Odoo Enterprise: Accessing Code and More

Introduction

Odoo Enterprise – Welcome to Odoo Insider! I’m here to guide you through various technical and functional aspects of Odoo. Whether you’re an Odoo user or developer, this session is packed with valuable insights and tips.

Session Overview

Today, we’ll cover:

1. How to access Odoo Enterprise code as a partner.
2. Connecting Odoo to an external mail server.
3. Handling partial reconciliations and price differences in Odoo.
4. Determining if a customer has a standard or custom Odoo license.
5. Setting up purchase line discounts and managing access rights.

Accessing Odoo Enterprise Code

As a partner, accessing the Enterprise code is straightforward. Here’s how you can do it:

1. Visit odoo.com and find the “Become a Partner” link.
2. Follow the steps to become a partner.
3. Once approved, you’ll have access to additional features like the Enterprise GitHub repository.
4. Ensure your developers are added to the GitHub Enterprise repository to access the code.

For detailed instructions, visit the Odoo Documentation.

Connecting Odoo to an External Mail Server

To send emails from Odoo using your own mail server, follow these steps:

1. Go to the Odoo technical settings and find the “Outgoing Mail Servers” section.
2. Add your mail server details (SMTP server, username, password, security settings).
3. Test the connection to ensure everything is set up correctly.

This setup helps you avoid the daily email limit and ensures emails appear to come from your own domain.

Handling Partial Reconciliations and Price Differences

Partial Reconciliations:

• When a customer makes a partial payment, you can record it in Odoo.
• The system will keep track of the remaining balance and update the follow-up reports accordingly.

Price Differences:

• Price differences can occur due to exchange rate changes or discounts.
• Configure reconciliation models in Odoo to handle such discrepancies automatically.

Standard vs. Custom Odoo License

To determine if a customer has a standard or custom license:

• Ask the customer directly or review their Odoo invoice.
• Customers using Odoo SaaS with standard features typically have a standard license.
• Those with custom developments, multiple companies, or integrations usually have a custom license.

Purchase Line Discounts and Access Rights

Purchase Line Discounts:

• Odoo 17 introduces discounts on purchase lines, a feature not available in earlier versions.
• If you’re using an earlier version, consider upgrading to leverage this feature.

Managing Access Rights:

• To restrict access to specific modules, adjust the user’s access rights in the user settings.
• Menu items can be hidden by ensuring users are not part of the corresponding groups.

For more detailed steps, refer to the Odoo Access Rights video tutorial available on YouTube.

Conclusion

This session of Odoo Insider aimed to provide you with practical solutions to common challenges. Whether it’s accessing the Enterprise code, setting up mail servers, handling financial reconciliations, or managing access rights, Odoo offers robust tools to streamline your operations.

Stay tuned for more sessions and don’t hesitate to prepare your questions for next week’s focus on Odoo SH with Stanislas. See you then!