Each guide below solves one specific task in Odoo, from emailing invoices to your accountant to valuing stock at a balance sheet date. The steps were checked against Odoo's source code for the version named on the page, so menus and labels match what you see on screen.
Accounting and invoicing
Email every posted invoice to your accountant, automatically
A step-by-step Odoo 19 guide to emailing each posted customer invoice to your accountant with an automation rule and a copy of the invoice template.
Find the unique ID your customer wants for an Odoo invoice
Odoo invoices have no general UUID, but invoices sent through Peppol carry a message ID. This guide shows where it lives and how to export it.
Manage TDS thresholds in Odoo 20 on the bill
Odoo 20 has no TDS threshold setting. This tutorial shows how to apply TDS only after a vendor crosses the limit, using the tax on each vendor bill.
Move a depreciating asset to another company
A step-by-step guide to moving a depreciating fixed asset between two companies in Odoo, with its depreciation history carried over.
Fix a wrong hard lock date in Odoo without undoing it
Odoo will not remove or move back a hard lock date. Here is what the lock blocks, who can change it, and how to correct a locked year.
Send payment reminders on each invoice's own due date
Odoo follow-ups remind the customer, not the invoice. Here is how they schedule reminders, and how to run a separate schedule for every invoice.
Show each user only their own vendor bills
No standard Odoo access level limits users to the vendor bills they created. A global record rule does, while accountants keep full access.
Deposit customer cheques in batches, at either bank
Record customer cheques in Odoo, hold them in one Cheques on Hand balance, deposit them in batches and match each deposit, even with two banks.
Record lump-sum payments and short-pays in Odoo Community
Settle several invoices with one customer payment in Odoo Community and book coded short-pays to a deduction account, plus what Enterprise adds.
One company, several shops, a profit and loss for each branch
Set up branches, per-shop journals and POS payment methods in Odoo 19 so each shop of one legal entity gets its own profit and loss.
Purchasing, inventory and manufacturing
Find your inventory valuation by product in Odoo 19
Find inventory value by product in Odoo 19, read it as at any date, and make it match the stock account on your balance sheet.
See which sales orders are still waiting for a product
List every confirmed Odoo sales order waiting for a product, with ordered, delivered and remaining quantities and the date more stock is expected.
Perpetual FIFO in Odoo 19 when invoices run ahead of stock
What Odoo 19 posts when a vendor bill precedes the receipt or an invoice precedes delivery, and how to keep COGS and the stock account right.
Sell consigned goods and book only your commission
Receive consigned stock without valuing it, record sales as money owed to the consignor, and move your commission into income at settlement in Odoo.
Raise purchase orders for services in Odoo
Set service products up for purchasing in Odoo: no receipts, bills matched to the order, and bills that post to the expense account you choose.
Reschedule a purchase order without touching received lines
How Expected Arrival, receipt Scheduled Date and Deadline connect in Odoo 19, and how to reschedule only the quantity still to come.
Make purchase orders use the vendor's currency
Why Odoo puts generated purchase orders in your own currency, where vendor prices and costs get converted, and how to set up foreign-currency buying.
Import bill of materials changes into an ECO from a spreadsheet
Update an Odoo engineering change order from your CAD bill of materials with the standard export and import, step by step, with no custom module.
Sales and projects
Make a sales team commission plan actually pay out
Set up an Odoo commission plan that pays on a whole sales team's results, and fix one that shows no commission for team members.
Create a project task the moment a sale is confirmed
A step-by-step guide to making Odoo create a task in a chosen project whenever a sales order is confirmed, using a service product and no custom code.
Report expected invoicing per milestone, by deadline month
Build an Odoo report of expected invoicing per milestone by deadline month, using one stored field on the milestone and a Studio pivot.
Upgrading and migrating
What Odoo 19 removed that the release notes leave out
A step-by-step guide to what Odoo 19 removed or replaced since Odoo 18, how to save the affected data, and how to test your upgrade.
Upgrade Odoo 18 to 19, with or without Enterprise
Who can use Odoo's upgrade service to move from Odoo 18 to 19, what it covers, and how to run and test an upgrade on each hosting type.
Settings to review after you upgrade to Odoo 19
Which Accounting and Inventory settings changed in Odoo 19, why some look different after an upgrade, and how to confirm each one is right.
Bring QuickBooks Online records into Odoo in the right order
Which QuickBooks Online records Odoo 19 imports natively, the order to load them, and how invoice attachments can come across.
Planning an Odoo project
Choose an Odoo implementation partner on evidence
What Odoo's partner levels really measure, the questions that test a partner, how to check references, and what a sound proposal puts in writing.
Check what the Odoo sales rep told you before you sign
Which Odoo sales claims to check yourself, how to test them in a trial or Community database, and what to get in writing before you sign.
Implement Odoo yourself, and get the locked decisions right
What a self-run Odoo implementation involves: the settings that lock after the first transaction, what self-hosting makes your job, and an order of work.
Decide what your gap analysis must settle before go-live
When to run an Odoo gap analysis, which settings Odoo makes costly to change after go-live, and a rule for what must be decided first.
Odoo hosting: Online, Odoo.sh, or your own server
Which plan allows which hosting, and what Odoo.sh costs.
Is Odoo right for your business?
A checklist to run before you commit to an all-in-one system.
How to implement Odoo without disrupting the business
A phased rollout that protects operations while you go live.
Need it set up for you?
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