Odoo documentation 17
Odoo documentation 17
Odoo documentation 17. Under the Operations heading, activate the Packages feature. The Members app integrates with the Sales and Accounting applications to sell and invoice memberships directly to customers. You can record images in the database and use them later in your design/code. The following options are available to customize a field: Choose the version of the documentation to which you want to make changes. 0 to Odoo 17. Scan barcodes for receipts ¶ To process warehouse receipts for incoming products, there first needs to be a purchase order (PO) created, and a receipt operation to process. To create a to-do, click New or the plus button ( ) next to a stage name. Reporting¶. In the settings of the branch, additional Odoo subdomains Clone the official Odoo tutorials repository and switch to the branch 17. Each service can depend on other services, and components can import a service. Reference: description of the reason for the stock move or quantity change, such as a receipt number (e. With the work center control panel, put tablets on the shop floor to control work orders in real-time and allow workers to trigger maintenance operations, feedback loops, quality issues, etc. Yodlee: Worldwide. When you first open your Odoo Accounting app, the Accounting Dashboard welcomes you with a step-by-step onboarding banner, a wizard that helps you get started. This includes the cost and quantity of components and operations listed on the BoM, in addition to the operating costs of the work centers where those operations are carried out. Create events¶. Work entries are created automatically in the Payroll app, based on the employee’s salary structure type, and from the Planning, Attendances, and Time Off applications. We can now link buttons to business code, but how can we prevent users from entering incorrect data? For example, in our real estate module nothing prevents users from setting a negative expected price. On the Appraisal Analysis page, there is a report of all the appraisals in the database, Receiving tickets¶. Geolocation¶. One module can be created to add your country’s accounting rules to Odoo’s generic accounting support, while a different module can add support for real-time visualisation of a bus fleet. The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, . web. Next, read the warning and click on Install. Workflow sequence of three activities; the last child activity has a trigger type of Mail: not The export process is heavily dependent on the OS and the browser. 0), and select the Download button Manufacturers¶. In the context of a restaurant, the feature enables users to create multiple-choice menus. To display the data in a pie chart, click on the Pie Chart button (represented by a (pie chart) icon) in the menu bar. Just like a handwritten signature, the electronic one represents a legal bounding by the terms of the signed document. _lt() in javascript. The following is the process As we can see, it basically is a wrapper for a navbar, the current action and some additional components. Handling your team’s planning comes with specific requirements that may vary widely depending on your business needs. Create a new branch starting from branch 16. Odoo is capable of having a survey sent to an applicant to gather more information about them. The translation lookup is executed only at rendering and can be used to declare translatable properties in class methods of global variables. Managers can allocate time off to individuals, teams, or the whole company, Master production schedule¶. profile records grouped by profiling session opens. com on port 443 (or 80 ) Example. sh, it is possible to use several Odoo subdomains. Then, choose between using the OpenStreetMap or Google Places API. 360 feedback¶. On the resulting page, click New to begin configuring a new reordering rule. Manually save, then click Design Template to open Studio and customize your worksheet template. The instructions to install a PWA depend on the platform and Chapter 10: Constraints¶. Users can set up multiple warehouses, and create stock moves between them. In the Comparison section, End Date: Previous Year is selected. A kiosk is a dedicated device (a PC, tablet, or mobile phone) for employees to use when they check in and out. With the Events application, event organizers can create and configure in-person or online-only events in Odoo. To create a BoM, go to To-do¶. To access these setting options, navigate to Sales app ‣ Configuration ‣ Settings, and scroll to the Quotations & Orders section. Top Apps. SMS/Email Template: to automatically send an email or SMS notification to the customer when a task reaches this stage. Internal money transfers can be handled in Odoo. How-to guides — Odoo 17. This includes the employee’s various managers, peers, Sign¶. By default, the Inventory Aging report displays a pivot table, with the month in columns, and product category in rows. See also Inventory¶. To connect to the banks, Odoo uses multiple web-services: Plaid: United States of America and Canada. After adding the products, clicking Confirm creates a delivery order that reserves items stored at the closest location, using the removal strategy. To create a new goal, navigate to Appraisals app ‣ Goals, and click New top-left corner to open a blank goal form. Click on the Deferred Entries smart button to see them. For the next step, attach the manifest. When using three-step manufacturing, Odoo creates a pick components transfer, a manufacturing order (MO), and a store finished products transfer, and updates inventory counts based on the number of components removed, and Register bank transactions manually¶. In the Odoo Inventory app, warehouses handle the broader organization and distribution of stock across different physical sites, while locations provide a more detailed breakdown within each warehouse for efficient item management. Customers use it to configure and select the product variant of their choice; or in the case of multiple attributes, combine those to create a specific variant. To do so, A user can see any Meetings, Sales, POS Orders, Subscriptions, project Tasks, and the More smart button reveals additional options, via a drop-down menu. Expenses are color-coded Configuration¶. Models, modules, and apps¶. The documentation is divided into four main sections: Optional: place your local copy of the odoo/odoo and odoo/upgrade-util repositories in the parent directory or in the root directory of the documentation to build the latter with the documented Python docstrings. Surveys can be thought of as exams, or questionnaires, and can be customized in Accounting and Invoicing¶. Odoo Apps can be used as stand-alone applications, but they also The Delivery smart button now indicates there are 3 transfers, instead of one. The __init__. index; modules | next | Odoo 16. , from Odoo 15. For example, you can, in any app, add or modify: Fields. The departments appear in an organizational chart format, with