Odoo best practices

Odoo best practices

Take your first steps in Odoo and discover how to use the various basic, but very practical, Odoo functions.

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Responsible	Sophie Dumont (sdu)
Last Update	08/05/2025
Completion Time	5 hours 10 minutes
Members	21

Course
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- Reorganising applications in the menu (V17)
  
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- Edit information in bulk with Odoo18
  
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- Generate an Odoo mobile view from a PC (V18)
  
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- Create contacts, tasks and opportunities with the Outlook Plugin (V18)
  
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- Save a mail in the chatter of an existing task or opportunity with the Outlook Plugin (V18)
  
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- Create an Odoo support ticket
  
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- How do I add a new application?
  
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- Odoo.sh: checking the rendering of sent emails (V16)
  
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- Odoo SH features
  
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- Configuring a user's default values
  
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- Enable two-factor authentication
  
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- Create an access rights group
  
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- Using ‘AND’ conditions in the Odoo search bar (V16 and earlier)
  
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- Create a user from an existing contact
  
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- Importing data into Odoo (V17)
  
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- Customise your email templates with dynamic fields
  
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- Using and configuring filters in Odoo (V17)
  
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- Updating data in Odoo via import - export (V17)
  
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- Using and configuring groupings in Odoo V17
  
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- Modify the wording and translation of a field
  
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- Odoo SAAS opening home menu
  
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- When should you migrate your database to a new version?
  
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- Integrate WhatsApp with your Odoo software (V17)
  
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- Activating debug mode
  
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- Reset the password or disable 2-factor authentication for your employees
  
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- Test basis - what is a runbot?
  
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- Add notification bubbles (V17)
  
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- Choose my Odoo price plan
  
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- Inserting and extending a dynamic list in a spreadsheet (V17)
  
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- Modify the name of a favourite filter (V17)
  
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- Modifying a default view in an application (V17)
  
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- Inter-company transaction V18
  
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- Analyse the weight of your db on OdooSH
  
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- New in V18 - Add product images via import
  
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- Customise your electronic signature in Odoo
  
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- Odoo tips and tricks #1
  
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- How to generate an API key in Odoo
  
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- Odoo tips and tricks #2
  
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- Making mass changes in Odoo (V17)
  
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- Odoo tips and tricks #3
  
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- Manage translations - adding languages to your website (part 6)
  
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- Keyboard shortcuts and ergonomics (V17)
  
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- Choose a default value for a field in the desired template
  
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- Add dynamic reports to mail templates (V17)
  
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- Email Layout - V18
  
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- Install and use the Odoo Plug-In on Outlook.
  
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- How to remove the default ‘My quotes’ filter
  
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- Clean up your data with deduplication
  
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- A few Tips thanks to new features (V18)
  
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- How to rename a field quickly
  
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- ID_externe
  
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- View the history of SMS messages sent from an Odoo database (V18)
  
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- Make an existing hidden model accessible in a menu (V17)
  
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- Tip for a custom filter shared and enabled by default (V18)
  
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- The fastest way to create tasks in the Project module (V18).
  
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- Manage translations - configure languages (part 1)
  
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- Manage translations of fields / buttons / reports / email templates (part 2)
  
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- Manage translations of fields / buttons / reports / email templates (part 3)
  
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- Manage translations of fields/ buttons/ reports/ email templates (part 4)
  
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- Manage translations of fields/ buttons/ reports/ email templates (part 5)
  
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- Change the fact that Odoo displays 80 records.
  
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- Add filters in search view
  
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- Give access to data cleanup to your non-admin users
  
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- View the history of SMS sent from an Odoo database (V18)
  
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- Make an existing hidden template accessible in a menu (V17)
  
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- The different billing policies for a service
  
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- Import images for products on a massive scale
  
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- Odoo section : how to hide certain applications from certain users
  
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- Configure your signature in Odoo
  
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- Changing the format of dates or decimals in a language
  
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- Enable password reset from the login page (V17)
  
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- New features in V18: more consumable and storable items
  
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- Configure and test the use of credits
  
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- V17 - Disable automatic sending of emails or notifications
  
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- Add a menu item-V17
  
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- Use Odoo keyboard shortcuts to boost your efficiency
  
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- Set of keyboard shortcuts
  
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- Sectors of activity (V18)
  
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- Add a default value from a record (V18)
  
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- What is an outgoing server and why implement one (V18)
  
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- Manage translations - translating your website content (part 7)
  
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- All you need to know about catchall (V18)
  
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- Modify the name of steps in Odoo (order, transfer, expense report, etc.)
  
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- New filters - V18
  
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- Manage your translations - Export/Import translations (part 8)
  
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