Complete guide
Odoo accounting: 9 tasks
Credit notes, payment terms, bank matching, taxes, currencies, and lock dates.
Simple guides for everyday business.
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Variants, units of measure, transfers, scrap, and dropshipping.
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Bakeries, clinics, builders, gyms, hotels, shops, schools, agencies, and more.
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Business basics · Retail
Sell in store and online
Reduce one shared quantity, and put a return back only after you accept it.
Business basics · Workshop
Make and ship a workshop order
Issue material, record scrap, and ship only what you finished.
Business basics · Services
Bill a milestone after acceptance
Keep timesheets as cost, and invoice only the accepted stage.
Business basics · Software
Support a subscribed customer
Start the fee at go-live, and keep support off a second invoice.
AI news · Mistral
Self-host Mistral Large 4
Choose the API or the weights, and read the service-license limit first.
AI news · Gemini
Gemini 4 Carbon for your team
The model is announced, and general access is still closed.
AI news · OpenAI
GPT-6.1 Terra for everyday work
A cheaper model for documents and screens, still checked by a person.
Business basics · Restaurant
Run a restaurant order
Connect the table, the kitchen ticket, and the paid bill.
Business basics · Wholesale
Sell wholesale and deliver
Bill the quantity that actually left, at the agreed price.
Business basics · Construction
Bill a construction job
Tie each progress bill to the job and the costs already incurred.
Business basics · Clinic
Book a clinic visit and invoice
Book the visit, mark it done, then invoice that visit.
Business basics · Hotel
Book a hotel stay
Hold the room, check the guest out, and bill the nights once.
Business basics · Grocery
Track grocery expiry dates
Receive a date, sell the oldest first, and pull what expired.
Business basics · School
Collect a school fee
Bill the fee, record a waiver apart from a payment, and match the receipt.
Business basics · Salon
Book a salon appointment
Book the chair, add a product only if it is sold, and take one payment.
Business basics · Farm
Record a harvest and a sale
Put the harvest on hand, then sell from that quantity.
Business basics · Print shop
Quote a print job
Quote the specification, print the approved proof, and bill that version.
Business basics · Gym
Run a gym membership
Start on a date, freeze with a reason, and stop billing when it ends.
Business basics · Staffing
Invoice a staffing placement
Approve the hours, then invoice the client for that placement.
Business basics · Bakery
Record a bakery batch
Bake a batch, sell from it, and record what you discard.
Business basics · Pharmacy
Track a pharmacy batch
Receive the batch and expiry, then supply only from a batch you can use.
Business basics · Laundry
Track a laundry order
Tag the order, finish the work, and release it on collection.
Business basics · Property
Collect rent and a deposit
Keep the deposit separate from rent, and show arrears as unpaid rent.
Sales
Set a customer pricelist
Give one customer a price and prove a quotation uses it.
Accounting
Set payment terms
Put a term on the customer and check the invoice due date.
Sales
Invoice a down payment
Invoice part of a sales order and leave the balance unbilled.
Sales
Add a shipping method
Add a fixed shipping price and see it on the order.
Purchasing
Confirm a dropship order
Sell one product and check the vendor purchase, not your own shelf.
Products
Sell a product variant
Add a size attribute and pick one variant on a quotation.
Products
Buy in one unit, sell in another
Receive a purchase unit and check the quantity converts.
Support
Close a helpdesk ticket
Open one ticket and move it to a solved stage.
Appointments
Book an Odoo appointment
Publish one bookable slot and book it once.
Expenses
Submit an employee expense
Submit a receipt, approve it, and settle it as a separate step.
Stock
Scrap damaged stock
Scrap a damaged quantity and check on-hand stock falls.
Stock
Move stock between locations
Transfer a quantity and check both locations.
Website
Publish a product on the shop
Publish one product, find it on the shop, then hide it.
Sales
Apply a discount code
Apply one code on a quotation and then remove it.
Apps
Install an Odoo app
Install one known app from Apps, then open it.
Languages
Add a language in Odoo
Activate a language and let one user switch to it.
Security
Turn on two-factor sign-in
Turn it on from My Preferences and sign in again.
Accounting
Lock an accounting date
Lock a period and prove a backdated invoice is refused.
Accounting
Add a second currency
Activate a currency, enter a rate, and read both amounts on an invoice.
Taxes
Apply a fiscal position
Map a tax, assign the position, and check a draft invoice.
Databases
Duplicate an Odoo database
Copy a database, give it a new name, and stop it emailing customers.
Payments
Test an online payment provider
Use test mode for one payment and keep live secrets out of screenshots.
Technology · APIs
Call a JSON API safely
Prove one successful call and one rejected call before you sync records.
Technology · Payments
Retry a payment without charging twice
Retry the same payment key and confirm there is still one charge.