the highest-level department at the top (typically Management), and all other departments beneath it. net, the domain name registrar, and you will be charged Gandi. In the Operations tab, click the (list) icon to the right of the product that is tracked by lot numbers. Product type¶. In the Equipment Category field, click the drop-down menu and select which category this new equipment should belong to. Additional commands are available with make help. Navigate to the Documents app and click on the desired spreadsheet, then open the (global filter) filter menu. With the web editor menu still open, click into a field to open the Field configuration settings section on the sidebar. Doing so reveals the main Mailings dashboard in the default list view. Then, click the Preferences tab, and scroll to Lead enrichment set up¶. Odoo 17 brings with it a host of exciting features and improvements, and our tutorial is designed to help you leverage these advancements to their fullest potential. Before closing a fiscal year, ensure first everything is accurate and up-to-date: Make sure all bank accounts are fully reconciled up to year-end, and confirm that the ending book balances match the bank statement balances. Tabs¶. The Members application is where all operations related to memberships can be configured and managed. Part of the Models API is easily available over XML-RPC and accessible from a Data Cleaning¶. The expr and position attributes specify the inheritance position. Access user-specific preferences for the Discuss app by Members¶. Users can request time off, and see an overview of their requests and time off balances. Pack items¶. The Odoo PWA features include: Quick access by adding the PWA to a device’s home screen. ), RPM-based Linux distributions (Fedora, CentOS, RHEL, etc. Name: to change the name of the stage. ), and Windows for the Community and Enterprise editions. Since batch picking is used to optimize the pick operation in Odoo, the Storage Locations and Multi-Step Routes options, under the Warehouse heading, must The Odoo framework defines the idea of a service, which is a persistent piece of code that exports state and/or functions. com account password, see this documentation: Odoo. In manufacturing, subcontracting is the process of a company engaging a third-party manufacturer, or subcontractor, to manufacture products that are then sold by the contracting company. Customize a field. Now, add users to this application. Approve expenses¶. Seamless and borderless navigation experience. The Help Center is a centralized location where teams and customers can search for and share detailed information about products and services. Any number can be clicked to begin a call. The Sales Teams feature within Odoo’s CRM app allows for the creation and management of multiple sales teams, each with their own assignment rules, invoicing targets, and roster of salespeople. py file must describe our module This documentation will cover the integration of a WhatsApp Business Account with Odoo. On the Warehouse Odoo saas-17. Create a new filter by selecting one of the buttons under the Add a new filter section:. 0 documentation For more information about changing an Odoo. Dropshipping is an order fulfillment strategy that allows sellers to have items shipped directly from suppliers to customers. Each database has a pre-configured warehouse with the company’s address. For more information on access rights, refer to the access rights Odoo Online; Odoo 17; Odoo 15; Navigation. Odoo is explained through its user-friendly documentation, acting like a helpful guide for users and developers. To do so, go to Accounting ‣ Customers ‣ Customers, open the customer form, go to the Accounting tab and select the appropriate format. Learn how to customize view types in the web framework. With approvals, key stakeholders can review changes before implementation. Odoo Helpdesk offers multiple channels where customers can reach out for assistance, such as email, live chat, and through a website’s submission form. Next, install and setup the Odoo . Configuration¶. The company’s Meta account is configured in Odoo via an API connection. Configuration¶ Media¶ Images¶. Then, click the Delivery smart button. To choose a default data dimension (category), select a field under First dimension and, if needed, another under Second dimension. Multi-employee management¶. Since Routes are a collection of Push and Pull Rules, Odoo helps you manage advanced route configurations such as:. All child departments of the first-level child departments are folded. E301: expected 1 blank line, found 0. Pipelines are organized in customizable stages that enable teams to track, prioritize, and solve customer issues quickly and efficiently. On Odoo. To-do assists you in organizing and managing personal tasks. Define product types in Odoo to track products in varying levels of detail. After opening the command palette, search using the following keyboard shortcuts: /: search for menus, applications, and modules. After the instructions screen, click Next To download from the Odoo Nightly builds page, navigate to Builds (stable version) ‣ windows/ to and select the odoo_(version). Important. This application manages requests, balances, allocations, approvals, and reports. Now, Outlook will be connected to The lazy version of _ and _t is odoo. Imports from Odoo modules (rarely, and Contributing. Clicking that icon reveals a Open: Stock move pop-up window. To check if your bank is compatible with Odoo, go to Odoo Accounting Features, and click on See list of supported institutions. To do so, begin by navigating to Inventory app ‣ Configuration ‣ Routes. Alternatively, you can define any static Year-end checklist¶ Before closure¶. Event templates¶. Odoo sends a renewal quotation every year to the email address mentioned in the Domain Owner form several weeks before the expiration Add filters¶. sh, and you know your Github repository’s URL. In all, there are three tabs (Recent, Next Activities, and Contacts) present in the VoIP widget, which are used for managing calls and day-to-day activities in Odoo. Add a title to your to-do, then click Add to save it or Edit to access more options. To access the Appraisal Analysis report, navigate to Appraisals app ‣ Reporting ‣ Appraisal Analysis. Connect the database¶. Clicking the Delivery smart button shows the three operations for this sales order: the picking, the packing, and the delivery. For more details about where the units were picked, select the ⦙≣ (bulleted list) icon, Homepage¶. The image selected for the station photo appears as the background image for the station kiosk. User Docs. The xpath or NODE elements indicate the inheritance specs. Process the The first step of module creation is to create its directory. Learn to create a simple module from scratch with step-by This introductory guide will help you acquire the tools and knowledge you need to write documentation, whether you plan to make a minor content change or document an application from scratch. Click on the ️ (pencil) icon to open a file explorer, navigate to the desired image/photo file, then click Open to select it. Each record has a clickable link that opens the speedscope Graph¶. They will also be available for the end user through the media dialog. For Odoo employees only: Make sure to read very carefully Make your first contribution. Learn how to sell online, promote products and increase your average cart sizes. 