Odoo 16 Certification Preparation

Learn how Odoo selects the print language by using the customer's language setting after enabling multiple languages in settings, and apply it to sales orders and documents.

Explore configuring multi-company environments in Odoo 16, learn how to enable settings, assign users to companies, and leave the company field empty to share customers across all companies.

Explore how Odoo 16 list views default to 80 records and how to display up to 1000 records in one page, with a note on load time.

Learn to access the inventory app's main menu in Odoo using the control k (command k on Mac) shortcut to reach the operation menu and its submenus.

Learn how Odoo 16 marks mandatory fields in a form view by a bold line under the input box, while non-mandatory fields show a non-bold line, with validation on save.

Understand why you can sort some fields and not others by focusing on fields stored in the database. Sortability applies to normal, relational, or computed fields when store=true.

Explore how Odoo's website editor uses building blocks, such as text blocks, image blocks, and image text blocks, and how switching themes updates colors while preserving these blocks across themes.

Explore how dynamic ship colors respond to color presets in website themes, and see how changing presets automatically updates the page, including the text image block and building blocks.

Explore how to use conditional visibility to hide a block for non-English languages. Configure visibility by language, country, desktop or mobile browser, UTM parameters, and user status.

Enable the customizable cookie bar in the website settings under privacy, save changes, and test in incognito to verify the bar prompts visitors to accept cookies.

Discover how Odoo automatically generates SEO titles and descriptions for pages and when to customize keywords to influence search results. You can also manually set the keyword description.

Discover how to animate only a portion of a text string using the website editor, selecting inline text in the customize tab and choosing parameters like slight, bounce, or rotate.

Learn to locate and edit the newsletter pop up in Odoo 16 by enabling it from invisible elements and adjusting font size and other settings.

Discover how keyboard shortcuts work in both the back end and front end of Odoo, including using the escape key to show or hide the editor.

Explore how the insert in spreadsheet feature saves a pivot table to a blank spreadsheet, an existing spreadsheet (as a new sheet), or the dashboard spreadsheet in Odoo 16.

Locate where spreadsheets are saved in Odoo 16 by using the document apps menu, where created and existing spreadsheets from modules like Project HR and Finance reside.

Refresh pivot values by reloading the browser or using the pivot properties panel to refresh values from the sales order data source.

Enable and apply filters on pivots and the spreadsheet to display specific data, using date and amount criteria to show June data or entries containing 15,000, and control visible totals.

Learn who can access a new spreadsheet; access depends on the workspace settings and owner rights, with read and write limited to internal user groups.

Explore the CRM module workflow to generate multiple quotations and multiple orders from a single opportunity, demonstrated by creating, saving, and confirming several quotations.

Convert a lead to an opportunity when a prospect shows good probability, then move the opportunity into the pipeline and follow up toward a win or loss.

In the CRM pipeline kanban view, the plus button creates a new opportunity under the stage; add a new stage with add column and configure stages via the gear button.

Explore marketing automation in Odoo 16, configuring campaign activities and triggers for emails, such as one hour after an activity or an email open, noting WhatsApp cannot be a trigger.

Learn how mail templates work for campaign activities in Odoo 16. Each activity uses one email template, while you can add multiple activities with the same or different templates.

Add and customize CRM pipeline stages in Odoo 16 by creating new states and arranging stage positions, such as submitting a proposal.

Discover how to edit CRM pipeline stages in Odoo 16, using the gear button or developer mode configuration, including renaming stages and editing them even with opportunities.

Distinguish between leads and opportunities in CRM by recognizing that leads are initial data gathering, while opportunities involve actions to win a customer.

Mark an opportunity as lost to archive it, choosing a reason such as too expensive. The opportunity then disappears from the pipeline and is archived.

Explore how many quotations and sell orders can be created from an opportunity in Odoo 16, noting there is no inherent limit.

Explain how stage colors indicate activity status for opportunities—green means not due today, orange means due today, red means overdue—and how clicking a color filters to opportunities with related activities.

The contact form smart button displays all opportunities and leads related to a customer, including active, loss, and win opportunities, as shown by seven opportunities.

Colored bars on a Kanban stage highlight opportunities in the current stage by activity status, using colors like green for not due today and orange for today.

