A Review of the Pros and Cons of Odoo
6:38
Making a Custom PDF Quote in ODOO
2:55
Пікірлер
@toriqulislamkhanbyron3156
@toriqulislamkhanbyron3156 18 сағат бұрын
Thank you, Sir. Having trouble fixing Odoo Sales Quotation/Order report with Odoo support team as the views code they are telling me to adjust does not work!
@karangrewal
@karangrewal Күн бұрын
What is the best way to enter regular business expenses in Odoo like - phone bill , stuff we buy for routine repair and maintance. or all other business purchases that are paid with debit or credit cards? In quickbooks i was able to simply write cheques or enter credit card charges.
@MohamadAl-ahmad-d2x
@MohamadAl-ahmad-d2x Күн бұрын
Thank you Andrew for this helpfull Information, But isn't it more logical that "Outstanding Payments" account to be under the Current Liability account subtype? While "Outstanding Receipts" are under Current Assets subtype?
@ods-uk
@ods-uk 2 күн бұрын
Useful tip!
@timd6324
@timd6324 2 күн бұрын
Super helpful!!! Looking into our 18 upgrade soon!
@-viktor-1137
@-viktor-1137 2 күн бұрын
Thank you very much for you content, it’s every time so helpful.
@JosePool
@JosePool 2 күн бұрын
Hello, how to include the original invoice number in the lines? Sometimes subsequent operations related to a line are done, such as credit notes, after invoicing, and it is useful to know where that line is invoiced, regards.
@odoo-it-yourself
@odoo-it-yourself 2 күн бұрын
You'd want to change the name or description field on the journal item. I'd concatenate it with the original value.
@Darkpwnge
@Darkpwnge 3 күн бұрын
How to change the PDF report?
@diederikdelange3135
@diederikdelange3135 3 күн бұрын
Very true!
@odoo-it-yourself
@odoo-it-yourself 2 күн бұрын
Thanks!
@Darkpwnge
@Darkpwnge 3 күн бұрын
Is there any way to do this for projects module? I do not see pivot view there.
@odoo-it-yourself
@odoo-it-yourself 2 күн бұрын
You should be able to. If you don't see the view and you can get into studio, you can just go into studio and activate it. What are you wanting to summarize?
@dygytallyde
@dygytallyde 3 күн бұрын
Super introductory video. As always great to watch and understand. Most important, as you mentioned: do start simple! Add warehouses, transfer steps only if you have a good reason and probably different people to work on the steps / transfers.
@odoo-it-yourself
@odoo-it-yourself 2 күн бұрын
Thank you very much! Got to keep it simple first or you can easily get messed up, yeah!
@m2ytaxconsultant
@m2ytaxconsultant 3 күн бұрын
Thanks Man an Big relife regarding the action stuff and other, Keep do more video we appreciate it. Also an request- Please expalin or do an video regarding the multi company, i am getting an erro of Incompitable company record while creating an company and seeting of other company cannot be modified due to this error
@odoo-it-yourself
@odoo-it-yourself 2 күн бұрын
Thank you! Let me see what I can do. Errors like that can be tough since there could be many causes.
@odoo-it-yourself
@odoo-it-yourself 2 күн бұрын
Sorry you're struggling with that. Let me see what I can do.
@zaynabalnazeir9884
@zaynabalnazeir9884 3 күн бұрын
simple,short and informative . thank you
@odoo-it-yourself
@odoo-it-yourself 2 күн бұрын
Thank you!
@kenyansenpai
@kenyansenpai 3 күн бұрын
Have you done this on accounting reports? that would help
@odoo-it-yourself
@odoo-it-yourself 3 күн бұрын
Yep! I did a video on accounting reports!
@kenyansenpai
@kenyansenpai 3 күн бұрын
@odoo-it-yourself please share a link thanks 🙏
@multik-popstan4575
@multik-popstan4575 4 күн бұрын
Can you make a video on how to select relevant category for your data. Like, i created a excel but in it there are many addresses i am having trouble selecting category for it..... Could you please help with it
@odoo-it-yourself
@odoo-it-yourself 3 күн бұрын
Hmmm…are you trying to filter down on the category or do something else?
@multik-popstan4575
@multik-popstan4575 3 күн бұрын
@@odoo-it-yourself filter down you can say
@hectorherrera4193
@hectorherrera4193 5 күн бұрын
We have many years using Odoo. And it has MANY financial issues that have been inherited from version 12.0 !. Those problems are reported to Odoo and nothing happens. We have to be paying extra to consultants only for FIXING errors that are Government and Treasury legal requirements in Mexico
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
That's miserable. I'm sorry. It's definitely weaker than it should be.
