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 as equity. Create a journal entry with bank journal 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 : https://www.cybrosys.com/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. Then from 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 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 : https://www.odoo.com/apps/modules/10.0/account_pdc/

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

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No, but employees can have more than one contracts.

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You can achieve this through creating a rule. For more details check our blog https://cybrosys.com/blog/hr-unpaid-leaves-payroll-management-in-odoo-10

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No need of carry forward leaves in Odoo, granted leaves will be there until employee took the leaves.

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In the current system, odoo payroll took the total hours according to the contract and work schedule. While payroll computation, we can consider the total leaves taken by the employee for the payroll period. Attendances are actually considered while submitting employee timesheets.

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We can’t automate, Employees can request for mass allocation of leave by department wise or individual. Managers will approve or reject accordingly, this is the process.

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We can’t automate, Employees can request for mass allocation of leave by department wise or individual. 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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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 be input allowance manually or can add the conditions.

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Basic odoo doesn't have the feature of the loan and advance salary. In the community, 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 on Odoo 9&10 feature is available on enterprise versions.

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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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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 as equity. Create a journal entry with bank journal credit 10000 in your newly created opening account and debit it from default bank account.

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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 as equity. Create a journal entry with bank journal credit 10000 in your newly created opening account and debit it from default bank account.

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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 a 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 Routes 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 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 ease the payment of frequent customers, you can let them save and reuse a credit card 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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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 add third party Plugins from Odoo App store to incorporate this feature.

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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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