Odoo Purchases Services: Effective Management

Introduction

Hello, Odoo enthusiasts! Today, we’re diving deep into various aspects of Odoo, focusing on both developer and user experiences. From handling document views to managing purchases and services, and even exploring inventory configurations—this session aims to enhance your understanding and efficiency with Odoo. Let’s get started!

Navigating Document Views in Odoo

Common Issue: Inaccessible Form View

One frequent question revolves around accessing the form view from the document tree view. Users often encounter a problem where clicking a document in the list view doesn’t open the form view to fill in additional fields.

Solution:

1. Identify the JS Class: The tree view in Odoo might use a specific JavaScript class that prevents it from opening the form view. Check the view definition for any unique JS class.
2. Modify the View: You can modify the view by removing or altering the JS class. Here’s a quick guide:
   • Go to the specific document view.
   • Identify the JS Class (e.g., documents_list).
   • Remove or change this class to enable the form view to open.

<record id="view_document_tree" model="ir.ui.view">
    <field name="name">document.tree</field>
    <field name="model">document.model</field>
    <field name="arch" type="xml">
        <tree js_class="">
            <!-- Tree view definition -->
        </tree>
    </field>
</record>

3. Reload and Test: After making these changes, reload the view to see if the form view is accessible.

Managing Purchase and Service Bills

Scenario:

A user wants to manage purchases and service bills in Odoo. They add service providers as vendors and include their invoices but are unsure if this is the correct method.

Steps to Manage:

1. Create Products and Services: Define your products (e.g., soap) and services (e.g., cleaning service) in Odoo.

Product Creation :

<record id="product_soap" model="product.product">
    <field name="name">Soap</field>
    <field name="type">consu</field>
</record>

Service Creation:

<record id="product_soap" model="product.product">
    <field name="name">Soap</field>
    <field name="type">consu</field>
</record>

2. Vendor Bills: Upon receiving services, create a vendor bill that includes both the product and service.

Confirm the Purchase Order: After confirming the order, generate the vendor bill.

Create the Bill: Ensure the bill captures the details of both products and services.

<record id="vendor_bill" model="account.move">
    <field name="move_type">in_invoice</field>
    <field name="partner_id" ref="base.res_partner_12"/>
    <line_ids>
        <field name="product_id" ref="product_soap"/>
        <field name="quantity">10</field>
        <field name="price_unit">5</field>
    </line_ids>
    <line_ids>
        <field name="product_id" ref="service_cleaning"/>
        <field name="quantity">1</field>
        <field name="price_unit">100</field>
    </line_ids>
</record>

3. Track and Validate: Validate the bill and track it through the appropriate workflow in Odoo.

Integrating Outstanding Bills with Mobile App

Using Odoo Mobile App:

Odoo’s mobile app offers the same functionalities as the web version, making it a powerful tool for on-the-go management.

Steps to Integrate:

1. Download the App: Install the Odoo mobile app from the App Store or Google Play.
2. Connect to Database: Link the app to your Odoo database. This can be done by scanning a QR code or entering the database URL manually.
3. Access Bills: Navigate to the Bills section to manage and validate outstanding bills directly from your mobile device.

Working Offline with Odoo

Scenario:

Users often inquire about working offline with Odoo, especially in environments with unstable internet connectivity.

Solution:

1. Point of Sale (POS): Odoo’s POS module supports offline functionality. This is crucial for businesses that need to operate without constant internet access.
   • Offline Mode Activation: Ensure the POS is set to offline mode. This allows transactions to be recorded and later synced with the main database.
   • Synchronization: When the internet connection is restored, the POS will automatically sync with the server, updating all records.

FAQs

1. Can I customize document views in Odoo?

Yes, you can customize document views using the Studio app or by directly modifying the view XML files.

2. How do I add additional fields to a form view?

You can add fields using the Studio app or by editing the form view XML to include new fields.

3. Is it possible to manage both products and services on the same vendor bill?

Absolutely. You can include both types of items on a single vendor bill by configuring your products and services correctly in Odoo.

4. Can Odoo mobile app work offline?

Currently, the mobile app requires an internet connection to sync data with the main server. However, the POS module supports offline functionality.

Wrapping Up

Navigating Odoo can seem complex, but with the right knowledge and tools, it becomes much easier. Whether you’re a developer looking to tweak the system or a user managing daily operations, understanding these aspects will enhance your efficiency and productivity. Feel free to ask more questions or suggest topics for future sessions!