Time Mastery in Odoo 17: Unleashing the Potential of Date and Datetime Fields

Time Mastery in Odoo 17: Unleashing the Potential of Date and Datetime Fields

Odoo Date Datetime
Odoo Date Datetime

Mastering Time in Odoo 17: A Guide to Date and Datetime Fields

Managing time effectively is crucial for any business, and Odoo 17 provides robust tools to handle dates and times with precision. This article delves into the world of Date and Datetime fields, equipping you with the knowledge to leverage them optimally in your Odoo workflows.

What are Date and Datetime Fields:

Date Field – Stores only the date information (year, month, day), excluding time. Ideal for recording birthdays, order dates, or deadlines.
Datetime Field – Stores both date and time information (year, month, day, hour, minute, second). Perfect for tracking timestamps, appointment schedules, or delivery timeframes.

Working with Date and Datetime Fields:

Simply click on the field and enter the desired date or datetime using various formats (calendar pop-up, manual typing). Use operators like “equals,” “greater than,” or “between” to filter records based on date or datetime criteria. Utilize the search bar for quick datetime-based searches.

Develop Custom Integrations With Workflow Automation:

Use Odoo’s workflow automation tools or integrations with platforms like Zapier to automate actions based on specific dates or datetimes. For example, automatically send reminder emails before an invoice due date or trigger purchase orders when inventory stock reaches a minimum level on a specific date.
Leverage date and datetime fields to schedule tasks and meetings within Odoo or integrate with calendar applications like Google Calendar for a unified view.

Reporting and Analysis With Dates:

Utilize date and datetime fields to group data in reports for insightful analysis. For example, analyze sales trends by month, identify peak delivery periods, or track project progress over time. Also you can calculate metrics like project duration, average invoice processing time, or customer response time using date and datetime fields, gaining valuable insights into your business processes.
Create charts and graphs: Visualize date and datetime-related data through charts and graphs for more impactful presentations and decision-making.

Datetime Gets More Security and Access Control:

Restrict access based on dates and datetime fields to control user access to specific records or functionalities within Odoo. For instance, allow access to sensitive financial reports only during business hours or grant temporary access to specific projects based on defined date ranges.

Connect With External Systems

Integrate Odoo with other applications that utilize date and datetime fields, such as accounting software, logistics platforms, or customer relationship management (CRM) systems, for seamless data exchange and synchronized information management.

Usage of Odoo Studio for Datetime Fields:

  • Use Odoo Studio to modify how date and datetime fields are displayed within views. For instance, create custom calendar pop-ups, add visual indicators for upcoming deadlines, or display time zones alongside datetimes.
  • Develop custom filters and reports: Leverage Studio to create advanced filters and reports based on date and datetime criteria, catering to specific use cases and data analysis needs.

As an advanced feature you can calculate dates or datetimes based on other fields (e.g., automatically calculate due dates based on order placement date and lead time). For example, calculate a project’s “estimated completion date” by adding the “lead time” to the “start date.” Display dates and datetimes in different formats depending on the user’s locale or preferences.

Examples Of Use Cases About Datetime In Odoo 17:

  • Inventory Management: Track product expiry dates with Date fields, schedule deliveries with Datetime fields.
  • Sales and CRM: Filter leads based on creation date, set deadlines for quotes with Datetime fields.
  • Project Management: Manage project timelines with Datetime fields for task start and end dates, monitor milestones effectively.

By mastering Date and Datetime fields in Odoo 17, you gain control over time-sensitive information, streamline workflows, and enhance data accuracy. Explore the advanced features and best practices to unlock the full potential of these versatile fields, ultimately driving efficiency and success in your business operations.
Navigating the Depths: A Guide to Mastering Search in Odoo 17

Navigating the Depths: A Guide to Mastering Search in Odoo 17

Odoo search
Odoo search

Conquering the Chaos: Mastering Search in Odoo 17

Finding the needle in the haystack of data can be frustrating, especially in robust platforms like Odoo 17. But fear not, for the search functionality within Odoo offers a powerful solution to navigate your records efficiently. This article delves into the depths of Odoo 17 search, guiding you through adding and configuring it to fit your specific needs.

Unveiling the Search Bar:

The search bar, your gateway to streamlined information retrieval, resides prominently at the top of most Odoo views. Simply type your desired keyword or phrase, and a list of relevant records will populate dynamically. However, the real magic lies in customizing the search experience.