Technology · Files
Store uploads outside the app
Save the file outside the process and check the owner before download.
Technology · Releases
Release a feature behind a flag
Default the flag off, try it once, and turn it off without deploying.
Technology · Operations
Log a failed job so you can find it
Give a failed job an id you can search for, and leave secrets out of the log.
Technology · Performance
Cache a read that can be slightly old
Cache a slow read, set an expiry, and leave live prices uncached.
Technology · APIs
Write the contract for an HTTP API
Write the fields and the errors before another team builds the client.
Technology · Languages
Translate one product screen
Translate one screen and check a longer label still fits.
Developer tools
Activate developer mode
Reveal the technical menu for one session, then turn it off.
Accounting
Issue a customer credit note
Reverse a posted invoice, then register a refund if money goes back.
Companies
Add a second company in Odoo
Keep a second legal entity in one database, with its own invoices.
Bank and payments
Match one bank transaction
Match one imported bank line to the invoice or bill it pays.
Taxes
Set a tax on a product
Put the localization’s tax on the product and check one draft invoice.
Documents
Add your logo to invoices
Upload the company logo once, then print one draft invoice.
Email setup
Configure outgoing email in Odoo
Connect an SMTP server and prove a quotation email actually leaves.
Users and access
Reset an Odoo user password
Send a reset link or set a new login password without touching the database manager.
Setup and planning
Choose Odoo Online, Odoo.sh, or your server
Match the host to custom code, staging, and who restores backups.
Server setup
Install Odoo 19 on Ubuntu
Add the Odoo 19 package, start the service, and create the first database.
Website setup
Connect your domain to Odoo
Add the CNAME first, then map the domain to the database and the website.
Point of Sale
Record your first Odoo POS sale
Open the register, sell one product, and close with a cash count.
Business basics · Assets
Asset management for a small business
Know which equipment your business owns, where it is, and who is responsible for it.
Business basics · Warehouse
Warehouse management from receipt to dispatch
A warehouse needs to know what arrived, where it was stored, and what left.
Business basics · Restocking
Stock replenishment for a small shop
Buy more of an item before customers run out, while checking what is already on order.
Business basics · Purchasing
Purchasing, approvals, and supplier bills
A purchase starts with a business need and ends with the right goods or service and a properly checked payment.
Business basics · Sales
Sales enquiries, quotations, and follow-ups
Keep each customer enquiry with a named owner and a next action.
Business basics · Invoices
Invoicing and payment collection for small businesses
Know what each customer owes and which payments have actually arrived.
Business basics · People
Employee attendance and leave for a small team
Help staff record their time and request leave through a clear process.
Business basics · Repairs
Repair shop jobs, spare parts, and handover
Give every repair a job number and a clear next step.
Business basics · Maintenance
Preventive maintenance for business equipment
Keep equipment service dates and repair work in one place.
Business basics · Deliveries
Delivery and dispatch for a local business
Connect the packed order to its driver and delivery outcome.
Business basics · Rentals
Rental bookings, deposits, and equipment returns
Know which items are booked, which are out with customers, and which are ready to rent again.
Business basics · Project costs
Project costing for a small service business
Keep the work promised to a customer connected to the time and materials it consumes.
Business basics · Customer care
Customer complaints, returns, and refunds
Give customers a reference and a clear next step when something goes wrong.
Business basics · Branches
Stock and sales across two business branches
Show each branch what it actually has and what is on the way.
Business basics · Expenses
Expense claims, advances, and petty cash
Know who spent money, what it was for, and how it was settled.
Public project · ecommerce
Shopify Hydrogen: a connected online store
A retail project walkthrough covering storefronts, stock, checkout, and returns.
Public project · reporting
Airbnb Airflow: dependable business reporting
Turn disconnected data jobs into reports with checks, recovery, and clear ownership.
Public project · logistics
Uber H3: location data for delivery planning
Group demand by area and connect delivery maps to practical operating decisions.
Public project · automation
Netflix Conductor: recoverable business workflows
Connect multi-step business processes with visible state and failure recovery.
Public project · knowledge AI
Microsoft GraphRAG: connected business knowledge
Plan a knowledge assistant that connects information and can be evaluated.
Public project · software operations
Spotify Backstage: clear software ownership
Give teams a clear place to find software owners, documentation, and support.
Public project · customer experience
Stripe Markdoc: better customer documentation
Treat onboarding and help content as part of the product delivery process.
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Claude Code & skills
Create your first Claude Code skill
Install Claude Code, write a reusable skill, and test it on a practice project.
Odoo 20 MCP integration
Connect AI tools to Odoo 20 with MCP
Configure OAuth, inspect exposed tools, and test access before allowing changes.