0, 17. On the blank Odoo modules can either add brand new business logic to an Odoo system or alter and extend existing business logic. On Odoo Online, the only Odoo subdomain is the one defined at the database creation. Membership products¶. In Odoo, BoMs as blueprints for manufactured goods and kits, and often include production operations and step-by-step guidelines, as well. National electronic invoicing¶ Help Center¶. 1. _lt() in python and odoo. The WhatsApp connector supports two flows: company initiated, and customer initiated. Manage default locations per product. py file must describe our module The Odoo framework defines the idea of a service, which is a persistent piece of code that exports state and/or functions. Badge: displays the value inside a rounded shape, similar to a tag. if the view has a parent, the parent is fully resolved, then the New goal¶. Now that we have a template, we need to make it accessible in our app via a ir. Input the pairing code in the Pairing Code field and click on the Pair button. GS1 barcode nomenclature¶. Accounting Inventory Manufacturing Point of Sale To see the removal strategy in action, go to the Sales app and create a new quotation. @: search for users. The Production Analysis report is one of many reports available across the Odoo app suite. Under the Operations heading, activate the Packages and Batch Transfers options. You want to contribute to Odoo but don't know where to start? The tutorials and guidelines are there to help you make Odoo even better. If left blanked, the admin profile will be used as template. A list view of the ir. The below assumptions are made: ~/src is the directory where are located the Git repositories related to your Odoo projects, odoo is the Github user, odoo-addons is the Github repository, Quality check page¶. After selecting the appropriate company, click the ⚙️ Actions icon, Tasks in Odoo Field Service can be created manually or automatically, including from sales orders or helpdesk tickets. You can define a specific e-invoicing format for each customer. There is no other way to access the list of service types. Odoo Invoicing is a standalone invoicing app to create invoices, send them to your customers, and manage payments. If you choose to Edit a to-do, you have the option to add Tags, Assignees, or more information using the Odoo Editor. Sometimes, a unique view fully tailored to the report is available, while several views are available for others. This includes incoming and outgoing calls. Define routes within the stock warehouse according to business needs, such as quality control, after-sales services, or supplier Create a worksheet template¶. Then, under the Lead Generation section, tick the checkbox next to Lead Enrichment, and select either Enrich leads on demand only or Enrich all leads automatically. In other words, a model is a table of information that can be linked with other tables. To clone a Git repository, choose between cloning with HTTPS or SSH. Configure GS1 nomenclature to scan barcodes of sealed boxes and identify essential After setting the picking from the Transfers drop-down menu, click Compute (at the bottom of the form, under the Total: cost). To post an individual report, navigate to Expenses app ‣ Expense Reports, and click on an individual report with a Status of Approved, to view the report form. While regular products are sold on a one-time basis, subscription products are sold on a renewing basis, generating recurring revenue. Inventory management¶. To remove that filter, click the ️ (remove) icon next Merge similar leads and opportunities¶. By default, Odoo sets the MTO route as archived. Force your Point of Sale to use a secure connection (HTTPS)¶ Add a new key in the System Parameters to force your Point of Sale to use a secure connection with the HTTPS protocol. індекс; модулі | наступний | Odoo 15. Whether you want to accept a single payment for a single invoice, or process a payment spanning multiple invoices and taking discounts for early payments, you can do so efficiently and accurately. It provides insights into new features, changes in behavior, and any specific instructions for the upgrade process. For a full overview of the basic features available in most Odoo reports, see the documentation on reporting essentials. Odoo Sign allows you to send, sign, and approve documents online, using electronic signatures. Normally, a seller purchases a product from a supplier, stores it in their inventory, and ships it to the eCommerce¶. See this guide for more detailed instructions. Odoo Fleet comes pre-configured with sixty-six commonly used car and bicycle manufacturers in the database, along with their logos. To do that, navigate to Settings app ‣ Manage Users ‣ Select the User. Date: filter dates by matching data source date fields to a time range (e. In Odoo’s Manufacturing app, the master production schedule (MPS) is used to manually plan manufacturing orders (MOs) and purchase orders (POs), based on forecasted quantities of products and components. In the pop-up window, the chosen lot number and its storage location is displayed in the Campaign workflow activities¶. Odoo’s Time Off application serves as a centralized hub for all time-off-related information. External libraries (one per line sorted and split in python stdlib) Imports of odoo. This means that a user must have at least Team Approver rights for the Expenses app. As the update notification must be able to reach Odoo’s subscription validation servers, ensure your network and firewall settings allow the Odoo server to open outgoing connections towards: services. The receipt is scanned, and a new expense record is created. To select a default type of data to be measured using the view, . Discover our guide to help you use and configure the platform, by applications. To change the number of steps used for a specific warehouse, begin by navigating to Inventory ‣ Configuration ‣ Warehouses, and then select a warehouse from the Warehouses screen. The Product Combos feature allows users to define and manage combination options for a single product. By considering the impact of confirmed MOs and POs, along with manually adjusted demand forecasts, the ePOS printers¶. In practice, the default view is never acceptable for a business application. Odoo’s Attendances app allows employees to check in and out of work directly from the database, or from a kiosk. In Odoo, not just anyone can approve expense reports, only users with the necessary rights (or permissions) can. Whether you're a seasoned developer looking to expand your skill set or a newcomer to the world of Odoo development, we've got you covered. , https://192. Start by accessing your ePOS printer settings on your web browser by navigating to its IP address (e. These pricelists can be set with specific criteria (such as time periods, minimum quantity sold, and more) in order to To begin the installation, navigate to the Odoo 16 or higher installation package for Community - Windows edition at Odoo’s download page. 0 documentation. Component cost is calculated Basic subcontracting workflow¶. You can either create a new one by clicking on Add a line, or modify an existing line by clicking on it. Q2 is selected in the End Date filter section of the Search bar drop-down menu. Write lean easy-to-maintain CSS. Views. Its contents are all explained in the documentation. To view the detailed pickings, click the ⦙≣ (bulleted list) icon, located on the far-right of the PDF quote builder¶. 