Adding Search Fields is the Main Point:

  1. Navigate to the desired view: Go to the specific module and view where you want to enhance search capabilities. To add search fields to the “Products” list view in the “Inventory” module, go to Inventory > Products.
  2. Activate Developer Mode: Click on the gear icon in the top right corner and enable “Developer Mode.”
  3. Access View Customization: Click on the “Edit” button within the developer mode options.
  4. Add Search Fields: In the XML code, locate the <search> tag and define additional fields using the <field> tag. Specify the field name and desired attributes like “string” for the display label. Here is an example:
<search>
    <field name="name"/>
    <field name="default_code"/>

    <field name="categ_id" string="Category"/>
    <field name="available_in_pos" string="Available in POS"/>
</search>

5. Save and Refresh: Save the changes and refresh the view to see your newly added search fields in action. Refresh the view (usually by pressing F5 or clicking the refresh icon) to see the new search fields in action.

Second Point: Configuring Search Filters

  1. Activating Filters: The “Filters” button, usually located next to the search bar, unlocks this power. Click it to reveal a panel where you can build your filter criteria.

  2. Crafting Individual Filters:
    • Selecting or Typing a Field: Choose the field you want to filter by (e.g., “Customer Name” in Sales Orders). You can type the field name or select it from a dropdown.
    • Choosing an Operator: Select an operator that defines the filter’s logic. Common options include:
      • Equals: Find exact matches (e.g., “Customer Name equals ‘John Smith'”).
      • Contains: Search for records containing the specified value (e.g., “Customer Name contains ‘Doe'”).
      • Greater/Less Than: Filter based on numerical values (e.g., “Order Amount greater than 100”).
      • Between: Specify a range of values (e.g., “Order Date between ‘2023-12-01’ and ‘2024-01-31′”).
    • Entering the Filter Value: Depending on the chosen operator, input the specific value you want to match or use the calendar for date ranges.
    • Applying the Filter: Click the “Apply” button to activate the filter and see the results instantly updated.
  3. Combining Filters for Precision:
    • Logical Operators: Use “AND” or “OR” to combine multiple filters.
      • AND: Only records matching all applied filters will appear (e.g., “Customer Name equals ‘John Smith’ AND Order Date is ‘2024-02-05′”).
      • OR: Records matching any of the applied filters will appear (e.g., “Product Category equals ‘Electronics’ OR Product Brand equals ‘Apple'”).
    • Nesting Filters: Use parentheses to create complex filter combinations. This allows for more granular control over your search criteria.
  4. Saving Custom Filters: Frequently used filters can be saved for quick access later. Click the “Save” button in the “Filters” panel and give your filter a descriptive name. Saved filters can be accessed and applied with a single click, saving you time in the future.

Unleashing Search Power with Studio:

Odoo Studio unlocks exciting possibilities for customizing search functionality beyond basic field additions and filters. Let’s explore how to leverage Studio for a truly personalized search experience.
  1. Enter Studio Mode: To enter Studio Mode activate developer mode as discussed previously, click the “Edit” button and select “Start Studio.”

  2. Customize Search Bar:
    • Position and Size: Drag and drop the search bar element to your desired location within the view. Resize it using the handles to fit your layout.
    • Default Filters: Click the “Configure” button on the search bar element. Here, you can set default filters to automatically apply when the view loads. For example, pre-filter products by a specific category.
    In the “Sales Orders” view, move the search bar to the top right corner and make it wider to accommodate more search terms. Set a default filter to show only open orders.
  3. Create Custom Filters:
    • Go to the “Filters” panel in Studio. You’ll see existing filters and the option to create new ones.
    • Click “Create” and choose the field you want to filter on.
    • Define the filter condition using operators like “equals,” “contains,” “greater than,” etc. You can even combine multiple conditions using “AND” or “OR” logic.
    Create a custom filter in the “Customers” view to find customers whose orders exceed a certain amount in the past month. Use the “amount_total” field with the “greater than” operator and specify a date range filter.