Learn to add a new contact with the other address type in Odoo 16 CRM, enabling multiple address types for a company.

Use the plus button to add a new opportunity under a chosen stage, such as the qualified stage, in Odoo 16 CRM.

Explore the relationship between opportunity and customer in Odoo 16, including creating or assigning customers after winning opportunities, and scenarios where opportunities exist without a customer.

Learn how to manage expected revenue in CRM module. Understand that revenue is not tied to sale orders and can be set manually anytime before or after creating the opportunity.

Duplicating an opportunity creates an exact copy and sets its state to the first stage of the pipeline, which is new.

This lecture explains snooze seven days in Odoo, updating the activity deadline by seven days: past deadlines add seven days from today; future deadlines add seven days to the date.

Explore how the own documents only access group views leads data in Odoo 16 crm. Unassigned leads or leads assigned to the user are visible, while others are not.

Navigate to the crm configuration settings to review the rule-based assignment option and learn how manual triggering switches lead assignment to automatic or keeps it manual.

CRM reporting in Odoo 16 respects access rights, showing which users can view reports and how data is filtered by group permissions to display own or all documents.

Learn how stages in the sales pipeline can be configured by users with sufficient access rights and updated after opportunities are created in Odoo 16 CRM.

In Odoo 16 inventory adjustments, validating an adjustment creates one stock move per adjustment line with the updated quantity, not for whole inventory, and only when the counted quantity changes.

Learn where to define costing methods in Odoo by exploring the product category; access inventory, go to configuration, then product categories, and set the costing methods at the category level.

Establish that only one reordering rule can exist per product for storable items. Attempting to add a second rule prompts a validation warning, ensuring a single active record.

Compute product variants by multiplying attribute values (4,4,3,4) to yield 192 variants, and enable instant variant creation in inventory settings.

Activate the variant grid in inventory settings to enable per-variant quantity entries on purchase orders and request for quotation, using the purchase settings grid and variant attributes.

Determine whether you can purchase a product using different units of measure, and learn that it is possible when the units share the same unit of measure category.

Explore automated journal entries for inventory valuation: increases debit the stock valuation account and credit the input account, while decreases credit the stock valuation and debit the output account.

Define product tracking as lots or serials and enable expiration dates, then set a default expiration time of 100 days and adjust it during receiving in Odoo.

Configure and apply landed costs in Odoo 16 by enabling the landed cost option, setting a default journal, and allocating costs by weight or quantity using product weights.

Explore how confirming a delivery order updates the forecasted quantity in Odoo 16, while a sale order reserves stock and stock sufficiency determines when forecasts change.

Understand how forecasted quantity updates in Odoo 16 when a sale order delivery is confirmed or a purchase receipt arrives.

Explore how forecasted quantity for a storable product relates to on hand: outgoing reservations can reduce forecasted stock, while purchase orders and receiving increase it.

Make to order is the best procurement method for an expensive, slow-moving product when supplier lead time is shorter than customer lead time, and it is enabled in inventory routes.

Identify when to use consumable as a product type and why it isn't stored in stock; contrast with the storable and service types.

Explain how the customer lead time field sets the delivery date by adding days to the order date when the quotation is confirmed, as shown with a cabinet example.

Explore reordering rules in Odoo 16 for a single product, and learn why the system rejects having multiple records for the same product.

Discover why customer locations should show positive stock levels in Odoo 16, as stock moves from warehouse to customer on delivery orders keep inventory positive.

Using the reordering rule, with a 20 to 50 range and a multiply quantity of eight, 14 on hand requires 36 units, rounding to 40 units ordered.

In Odoo, learn how fifo removal strategy governs lot selection by simulating stock moves, creating lots, and processing a sale order to verify fifo behavior.

Learn when inventory on hand increases in Odoo 16: validate the receipt to increase on hand quantity; PO validation only updates forecasted quantity.

Convert units only within the same category; cross-category conversions are not possible to ensure valid unit conversions.

Analyze reordering rules, minimum and maximum quantities, and multiples in Odoo 16, and explain why zero units are manufactured when no manufacturing route is configured, defaulting to buy.

Learn how to apply counted quantities during an inventory adjustment in Odoo 16, generating a stock move per adjusted line with updated on hand quantities, whether positive or negative.

