Cybrosys Technologies
Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O., Kerala, India - 673635. +91 (0) 4943015006 +91 (0) 4943015007 Calicut, kerala 673634
Phone: +91 (0) 9562415404

ODOO FAQ

Frequently Asked Questions

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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.

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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

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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.

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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 required account.

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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

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Online syncing of versions are available in enterprise edition. In community version, user can import bank statements in csv format.

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No. But an employee may have multiple agreements.

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You can achieve this through creating a rule. For more details check our blog Deduct unpaind leves in Odoo

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In Odoo there is no need of leave carry forward, granted leave will be there until employee took the leave.

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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

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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

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Yes,But all the devices are not compatible with odoo. You can use odoo compatible devices.

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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.

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Basic Odoo doesn't support loan and advance salary. But there are a lot of apps which are customized for loan and advance salary..

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Odoo supports 360-degree appraisal method. But from Odoo 9&10 onwards the feature is available only on enterprise version.

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Yes, you can install extra addon online_jobs from odoo apps. So you can publish the jobs online.

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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.

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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.

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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.

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VOIP integration is not available in community version of Odoo. But it is available in Odoo Enterprise Edition.

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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

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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

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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

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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 Order.

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• 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

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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..

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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.

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•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.

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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.

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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.

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At the top of POS Interface there is a button for adding and removing the customers/orders How to handle multiple orders at a time

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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.

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This isn't possible in basic Odoo. You have to install some add-ons to your Odoo to get this feature. You can either use the following add-on from Cybrosys or any other add-on that provide the same feature https://www.odoo.com/apps/modules/10.0/order_reprinting_pos/

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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.

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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 discount features.

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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.

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The POS will cache all the orders to the browser and will sync with Odoo whenever it is reconnected to the internet.

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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.

Website-> New
why-my-odoo-e-commerce-site-does-not-have-a-shop-page

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’
why-my-odoo-e-commerce-site-does-not-have-a-shop-page

Change the Url to /shop and Save. Now when you click the page you will be directed to your shopping page.

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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.

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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.

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There is an option to set the suggested products with each product. For this,

Website Admin -> Settings ->E-Commerce

Is-there-any-way to-set-suggested-products-or-associated-products-in-website.png



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.

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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 and
Now you can add custom prices using this list from Sales tab in product catalog.

Is-there-any-way to-set-suggested-products-or-associated-products-in-website.png

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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.

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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.

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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 configuration form.

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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

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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.

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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 Next Activity.

how-can-follow-up-my-leads-in-odoo-crm.png

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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, workflows etc.

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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.

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There is a field “Total Payable” & “Total Receivable” in customer master. Note that you should enable developer mode to see these fields.

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Just go to

Sales->configuration -> CRM->Leads and Opportunities->Lead

Enable the option “Use leads if you need…”

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Yes, just go to

Sales->configuration -> CRM-> Leads Email Alias.

Note that you should configure “Incoming Email Server” for this feature.

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Goto settings->general settings->configure outgoing mail server->create new and type the following details.

Description:-(give any name)
SMTP Server:- smtp.gmail.com
SMTP Port:-465
Connection Security :- ssl/tls
username:-(your valid gmail username)
Password:-(password of your corresponding gmail address)

save->test connection.

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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
Port:-995
SSL/TLS:- ticked
username:-(your valid gmail username)
Password:-(password of your corresponding gmail address)

save->test connection.

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Yes, you can either manually create a claim or use a specific email alias to manage the customer claims after sales.

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Yes, For that you have to install the module sale_layout.

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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.

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1)settings->sales feat->Quotation Template

2)configure->quotation template fill the text box

3)Edit the Template->save the Template

4)sales->quotations->create quotation

5)Fill the required field

6)Select the quote Template

7)Send the quotation to customer

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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.

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Lots or serial number helps to keep track of the transaction or products. This becomes handy when you want to trace the stock movements.

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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.

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Goto settings -> inventory -> check Manage multiple locations and warehouses -> and check Manage advanced routes for your warehouse -> Apply

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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 product form.
2. In the settings -> warehouse -> enable dropshipping. -> sales settings -> choose MTO Dropshipping on sale orders.
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.

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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.

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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

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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.

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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

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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.

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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.

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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

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You can get your current inventory values from Inventory Valuation section.
Inventory→ Reports → Inventory Valuation.

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Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry
Kerala, India - 673635

London

Cybrosys Limited
2 Sheen Road,
Richmond, London
England - TW9 1AE

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

Banglore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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