  4. 4. Publish Your Changes:
    • Click the “Publish” button to make your search customizations live for other users. You can choose to publish for specific user groups or globally.
Remember about Odoo documentation for detailed instructions based on your module and version. Also there are community Resources where you can leverage online forums and community modules for advanced search customizations and troubleshooting. By mastering search in Odoo 17, you transform data exploration from a chore into an efficient breeze. Implement these tips to tailor search to your specific needs, empowering you to locate information quickly and confidently, ultimately boosting your overall productivity within the Odoo platform. Bonus Tip: Explore advanced search features like domain operators and context filters for even more granular control over your searches.
Tame the Cloud Beast: Distributed App Orchestration with .NET Aspire

Tame the Cloud Beast: Distributed App Orchestration with .NET Aspire

NET Aspire
NET Aspire

Simplifying the Cloud: Distributed Application Orchestration with .NET Aspire

The world of cloud-native development can be complex, especially when building distributed applications. Juggling microservices, containers, and cloud resources often creates a tangled mess, hindering developer productivity and application maintainability. Fortunately, new technologies like .NET Aspire are emerging to tackle these challenges head-on.

Unveiling the Power of .NET Aspire

.NET Aspire is a purpose-built stack that simplifies the development of cloud-native applications using the .NET ecosystem. It’s designed to empower developers by providing an opinionated set of tools and practices that align with best practices for building resilient, scalable, and observable applications in a cloud-native environment.

.NET Aspire is closely tied to .NET 8 and will be part of its official release. As .NET evolves, so will .NET Aspire, adapting to new features and improvements.

Unveiling the Power of .NET Aspire

.NET Aspire is a purpose-built stack that simplifies the development of cloud-native applications using the .NET ecosystem. It’s designed to empower developers by providing an opinionated set of tools and practices that align with best practices for building resilient, scalable, and observable applications in a cloud-native environment.

.NET Aspire is closely tied to .NET 8 and will be part of its official release. As .NET evolves, so will .NET Aspire, adapting to new features and improvements.

Key Components of .NET Aspire:

Service Discovery: In a distributed system, services need to find and communicate with each other. .NET Aspire includes built-in service discovery mechanisms that allow services to locate and connect to one another seamlessly.

Telemetry and Observability: Monitoring and understanding your application’s behavior is crucial. .NET Aspire integrates telemetry features, enabling you to collect metrics, traces, and logs for observability.

Resilience Patterns: Building robust applications requires handling failures gracefully. .NET Aspire incorporates resilience patterns like circuit breakers, retries, and timeouts out of the box.

Health Checks: Ensuring the health of your services is essential. .NET Aspire provides health check endpoints that report the status of your application components.

Why “Opinionated Set of Tools And Practices”?

.NET Aspire follows a specific set of conventions and defaults, streamlining development decisions. By being opinionated, it encourages consistency across projects and reduces the cognitive load on developers. You don’t need to make every configuration decision from scratch, .NET Aspire guides you.

When developing locally, .NET Aspire ensures a smooth experience. It abstracts away complexities related to service discovery, telemetry setup, and health checks. Developers can focus on writing code without worrying about intricate cloud-native details.

Getting Started With .NET Aspire:

Ensure you have the following installed on your development machine:

  1. .NET 8 SDK
  2. Visual Studio Code (or any preferred code editor)
  3. Docker (for containerization, if needed)

Creating a New Project:

  1. Open your terminal or command prompt.
  2. Navigate to the directory where you want to create your .NET Aspire project.
  3. Run the following command to create a new project using the .NET Aspire Starter template:

dotnet new aspire -n KoderShopApp

Replace KoderShopApp with your desired project name.

The generated project structure will look like this:

KoderShopApp/
├── KoderShopApp.AppHost/ # Orchestrates the distributed application
├── KoderShopApp.ServiceDefaults/ # Contains default service configurations
└── KoderShopApp.Web/ # Blazor web application (front-end)

Here we have:

KoderShopApp.AppHost

This project acts as the entry point for your application. It runs .NET projects, containers, or executables needed for your distributed app. You can configure additional services, middleware, and settings here.

KoderShopApp.ServiceDefaults

Contains default configurations for services like service discovery, telemetry, and health checks. Customize these defaults based on your application’s requirements.

KoderShopApp.Web

A Blazor web application that serves as the front-end. You can build your UI components, pages, and logic here.

Run the following command to start the Blazor app:

dotnet run

Access the app in your browser at https://localhost:5001.

After all those are done, you can explore your code in each project folder, add your business logic, APIs, and services as needed, and use the built-in features of .NET Aspire (service discovery, telemetry, etc.) to enhance your app.