Explore triggering reordering rules in Odoo 16 inventory by replenish from product view, run scheduler, or order once, each creating an RFQ or purchase order.

Confirm in Odoo inventory that a serial number links to a single product and that the many-to-one relation prevents reuse. Ensure the serial number stays tied to that product.

Explore how inventory adjustments are created, tested, and validated in odoo 16, including zero-quantity moves, barcode app workflow, and physical counting processes.

Explore how to set inventory valuation accounts in product categories and select virtual locations, and learn how incoming stock debits and outgoing stock credits affect valuation.

Compute the inventory value for the tables when ten units belong to you and ten belong to the owner, with each unit costing you 500, yielding 5000.

Explore how Odoo 16 applies the faithful removal strategy to reserve the oldest lots first, checking expiration dates to fulfill a 15-unit delivery.

Identify which costing method supports landed cost and how to enable it in inventory settings. Ensure the supplied product category is set to fifo or avco to apply landed cost.

Prioritizing an ISO in the forecast report flags the delivery for processing without changing forecast quantities; nothing happens until reserve quantities are unreserved or the reserve button is clicked.

Learn when to use batch picking for internal transfers in Odoo 16, moving all items at once, versus wave picking which selects items across orders to ship.

Validating a delivery order in Odoo 16 physically ships goods. The system decrements stock on hand and increments the customer location.

Manually updating the on-hand quantity via the update quantity button on the product form generates a stock move from the inventory location minus to your company's stock location.

Learn how a three-step pick, pack, and ship flow in Odoo 16 manages mis-picks and back orders, resolving to two desks and ten chairs for delivery.

Explore how to configure storage capacity in Odoo 16 inventory by storage categories, packages, and products, and learn why volume-based capacity is not supported.

Learn how a stock move is created during an inventory adjustment from five units to four, moving one unit from internal location to inventory loss location in Odoo 16.

Explore how Odoo 16 handles inventory replenishment, showing how sale orders trigger automatic rfqs and manufacturing or purchasing routes when on hand stock is 20 but 50 units are needed.

In odoo 16 inventory q&a 39, start picking does not reserve stock; set reservation method to non-confirmation and perform five-unit receive picking to free units for a sale order.

Enable quality control in manufacturing settings, enable the quality worksheet to create checks, define quality control points for operations, and enforce that a quality check must pass before production continues.

Learn how to define multiple bill of materials for the same product, create versioned BOMs with different components or quantities, and select a specific BOM in a manufacturing order.

Enable work centers in manufacturing, add routing operations under the bill of material, and ensure each operation, such as mixing or packaging, has a designated work center.

Learn how more than one bill of material can exist for the same product in odoo 16, including different versions of the bill.

Enable the byproduct feature in the bill of material, define sawdust as a stackable byproduct, set its production ratio, and automatically record it when finishing the manufacturing order.

Analyze the bill of materials and the assembly work center capacity to determine that ten units require two work orders totaling 120 minutes.

Learn how planned times affect work center durations in Odoo 16 MRP, calculating total impact of prep and post-production minutes on routing and cycle times.

Learn how to adjust the quantity to produce after a manufacturing order is confirmed in Odoo, by clicking the number field, updating the quantity (initially five units), and approving.

Explore how the check availability button on a confirmed manufacturing order checks stock and reserves components automatically, and how updating the quantity triggers the reserve.

Learn how to scrap a broken component during production using the scrap option on manufacturing orders and work orders in Odoo 16 MRP.

Create a manufacturing order, select a bill of materials, produce one unit, confirm, start each operation, and close the order after all components are consumed and operations completed.

Learn how byproducts are produced in Odoo 16 MRP. After the first work order is finished, produce all with quality control to increase on-hand byproduct quantity.

Learn how extra components beyond the bill of materials affect finished product cost and update cost analysis in manufacturing orders, with the overview reflecting changes.

Learn to calculate the cost of one modern desk from its BOM by summing component costs and work center rates, durations, and an Excel-based total of 260 dollars.

Explain how confirming a sale order for a kit bom triggers an order with components, and may create a manufacturing order, a purchase order, and a breakdown in delivery order.

Explain that you cannot use a bill of material with Typekit on a manufacturing order; kit-type BOMs are intended for sales orders.

