Frequently Asked Questions
Q: How do I set initial account balance in Odoo?
Initial balance for an account is managed by creating a journal entry for the account.
For example, if we have 10000 INR in our bank account. First create an account with
type equity.Then create a journal entry with bank journal. Now credit 10000 in your newly
created opening account and debit it from default bank account.
Q: How to Manage Indian GST in Odoo?
A simple way to manage GST is by creating three taxes IGST, SGST and CGST. For example,
luxuary tax is 28%, In IGST form we give 28% and CGST and SGST will be 14% each.
A detailed explanation can be found in our blog : Manage indian GST Odoo
Q: How can I manage multiple invoice Payments in Odoo?
To make payment for more than one invoice, create a payment for the customer from
accounting > sales > payments. Now go to dashboard > customer invoice > more > payment
matching. Select the payment and invoices to be matched, click on reconcile.
Q: How to manage Petty cash in Odoo?
First we need to create a journal(type should be cash) and a new account for petty
cash. From Dashboard create a new transaction for petty cash and reconcile with the
Q: How to manage Post Dated Cheque in Odoo?
By default we dont have option to handle this in Odoo,But we have developed a free
module to manage PDC easily. - you can dowload it from Odoo apps : Manage PDC in Odoo
Q: How to import bank statements in Odoo?
Online syncing of versions are available in enterprise edition. In community version, user
can import bank statements in csv format.
Q:: Does Odoo supports single contract for multiple employees?
No. But an employee may have multiple agreements.
Q: How do I deduct unpaid leaves from payroll in Odoo HRM?
Q: Does Odoo has the feature to carry forward leave from a year to adjacent year or month to adjacent month?
In Odoo there is no need of leave carry forward, granted leave will be there until employee took the leave.
Q: Does Odoo supports attendance integration with Payslip?
In the current system, Odoo payroll takes the total hours according to the contract and work schedule.
While computing the Payroll, we can consider the total leave taken by the employee during the Payroll period.
Attendances are actually considered while submitting employee timesheets
Q: How do I automate 'leave allocations' in Odoo?
We can’t automate, Employees can request single or mass allocation of leave by department wise or individual wise.
Managers will approve or reject accordingly, this is the process
Q: Can we attach biometric attendance devices to Odoo?
Yes,But all the devices are not compatible with odoo. You can use odoo compatible
Q: Does Odoo have overtime allowances feature?
Overtime allowance can be added through a salary rule, but can't be automated.
To make the automated calculations we have to add some customizations.
With the salary rule, you can create a new rule of type ‘Allowance’ and can input the allowance manually or may add the conditions.
Q: Does Odoo supports loan and advance salary?
Basic Odoo doesn't support loan and advance salary.
But there are a lot of apps which are customized for loan and advance salary..
Q: Does Odoo have appraisal methods?
Odoo supports 360-degree appraisal method.
But from Odoo 9&10 onwards the feature is available only on enterprise version.
Q: Can I post job vacancies online with Odoo?
Yes, you can install extra addon online_jobs from odoo apps. So you can publish
the jobs online.
Q: How to sell the products like books/pdf contents via Odoo?
To enable sales of Books or digital contents, you must configure this option from
Sales -> Settings-> Pricing -> Sell Digital Products
On activating this option, in the product form, you can see a new smart button ‘File’.
Click the button to Add files.
Q: What is customer lead time?
The average delay in days between the confirmation of the customer order and the
delivery of the finished products. It is the time you promise to your customers.
Q: What is Deposit Product in Oddo Sales module?
This is a default product used for recording payment advances in Sales. Sales person
may not have access to accounting section, thus he can’t make direct entries to
accounts regarding advance payments. Instead he can create a Deposit Product and
accounting section will record it accordingly.
Q: Does 'Odoo' have VOIP integration facility?
VOIP integration is not available in community version of Odoo. But it is available
in Odoo Enterprise Edition.
Q: How to see Margin and Total Margin in Odoo Sales module?
To see margins in sales, you have to activate the option “Display margins on quotations
and sale orders” in sales settings.
Sales -> Configuration->Settings->Quotations and Sales
Q: How to set terms and conditions for the sales process in Odoo?
You can set the terms and condition for the sales from the sales settings. This
terms and condition will be displayed under each sale order.
Sales -> Configuration->Settings->Quotations and Sales -> Default Terms and Conditions
Q: Is it possible to edit the confirmed sale order?
Yes. It is possible to edit the confirmed sale order, for this you have to activate
an option in the sales settings. Sales -> Configuration->Settings->Quotations and
Sales -> Sale Order Modification
Q: : In Odoo, how to manufacture components before they are used in a bill of materials?