To deploy your app, you can use these cloud platforms: Azure, AWS, Google Cloud, etc.

What Is The Blazor Application?

A Blazor web application is a type of interactive web application built using a framework called Blazor. Blazor utilizes a component-based architecture, meaning your application is constructed from reusable building blocks called “components.” These components encapsulate both UI (HTML/CSS) and logic (C#), improving modularity and code maintainability.

It is used for:

  • Interactive dashboards and data visualizations
  • Single-page applications (SPAs) with real-time updates
  • Internal business tools and applications
  • Progressive web apps (PWAs) combining web and native app features

.Net Aspire: Favorite Distributed Application Orchestration

One of the most exciting features of .NET Aspire is its distributed application orchestration. This built-in capability aims to streamline the development and deployment of complex, cloud-based applications.

Let’s dive deeper into how this works:

  1. Opinionated Architecture:
    Aspire embraces a microservices-based architecture, providing developers with a well-defined structure. Imagine it as a pre-built map for your cloud-native journey. Instead of navigating a dense forest of decisions, you follow a clear path.

    For instance:
    Imagine you’re building a microservices-based e-commerce platform using .NET Aspire.
    Your architecture might include:

    • Product Service: Handles product catalog, pricing, and availability.
    • Order Service: Manages customer orders, payments, and shipping.
    • User Service: Deals with user authentication, profiles, and preferences.

    By following the opinionated architecture, you ensure consistent patterns across these services.

    • Each service exposes a RESTful API.
    • They use a common logging library for telemetry.
    • Circuit breakers are implemented for resilience.

    This opinionated approach ensures consistency across projects, making it easier to reason about your application’s design.

  2. Resource Definition Made Easy:
    No more writing separate scripts for different parts of your application. Aspire allows you to define everything – code projects, containers, and cloud resources – in a single configuration file. This streamlined approach makes managing your application’s infrastructure a breeze.

    In your .aspireconfig file (yes, that’s where you define everything!), you specify:

    • Service Discovery: Declare your services and their endpoints.
    • Telemetry Configuration: Set up metrics, traces, and logging.
    • Health Checks: Define endpoints for health monitoring.
    • Containerization: Specify Docker images and ports.

    When you run

dotnet aspire build

it compiles your code, creates containers, and sets up everything based on your configuration.

3. Observability Built-in:
Forget about struggling to monitor the health and performance of your distributed application. Aspire automatically gathers telemetry data, providing clear insights into each component’s behavior. This proactive approach helps you identify and fix issues before they impact users.

Aspire automatically collects telemetry data:

  • Metrics: Track request/response times, error rates, and resource utilization.
  • Traces: Follow the flow of requests across services.
  • Logs: Capture application events and exceptions.

You can view this data with tools like Azure Monitor or Grafana.

For example, when a user places an order, you see the entire journey – from the front-end hitting the order service to payment processing and shipping.

4. Dapr Integration:
Embrace the power of Dapr, a popular microservices toolkit, seamlessly within your .NET Aspire application. This integration allows for advanced functionality like service discovery, state management, and pub/sub messaging, further simplifying your development process.

For example, suppose you want to add pub/sub messaging to your e-commerce platform.
With Dapr integration, you can define a topic for order updates, in your order service, publish an event when an order is shipped. Also, there can be other services, like email notifications or inventory management to subscribe to this topic. And that’s all. The decoupled communication between services has been done.

5. Azure Container Apps Deployment:
Currently, Aspire focuses on deploying applications to Azure Container Apps. This leverages Azure’s capabilities for scaling, security, and automatic load balancing, making deployment and management effortless.

Here you want to build your microservices, and now it’s time to deploy. Use the Azure CLI or Azure Portal to create an Azure Container App. Point it to your container registry, where your Aspire-built images reside. Azure Container Apps automatically scales based on demand, handles SSL termination, and even integrates with Azure Functions for serverless components.

While still under development, .NET Aspire is constantly evolving. Future plans include supporting additional deployment targets, enhancing developer tooling for a smoother experience, and prioritizing robust security features.

Distributed application orchestration in .NET Aspire represents a significant step forward for cloud-native development. Its structured approach, centralized configuration, and built-in observability empower developers to create maintainable and scalable applications with greater ease. As it matures, .NET Aspire has the potential to revolutionize the way we build and deploy distributed applications on the cloud.