16. com account password change. Once you have pushed your first change to the shared fork on odoo-dev, create a PR. The database will now link to the IoT box and it will appear on the IoT Boxes page. In the practical example, the The PND tax report allows users to generate a CSV file for bills to upload on the RDprep for Thailand e-Filling application. The Website Builder supports the following image file formats: JPG, GIF, PNG, and SVG. Once the delivery order is validated, the product leaves the To create a 0/0/1 reordering rule, navigate to Inventory app ‣ Products ‣ Products, and select a product. In the Location field of the new reordering rule, Time Off¶. This opens the return form. After installing the application, click the Email Marketing app icon from the main Odoo dashboard. WiFi connection¶. However, a workflow can be made up of any number of activities to meet the needs of the campaign. sh dashboard, refer to the Odoo. Customize contact form fields¶. While in the mobile application on a mobile device/tablet, access the Odoo VoIP widget, by tapping on the ☎️ (phone) icon in the upper-right corner. View resolution¶. Odoo takes in unique Global Trade Item Numbers (GTIN), purchased by businesses, to enable global shipping, sales, and eCommerce product listing. This guide assumes that the changes target the documentation of Odoo 16, which corresponds to branch 16. By default, the format available in the send window depends on your customer’s country. Component cost¶. Managing actions is a huge part of its work: the action service keeps in Subcontracting¶. From the resulting list of operations, click the reverse transfer, indicated by the Source Document, which should read Return of WH/OUT/XXXXX. Then, tick the checkbox to the left of the company to be archived. Following this step, select the My add-ins tab on the left-side. Every user associated with an OnSIP user must also be configured in the Odoo user’s settings/preferences. Once a quotation has been confirmed, it officially turns into a sales order, which can then be invoiced and paid for. Products can be added to packages in any transfer by: Clicking each Detailed Operations icon on the product line. Adding attributes and values to a product template allows the enabling of the product configurator on the product page. The number of steps used in manufacturing is set at the warehouse level, allowing for each warehouse to use a different number of steps. When expenses are ready to submit (such as, at the end of a business trip, or once a month), an expense report needs to be created. Typically, managers ask for feedback from other people who work with an employee they manage. Once Configuration¶. Navigate to the desired receipt, select it, then click Open. If the Companies page is not in list view, click the ≣ (four bars) icon, located in the top-right corner of the page. Managers can allocate time off to individuals, teams, or the whole company, Machines & tools¶. Create a delivery order for eighteen units of the iPhone charger by navigating to the Sales app and creating a new quotation. Subcontracting provides a variety of benefits for both the contracting company and the subcontractor. Service types must be created from a service form. py file can remain empty for now and we’ll come back to it in the next chapter. Hierarchy view¶. csv files that Pricelists, discounts, and formulas¶. Bill of materials¶. Changing the Scheduled Date changes the date that the inventory adjustment should be processed on, and selecting a responsible User assigns a user to the specific inventory adjustment (for traceability purposes). By considering the impact of confirmed MOs and POs, along with manually adjusted demand forecasts, the Arrival date¶. To set up lead enrichment in the CRM application, navigate to CRM app ‣ Configuration ‣ Settings. E302: expected 2 blank lines, found 1. Odoo Discuss is an internal communication app that allows users to connect through messages, notes, and file sharing, either through a persistent chat window that works across applications, or through the dedicated Discuss dashboard. sh logs documentation. In the Name field, assign a name for the new equipment. Next, the user needs to be set up in Odoo. Statements¶. However, choose SSH to contribute to Odoo source code or when following the Getting Started developer tutorial. In Template User , indicate a template for the new profiles created. You can find several reports under the Reporting menu of most apps that let you analyze and visualize the data of your records. Create service type¶. Accountant productivity is at the core of its development with features such as AI-powered invoice recognition, synchronization with your bank accounts, smart Odoo 17. Odoo Planning allows you to plan your team’s schedule and manage shifts and resources. Identifying these duplicated records allows them to be merged without losing any information in the process. , Month / Quarter, Relative Period, or From / To). report is here corresponding to this template. A pricelist is a list of prices (or price rules) that Odoo uses to determine the appropriate price for a customer. Deliveries, To return the product to the customer, navigate to the Sales app, and select the original SO from which the initial return was processed. The Graph view is used to showcase data from records in a bar, line, or pie chart. If the quality check passes, click the Pass button at the top of On the computer, navigate to IoT app ‣ IoT Boxes, and then click on the Connect button located in the upper-left corner of the the IoT Boxes dashboard. Follow the instructions for how to complete the check, listed in the Instructions field of the Notes tab at the bottom of the page. To adjust the value, Manage sales teams¶. The default information displayed To the right of the Counted Quantity column, the Scheduled Date and User can also be changed via their respective drop-down menus. To use packages, first go to Inventory app ‣ Configuration ‣ Settings. Post individual reports¶. In particular, your branch name must follow our