoo. The edition...
Read postWhen an Odoo module needs to hold a new kind of data, the developer defines a new model. This piece is about defining a new model in Odoo. What a model is A model, in Odoo, defines a kind of record, a...
Read postNot every field on a record holds a value that someone entered. Some hold a value that is worked out. Those are computed fields. This piece explains computed fields in Odoo. Entered fields and compute...
Read postIf a question keeps coming up in your operations, it might be worth a blog post.