Efficiency Unleashed: Harnessing Barcode Scanners with Odoo Integration

Efficiency Unleashed: Harnessing Barcode Scanners with Odoo Integration

Odoo Barcode Scaner
Odoo Barcode Scanner

Boosting Efficiency with Barcodes: Integrating Scanners into Your Odoo System

In today’s fast-paced business environment, efficiency is key. Whether you’re managing inventory in a warehouse, processing orders in a retail store, or tracking assets in an office, manual data entry can slow you down and introduce errors. This is where barcode scanners come in, paired with the powerful Odoo platform, they can unlock a new level of productivity and accuracy.

Why Use a Barcode Scanner with Odoo?

Eliminate manual data entry mistakes that can lead to incorrect inventory levels, misplaced shipments, and inaccurate tracking.
Scan barcodes instantly, significantly speeding up operations like product receiving, picking, packing, and shipping.
Gain real-time insights into your inventory levels and asset locations, ensuring better decision-making.
Streamline processes like stock adjustments, cycle counts, and sales orders with quick and easy scanning.
In retail environments, provide faster checkout and product verification for a smoother experience.

Why Use a Barcode Scanner with Odoo?

Eliminate manual data entry mistakes that can lead to incorrect inventory levels, misplaced shipments, and inaccurate tracking.
Scan barcodes instantly, significantly speeding up operations like product receiving, picking, packing, and shipping.
Gain real-time insights into your inventory levels and asset locations, ensuring better decision-making.
Streamline processes like stock adjustments, cycle counts, and sales orders with quick and easy scanning.
In retail environments, provide faster checkout and product verification for a smoother experience.

Choosing the Right Scanner for Your Needs

Odoo supports various types of barcode scanners:

1. USB Scanners:

USB Scanners are ideal for stationary workstations like reception desks or cashier counters. They have reliable wired connection for consistent data transfer. Also they often are the most budget-friendly option and they have compact and space-saving designs.
But USB Scanners have a restricted scanning range. Some scanners` cables can be cumbersome and prone to wear and tear. And they are not suitable for dynamic environments like warehouses.

2. Bluetooth Scanners:

Bluetooth scanners can be useful in warehouses, retail stores, or asset tracking across large areas, because they are mobile. Their wireless freedom allows for movement and flexibility.
They are more durable than USB scanners for demanding environments.
But they often come with rechargeable batteries, so it can be troublesome if it is recharged. Also their cost is slightly higher compared to USB scanners.

3. Mobile Computer Scanners:

Mobile Computer Scanners are ideal for complex workflows in demanding environments like logistics, delivery services, or field service applications. Pros:
  1. Combine a rugged computer with a built-in scanner for all-in-one functionality.
  2. Often have advanced features like long-range scanning, data capture beyond barcodes (e.g., RFID), and odolity to harsh conditions.
  3. Can run applications directly on the device for real-time data processing.
Cons:
  1. Most expensive option due to integrated computing power.
  2. May require additional training for users unfamiliar with the device.
  3. Bulkier and heavier compared to handheld scanners.

Unfortunately, Odoo doesn’t officially endorse or guarantee specific scanner models due to the vast variety available. However, the platform is designed to be compatible with most standard USB and Bluetooth scanners that follow common protocols. This means that while Odoo doesn’t offer direct support for every individual scanner, most of them should work seamlessly as long as they adhere to these standards:
  • USB HID: Most USB scanners utilize the Human Interface Device (HID) protocol, making them readily recognized by Odoo like a keyboard or mouse.
  • SPP (Serial Port Profile) Bluetooth: This is the standard Bluetooth protocol used for communication between devices, and most Bluetooth scanners should use it for connecting to Odoo.

Example Scanner Models:

  • Honeywell Voyager 1200g: A popular USB scanner supported through HID protocol.
  • Zebra DS2208: A Bluetooth scanner known for its reliability and long-range scanning.
  • Datalogic Gryphon IGM 4200: A rugged mobile computer scanner with an integrated scanner, suitable for demanding environments.

Setting Up Your Scanner with Odoo

The good news is, integrating a barcode scanner with Odoo is relatively straightforward. Odoo offers comprehensive documentation and guides to help you configure your chosen scanner and connect it to the platform. Remember to check for specific instructions based on your Odoo version and scanner model.