conventions. Appraisal analysis¶. Start a new Odoo database and install the modules for each chapter that you want to work on: awesome_clicker (for chapter 1), awesome_fields (for chapter 2), awesome_gallery (for chapter 3) or awesome_kanban (for chapter 4). Clicking the Delivery smart button opens the the delivery order form, where lot numbers are picked for delivery. Add the cloned repository to your --addons-path . Run a modern open-source online store with Odoo eCommerce. The previous chapter introduced the ability to add some business logic to our model. Once connected, these devices automatically share information, allowing for direct printing of tickets from the POS system to the ePOS printer. The database domain is ready to be used to receive emails without any additional configuration. This guide covers everything about Odoo and offers practical examples, making it a Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps. The Expense Date field is populated with today’s date, along with any other fields based on the scanned Manufacturers¶. In this view, several options are presented: Post Journal Entries, Report In Next Odoo CRM helps you organize your sales activities: track leads, close opportunities and get accurate forecasts. net’s renewal rate. SSO authentication. The manufacturers appear in an alphabetical list. Initial down payment request¶. Explore our extensive collection of tutorials, how-to guides, and reference Development Book V17: Odoo Documentation. To display the data in a pivot table, click on the Pivot button (represented by a (pivot) icon) located in the far-right side of the top menu bar. Odoo Sales has a useful pricelist feature that can be tailored to fit any unique pricing strategy. To do so, select the block to modify, click the Cols Layout, and adjust the number. Merges: combines multiple similar entries into one streamlined record. To do so, go to Website ‣ Configuration ‣ Settings, then, in the Website info section, define the URL of the desired page in the field Homepage URL (e. Recent¶. A workflow is the overall activity structure of a marketing automation campaign. To install the Odoo PWA, launch a browser supporting PWAs, and sign in to an Odoo database. An ir. Choosing the Cols layout allows you to determine the number of elements per line within the block. Choose notifications preference¶. The previous chapter covered the creation of custom views for a model containing basic fields. Odoo Manufacturing helps manufacturers schedule, plan, and process manufacturing orders. Familiarize yourself with the official Odoo 17 documentation. In order to keep equipment and work centers functioning properly, it is often necessary to perform maintenance on them. To add new equipment, navigate to Maintenance app ‣ Equipment ‣ Machines & Tools, and click New. Only employees with access to the database Cost configuration¶. If the Generate Entries field is set to On invoice/bill validation, Odoo automatically generates the deferral entries when the bill is validated. 2 documentation » Database management » Upgrade; Upgrade¶ An upgrade involves moving a database from an older version to a newer supported version (e. 0. Push notifications. Enrich leads¶ Lead times¶. Creating to-dos¶. report. Surveys¶. The ActionContainer is a higher order component that will display the current action controller (so, a client action, or a specific view in the case of actions of type act_window). Open the main Expenses app dashboard, which displays the My Expenses dashboard, by default. g. This can include preventive maintenance, intended to prevent equipment from breaking down, or corrective maintenance, which is used to fix equipment that is broken or otherwise unusable. Keep in mind that contributions targeting an unsupported version of Odoo are not accepted. Then, select the ️ (right-pointing arrow) icon on the left of a product line, in order to reveal a list of the product’s lots or serial numbers that are in stock. , /shop). In this comprehensive tutorial, we'll take you on a journey through the intricacies of Odoo 17 development, providing you with all the knowledge and skills you need to become proficient in building applications using this versatile platform. In Odoo Sales, quotations can be created and sent to customers. Customize a view type. In the website builder window, click Customize to Expense reports can be posted to accounting journals in two ways: individually or in bulk. Accurately forecasting delivery dates is vital for fulfilling customer expectations. For the contracting company, subcontracting allows Three-step manufacturing¶. Odoo Inventory is both an inventory application and a warehouse management system. Consumable products are assumed to always be in stock, and service products are performed and served by the business. To create your worksheet templates, go to Field Service ‣ Configuration ‣ Worksheet Templates. Companies gather valuable insights from customers and employees through surveys, aiding informed decision-making. The Allocations page of the Time Off app is only visible to users who have either Time Off Officer or Administrator access rights for the Time Off application. At least two bank accounts are needed to make internal transfers. Unarchive MTO route¶. Odoo Product Lifecycle Management (PLM) offers a systematic approach for testing, collaboration, and iteration of products across concept development, design, manufacturing, marketing, and post-launch support stages. #: search for Discuss channels. E501: line too long. The Recruitment process section of the settings page specifies what the database can and cannot do during the recruitment process. Input the Goal, Employee, Progress, and Deadline, information on the goal card, as discussed in the goal card section of this document. Process the Discuss¶. 0 documentation For more information on logs and how to access them via the Odoo. The customer display feature provides customers with real-time checkout updates on a secondary display. For each line of the bill that should be deferred, specify the start and end dates of the deferral period. To open the dashboard, Since this is an occasionally useful pattern in Odoo, we need to make sure that no component in Odoo directly uses the constructor method. ePOS printers are designed to work seamlessly with Point of Sale systems. index; modules | next | Odoo 15. py file and a __init__. This guide assumes that the changes target Odoo 17, which corresponds to branch 17. There are Odoo 17 features list as below, Odoo 17 comes packed with several new features and improvements, aimed at enhancing user experience, bolstering automation, and providing even more Work entries¶. Additional functions¶. Each new event contains a number of customizable options that are geared around Chapter 6: Basic Views¶. To view the departments in a hierarchy view, click the (hierarchy) icon in the top-right corner. In a terminal, navigate to the root directory of the documentation and build it make. However, in any real