Kyle Robinson Odoo Product Setup Guide for Manufacturers Note: This post assumes you are using automated inventory valuation in Odoo. This information is most applicable for Odoo V17+. It is largely accurate for previous versions as well but it was compiled... Accounting Manufacturing
Kyle Robinson Purchase Order Deposit Management Business Need Business Need For many of our customers, especially those doing business overseas your vendor may require at least some partial pre-payment of a Purchase Order as a deposit. Odoo handles... Accounting Purchase Orders
Kyle Robinson Odoo Go-Live Data Requirements Going live on a new ERP system can be a stressful time. The best way to ensure a smooth transition is to start early to format and investigate the amount of work required to collect your data. Giving ... Accounting
Kyle Robinson Issuing a Sales Tax Credit in Odoo Occasionally a customer will complete an order that is taxed, only to return with a Sales Tax Certificate and ask for a credit. In this case there are two primary outcomes that we are looking to achie... Accounting Tax
Kyle Robinson Accounting Lock Dates in Odoo Upon period closing in Odoo, it's important for the CFO to lock the accounting period to avoid users errantly posting into previous periods. Odoo provides a large amount of flexibility with respect to... Accounting
Kyle Robinson The Odoo Year End Process Closing the calendar year (or any period you wish) in Odoo is not a difficult process but it does require some understanding of the default Odoo Balance Sheet Report. Some readers may be familiar with... Accounting ERP
Kyle Robinson How to Scrap Inventory Using an Analytic Account in Odoo Scrapping inventory in Odoo is a function designed to remove a quantity on hand from the system. Inventory is occasionally scrapped for a few different reasons including expiration, damage, or unexpec... Accounting Inventory Odoo
Kyle Robinson Understanding Inventory Valuation in Odoo For new users of Odoo, configuring your inventory valuation settings are an important part of a successful implementation. You should seek out a qualified partner to help you fine tune these settings ... Accounting ERP Inventory Odoo
Kyle Robinson How to Use Analytic Accounting in Odoo Analytic Accounting in Odoo is a very powerful, and flexible feature. For customers who are used to creating General Ledger accounts to serve as categories of revenue or expenses, the Analytic Account... Accounting ERP Odoo
