Can we make the delivery address on a sales order copyable to the clipboard, so I can paste it elsewhere?
What happened: Added copy-to-clipboard on the address — then, on request, made the copied text link back to the sales order.
Changing an Odoo screen or business rule
Most Odoo frustration isn't dramatic. It's the field that should be mandatory and isn't. The warning that fires on the wrong condition. The button in a place that made sense to whoever configured it and to nobody since.
Each one is small enough that raising it feels disproportionate, so teams build a workaround and the workaround becomes the process. Then a new starter learns the workaround instead of the system.
These are the cheapest and fastest things CodeCobra does. Describe what you want the screen to do — not which model or view it lives in — and you get a plan back in business terms, then a pull request.
It's worth clearing a backlog of them in one sitting. Individually none is worth a project; together they are usually where the daily friction actually lives.
What people asked, and what came back
Real production requests, condensed and with anything identifying removed.
On the delivery checkout page, we need to let the customer enter a PO number and pick a ship date.
What happened: Built both fields into checkout, fixed the confirmation page, added a guard test, and pushed it all as a pull request.
Could I add a case weight, cube size and UPC to each item?
What happened: Added the fields — then built a paste-ready spec sheet with a copy-ready line for all 13 finished goods.
Can inventory show a pallet column too, so I don't have to convert cases to pallets by hand?
What happened: Added pallet quantity to the inventory view, computed from case quantities.
Can you make me a shared saved list of transfers that are ready to validate but missing landed costs?
What happened: Built the saved filter and shared it across the team rather than as a personal view.
Can the “New” tag filter default to open on the website?
What happened: Shipped it — plus alphabetical sorting on the category filter in the same pass.
Can we add a rule so the vehicle and the responsible user on a load carry over to the outbound transfer once the load is validated?
What happened: Built the carryover rule for both fields, and logged operation-type changes to the transfer chatter.
More requests in this category
477 more real requests in this job, grouped by the part of Odoo they touch.
Accounting
- A cancelled or voided payment shouldn't cancel the invoices.
- A customer shows a negative account balance but the statement says zero, and there was no refund button on the sales order.
- A filter on the bills screen to see bills due today. At the moment it shows the last payment date as the due date, not the instalment dates.
- Analyse the module and check how the register payment action is implemented. Make sure the custom payment popup is used only for sales orders and customer invoices.
- Can we add a setting so invoices include the customer's PO number?
- Can we show packaging and packaging quantity from the quotation in the portal view of a sales order?
- Can you connect this payment to its sales order so it shows up on the smart buttons of the order?
- Can you make a refund from this payment for the customer credit note? I want the refund reflected in the payment.
- Can you make all the current draft vendor bills point at the parent company rather than the child company?
- Can you review this order in the dev instance and make sure the payment and invoice are correct?
- Change the fonts on the follow-up reports, for both the email and the PDF version.
- Commissions and royalties here are driven by rules — customer-based commissions, product-based royalties and so on — and when a sale is confirmed the system looks at those rules.
- For every bank and credit card account in the chart of accounts I need a journal set up, and the incoming and outgoing payments need the outstanding account set.
- For vendor payments I have one rule for what's due in the next three days and a separate rule for cheques and wires. I want to combine them so I only see bills that are due or about to be.
- How do I sort my vendors by payment method? I have vendors I pay by check, by wire and by ACH — can you save me filters for that?
- How does auto-reconciling payments against invoices work? I have a lot of credit notes and a few open invoices.
- I entered a manual rent payment for a tenant and the payment came back as unpaid funds. How do I reverse that payment so it shows they have a balance due again?
- I have a bill that was paid along with many others, and I want to remove it from that payment.
- I have a rough plan already — perfect it, but keep it clear and concise. Payments and journal entries can both be used to record that a commission was settled.
- I have old customer payments from years back that never cleared and were journaled out. Is there a way to tidy them up?
- I made a payment using the clearing account and used a finance company to pay them, with two journal entries. I ended up paying from a different account, so I want to change the pay-to method.
- I need a filter on bills showing everything due this month that still needs paying. The catch is my vendor terms are instalments, so I need to see which instalment I'm on.
- I need to give a user a different commission percentage depending on the margin of the sales order or invoice line it's calculated on.
- I need to test cheque remittance printing. I need a cheque payment from the bank account that's associated with 40 or more bills and refunds.
- I set up collections to include invoices, but because the invoices were imported rather than created they don't send.
- I still have payments sitting in process rather than reconciled from March through June.
- I want a filter to see all the bills pending a landed cost that still needs creating.
- I want a payment option on each customer instead of going through the accounting payments screen.
- I want the invoice number based on their number, and any manual invoice to have its own separate sequence.
- I want to bill my customers monthly for server hosting. We offer a few different tiers and I want it completely automated.
- I want to change how settlement displays: "Settled" shouldn't be a status. Put a "Settled" ribbon on the commission line, the way an invoice gets a paid ribbon.
