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Showing posts from September, 2026

Odoo HR in 3 apps 👥

HR admin is where small teams quietly lose the most time. Leave requests arrive by WhatsApp, attendance lives in a sheet, and payroll gets rebuilt from scratch every month. Odoo's HR apps put all of it in one connected place. Here's a quick walkthrough of the three that matter most. 1. Time Off: requests without the chasing Employees request leave directly in Odoo, managers approve or refuse with one click, and balances update automatically. You can set up different leave types (annual, sick, unpaid), define how much each employee accrues, and see everyone's availability on a shared calendar, so you stop discovering on Monday that half the team is away. 2. Attendance: one clear record of who worked when Employees check in and out from a simple screen, a kiosk, or their phone. That gives you reliable hours worked without anyone filling in a sheet at the end of the week. If you also bill clients by the hour, pairing it with Odoo Project Management and timesheets means ...
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"What's New in Odoo 20" — covers the headline feature (agentic AI that can take actions, not just answer questions), the native MCP server, database-wide natural language search, the redesigned mobile app, and accounting/e-invoicing updates. Ends with honest guidance: it's not fully generally available yet, so there's no rush to upgrade immediately, but it's a good moment to start planning if you're on Odoo 17/18.

Odoo 20 was just unveiled today at Odoo Experience 2026 in Brussels, during the opening keynote by founder and CEO Fabien Pinckaers. It's not generally available yet (that's still a few weeks out), but the direction is now official. Here's what's actually new. The headline: AI that takes action, not just answers Odoo 19 introduced AI that could answer questions. Odoo 20 pushes it further: agentic AI that can actually execute tasks inside your database. Think reassigning unclosed leads in CRM based on rules you set, or building a full project with stages and tasks straight from an uploaded document. What else is new Native MCP server (Enterprise): AI assistants can connect directly to your Odoo database without extra middleware. Database-wide natural language search: ask a plain-language question and get answers pulled straight from your records, no filters to configure. Redesigned mobile app: a rebuilt touch interface running on Owl 3, with offline se...
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Setting up Odoo Inventory? Here's the 6-step overview 📦

Setting up Odoo Inventory the right way from day one saves you months of manually fixing stock counts later. Here's the quick overview of what it takes. The 6 steps, at a glance 1. Warehouse structure — map out your locations before adding anything else. 2. Import vendors — add suppliers first, since products link to them for reordering. 3. Import products — set units, cost, and reorder info correctly from the start. 4. Initial stock count — your accurate baseline that everything else builds on. 5. Sales & purchase flows — connect Sales/CRM so stock updates automatically. 6. Replenishment rules — set minimum thresholds so reorders trigger themselves. The tricky part isn't any single step, it's getting the warehouse structure and initial counts right the first time, since mistakes there are harder to unwind later. Want it set up correctly without the trial and error? Reach out and I'll walk you through it for your business. ...
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Top 5 Odoo CRM Features

Most sales teams only use a fraction of what's actually sitting inside their Odoo CRM . If you're just logging contacts and dragging deals across a pipeline, you're missing the features that actually save hours every week. Here are the five worth setting up first. 1. The visual pipeline (and what most people miss about it) Odoo CRM's Kanban-style pipeline is the first thing every user sees: drag and drop deals between stages, assign salespeople, and track expected revenue at a glance. What a lot of teams skip is customizing the stages to match their actual sales process, instead of using the generic defaults. Keeping it to 4-7 clearly defined stages tends to outperform a long, overcomplicated pipeline. 2. AI lead scoring This is the feature most teams don't turn on, and it's one of the most useful. Odoo's predictive lead scoring learns from your own closed pipeline (deals you've won and lost) and builds a probability score for new leads based on pa...
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The Odoo 19 migration checklist!!!

Upgrading to Odoo 19 can bring real gains: faster performance, a cleaner interface, and deeper AI features across Sales, Accounting, and Inventory. But a migration that isn't planned properly can turn into days of firefighting instead of a smooth transition. Here's the checklist I walk clients through before any Odoo 19 upgrade. 1. Audit your current setup Before touching anything, get a full picture of what you're actually running. List every installed module, standard, third-party, and custom, and note which ones you actually still use. It's common to find modules that were installed once and forgotten. This is also the time to document your customizations and, importantly, why each one was made. That context matters later when deciding what's worth carrying forward. 2. Take a complete backup This step is non-negotiable. Create a full backup of your database and file store, and actually test that the restore works before you rely on it. A backup you've n...
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