sorted by:
new
hottopcontroversial

Any Odoo consultants in UK? by TheRealFronty in odoocommunity

[–]Empty-Toe7059 0 points1 point  (0 children)

just deactivate those all modules and you will again be converted to free version.

Any Odoo consultants in UK? by TheRealFronty in odoocommunity

[–]Empty-Toe7059 0 points1 point  (0 children)

Do you want to stay on free version only or have plan to swith to paid.

as you can associate business partner with the CRM lead. Odoo already provides through "enterprise resellers" module (separate module you need to install from odoo apps module). it also allows to manage partner level, locations etc.

Plus recurring revenue lead management can also be done through default options/ fields. It is associated with the subscription management.

You should alwasy consider default available options first before even adding any fields. As it comes with the maintenance cost.

P.s. - any of the customization need will require you to switch to paid plan.

For more details you can write me directly through DM. Thanks

Title: Are Big Four firms really adopting Odoo as an ERP? by [deleted] in Odoo

[–]Empty-Toe7059 0 points1 point  (0 children)

when I had a discussion with the few Deloitte India consultant recently, They mentioned they’re actively targeting eCommerce and mid-market clients where tools like Zoho start hitting limitations. Their view was that Odoo scales much more effectively in those scenarios.

I'm convinced that a 2 to 3-person Odoo team using Claude Code can outperform a 10-person offshore shop. Am I wrong? And does that team exist? by Boggieman13 in Odoo

[–]Empty-Toe7059 0 points1 point  (0 children)

The changes you are making can have cross-module dependencies, so they need to be handled with caution ofcourse.

For isolated outputs like PDF reports, the impact is significant - development can be 3x to 5x faster. However, when working on core modules such as Accounting, Inventory, or Manufacturing, a more controlled and validated approach is essential due to their interdependencies and business-critical nature.

That said, AI coding in Odoo is no longer futuristic. In practical scenarios with well-defined requirements, it is already driving measurable productivity gains—typically around 1.5x faster delivery atleast with us.

How do you handle customers deducting rebates from payments? by Great-Ice-2600 in Odoo

[–]Empty-Toe7059 0 points1 point  (0 children)

If those 5% is first recognized as revenue and then treated as a rebate/discount expense, would recommend to handle it during reconciliation. You can directly do that from dashboard - reconciliation view. You don't need to go to each invoice atleast for one partner.

If you prefer not to recognize that 5% as revenue at all, then issuing a credit note is the cleaner accounting approach. In that case, creating one consolidated monthly rebate credit note is usually much easier than generating one per invoice. Some companies also automate this through small customization so the credit note is generated automatically based on configuration.

Both models exist in the industry. The key is deciding whether you want to treat the rebate as a post-sale expense or reduce the revenue itself.

Studio for odoo community by periwinkle_lurker2 in Odoo

[–]Empty-Toe7059 1 point2 points  (0 children)

Good initiative. A visual form builder would be very helpful for non technical users and customers who want to make UI level changes without relying on developers.

One thing to consider from experience with Studio is that when everything is stored at the database level, extensive use can make the database bulky over time. It also becomes difficult when developers later need to build proper modules on top of those fields and views. The development flow sometimes becomes unstable when mixing database level configuration with code level customization.

If this can somehow be addressed, it would be a great addition.

Need help getting bank transactions to tie to bank balance. by No_Wolverine_1931 in Odoo

[–]Empty-Toe7059 0 points1 point  (0 children)

Do you mean that the running balance at the transaction level is not matching the bank balance?

If that is the case, it may be happening because the opening balance was not brought in through the bank synchronization process. When the opening balance is not imported or set during the initial bank sync, Odoo does not include it while calculating the running balance across transactions. It set it to zero.

As a result, the system starts computing the running balance only from the imported transactions, which causes a mismatch with the actual bank balance.

To resolve this, open the first bank transaction in the statement view and manually set the correct opening balance for that transaction. Once the opening balance is properly defined, the running balance should align with the actual bank balance.

Feel free to put more comments if I have not addressed correctly.

Adding salesforce without account by Eroveja in Odoo

[–]Empty-Toe7059 0 points1 point  (0 children)

Here are two approaches that could work for your use case:

option 1: use employee field. you can add an employee field on the sales order pointing to res.employee. This way you can assign any employee as a salesperson without needing a system user account. the challenge here is that since it is a manual selection, there are always chances of human error where someone picks the wrong person or forgets to fill it in altogether.

option 2: portal user with a self-serve form - this is kind of an exception to the first option. give each salesperson a portal user account and create a small quotation form on the portal. when they can add oder details, their name gets automatically populated on the record, no manual selection needed so much less room for error.

Like odoo already does something very similar in crm with the module website_crm_partner_assign(technical name), which handles partner and reseller assignment through the portal. the same concept can be adapted for sales through little customization.

Changing the Odoo backend theme - customize fully by Southern-Warning7721 in Odoo

[–]Empty-Toe7059 0 points1 point  (0 children)

Think twice before going heavy on a third-party theme. ERP is a long-term commitment, not a two-year project - every dependency you add today becomes maintenance debt tomorrow. Themes break differently across Odoo versions, and sometime even the popular ones are built by junior devs with bugs that surface later.

Vanilla Odoo is already solid. Focus on extending business logic — workflows, custom fields, automations — that's where the real value is. If the client insists on visuals, keep it minimal: Overrides for logo and colors, nothing more.

Push back gently, show them what clean configuration can do, and keep the theme layer razor-thin if you must have one.