We have already touched on this subject in our last blog. In this entry, we would like to discuss it in more detail.
If you add up our collective IT experience, you will probably get a result of several hundred years, maybe even a whole millennium. During all this time, in all our discussions, one topic was always sure to pop up: Data – and not because data are a classic!
Although we have covered many of the differences between Odoo and other systems in previous blog articles, there are a few essential features where Odoo uses a novel approach. That is sufficient reason to highlight some of these features. In some cases, these elements even replace classic functions, and you may not immediately find specific functions in Odoo simply because they look looks unfamiliar. In other instances, Odoo uses approaches that are fundamentally different. In this blog, I would like to concentrate on Integrated Communication and different View Types of a process, and the option to flexibly combine Groups and Filters.
I have to admit that I needed time to get used to working with these features, but it did not take as long as I expected. With a little knowledge of Excel and the Import/Export function, you can do pretty much anything. If you are still on the look-out for mass-update modules, you have obviously never worked with these features either, because, in combination with Excel, you have a real winning team!
Odoo is able to save a vast amount of data. Consequently, the field lists are incredibly long. Since none of the data are saved redundantly but are interlinked, a lot of information is distributed to sub-records. But there is almost unlimited access to both import and export – which does not shorten the field lists though.
But with a few little tips on handling (which we want to share in the course of this blog), the underbrush will clear up rapidly.
With Odoo 13, a lot has changed in the Invoicing and Finance modules. The most significant change probably is that Invoicing no longer exists as a single object. Until last October, with the release of version 13, the analog world acted as a template for the technical invoicing process. You generated an invoice, used „the next number“ on the list, put it on the document, sent it off, and forwarded it to the accounting department. The latter put a date of receipt stamp on it, allocated it to an account, added it to a batch, and finally posted it.
The VAT rate decrease has been announced. Currently, are probably a lot of newsletters and other information on how to implement this change in Odoo. First of all, however, we would like to point out that it is difficult, if not impossible, to find a “one size fits all” solution. After all, the type of adaption very much depends on the individual set up. Connections and links have to be considered, price calculation, and, of course, the effect on online shops or POS systems.
We are currently reviewing all our set-ups to discuss the ideal implementation and the necessary steps within the relevant parameters. This clearly shows that there is no such thing as THE standard solution or THE best way for this task. Nevertheless, we can distinguish two basic approaches to tackling this requirement that are feasible almost independently of the individual Odoo versions.