business scenario we need more than one model. Confirm the PO created in the previous step, or create a new PO; doing so creates a receipt order or a dropship order. When creating a new on-premise database, a random master password is generated. The Original Value column lists the original price of the PO, the Additional Landed Cost column displays the landed cost, and the New Value displays the sum of Maintenance requests¶. Folded in Kanban: to hide the task stage and all of the tasks in this stage from the Kanban view. Click the Save button to activate the changes. Different lead times for different operations can impact various stages Double Opt-in¶. To generate a PND CSV file, go to Accounting ‣ Reporting ‣ Tax Report, select a specific time or time range on the tax report, and click PND3 or PND53. If you are using Google Chrome,. Under the Essentials overview table, click on the link labeled Managed Application in Local Directory, or the last option on the bottom right-hand side of the table. Then, click Create and edit, and a Create Service Type pop Tip. Please put your quadrigram in the PR title (e. 0). Odoo Point of Sale allows you to manage access to a specific POS by enabling the Multi Employees per Session feature. This password is implemented by default, Get started¶. Then, click Save. The 360 Feedback option can be enabled to allow managers to request feedback from other employees using a different survey form, at any time, independent of the appraisal schedule. Frontend development. Odoo is usually extended internally via modules, but many of its features and all of its data are also available from the outside for external analysis or integration with various tools. Odoo 17; Odoo 16; Navigation. To activate any Help Center features (Forums, eLearning, or Tip. This documentation only covers the measures specific to the Production Analysis report, along with a few use case examples. A bill of materials (or BoM for short) documents specific components, along with their respective quantities, that are needed to produce or repair a product. Odoo provides packaged installers for Debian-based Linux distributions (Debian, Ubuntu, etc. Regular upgrades are crucial as each version offers new features, bug fixes, and security patches. Selecting a view¶. The first step of module creation is to create its directory. Click the delivery (WH/OUT) transfer to open the delivery order. Under the Recent tab of the VoIP widget, the call history for the user is available. Quotation settings¶. In a terminal, navigate to the directory where you installed Odoo from sources and follow the guide below. The widget appears in the lower-left corner. 0 documentation » Odoo Documentation; Odoo Documentation. This generates the Tax Report PND3. latest. Resolution generates the final arch for a requested/matched primary view as follow:. This onboarding banner is displayed until you choose to close it. Odoo supports more than 25,000 institutions around the world. Expressions¶ Odoo supports multiple invoicing and payment workflows, so you can choose and use the ones that match your business needs. To switch to a different company, click on the company name in the drop Name and arguments. The following concepts were introduced in Odoo Planning to meet those needs: For more on setting up and configuring the Barcode app, refer to the Set up your barcode scanner and Activate the Barcodes in Odoo documentation pages. In order to send secure emails from a custom domain, all that is required is to configure a few settings on Google’s Workspace platform, as well as on the back end of the Odoo database. To archive a company, navigate to Settings app ‣ Companies section ‣ Manage Companies. Salt Edge: Worldwide. Each manufacturer’s card lists how many specific models In this documentation and throughout Odoo the term “HTTPS certificate” will be used to define the fact that the SSL certificate is valid and allows a HTTPS connection. To see the product lot or serial number that arrived in inventory first, navigate to Inventory app ‣ Products ‣ Lots/Serial Numbers. DATEDIF(start_date, end_date, unit) Excel DATEDIF article. If in a multi Packaged installers¶. Classify products as storable to track stock counts, allowing users to trigger reordering rules for generating purchase orders. A module must contain at least 2 files: the __manifest__. , 5), the number of points will be Odoo 17; Odoo 16; Навігація. Edit:. This is because MTO is a somewhat niche workflow that is only used by certain companies. To use the feature, open the Settings app, and, under the Integrations, section, activate Geo Localization. Odoo is compatible with Google’s OAuth for Gmail. Depending on your POS setup, the feature can be displayed locally on a secondary screen or on another monitor connected to an IoT Box. If the value is positive (e. Manual task creation ¶ To create a new field service task: Product combos¶. On the service form, type in the name of the new Service Type in the corresponding field. Use multiple Odoo subdomains¶. To add an image/photo to a frontdesk form, hover over the (camera with a ‘+’ sign) icon in the top-right of the form to reveal a ️ (pencil) icon. To browse the profiling results, make sure that the profiler is enabled globally on the database, then open the developer mode tools and click on the button in the top-right corner of the profiling section. Odoo Helpdesk is a ticketing-based customer support application. Dropshipping¶. A double opt-in, also referred to as a confirmed opt-in, may be required in some countries for marketing communications, due to anti-SPAM laws. Kiosks are needed for employees who do not have access to the database. Create a sales team¶. Enter a name (or term) in the search bar, or use the arrow keys to scroll through the available options. 25). Subscription products¶. DATEVALUE(date_string) Kiosks¶. exe file. To download from the Odoo Download page, find the section for the version of Odoo (e. The Created On field shows the lot/serial number creation The export process is heavily dependent on the OS and the browser. Then, click Validate. Odoo Helpdesk integrates with the Forum, eLearning, and Knowledge apps to create the Help Center. To process a quality check from the check’s page, begin by navigating to Quality ‣ Quality Control ‣ Quality Checks, then select the check to process. There are no additional options available in this view. In Odoo, the Inventory app allows for comprehensive lead time configuration, allowing coordination and planning of manufacturing orders, deliveries, and receptions. The variety of these contact options provides customers with multiple opportunities to receive support quickly while also allowing the support team to manage multi-channel support Notes: enter any notes for the repair at the bottom of the service form. Alternatively, navigate to Expenses app ‣ My Expenses ‣ My Expenses. Pivot table¶. xml file downloaded above, and press OK. This opens a blank equipment form. The reference to the field associated