This can be done using Multilevel Bill of material
1. Create a BoM for one of the components of your first BoM. Check whether the Products
Route (In product form)is set as
a. Manufacture b. Make To Order
2. Create a Manufacturing Order for the finished product.
3. Launch the Scheduler.
4. Start the production of the semi-finished product from the newly generated Manufacturing
Q: How to Sell your Product as Kit in Odoo?
• Create a bill of materials for the kit product.
• Add each component and its quantity.
• Select the BoM Type as Ship this product as a set of components
Q: How can I trace a Product and its Components in Odoo warehouse?
You can enable tractability from following menu
Settings -> Configuration -> Warehouse and tick Track lots or Serial Numbers
Now, while you create a manufacturing order, at the end of the production tab,
assign a Lot Number to your finished product..
Q: How to Set Production Routings in Odoo Manufacturing module?
You can enable routing in your Odoo Manufacturing module from
Manufacturing -> Settings -> Manufacturing Order
Enable ‘Manage Production By Work Orders’
This will enable new menu in dash board to manage Work Center,
Routing and Work Order. Create a new routing and different work orders.
Once your routing is created, associate it with your bill of materials.
Q: How can I manage Subcontract in Odoo?
•Create a new subcontracting routing with a specific production location for which the Owner is your sub-contractor.
This location can be a Supplier location. For example;
•Associate the routing to a Bill of Materials.
•Confirm the Manufacturing Order
• • Validate the related Internal Transfer in the Warehouse module
in order to deliver the components to your subcontractor.
• To complete your production process once the finished products back, mark the
MO as produced.
• Have a look at the stock of your finished product.
Q: How to setup manufacturing procurement in Odoo?
In product form select the Route as Manufacture and Make to order,
make sure it is a stock able product and also set a supplier for the product
• Then apply a Reordering rule.
• Create a bill of material for the product
• Create a Sales Order for this product and confirm it.
• Run the Scheduler in the Warehouse module.
• Launch the production of your finished product.
• Deliver it to your customer.
Q: How to handle By-products in Odoo?
To activate by product feature
• Manufacturing -> Settings->By-Products
Tick Bills of material may produce residual materials and save changes.
After activating this, we can see an additional tab in the BOM form.
• Here you can add Byproducts.
• If we add the byproducts it will reflect on the manufacturing order too.
Q: How to handle multiple orders at a time.
At the top of POS Interface there is a button for adding and removing the customers/orders
Q: Does Odoo POS support cash control?
Yes of course. You can enable this feature while you create a POS. Or you can change
your POS settings anytime and enable the feature. There is a checkbox to enable
cash control in POS form.
Q: Can I reprint the ticket of a previous order from POS window itself?
Q: How to add a new payment method to POS?
Actually, all the payment methods available in POS are accounting Journals of type
Cash/Bank. So, to add a new payment method.
• You can create a Journal first, from Accounting -> Configuration -> Accounting
-> Journal ->Create and mark it as ‘Active in Point of Sale'.
Or you can directly
create from POS -> Payment Methods -> Create
But in second method there is a high possibility of duplication of journals. So
it is better you follow the first method i.e. create a Cash/Bank Journal and mark
it as ‘Active in Point of Sale' In either case, the created Journal will be listed
in Point of Sale-> Configuration->Payment Methods.
After that you can add this Journal as a payment method. The option is available
in ' Available Payment Methods’ section of POS form.
Q: How to give global discount in Odoo POS?
Odoo included this feature from version 9 onwards. You can enable Global Discount
from Point of Sale settings. By default, Odoo only has the ‘percentage’ type discount.
But there is some third-party Add-on available in Odoo App store that has more advanced
Q: How to control credit billing in Odoo POS?
This feature is not available in Odoo. But there is a number of third-party add-ons
available in Odoo App Store providing this feature.
Q: How does the Odoo POS work while it is offline?
The POS will cache all the orders to the browser and will sync with Odoo whenever
it is reconnected to the internet.
Q: Why my Odoo E-commerce site does not have a Shop Page?
If ‘Shop’ page is missing from your Odoo E-commerce site you can add it manually.
You can find this option on upper right corner of your site.
Choose New Page from the popup.
Enter the name and Click Continue
New page will be created.
You can Change the Url of the page from
Website -> Content -> Edit Menu
Click the on the Edit Button of ‘Shop’
Change the Url to /shop and Save. Now when you click the page you will be directed
to your shopping page.
Q: Is it possible to display hover description for products in Odoo E-commerce site?
Yes it is possible. You can activate that option from
Website -> Shop-> Customize-> Product item
Click ‘Product Description’ to view product description along with product list.
Q: How can I set multiple images for products in Odoo E-commerce site?
Yes it is possible to set multiple images for products in website. For this, you
need to enable an option.