Identify the indirect demand forecast as component quantity derived from finished product's bill of materials. Use the master production schedule to plan replenishment against forecasted demand and on-hand inventory.

Learn how to use engineering change orders to update product configurations and BOM, with the PLM app for ECO creation, approval, and lifecycle states like in progress, validated, and effective.

Configure eco document approvals in the eco stages by manually assigning an approver per stage for new state, bom, and new product update.

Validate a manufacturing order and adjust both the initial and produced quantities during manufacture, enabling production of more units than initially planned.

Identify the purpose of engineering change orders to modify the bill of materials or product configuration with approvals, and learn to install the plm module to manage BOM versions.

Learn how to calculate mean time to repair by dividing total downtime by the number of breakdowns, emphasizing accurate downtime.

Enable the quality module, apply a quantity-type quality check to inspect each lot, track by lots, assign new lot numbers, create back orders for units, and finish the manufacturing order.

Learn how to configure preventive maintenance in the maintenance app by setting a frequency on equipment and tools, not work centers, to auto-create maintenance orders.

Learn how fully productive time, driven by overall equipment effectiveness, tracks when work centers complete processes within target durations, using bills of materials, work orders, and manufacturing operations.

Explain how two-step picking in Odoo 16 handles extra material consumption, showing that no new transfer is created, existing transfers remain unchanged, and pre-production stock decreases.

Confirming a manufacturing order updates forecasted component quantities, decreasing raw material forecasts as production is planned, and canceling the manufacturing order restores the previous forecast.

Demonstrates how the eco moves to the final and effective stage after applying changes, guided by the eco stages configuration and approvals in the PLM app.

Odoo 16 allows using a kit bill of material on another bill of material line, with the manufacturing order automatically breaking down the kit into raw materials and components.

Learn how stock moves are registered at repair order confirmation in Odoo 16, by creating a repair order, adjusting BOM components, and triggering a repair move to process.

Identify approval workflows at the eco stage level in PLM for engineering change orders, defining stage-specific roles, notifications, and transitions through new, in progress, validated, and effective stages.

You can have multiple bills of materials for the same product. Choose which bill of materials to use on a manufacturing order, and different BOMs consume different components.

Learn how to configure by products on the bill of materials to produce multiple products at once, enable by products in manufacturing settings, and validate the output.

Learn how to enforce quality checks in Odoo 16 by configuring quality control points, linking them to products or operations, and preventing production until quality check passes.

An analytic account on a manufacturing order allocates component costs and work center times, with consumption posted negatively; the account remains indicative and does not record costs.

Enable work orders in manufacturing, define work centers, and create a bill of materials for finished goods with required raw materials; every operation must have a work center.

Learn how to define a quality control point on incoming shipments in odoo, enforce mandatory quality checks at receipt, and validate the operation after a pass or fail decision.

Explore how the overall equipment effectiveness calculation is performed on the work center in a manufacturing order, using real duration to assess ROI and production reporting in Odoo 16.

Configure subcontracting on the bill of materials, enable subcontracting in manufacturing settings, and purchase the subcontracting service from the selected vendor to produce, consume components, and return finished goods.

Actual demand y minus one and y minus two equal last year’s sold quantities in the MPS view, guiding raw material planning in Odoo 16.

Selects the fastest available alternative work center automatically during planning, using time efficiency to finish tasks sooner; if unavailable it moves to the next fastest option.

Explore how manufacturing orders in Odoo 16 handle bill of materials and work centers, showing how you can add components beyond the BOM during a production run.

Discover how Odoo defines work center capacity as the number of pieces produced in parallel, with a manufacturing order illustrating queuing when demand exceeds capacity.

Add a product to the cart in odoo's e-commerce; it generates a draft quotation containing all cart items and appears under unconfirmed orders.

Define and apply promotion programs using price lists in Odoo 16, with discounts based on product, category, or customer, and assign them to customers through the parent company.

Save and reuse blocks in Odoo 16 by creating custom snippets; edit a block, save as a snippet, and insert it across pages, noting density is one.

Portal users can see quotations, sale orders, invoices, and bills by default; manufacture orders, work orders, and maintenance requests are not available.