with the label. Choose the version of Odoo to which you want to make changes. For example, a user can define a main dish and specify various options for sides, drinks, or desserts that customers can combine with Important. Multiple teams can be configured and managed in one dashboard, each with their own pipeline for tickets submitted by customers. Top Email marketing dashboard¶. The Odoo Events application provides the ability to customize and configure event templates, which can be used to expedite the event-creation process. However, it is easy to unarchive the route in just a few simple steps. Send interview survey¶. Recycles: identifies outdated records to either archive or delete them. Recruitment process¶. You want to contribute to Odoo but don't know where to start? The tutorials and guidelines Reporting¶. ?: search for Knowledge articles. In Studio, drag and drop the desired fields from the left column into Allocations¶. Accessing multiple companies¶. By closely integrating with the Odoo Sales app, the Subscriptions app enables users to sell subscription products alongside regular sales products. The settings visible in the onboarding banner can still be modified later by going to Accounting ‣ Configuration ‣ Helpdesk¶. In the report, the columns represent: Date: calendar date and time of the stock move. Verify that all customer invoices have been entered and approved and that there are no draft invoices. actions. In the tutorials directory, add a new directory estate. Basic use of Git and Github is explained. One entry, dated on the same day as the bill’s Important. Click Allow when prompted to Pie chart¶. To change the default chart, select Bar, Line, or Pie under Type. Make sure to fill out the Partner and Label fields to ease the reconciliation process. The inherit_id and mode fields determine the view resolution. Here, you can change the page’s additional functions, layout, add content, etc. click Not secure next to the search bar, Report Action¶. The basic subcontracting workflow consists of up to four steps: Create a sales order (SO) for the subcontracted product; doing so creates a PO to purchase the product from the subcontractor. Depending on the report, Odoo can display the data in various ways. The value cannot be edited on the UI, but a default value can be set. sh. You can also record your bank transactions manually. This document serves as an introduction to the terminology and concepts necessary to Odoo source code tries to respect Python standard, but some of them can be ignored. 168. DATE(year, month, day) Excel DATE article. At the top of the product’s page, click the Reordering Rules smart button to open the Reordering Rules page for the product. Click on the company name to reveal a list of all allowed companies. There can only be a single workflow in each campaign. Models Expense reports¶. To access the stock report, go to Inventory app ‣ Reporting ‣ Moves History. The Work Entries dashboard of the Payroll application provides a visual overview of the individual work entries for every employee. Odoo recommends using this password to secure the database. The PDF Quote Builder in Odoo Sales provides the opportunity to send customers a fully customized PDF file for quotes, showcasing the company and products, with various information and To access the inventory aging report, go to Inventory app ‣ Reporting ‣ Inventory Aging. Next Cols¶. Click New and give your worksheet template a name. To do so, go to Accounting Dashboard, click on the Bank journal, and then on New. Product page design¶. Product lifecycle management¶. In addition to the settings for the form, the settings for each field can be customized, as well. Using the Put in Pack button to place everything in Selection (selection)¶The Selection field is used when users should select a single value from a group of predefined values. py file. Instead, components should use the setup method: // correct: class MyComponent extends Component { setup () { // initialize component here } } // incorrect. With Sign, you can upload any PDF file and add Connect Gmail to Odoo using Google OAuth¶. In the left sidebar Configuration¶. Ponto: Europe Odoo user setting¶. Open the file documentation/_build/html/index. The app allows users to easily manage lead times, automate replenishment, configure advanced routes, and more. Odoo automatically detects similar leads and opportunities within the CRM app. Down payment (percentage) Down payment (fixed amount) Once the desired down payment option is selected in the Create Invoice field on the pop-up form, designate the desired amount, either as a percentage or a fixed amount, in the Down Payment Basic subcontracting workflow¶. Clicking Confirm creates a delivery order for today, December 29th, and the lot numbers with the soonest expiration dates are reserved, using the FEFO removal strategy. When there are several occurrences of the same field in the view, and there are several label components associated with these field nodes, these labels must have Fold: to hide the task stage and all of the tasks in this stage from the Kanban view. After this period, Odoo will continue to manage the domain in partnership with Gandi. To enable cluster picking, begin by navigating to Inventory app ‣ Configuration ‣ Settings. BoM setup¶. click Not secure next to the search bar, Tip. Warehouses¶. The Odoo Data Cleaning app keeps the database neat and organized throughout the use of its provided features:. In User Information, tick Create User if Odoo should create a User profile the first time someone logs in with LDAP. Badges: displays all selectable values simultaneously inside rectangular shapes, This tutorial requires you created a project on Odoo. Once a product is created, you can access its product page through the Shop page by clicking on the product, and then clicking Edit. WH/IN/00012). Learn how to customize field components in the web framework. These templates can be created and personalized in the application, and then selected from an event form, in order to quickly apply a series of settings and elements to the new To modify the default values, go to Website ‣ Configuration ‣ Forum: Forums, select the forum, and go to the Karma Gains tab. Under Custom add-ins towards the bottom, click on + Add a custom add-in, and then on Add from file. The default filters, Incoming and Has Remaining Qty, show only products from receipts, and are currently in stock. for. Odoo computes MO costs based on the configuration of the BoM used to manufacture a product. Whether you’re a seasoned developer or just getting started, you’ll find here all the technical guidance and resources you need for developing Odoo applications. A practical example of ir. On the Routes page, click the (down arrow) Create quotations¶. Navigate the inventory aging report¶. Confirming consent has several other benefits, as well: it validates email addresses, avoids spam/robo subscribers, keeps mailing lists clean, and only includes engaged contacts in the mailing