@OwenSante-v4h
@OwenSante-v4h 6 күн бұрын
Do you have A backend version of this one like using the ODT file type for the template?
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
Hmmm...I do not. I'm sorry.
@abobobilly
@abobobilly 6 күн бұрын
I just saw this video. Thank you for uploading this. BUT i've played with the Sign App A LOT in the last couple of days, and its appalling how low effort this app is. Doesn't pick up the data from the contacts database, even when the "Request Signature" is done from a specific customer screen. Doesn't add the Signature to the PDF itself. A separate certificate means nothing, and basically leaves the file as tamperable. DocuSign by comparison still wins in a lot of segments.
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
Agreed, docusign is still far superior. Odoo hasn't done nearly enough with the sign app.
@Bugsy15151
@Bugsy15151 6 күн бұрын
How do we manage it when we have a warehouse inventory and truck inventory? Do we create separate warehouses per truck and do stock moves to and from the main warehouse to the truck? Do we have to create routes for this?
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
I generally have done it where I have a separate warehouse for each truck.
@-GhostofZion-
@-GhostofZion- 7 күн бұрын
My workplace has been using Odoo for a year now and are using the implementation team. I'm now genuinely afraid when I'm told an update is coming. We've now spent a week each time with barely any services leaving us in limp mode until the team fixes it. I want to love it but at the same time I can't its tried to much to fast and doesn't spend the time to proof the work. I've booted up at work to find a litany of error conflicts in pythons code. I'm the only with some understanding of language to explain what's caused the error. And will have to sit there to translate in layman's terms what the fuck is happening It generally is a cascade effect from every update and I'm so friggin tired of it.
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
I'm sorry to hear that. Which hosting option are you on?
@Mohammed.widad89
@Mohammed.widad89 7 күн бұрын
in the profit and loss report, I want to add part of the purchase report amount I don't wish to cogs and expenses I want the purchase amount how is that?
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
Hmmm...I'm not fully understanding what you want to do. Can you break it down a bit more?
@karangrewal
@karangrewal 8 күн бұрын
One issue when connecting to bank online for the first time.. Odoo wont ask the starting date for transection fetch. I ended up with so many unwanted unreconciled transections and now dont know how to get rid of them.
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
If you switch to the list view, you should be able to select and delete them.
@aivaranderson9925
@aivaranderson9925 8 күн бұрын
We have been using Odoo for 5 months. While some aspects are functional, we have found the financial module to be particularly weak, which has been a challenge for us. For example, to prepare an invoice for sending to the bank (creating an .xml file), you need to make exactly ten clicks (assuming the client is already entered in the database). After that, you have to import the .xml file into the bank. Sending data (payments) directly to the bank is not possible, which in 2025 would seem like a basic feature. According to Odoo, this functionality will not be available even in 2026, making them a dinosaur.
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
Integrations can be especially weak. It's frustrating for sure, especially in North America.
@lje
@lje 8 күн бұрын
Hi , thanks for the tutorial! The code works for preventing duplicate contacts, but I face an issue: the error also appears when selecting an existing contact in other modules like Inventory. How can I make the validation apply only during contact creation or editing? Appreciate your help!
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
Hmmm...I'm trying to think how that's triggering it. It shouldn't be creating a contact.
@karangrewal
@karangrewal 9 күн бұрын
Other bug I noticed today .. when creating purhase order for items with varients in Odoo 18 .. Odoo is not updating cost in proper field. for example instead of updating the cost on the product varient card. its updating the cost on the main product card.
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
Huh...It's only changing the cost on the product template, huh? That's not helpful.
@cparker4486
@cparker4486 9 күн бұрын
I wonder if this could be a side effect of their effort to expand accounting localization. I don't know if they changed it in v18, but did you ensure it was localizaed for US accounting?
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
That's what I've been made to understand. I guess just because I don't understand the value doesn't mean it's not valuable.
@abobobilly
@abobobilly 9 күн бұрын
Thank you for this video. Internal Transfers have also been modified through the payments screen. Previously, if we could simply use the 'check' mark in Payments Screen which would create a second entry automatically (granted, it wasn't the best option especially for when moving between different currencies - but it was extremely useful for quick and simple transfers). Now we must do this through the Odoo's Bank Reconciliation Module.
@odoo-it-yourself
@odoo-it-yourself 4 күн бұрын
Glad to help! Yeah, they've made some changes there too. I'm not sure why they're changing all of this.