Here’s a General Example How to Setup a USB Scanner:

  1. Enable Barcode Scanner in Odoo: Go to Inventory > Configuration > Settings, check “Barcode Scanner,” and save.
  2. Connect the Scanner: Plug the USB scanner into your computer.
  3. Configure Scanner Settings (if needed): Most scanners should work with default settings, but refer to the scanner’s manual for adjustments like keyboard layout or trigger mode.
  4. Test Scanning: Open the desired Odoo app (e.g., Inventory, Point of Sale) and scan a barcode. It should automatically register in the relevant field.

Going Beyond the Basics:

Use community modules like “Barcode Scanner Actions” to trigger specific actions upon scanning, like adding products to orders or updating stock levels. Develop custom integrations for unique needs, like automatically generating shipping labels when scanning product barcodes.

Also you can trigger Automated Workflows by integrating Odoo with workflow automation tools like Zapier or Integromat. You can configure workflows that automatically launch based on scanned barcodes, like sending notifications or starting production processes.

Or you can display Relevant Product Information by using custom modules or Odoo Studio to create pop-up windows displaying product details, inventory levels, or promotional offers when scanning.

Integrating barcode scanners with Odoo can revolutionize your business operations. By automating data entry, boosting speed and accuracy, and streamlining workflows, you can achieve significant gains in efficiency and productivity. So, if you’re looking to optimize your processes and gain a competitive edge, consider embracing the power of barcode scanning with Odoo.

Scaffolding in Odoo 17: Build Your Module Faster & Smarter

Scaffolding in Odoo 17: Build Your Module Faster & Smarter

Odoo Scaffolding
Odoo Scaffolding

Scaffolding in Odoo 17: Building a Strong Foundation

Scaffolding is a powerful method in Odoo 17, designed to expedite the creation of new modules or add-ons with minimal effort. It automatically generates the essential structure for your module, streamlining the initial setup process and allowing you to concentrate on developing the core functionality.

The benefits of utilizing scaffolding are numerous. Firstly, it significantly reduces the time required for initial setup, enabling faster development by eliminating the manual creation of directories, files, and boilerplate code. The resulting modules maintain a consistent structure, adhering to standardized directory and file layouts, facilitating codebase understanding and maintenance.

Scaffolding also minimizes errors by providing pre-populated files with basic configurations, reducing the risk of typos or omitting crucial elements. Additionally, it enhances workflow efficiency by establishing a foundation for common elements like models, views, controllers, and security.

Two Primary Methods For Scaffolding Are Available:

  • CLI Command: The odoo-bin scaffold command allows you to specify the module name and, optionally, a template. The template can either be an existing module in your Odoo instance or a predefined template available through the CLI.

  • Odoo.sh: Within your development environment on Odoo.sh, clicking the “New Module” button and selecting “Default Module Structure” in the wizard automatically generates scaffolding based on Odoo best practices.

Installing the Scaffold Method in Odoo

The scaffold method is a useful tool for Odoo developers who want to create new modules or add-ons quickly and easily. It generates the basic structure and files of a module, such as the manifest file, views, models, and security files. You can then customize the module according to your needs and preferences.
To use the scaffold method, you need to have Odoo installed on your system and run the following command in your terminal:

odoo-bin scaffold <module name> <where to put it>

This will create a subdirectory for your module in the specified location. For example, if you want to create a module named my_module and put it in the addons directory, you can run:

odoo-bin scaffold my_module addons

You can also specify the full path of the location if you want to put the module in a different directory. After running the scaffold command, you will see the following files and directories in your module subdirectory:
  • __init__.py: This file imports the models and controllers of the module.

  • __manifest__.py: This file contains the metadata of the module, such as the name, version, summary, description, dependencies, data files, etc.

  • models: This directory contains the Python files that define the models of the module. You can create your own models or inherit from existing ones.

  • views: This directory contains the XML files that define the views of the module. You can create your own views or inherit from existing ones.

  • controllers: This directory contains the Python files that define the controllers of the module. You can create your own controllers or inherit from existing ones.

  • security: This directory contains the CSV and XML files that define the security rules of the module, such as the access rights, groups, and record rules.

  • static: This directory contains the static files of the module, such as the images, CSS, JS, etc.

  • i18n: This directory contains the translation files of the module, such as the .po and .pot files.