Explore how Odoo's website design handles fonts, including a default set of 12 fonts, adding Google fonts, and applying fonts at the theme level for headings and buttons.

Discover how building blocks are shared: they are shared across themes within the same website, but not across different websites, as demonstrated in website configuration and testing.

Navigate between websites in a multi website environment in Odoo 16 by enabling multi website access in user settings and using the website selection to switch between websites.

Learn to publish job positions on the website with the Odoo 16 recruitment module, by creating a new job or publishing an existing one.

Install the appointment app to create and publish online appointments on your website; in Odoo 16 the calendar is automatic, while older versions require manual website menu setup.

Configure available employees in the appointment setting and mark 'chosen by customer' to let guests select their meeting host in Odoo 16, via the calendar online appointment backend.

Publish products by installing the website and e-commerce apps, marking items as sellable, and using the publish toggle in the product header to make them visible on the site.

Learn to configure alternative products on a product page by setting an alternative for a fabric chair, and distinguishing optional products and accessories, using dynamic content blocks.

Configure optional products and the accessories product for the main item in the backend so optional items appear before checkout on the website.

Determine how promotions apply across websites: you do not need to select a website on the promotion form. If the website field is empty, the promotion applies to all websites.

Learn to customize a specific product page using the website builder. Place a block inside the product page to apply changes only to that product, not to other products.

Enable original and discounted prices in Odoo 16 by configuring a price list promotion, setting public price and discount policy, and allowing customers to select the price list.

Add ribbons to product shop cards with the website builder by editing the product list page, selecting a badge (sale, sold out, or popular), and saving for backend application.

Learn how emoji emoticons enhance message posts by selecting and sending the desired emoticon within a post.

Configure whether e-commerce prices include tax by adjusting the website settings to include or exclude the displayed price and any accompanying text.

The price filtering uses the base price, not the current promo price, to determine results. A chair with base price around 80–84 remains shown when filtering at 50.

The price list shown to unauthenticated visitors is the first default price list linked to your website, and you can reorder lists to set a different default.

Create an accrual allocation to automatically allocate paid time off for employees each month using an accrual plan, with configurable start dates and annual carryover rules.

Explore how expense reports in Odoo 16 move from submission to payment and reimbursement, including approval, posting journal entries, registering payments, and bank reconciliation to mark as paid.

Learn how to assign equipment to a work center in Odoo maintenance, and decide whether an item is used by a department, an employee, or both in the MRP workflow.

Learn how to restrict recruitment stages to specific job positions by using the job-specific field, with initial qualification open to all and second interview limited to chief executive officer roles.

Refuse an applicant in the Odoo 16 recruitment module by selecting an optional reason. Send an email using the refusal template and update the stage to refused.

Discover how to attach a bank account to an employee in odoo by linking it to the address or partner, and create or select the bank account during entry.

Enable the employee pin option in HR settings to require a pin for kiosk mode check-in/out, and apply the same pin control to the point of sale cashier.

Install the attendance app in Odoo 16 and demonstrate that attendance cannot be checkout-only; users must check in first and then check out via the default check-in/check-out menu.

Configure approval levels for time off by time of type in Odoo after installing time off application, and set sick time approvals to official, employee approver, officer, or no validation.

Learn to allocate time off in Odoo using by employee, by department, or by whole company, and apply the trainer tag to include employees across departments.

Learn how expense reports post to the company using a purchase-type journal, while employee payments require cash or bank journals, with manager approval and journal entry posting.

Add the employee's home address to their private information in Odoo 16 to resolve expense report errors. This enables creating the vendor bill when the employee pays the expense.

Enable analytics accounting in the accounting app, link analytics accounts to the employee contract, and apply them to payslips for journal entries.

Learn how to configure multi-level approvals for time-off requests by using the time off type form to set the approval level (no validation, officer, employee approver, or both).

Define the work schedule in Odoo 16 on both the employee form and the contract, with the default schedule in the employee form and the actual schedule on the contract.

Learn how to submit an expense report for reimbursement in Odoo 16, by creating expense lines, compiling them into a report, and sending it to a manager for approval.

Set the expected new employees as the recruitment target for a job posting, not a limit or blocker; the posting stays active even with multiple applicants until unpublished.