@neb2612
@neb2612 10 күн бұрын
Thankyou for taking the time to do this and thanks heaps for the coaching last week. It was really helpful.
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
Always glad to help! Thank you!
@pdestadler1
@pdestadler1 10 күн бұрын
Can you please do a video tutorial on internal transfer from one bank account to another? That would be awesome.
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
Which version are you in?
@pdestadler1
@pdestadler1 9 күн бұрын
@@odoo-it-yourself Ver 17
@karangrewal
@karangrewal 9 күн бұрын
@@odoo-it-yourself please do for v18 and also how to set up credit cards account on v18
@ROVERPro
@ROVERPro 10 күн бұрын
The way downpayments are done has changed in Odoo 18 and the only way to get rid of taxes is manually. The documentation still shows the old way, where down payments is in the products as a service, where the tax could be un selected. Do you have a solution? can you do a video?
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
Let me play with that and see. Definitely changed it for POS which has been a frustration.
@smjl9
@smjl9 10 күн бұрын
Hey ODOOIT! Thanks for the video. Do you know in the Forms View, how to have 3 columns instead of the 2 default columns? So we can insert more fields horizontally instead of pushing down by adding more fields.
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
So groups don't work too well for this, at least not in my experience. You'll want to do something more like this: <xpath expr="//group[@name='sale_header']" position="after"> <group name="studio_group_6ra_1ih5tnkp0"> <div class="row"> <div class="col-4"> <h1>Here</h1> </div> <div class="col-4"> <h1>Here</h1> </div> <div class="col-4"> <h1>Here</h1> </div> </div> </group> </xpath> Hopefully that helps!
@TimothyFrancisco
@TimothyFrancisco 10 күн бұрын
If you are upgrading from previous versions, does it still work the same way, or is this problem only for new installs of V18?
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
From what I've seen, the upgrade script takes care of this for the most part. It's only a problem in new databases.
@PeterPreeper
@PeterPreeper 10 күн бұрын
Thanks, I ran into a similar Outstanding payment/receipts missing on the journal issue on one of my clients, using odoo17.2. I had the same fix, but I am glad to see that I was not going crazy. BTW your content has been helpful in finding solutions to the common problems, that are not answered by the docs or videos provided.
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
Glad to help! Sounds like they made the change in the incremental updates to 17. Good thing you found the solution! Thanks for sharing!
@TheBurc
@TheBurc 10 күн бұрын
Just FYI. Odoo Standard pack does not include Automated action s or scheduled actions. To use any of them you need to pay extra.
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
Very good point! You'll end up having to pay more if you make changes like that without the higher plan.
@SleepySoundscapes777
@SleepySoundscapes777 10 күн бұрын
Hello Andrew, great content. just a quick question, is it possible to upload a pdf that can serve as a quotation template that can be used for all products instead of just for the header or the footer ?
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
Hmmm...so basically you don't want the quotation portion to show, yes? I could see a way to do this. Basically you would inherit the quotation (middle portion) and make it blank.
@YQLF
@YQLF 10 күн бұрын
Hi, could you please explain how to Remove the "Powered by Odoo" from POS Sales Receipt in version 18.0?
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
This requires backend work with an app. The view itself is not available to edit on the front end, I'm sorry.
@karangrewal
@karangrewal 10 күн бұрын
Thank you
@odoo-it-yourself
@odoo-it-yourself 9 күн бұрын
Glad to help!
@reypangilan7157
@reypangilan7157 11 күн бұрын
That would be awesonme
@odoo-it-yourself
@odoo-it-yourself 11 күн бұрын
Thanks! Hope you've gone and watched it and it was helpful.
@kbodoo
@kbodoo 11 күн бұрын
Now that inherited studio views changed completely in Odoo 18, can you do a video on how to get the right XPATHs and how to work with inherited views in Odoo 18?
@odoo-it-yourself
@odoo-it-yourself 11 күн бұрын
Are you talking about how they changed tree to list or is there something else I haven't quite noticed yet?
@kbodoo
@kbodoo 10 күн бұрын
@@odoo-it-yourself Sorry, I should have been more specific. I'm speaking about the way that studio views are created when editing reports. In Odoo 17, once you changed something in a report in a studio, Odoo created a studio tagged inherited view which was a copy of the whole report. This made it really easy to edit the code and change things that couldn't be done in the studio front-end. In Odoo 18, the created inherited view only contains an x-path to the specific location the change was made. This is much cleaner code-wise because the inherited view only contains the changes that were made, but makes it more difficult to edit reports via the code because you have to define new x-paths for every change that is made.
