Kyle Robinson Odoo Product Setup Guide for Manufacturers Note: This post assumes you are using automated inventory valuation in Odoo. This information is most applicable for Odoo V17+. It is largely accurate for previous versions as well but it was compiled... Accounting Manufacturing
Systems Services, Inc., Chris Dighton The Odoo Upgrade Process Process Workflow SSI has a proven upgrade method that efficiently and carefully upgrades your Odoo system. The major phases are: Initiation Planning Implementation Go-Live Monitoring Phase Description... Budget ERP Odoo
Kyle Robinson Purchase Order Deposit Management Business Need Business Need For many of our customers, especially those doing business overseas your vendor may require at least some partial pre-payment of a Purchase Order as a deposit. Odoo handles... Accounting Purchase Orders
Kyle Robinson How to Manage Followers in Bulk What is a Follower? One of the most powerful, but often misunderstood, features of Odoo is record following. In general an internal user (employee) can dictate what records they follow as well as maki... CRM Discuss Odoo
Kyle Robinson Odoo Go-Live Data Requirements Going live on a new ERP system can be a stressful time. The best way to ensure a smooth transition is to start early to format and investigate the amount of work required to collect your data. Giving ... Accounting
Kyle Robinson Issuing a Sales Tax Credit in Odoo Occasionally a customer will complete an order that is taxed, only to return with a Sales Tax Certificate and ask for a credit. In this case there are two primary outcomes that we are looking to achie... Accounting Tax
Kyle Robinson Accounting Lock Dates in Odoo Upon period closing in Odoo, it's important for the CFO to lock the accounting period to avoid users errantly posting into previous periods. Odoo provides a large amount of flexibility with respect to... Accounting
Kyle Robinson The Odoo Year End Process Closing the calendar year (or any period you wish) in Odoo is not a difficult process but it does require some understanding of the default Odoo Balance Sheet Report. Some readers may be familiar with... Accounting ERP
Chad Thompson How to Test an Odoo Customization Every good software customization starts with a good plan. We have been in this business for 41 years now, and there are a couple universal truths to installing ERP systems. First of all, by the time ... Custom Software ERP Odoo
Kyle Robinson Our Lady of Mercy Tracks IT Assets with Odoo About Our Lady of Mercy Our Lady of Mercy (OLOM) Catholic School is a co-ed parochial school offering grades 3 year old through eighth. Located in the heart of Baton Rouge's Mid-City area, the school ... Customer Story Education Inventory Odoo
Dave Holeman How we integrated Synology NAS to Odoo Integrating Odoo to different platforms gives our customers a unique edge and a smooth user experience. In this customer's case the demand to store terrabytes of pictures and seamlessly access them me... ERP Integration Odoo
Kyle Robinson Why You Should Use The Odoo Web Portal Odoo is well known for its ERP features including Accounting, Sales, Inventory, Manufacturing and many more. One of the often overlooked features is the built in native Web Portal. Out of the box, all... ERP Odoo Website