Learn how to build a superhero team by leveraging Odoo's recruitment referral program through the referral app, including installation and effective use of referral apps for hiring.

Configure time-off accrual in Odoo 16 using accrual allocation type and based on work time rules to calculate leave by working days.

Show that an employee with no other rights cannot access the time of description of their college or the time of description of other employees.

Identify that to publish a job description online in Odoo, use the recruitment and online jobs app, which depends on the recruitment and website mail modules.

Configure an expensed car transport product in Odoo 16 with a 0.4 per km reimbursement, set its cost price, and let the expense module auto-fill costing to calculate total reimbursement.

Use smart button trackers to identify which medium applicants use to apply, such as LinkedIn or Twitter, by defining tracker links in the recruitment application for each position.

An expense is created from email only when the sender's email is linked to a nodal user account and matches an existing employee in Odoo 16.

Record timesheet hours offline in Odoo 16 using mobile or web apps. Start the timer on a task, go offline, then stop it when back online to save your hours.

Validate a sale order with milestone-based invoicing creates a new project (with milestones and no tasks) and allows manually setting the delivered quantity to invoice.

Learn how to create a timesheet without a task in Odoo 16, while always selecting a project. Explore the timesheets application and its optional task association.

Confirming a sale order for a timesheet-based product creates a task in an existing project, using recorded timesheets to invoice delivered hours and apply analytic distribution to the project.

For the surface product, timesheets set the delivered quantity to 12 hours, updating the invoice line; with a fixed-price policy, invoicing uses the ordered quantity.

Demonstrates that validating a sale order with a service product and fixed-price invoicing creates a new project and task, with invoicing based on the sale order quantity.

Explore how sale order validation with a timesheets-based invoicing policy updates delivered quantity automatically. It creates a new project and task, and supports invoicing by timesheets or delivered quantity.

Learn how a validated sale order with milestones drives invoicing and creates a new project with a task, deciding when to invoice the sale order quantity.

Explore how timesheets interact with fixed price invoicing in Odoo 16, learning how hours linked to a sale order are invoiced under milestone or prepaid policies.

Explore how Odoo builds a timesheet cost from an employee's hourly rate and hours recorded, using the employee form to set costs and viewing costs by employee, project, or task.

Learn how Odoo updates the delivered quantity on a sell order from recorded time sheets with the invoicing policy, and why validation matters for updates.

Start the timer in the timesheet app to record work time offline. Sync data when online and stop the timer to finalize the timesheet.

Explore how timesheets attach to billable tasks in Odoo, showing that all timesheets for a billable task link to a single sale order item and are automatically billable.

Learn how timesheets drive invoicing within a sale order by recording hours and delivering work, then validating timesheets to bill delivered hours incrementally until the total is invoiced.

Learn how time off automatically generates time sheet entries in Odoo 16 and distinguish false statements about manual encoding versus automation.

Grey lines indicate timesheets validated by the manager, while black lines show unvalidated entries. Open the timesheet applications, validate all timesheets, and remove drafts to review an employee’s recorded hours.

Explore how red hours in Odoo timesheets indicate overtime under a contract. Learn to compare allocated versus recorded hours in the timesheets app.

Create tasks without mandatory project association, which appear as private tasks. Explore the project app’s task menus to manage and save tasks.

Confirm that a task cannot belong to multiple projects in Odoo 16 and learn to create a new task by selecting exactly one project in the project application's tasks section.

Configure automatic customer emails in Odoo 16 by linking an editable email template to the task's dance stage, sending a rating request and acknowledgment link when the stage is reached.

Learn to add sub tasks to a parent by creating from it or linking from it; in Odoo, use sub task tab to create 2.1 and 2.2 under task two.

Enable the recurring task option in the project management application and configure it to repeat weekly, automatically creating new tasks according to that pattern.

The project setting defines the analytic account for a task and automatically assigns it to all tasks within that project.

Discover how to change a task name at any stage in an Odoo 16 project, including tasks created from sale orders, with updates visible throughout the project workflow.

Discover how project stages and task stages are shareable across multiple Odoo projects, how to enable and configure them, and reuse backlog across projects.

Set visibility to invited internal users and add followers to grant access; admins and project users control who can see the project in the Odoo project module.