@sheveioncallender2428
@sheveioncallender2428 12 күн бұрын
Can you also do a video with the one from Odoo Mates
@odoo-it-yourself
@odoo-it-yourself 11 күн бұрын
What are you hoping to see with that one? I didn't like theirs as much.
@sheveioncallender2428
@sheveioncallender2428 10 күн бұрын
@ i think we can also see if this one is a better option. It actually has more downloads
@maxvanleewen8347
@maxvanleewen8347 12 күн бұрын
Hi tanks for the usefull video I really appreciate it. But when I open my e-mail template en try to open the html code. I can’t get in the code. Is there somthing in my settings I need to change?
@odoo-it-yourself
@odoo-it-yourself 11 күн бұрын
You're welcome! Yeah, that one can be kind of weird. You want to be in developer mode. Then you want to click in the body to bring up the formatting bar and you'll see a button at the end with </> on it. Click that.
@habtomtekle5722
@habtomtekle5722 12 күн бұрын
Hi Andrew, By far the best teacher of Odoo. Your mastery of Odoo, your eloquence in explaining its features, and your evident passion... even resigning from your job to do this full-time is admirable. I hope to support you soon by consulting with you on some aspects of Odoo, especially in Inventory and Manufacturing. Thank you for providing QUALITY WORK!
@odoo-it-yourself
@odoo-it-yourself 11 күн бұрын
Thank you so much! Hopefully I can keep getting stuff out that helps you!
@fendant123
@fendant123 13 күн бұрын
link does seem to work for the survey
@odoo-it-yourself
@odoo-it-yourself 13 күн бұрын
Sorry about that! Please try this! odooityourself.odoo.com/survey/9420b04e-c2fa-4d42-8851-45a097b0643d/1e2a7182-7784-452a-be00-0c8c69653afc
@madhavkumarpancholi9842
@madhavkumarpancholi9842 13 күн бұрын
great video
@odoo-it-yourself
@odoo-it-yourself 13 күн бұрын
Thank you!
@MohamedHassan-cg1fd
@MohamedHassan-cg1fd 14 күн бұрын
I have a problem of matching payment and invoice so there is a bulk amount of advance payables in cash flow statement. How do i get to solve that?
@odoo-it-yourself
@odoo-it-yourself 13 күн бұрын
Hmmm...I'm not sure what you're trying to do. Are you saying you've made payments to your vendors ahead of time and need to match those up to bills?
@usmanfh
@usmanfh 14 күн бұрын
How to make use of Analytic Simulations in Profit and loss report? I tried to create analytic item without linking to a journal item but setting a financial account but no success
@odoo-it-yourself
@odoo-it-yourself 14 күн бұрын
Hmmm...which analytic items would you want in a p&l that aren't tied to a journal item?
@usmanfh
@usmanfh 13 күн бұрын
Created analytic plan named simulation and 2025WC and 2025BC as analytic account for management to show best and worst case scenarios in P&l
@usmanfh
@usmanfh 13 күн бұрын
@@odoo-it-yourself another use case is to show what would have been the result if we had accepted specific projects in 2024
@usmanfh
@usmanfh 13 күн бұрын
@@odoo-it-yourself Analytic simulations introduced in V16 supposedly do it but I can’t find how to actually use this feature. Even Odoo demo at launch actually didn’t work
@raFFe_YT
@raFFe_YT 15 күн бұрын
Thanks for all your help! Great content and looking forward to the Inventory deep dive.
@odoo-it-yourself
@odoo-it-yourself 14 күн бұрын
Thank you!
@additivealternativesbc
@additivealternativesbc 15 күн бұрын
Watching this on a 2016 84 in Microsoft Surface hub... so yea, they come pretty close! Super excited to have discovered your channel my friend. Your help on Reddit has been invaluable already, and I got the impression you'll be able to help us build the systems we need from Odoo for our specific niche services. Keep up the good work!
@AinnieGeorgia
@AinnieGeorgia 15 күн бұрын
Please create a video on client actions too.
@odoo-it-yourself
@odoo-it-yourself 14 күн бұрын
Hmmm...I've never created one of those before. Let me look into them
@talalbaitamoni9353
@talalbaitamoni9353 16 күн бұрын
How do you move kpi's to the list view of a model?
@odoo-it-yourself
@odoo-it-yourself 15 күн бұрын
Which kpis are you hoping to show?