- I want to create a journal entry to write off customer invoices with a one-cent amount due either way. Let's use this general ledger account as the write-off account.
- I want to edit the payment amount on outstanding credits or debits on invoices and bills before I apply them, so I can apply less than the full amount.
- I want to stop users posting a customer invoice if any line has a zero total. I was thinking of doing it with an automated action.
- I wired $11,000 against a loan. Can you create a journal entry showing that balance coming down and the money going across?
- I'm trying to add a commission recipient to this payment and it won't let me, because it's a vendor — but the account isn't payable, it's contributions.
- I'm trying to pay a vendor from a loan account and it won't let me. How else can I make the payment?
- If a customer has an invoice address, default it onto the sales order even when the customer is the child contact.
- If we invoice a customer for goods still sitting in our warehouse but want to keep showing them in stock, how should we handle it?
- In staging our invoicing policy is ordered vs delivered quantities. Can orders with immediate payment terms always use one of them?
- In staging we have the invoicing policy on the sales order set to ordered or delivered quantities. Can we make every sales order on immediate payment terms use the same one?
- In the bank reconciliation widget we have to reconcile the two bank lines on the left of this image against the batch. Can we separate the bank lines?
- In the partner ledger, payments and invoices are being grouped under separate partners even though the invoice groups correctly.
- Is there a way to base the commissions in a commission plan not only on the amount invoiced, but on the amount of invoices actually paid?
- Look at our hosting service module — I recently enabled tokenised support for ACH debit with Stripe and I want to be sure it works perfectly.
- Make me a decent interface I can use to bill my customers each month. It should list every customer with time used in the month that hasn't been billed.
- Mark all open invoices as invoiced and paid.
- My partner ledger customer statement doesn't include aged dates. Can that be added?
- On my card I have a credit from a vendor for $42.90. Please enter a refund — I want to be able to track it, because there's a payment to them for $42.90 and the refund is against it.
- On sales orders we have a Studio filter that shows me today's orders. I want the same thing on invoices — a filter for today and yesterday.
- On the follow-up report, why do I need to see the payments if they haven't been bank-matched yet? Can that be removed?
- Our invoices are usually linked to a purchase order through a chain: invoice line, serial numbers, ticket group, purchase order. The purchase order then tells us which company it belongs to.
- Please change this invoice number to 1001, and have it run in sequence from there — 1002 and so on. If you could take the prefix off too, I'd appreciate it.
- Please make a new commission plan: 1% on all sales below 11%, 3% on all sales at 11% and above, and 2% extra on a new customer's first sale.
- Refactor the project deposit drawdown so it stops cluttering sales orders with auto-generated negative remainder deposit lines — without breaking billing or accounting.
- Require a manager approval on credit notes over $500.
- Show the customer's account balance on the receipt when printing, handling both positive and negative balances.
- Some sales orders carry serial numbers that aren't in Odoo yet, so we create the order but skip the delivery and the invoice.
- Sometimes I base the commission a recipient earns on a margin target — for instance, if the margin on the order comes in below 20%.
- The attachment button on follow-ups only shows when "attach invoices" is ticked. I want it always visible, so I can add other attachments if I want to.
- The commissions manager wants to control when a rule starts and ends, for when one recipient hands an account over to another.
- The cost breakdown widget shows the breakdown data. I want to use it to check whether the products on commission lines have all the required cost entries applied.
- The exchange customer invoices and payments already exist under the old setup — invoices on the default receivable account and payments in the default bank journal. We need to move them before the change.
- There are a lot of cancelled invoices among the ones after 1 July. Can you delete them all? There should be about 10.
- There are a lot of payment records missing their partner. These are payments being imported into Odoo.
- These are the three credit card accounts we use to pay bills. I want to set them up in accounting so they can be used.
- They buy in euros from some vendors, and normally do the currency exchange when they need to pay the bill. Now we need to keep a few things in line on the purchase side.
- This bill is entered under a slightly wrong version of the vendor's name. Please update it to the correct vendor so I can apply the outstanding payments.
- This bill is marked as paid. Please remove it from the payment and make the payment less by that amount — it wasn't actually processed yet, we just prepared a cheque.
- This customer has about $23K outstanding over two years. I want to make a journal entry against bad debt.
- This invoice is a duplicate — it was billed on our old system. Please delete the sales order, purchase order, invoice and bill.
- This payment is dated in June and isn't bank-matched yet. It was actually paid in August, to a different party. If I change it, will my June financials be affected? June is locked.
- This payment paid two invoices that were already paid. Can you unapply it and apply it to the next invoices due, and tell me which ones you applied it to?
- This payment was returned to us in July. How do I enter it in Odoo so the customer now shows as owing another $800?
- Vendors with payment terms set are still showing bills as past due when they aren't. Can the terms be corrected across all of them?
- We made a payment of $30,009.14 that includes an invoice for $4,048.32, but that bill belongs to a different vendor and was modified. Can you unapply the bill and apply it correctly?
