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Tracking the entire life cycle from the order in CRM to the shipment of goods from the warehouse

Stage 1 - creating a lead in the CRM system. In CRM, leads can come from several sources: 1st by filling out an application on the website, 2nd by creating manually, 3rd by receiving an email to a spe...

Jan 6, 2026

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How to upload a supplier's price list to Odoo?

Loading new price lists takes place in three stages Loading price list names Loading prices into price lists Linking price lists to partners If the price lists have already been uploaded to the databa...

Jan 6, 2026

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Accounting for the movement of goods between warehouses

When creating warehouses, different types of operations are created for each warehouse. To see them, you need to go to the Warehouse module. To create an internal transfer between warehouses, you need...

Jan 6, 2026

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Automatic replenishment of stocks and additional orders from the supplier, control of balances

In the Odoo system, there is automatic stock replenishment, which is configured in the product card. To access the product card, go to the Inventory module, click on the Products menu, and select Prod...

Jan 6, 2026

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Multi-warehouse

When creating a company in the Odoo system, 1 warehouse is automatically created, if needed, several can be created. To create another warehouse, you need to go to the Warehouse module and in the menu...

Jan 6, 2026

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Maintaining batch records

Batches and serial numbers are two ways to identify and track products in Odoo. Despite the similarities between the two tracking methods, there are also notable differences that affect receipts, deli...

Jan 6, 2026

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Power of attorney

When ordering from the supplier, if another employee needs to pick up the goods, they need a Power of Attorney. To add printed forms, you need to go to Applications and install the Print forms for Ukr...

Jan 6, 2026

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Advance report

To add printed forms, you need to go to Applications and install the Print forms for Ukraine (base) module, as well as the Print forms for Ukraine (HR Expense) module. Go to the Expenses module Let's ...

Jan 6, 2026

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Return to the supplier

To add printed forms, you need to go to Applications and install the Print forms for Ukraine (base) module, as well as the Print forms for Ukraine (Purchase) module. Go to the Purchase module. To crea...

Jan 6, 2026

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Cash expense order

To add printed forms, you need to go to Applications and install the Print forms for Ukraine (base) module, as well as the Print forms for Ukraine (Account) module. We go to the Invoicing module and f...

Jan 6, 2026

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Cash receipt order

To add printed forms, you need to go to Applications and install the Print forms for Ukraine (base) module, as well as the Print forms for Ukraine (Account) module. We go to the Billing module and fir...

Jan 6, 2026

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Act of service provision

To add printed forms, you need to go to Applications and install the Print forms for Ukraine (base) module, as well as the Print forms for Ukraine (Sale) module. To create a Commercial Offer, go to th...

Jan 6, 2026

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