You can edit these files and directories to add your own functionality and features to the module. You can also add more files and directories if you need to. To install the module, you need to restart the Odoo server and update the module list. You can then find the module in the Apps menu and install it.
Tame Your Business Multiverse: Master Efficiency with Odoo Multicompany

Tame Your Business Multiverse: Master Efficiency with Odoo Multicompany

Odoo Multicompany
Odoo Multicompany

Odoo Multicompany: Managing Multiple Businesses Efficiently

Odoo’s multicompany feature allows you to seamlessly manage data and operations for numerous businesses within a single Odoo instance. This is perfect for:

Holding Company Hub: Consolidated Control and Individual Autonomy

Imagine managing multiple subsidiaries, each with its own brand, products, and financial performance. Odoo multicompany lets you consolidate data from all subsidiaries while maintaining their individual identities. You can track overall group performance, compare subsidiaries, and identify areas for improvement.
Optimize costs and economies of scale by managing procurement and resource allocation across all subsidiaries from a single platform.
Generate consolidated financial reports that comply with different accounting regulations and provide a view of the group’s financial health.

Franchise Empowerment: Maintaining Brand Consistency with Operational Freedom

Maintain brand consistency across all franchises while allowing individual franchisees to manage their operations with autonomy. Define franchise-specific policies and procedures within Odoo and ensure compliance through user access control and automated workflows. Monitor key metrics like sales, inventory, and customer satisfaction for each franchise and identify areas for improvement or support. Facilitate communication, knowledge sharing, and resource exchange between franchises on a secure platform.

Key Functionalities of Odoo Multicompany:

  • Company creation and configuration: Define unique details for each company, including logo, currency, fiscal year, and chart of accounts.
You can create separate companies for “Acme Retail” and “Acme Manufacturing,” each with their own logos, currencies, fiscal years, and charts of accounts. “Acme Retail” uses USD and a calendar year, while “Acme Manufacturing” uses EUR and a fiscal year beginning in July.
  • User access control: Restrict data access and functionalities based on users’ assigned companies.,/li>
A salesperson in “Acme Retail” only sees customers and sales orders for that company, while a financial manager has access to all financial data for both companies. This ensures users only see and manage data relevant to their roles and assigned companies.
  • Company-specific data: Maintain separate records for customers, invoices, products, inventory, and other business objects.
“Acme Retail” sells clothing and accessories, whereas “Acme Manufacturing” produces furniture. Each company maintains its own product catalogs, inventory levels, and customer lists. This prevents confusion and ensures accurate data management for each distinct business.
  • Intercompany transactions: Facilitate seamless transfer of goods, services, and invoices between companies.
When “Acme Retail” needs wooden tables for its stores, it can easily create a purchase order within Odoo sent to “Acme Manufacturing.” The manufacturing company processes the order, and the system automatically generates a corresponding sales invoice in the retail company’s records.
  • Consolidated reporting: Generate reports that combine data from all companies for comprehensive analysis.
You can generate a consolidated profit and loss report that combines financial data from both “Acme Retail” and “Acme Manufacturing.” This provides a holistic view of your overall business performance across both companies.
  • Multi-company consistency: Automatically adapt fields, views, and security rules based on the selected company.
When switching between companies in Odoo, the system automatically adjusts the available fields, views, and security rules. This ensures users see the relevant information and functionalities based on the selected company, streamlining workflows and preventing errors.  

How to Setup Multi-Company in Odoo 17

Here’s a step-by-step guide on setting up multi-company in Odoo:
  1. Enable Multi-Company Feature:
    • Access the Settings menu.
    • Navigate to General Settings.
    • Check the box labeled Allow multi-companies.
  2. Create Companies:
    • Go to Settings > Companies.
    • Click the Create button.
    • Fill in essential details:
      • Name
      • Email
      • Address
      • Phone
      • Website
      • Logo (optional)
      • Chart of Accounts
      • Fiscal Year
      • Taxes
      • Currency
    3. Configure User Access:
    • Go to Settings > Users.
    • Select a user or create a new one.
    • Under Allowed Companies, choose which companies the user can access.
    4. Manage Company Data:
    • Most Odoo modules (Sales, Purchase, Inventory, Accounting, etc.) have a Company field or dropdown menu.
    • Select the relevant company for each document, record, or transaction you create.
    5. Consolidated Reports:
    • Access the Reporting section of relevant modules.
    • Choose options to generate reports across multiple companies or for specific companies.