Lines¶. With Odoo Surveys, users create various surveys, questionnaires, certifications, assessments, and so much more. Access the POS settings and select your POS, or click the Time Off¶. When activated, you can select which users can log into the POS and keep track of the employees involved in each order. exe file; where (version) is equal to the version of Odoo (e. Lead time types¶. Odoo is a suite of web based open source business apps. Relation: filter records Chapter 7: Relations Between Models¶. Then, force the connection as explained in the Generate a self-signed certificate tab. Select a value to edit it. Keep opportunities organized with the pipeline and manage your day-to-day activities with meetings and next activities. When you create a website, Odoo creates a dedicated Home page by default, but you can define any website page as your homepage. Each manufacturer’s card lists how many specific models Analyse the results¶. In most cases, the best option is HTTPS. To create a new sales team, go to CRM app ‣ Configuration ‣ Sales Teams, then click New. We have seen in the previous chapter that Odoo is able to generate default views for a given model. Internal transfers¶. The current year is 2024, so the larger circle Tip. The information requested is all the same information that appears on the goal card in the The domain name registration is free for the first year. Secure connection (HTTPS)¶ If Direct Devices is enabled in a Point of Sale settings (for example, if you use an ePos printer), HTTP becomes the default protocol. To view the pre-loaded manufacturers, go to Fleet app ‣ Configuration ‣ Manufacturers. GS1 nomenclature consolidates various product and supply chain data into a single barcode. Follow this guide to keep the technical debt of your CSS code under control. After adding the API permissions, navigate back to the Overview of the Application in the top of the left sidebar menu. Note that enabled functions apply to all product pages. In Odoo’s Appraisals app, two metrics are tracked as appraisals are completed: an appraisal analysis, and a skills evolution. This configuration works by using either a personal email address or an Assign users and groups¶. Click the Valuation Adjustments tab to see the impact of the landed costs. These can be used to collect feedback, evaluate the success of a recent event, and measure the satisfaction This document will detail the method for conducting an inter-warehouse transfer using replenishment. All lines require a Name, and can have an optional additional Code (of your choice) if you wish to use their value in formulas. The list of companies an employee has access to in a multi-company database can be found at the top-right of the main Odoo menu bar, where the active company is listed. Configure warehouses for inter-warehouse replenishment ¶ First, ensure the Multi-Step Routes setting is enabled by navigating to Inventory ‣ Configuration ‣ Settings , and then check the box under the Warehouse tab. Description or link. On the Create invoices pop-up form, the down payment options are:. Contributing. To create a new membership product, navigate to Members app ‣ Configuration ‣ Studio is a toolbox that allows you to customize Odoo without coding knowledge. report is primarily used via the Print menu of a model’s view. . Learn how to create a public-facing Owl application outside of the web client using a controller and the web framework. odoo. After having created a report (either root or variant), you need to fill it with lines. Odoo Accounting is a full featured accounting app. By default, on mobile devices, one element is visible per line to ensure that content remains easily readable and accessible on smaller screens. On the user form, click Edit to configure the user’s OnSIP account. Product configurator¶. html in your web browser. An electronic signature shows a person’s agreement to the content of a document. Odoo Manufacturing allows users to manufacture products using one, two, or three steps. This introductory tutorial is designed for complete beginners seeking to get started in Odoo development. This guide covers everything about Odoo and offers practical examples, making it a handy reference during development. Upload receipts¶. It can be either the name of the field, or its id (the id attribute set on the field). Instructions. In the Odoo Inventory app, a warehouse is a physical space with an address for storing items, such as a storage facility, distribution center, or physical store. Deduplicates: merges or removes duplicate entries to ensure data is unique. , “abcd - Technical Training”). csv and Tax Report PND53. A user can even quickly access Purchases, Helpdesk tasks, On-time Rate for deliveries, Invoiced information, Vendor Bills, and the Partner Ledger connected to this contact. On the other hand, the __manifest__. Instead, we should at least organize the various fields in Planning¶. It covers the essential aspects and key concepts of the server framework. You can locate contacts or places and generate routes on a map in Odoo. Models determine the logical structure of a database and how data is stored, organized, and manipulated. Employees with the necessary rights can review expense reports, approve or reject them, and provide feedback thanks to the Customer display¶. In the Production Analysis report of the Manufacturing app, data for the second quarter of 2024 is compared to data for the second quarter of 2023. Not only does this help keep the pipeline organized, but it also prevents customers from being contacted by more than The label element can have the following attributes:. Once time off types and accrual plans have been configured, the next step is to allocate, or give, time off to employees. Create a standalone Owl application. Getting started with Odoo For a standard installation please follow the Setup instructions from the documentation. Why is it needed? ¶ In order to communicate with certain network devices (in particular for payment terminals), the usage of HTTPS is mandatory. For more information on accessing logs via the command line, refer to the developer logging documentation. When first making a call from the tablet using the mobile application, the user is prompted to Allow the database to use the microphone. A bank statement is a document provided by a bank or financial institution Use routes and rules¶. Product: name of the product Master production schedule¶. Learn how to install, deploy and upgrade Odoo on premise or on Odoo. Open the Expenses app, and from the My Expenses dashboard, click Upload, and a file explorer appears. Moreover, links between models are necessary. Navigate the moves history report¶. Manage product manufacturing chains. To activate the feature, go to the POS settings, scroll down to the Odoo 17. In the search bar, the default filter of My Mailings is present to show all the mailings related to the current user. Imports¶ The imports are ordered as. bjmoh kcowvwr zkmjlw jcwmwc pvng pay gbb oykkys etecpz zgnfo