Website Admin -> Settings ->E-Commerce->Multi Images
Select ‘Several images per product’ and apply the changes.
Now open product catalog (Website Admin -> Product) and select a product, you can
see a new tab ‘Images’ where we can add multiple images for this product.
Q: Is there any way to set
‘suggested products’ or ‘Associated products” in Odoo E-commerce site?
There is an option to set the suggested products with each product. For this,
Website Admin -> Settings ->E-Commerce
Enable the Optional Products option under the e-commerce section and Apply changes
Now open product catalog (Website Admin -> Product) and select a product. Under
Sales Tab you can see fields to add Alternative Products and Accessory Product.
Q: How can we set special price for products or customers in Odoo online sales?
We should use price lists for this purpose.
Website Admin-> Settings->eCommerce-> Pricing Strategy
Set Several prices option and apply changes
Now you can see a new menu ‘Pricelists’ under Website Admin -> catalog appeared.
Now create a new Pricelist from
Website Admin-> Catalog->Pricelist->create
Fill the details, click
Now you can add custom prices using this list from Sales tab in product catalog.
Q: How do I add the delivery costs in Odoo online sales?
If you want to integrate delivery methods in your e-commerce site, you'll have to
install the ecommerce Delivery module from Odoo Apps. To add delivery cost to any
shipment, first you have to configure a delivery method. From
Website Admin->Configuration->eCommerce->Delivery Methods->Create.
Here you have the option to add delivery charges under Pricing Tab. User can view
this option when he choose delivery option.
Q: What are the payment methods available in Odoo E-commerce site?
Wire transfer is the default payment method available. In this method you give your
bank details to customer so that he can make payment via their own bank. There are
other payment acquirers like PayPal, Ingenico, Authorize.net, Adyen, Buckaroo, PayUmoney,
Sips and Stripe. You can configure any of these from
Website Admin-> Configuration->E-commerce->Payment Acquires
Install and configure any of the payment option available.
Q: Is it possible to save and reuse credit card details in Odoo E-commerce site?
To ease the payment of frequent customers, you can let them save and reuse a credit
card details if they wish to. If so, a payment token will be saved in Odoo. This option
is available with Ingenico and Authorize.net. You can turn this on from the Acquirer
Q: How to integrate Odoo with external shippers?
Odoo can handle various delivery methods, including third party shippers. Odoo can
be linked with the transportation company tracking system. It will allow you to
manage the transport company, the real prices and the destination. Odoo enterprise
supports the following shipping connectors
Website Admin -> Configuration->Settings->Shipping Connectors
Q:Can I provide discounts in Odoo online sales?
To give discount on online sales, there are two options. Either you should create
a Price List, which will set the product price according to your needs or you need
to use a custom module. There is a custom plugin
‘Website Coupon Code’ in Odoo app store.
This module facilitate coupon based discounts. You can gift discount coupons to
your special customers.
Q: How can I follow up my leads in Odoo CRM?
You can use “Next Activity” feature. With this feature you can set the next follow
up activity for Leads in any stage. It consists of email, call, meetings, task,
Demo etc. We can schedule any of these (or your custom made) as a follow-up activity.
You can access this feature from
Sales-> Next Activities
Or create from your Pipeline itself. Click the Dot in bottom right corner to add
Q: Why the Help Desk option in CRM is missing in Odoo9 and 10?
Helpdesk (“crm_helpdesk”) has been ported to “project_issue” module. It does everything
related to helpdesk/claim, like assignations, portal view, timesheet on help, follow-ups,
Q: Is Odoo CRM is integrated with Email or SMS?
Odoo CRM is integrated with E-mail. In fact E mail facility is available in entire
Odoo ERP. In case of SMS, it is not. But you can purchase third-party SMS services and integrate it with OdooERP.
It is just like customization.
Q: How can I see the total amount payable to a customer in Odoo?
There is a field “Total Payable” & “Total Receivable” in customer master. Note that
you should enable developer mode to see these fields.
Q: Leads menu is missing in my Odoo CRM?
Just go to
Sales->configuration -> CRM->Leads and Opportunities->Lead
Enable the option “Use leads if you need…”
Q: Is it possible to generate lead automatically from incoming E-mails in Odoo?
Yes, just go to
Sales->configuration -> CRM-> Leads Email Alias.
Note that you should configure “Incoming Email Server” for this feature.
Q: How to setup outgoing Mail Server in Odoo?
Goto settings->general settings->configure outgoing mail server->create new and type the following details.
Description:-(give any name)
SMTP Server:- smtp.gmail.com
Connection Security :- ssl/tls
username:-(your valid gmail username)
Password:-(password of your corresponding gmail address)
Q: How to setup incoming Mail Server in Odoo?