In Odoo 16, set feasibility to invited portal users and all internal users to grant access by adding followers. Customers can reach their tasks via their portal account.

Define and share kanban stages across projects in Odoo, allowing the researching stage from the senior consulting project to appear in the new design project.

learn how to rename tasks and kanban stages in Odoo 16, including even in the done stage, by using the gear button and save to fit business needs.

Set project-specific rates in the invoicing tab, so time sheets use the project rate instead of the default hourly cost; this enables different rates per employee on the same project.

Add employees as followers to a project to grant them access to a private project. Select employees or users when adding followers to share or invite the project.

Explore how rescheduling dependent tasks in the gantt view accounts for employee time off, working hours, and the company’s public time off in Odoo 16, with practical examples.

Learn how to enable and manage task dependencies in Odoo 16, configure the project app, and visualize A-to-B dependency relationships in the Gantt chart and kanban stages.

Apply the average cost method to update inventory value, using Excel to combine 48 units at €1,000 with 2 units at €500, yielding a new unit cost of €980.

Learn how to prevent selling a product in Odoo 16 by archiving the product or enabling a blocking warning, using the can be sold or can be purchased attribute.

Learn how to use blanket orders in Odoo 16 to exceed purchase agreement quantities, configure agreement type, and adjust RFQ quantities independently of the blanket order.

Discover how to auto generate RFQs in Odoo 16 when minimum quantity is reached by selecting the first valid supplier from the vendor list, evaluated line by line.

In Odoo 16, set the purchase agreement to one rfq (exclusive); confirming one quotation cancels the others, closes the agreement, and converts the winner into a purchase order.

Explore how blanket orders in a purchase agreement in Odoo allow adding more units beyond the initial quantity with the same vendor and a quotation.

In the product form, under the purchase tab, define vendor price lists and lead times for each supplier. For example, different vendors show different prices and lead times.

Explore how average costing updates unit cost when a stock receipt has a different cost, and how FIFO holds the cost until stock is exhausted, then price changes.

Explore standard costing in odoo 16 through a purchase scenario where additional stock is valued at the same unit cost of 100, keeping the product cost unchanged.

Learn how to add products and adjust quantities on a confirmed purchase order that is not locked, and why locking prevents further edits.

Calculate the order quantity as the maximum minus forecasted, yielding 11 units, and use the first valid price line—April 2–30 at 92 per unit—for the rfq.

enable purchase agreement in the purchase app, and modify product form. select either a draft rfq or the proposed call for tender; the latter creates a purchase agreement when triggered.

Compute scheduled date as order date plus vendor lead time; auto purchase orders from reordering points use delivery lead times, while manual purchase orders use vendor pricelist lead time.

Understand how purchase orders behave after validation: you can add lines or change quantities until the order is locked, after which you cannot modify the lines.

Enable dropship routing, confirm sale order triggers automatic purchase order from vendor, generate a receipt, and ship directly from supplier to the customer, bypassing warehouse receipt.

In Odoo 16, manual purchases yield today plus 15 days; automatic orders from reordering points count the 5-day security lead time, yielding today plus 20 days.

Explore how delivered quantity sets the amount to be invoiced in Odoo purchasing, updating received and billed quantities as you process orders and invoices.

Learn how rfq quantities relate to purchase agreements in Odoo 16: the default rfq quantity comes from the agreement, but you can change it.

Learn to aggregate multiple purchase orders into a single vendor bill by grouping by vendor, selecting POs, and using the build function in Odoo 16.

Learn to set reordering points, minimum and maximum stock, and vendor data in Odoo 16 to auto-create rfqs or manufacturing orders via replenishment rules.

Demonstrates how a reordering rule in Odoo 16 triggers below minimum with a tenfold multiplier. Selects the vendor price list line with minimum quantity 20 and price 4450.

Determine which vendor is chosen for an automatically generated rfq: the first vendor on the price list that matches the minimum quantity, not the cheapest price or the shortest delivery.

Describe the purchase agreement behavior for 'select only one RFQ': choosing one RFQ cancels the others and closes the agreement, and confirming a purchase order automatically cancels remaining RFQs.

In odoo 16, a receipt is automatically created when you confirm a request for quotation, provided the inventory application is installed and the quotation contains storable or consumable products.