Claude skills
7 useful official Claude skills
Choose official document, design, testing, and skill-creation workflows by task.
Developer setup
Install Odoo 20 on Windows
Source code, PostgreSQL, VS Code, and your first custom app.
Backups & recovery
Back up and restore an Odoo database
Protect records and attachments, then test a recovery copy.
Odoo 20 AI features
Set up and review Odoo 20 AI fields
Create AI-generated field values with record context and clear review checks.
Sales & invoicing
Odoo quotation, invoice, and customer payment
Follow a sale from quotation to payment and reconciliation.
AI & reverse engineering
Reverse engineer a codebase with AI
Trace real files, understand one feature, and verify the architecture before changing code.
Inventory
Odoo inventory adjustment
Record physical counts and verify stock adjustments.
Data import
Import Excel and CSV data into Odoo
Map spreadsheet fields and update records using External IDs.
Users & permissions
Odoo users, access rights, and portal access
Set up staff permissions and customer portal access.
Languages & RTL
Install RTL CSS for Odoo languages
Install rtlcss and activate Arabic or Hebrew interfaces.
API integration
Integrating Odoo with another system
Check API access, field mapping, retries, and testing.
Project planning
Plan an Odoo implementation in phases
Plan rollout phases, ownership, training, and go-live.
Editions & pricing
Odoo Community vs Enterprise
Compare editions, subscription plans, and running costs.
AI & frontend workflows
Turn a screenshot into a website with AI
Translate a visual reference into a responsive page with real browser checks.
Odoo AI
Set up and evaluate Odoo 19 AI agents
Plan native Ask AI, agent topics, sources, and provider settings.
Cloudflare deployment
Deploy a static site to Workers
Choose real 404 or SPA behavior, then check redirects and headers.
Subscriptions & renewals
Set up subscriptions and recurring billing
Configure recurring plans, customer subscriptions, renewals, and payment checks.
API integrations
Webhooks vs polling
Handle signatures, retries, duplicates, and missed updates.
Product strategy
PWA vs native app
Compare install, offline use, push, device APIs, and stores.
Projects & timesheets
Turn project timesheets into customer invoices
Connect service products, project tasks, recorded hours, and billing.
AI product strategy
Build or buy your next AI product?
Compare native features, ready-made products, and custom development.
Voice AI
Design a business AI voice assistant
Design speech handling, interruptions, tools, and human handover.
Manufacturing & BoMs
Create your first bill of materials and production order
Define components, manufacture a small batch, and verify stock movements.
AI operations
Make AI agent workflows reliable
Handle retries, pending approvals, and uncertain action outcomes.
Model selection
Choose small or large AI models by task
Measure model quality, speed, and cost before adding routing.
AI deployment
AI privacy and deployment choices
Map data flows, retention, and responsibility across deployment choices.
Product traceability
Track lots, serial numbers, and product history
Assign tracking numbers on receipts and trace products through deliveries.
Tools & MCP
Tool calling and MCP explained
Understand tool contracts, MCP servers, and trusted authorization.
AI security
Protect AI apps from prompt injection
Keep untrusted instructions outside application access and action rules.
AI evaluation
Evaluate an AI product before launch
Build test cases for answers, sources, actions, and release decisions.
Inventory replenishment
Set up reordering rules and replenishment
Use min/max rules, forecasts, vendors, and manual or automatic triggers.
AI costs
Estimate the full cost of an AI product
Estimate model, retrieval, hosting, review, and maintenance costs.
AI product decisions
Compare OpenAI, Claude, and Gemini APIs
Compare provider APIs on your own tasks, features, latency, and cost.
AI products
AI meeting notes and action tracking
Turn transcripts into notes and action items with confirmed owners.
Purchase & vendor bills
Purchase products from RFQ to vendor bill
Connect vendor quotations, purchase orders, receipts, and bill checks.
AI products
AI sales assistants and CRM integration
Use CRM context for account summaries and reviewed follow-up drafts.
Document AI
Design an AI invoice workspace
Extract invoice fields, review exceptions, and reconcile the ERP handoff.
AI products
Build a customer support AI copilot
Draft replies from approved knowledge and authorized customer records.
CRM & sales
Manage your CRM pipeline and follow-ups
Track opportunities, schedule follow-ups, and read a meaningful sales forecast.
Knowledge AI
Build a company knowledge assistant
Prepare, search, and maintain company knowledge with access checks.
AI architecture
RAG, fine-tuning, or tools
Choose retrieval, tools, or tuning for a production AI feature.
Prompt design
Prompt engineering for business AI
Write clear tasks, source context, output contracts, and useful examples.
AI foundations
AI agents, chatbots, or automation?
Choose an interface, rules, or agents from the work the product must do.
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