Goto settings->general settings->configure incoming mail server->create new and type the following details.
Name:-(give any name)
Server Type:- pop server
Server Name:- pop.gmail.com
username:-(your valid gmail username)
Password:-(password of your corresponding gmail address)
Q: Does odoo allow customer claims of product or service after sales?
Yes, you can either manually create a claim or use a specific email alias to manage the customer claims after sales.
Q: Does Odoo allow you to setup sale layout, page-break, sub-totals or separators on sale invoices?
Yes, For that you have to install the module sale_layout.
Q: Does Odoo allow to sell a product in another currency?
Yes, For that you should enable the option Multi-currency under settings->accounting.
Then you can create a new pricelist with the currency set to a foreign currency, and the use this pricelist for the sales order.
Q: How to Build an online quotation?
1)settings->sales feat->Quotation Template
2)configure->quotation template fill the text box
3)Edit the Template->save the Template
5)Fill the required field
6)Select the quote Template
7)Send the quotation to customer
Q: What do you mean by backorder in odoo inventory?
A backorder is the remaining items after a partial delivery. This is particularly useful when you
received/send items less than the initial demand. For example you plan to sell 5 products to your customer,
but could only transfer 3, then the remaining 2 will become the backorder.
Q: What is the use of lots or serial number in odoo?
Lots or serial number helps to keep track of the transaction or products.
This becomes handy when you want to trace the stock movements.
Q: What is the use of 2 step and 3 step delivery or receiving in odoo?
2 step and 3 step delivery or receiving is useful when you want a quality control of goods or you want
to pick and pack the goods before delivery.
Q: How do you enable 2 step and 3 step delivery or receiving of goods?
Goto settings -> inventory -> check Manage multiple locations and warehouses ->
and check Manage advanced routes for your warehouse -> Apply
Q: How to enable dropshipping in odoo?
Dropshipping is useful when you want the supplier to deliver the goods directly to the customer without going
through the warehouse. To enable dropshipping
1. Setup a default supplier for the product you wish to dropship in the
2. In the settings -> warehouse -> enable dropshipping. -> sales settings -> choose MTO Dropshipping on
3) Create a sale order for the product
4) In the sale order quotation select the route as Dropshipping
5) You can see that a Purchase order for the same product is automatically created by odoo. You can then click on
confirm order and the shipment will be delivered directly to the customer.
Q: Is it possible to change the date format in odoo?
Yes, other than the default date format, you can set your own preferred date format in odoo.
For that Goto→Settings→Translations→Languages → Select a language (for eg. : English) → Set your Date Format.
Q: How odoo manages incentives?
In Odoo, you can manage incentives by creating a new salary rule. Create salary rules from
Payroll →Configuration→ Salary rules→ Create
and assign salary rule to the employee's salary structure
Q: Is it possible to get opening Balance in odoo accounting Reports ?
Odoo Inventory has scrap management feature, where you can select products, No.of product/Quantity, and Scrap Location. These Selected Product will be scrapped, and the Quantity will be reduced from the Inventory.
Q: How to change the sequences format of Invoice Number in Odoo?
To manage sequences, first you have to activate developer mode.
Then go to, Settings → Sequences and Identifiers→ Sequences → Select the sequence you want to alter.
Set your preferred Prefix, Suffix, Sequence size, Step, Next Number
Q: How to create a new Warehouse Location in Odoo?
In order to create new locations, first, you must allow the system to manage multiple locations. In the Inventory module, open the menu Configuration→ Settings. In the Location & Warehouse section, tick ‘Manage several locations per warehouse box’, then click on Apply.
To create a new warehouse.
From the Inventory module, open Configuration→Warehouse Management→Locations; In the Locations window, click on Create.
Q: How to handle customer tips in Odoo POS ?
In order to enable this feature, we need to select the Tip product in the POS configuration.
Go to Point of sale→ Configuration → Point of sale → Select a POS. Under the 'Features' section add the Tip product.
Q: What is Reordering rules in Odoo?
Reordering rule will automate procurement order whenever forecasted Quantity of a product is zero.
1 Goto→Inventory→Inventory Control→ Products
Select a product →Inventory→ route →Tick the procurement type you require
2 Set a Reordering Rule at product side (Refer the link to set the reordering rule)
3. Goto →Inventory →Products→Inventory→ Set default Vendors
Add a vendor with a minimal quantity greater than zero.
Now You can run re-ordering from Inventory,
4 Goto →Inventory→Schedulers→Run Reordering Rules
For more information check the Blog: https://www.cybrosys.com/blog/reordering-in-odoo
Q: In Odoo manufacturing, where can I find the current inventory Value?
You can get your current inventory values from Inventory Valuation section.
Inventory→ Reports → Inventory Valuation.