- We now have every transaction through July. Same as the earlier reconciliation, please work through them and flag anything off.
- We only offer Stripe ACH direct debit. With the way the hosting subscription billing is set up I don't see a way for customers to sign up — we send an email offering to set it up.
- When I go to a customer and want to add a commission rule to an existing one, why is the commission applicability field hidden? I can only see it on customers that already have rules.
- When I send a payment receipt to a vendor the template thanks them for their payment — but we're the ones paying.
Inventory & warehouse
- A few things in the allocation flow would be easier if we could allocate at the customer level.
- A sales order gets made in one warehouse and then the other warehouse fulfils the transfers for whatever reason. The problem is what happens to any back orders that come off it.
- Add the order number to the barcode app product lines in a batch.
- Add the sales order reference to the picking list in the barcode app, and show it instead of the picking reference at the top.
- Any time goods are received into or shipped out of the warehouse for this recipient, I want a commission line added at 25% negative of the cost.
- Can I add an estimated landed cost field on products alongside the costs with freight, but on the condition that the estimated landed cost takes the place of the others?
- Can I get an “are you sure you want to adjust inventory in another warehouse?” warning when someone edits on-hand from the wrong one?
- Can I make a warning for all the forklift operators at one location, except one person, so every load gets a warning when scanned saying "this is a load operation, it must go onto a truck"?
- Can I make the source document the top item in the search view of the barcode app?
- Can I put a blocking warning on editing a sales order that doesn't have an open transfer in the same warehouse as the order? That would force them to put the transfer back to the right one.
- Can warehouse staff with a default warehouse be blocked, or warned, when they scan against a different one?
- Can we add a space on the kanban card view for the batch a transfer is in? Do it on staging first.
- Can you add an item called "pallet fee" if there isn't one yet? It's a landed cost, a service, split by volume — and confirm once it's done.
- Can you change the unit of measure on this product to tons rather than units?
- Can you get rid of the internal notes on products across all the internal transfers?
- Can you get the forecast into the list view of products on a load transfer, the same as on the out and pick-up?
- Can you make an exact copy of all the routes and operations I have in production into my test environment, and test that it works?
- Can you make the lot and serial number PDF bigger — around a 2x7 label?
- Can you receive 7 cylinders and make a new dropship ready for the extra cylinders — but don't validate it?
- Can you recreate these three items, map them the same way, make sure it doesn't affect existing orders, and don't track inventory on them?
- Clear all inventory to zero, and clear all the warehouse transfers, receipts and delivery orders.
- Following the attached document, update staging's routing configuration to match Odoo 18's default behaviour. Ask me anything that needs clarifying.
- For a package barcode with contents that's reserved against a transfer, can we display that transfer and the contact on it that the package is for?
- For the coil products he wants to keep stock and manufacturing in kilograms, but purchases should be in metric tons.
- For the ones ready to validate where the volume isn't missing, can you check which are correct and can be validated, which aren't, and which are questionable? Each landed cost opens to the bill.
- For the two warehouses, make a route for pick-up and one for delivery in each, with separate operations for pick-up and delivery.
- For this customer PO, please validate all the landed costs. I need the cost price per piece, and I need to know which charges are against these POs — which have duty, which don't, which have ocean freight.
- How can I adjust inventory internally without sending it to the shop floor, if the product has zero physical inventory?
- How do I make a replenishment rule pull from another warehouse instead of raising a purchase order to a vendor?
- I have goods delivered to stock but no available receipt. Please create one.
- I have products whose sales unit of measure is a pallet. When I sell one I typically only sell whole pallets, and I want the warehouse to see the quantity in pallets.
- I have two warehouses. One stocks an item, and if the other sells it I don't want that item to go onto a purchase order — I want the replenishment to come from the stock at the first.
- I need changes to the operation type recorded in the chatter on transfers, the way scheduled dates are.
- I need to split a landed cost based on the cost of a product, but I dropship most of the time.
- I took an actual inventory count and here's what I got: 12 pallets of 36 cases plus 20 boxes on one item, and 12 pallets of 36 cases on the other.
- I want a delivery fee rule based on miles from the warehouse to the delivery address — first 10 miles a flat rate, then per mile after that.
- I want a field on the landed cost list view that shows the products in the cost lines as tags. I was thinking of using Studio.
- I want a table in Odoo where I can add a line with a price and another column giving the value owed at that price, to keep track of consignment value for consignment reporting.
- I want to add fields to the products — the idea is to track these pieces of data on each one. I don't want to code anything: can you use Studio, or make custom fields for me?
- I'd like the internal transfers between our two warehouses to be two steps: stock to truck at this end, and then the other warehouse receives.
- I'd like to clear out all the inventory that was entered before a particular date.
- In staging, can you see whether we can do a return for exchange from the load operations once they've been validated? I only see "return" and "return all".
- Is it possible to make the source document on our receipts a clickable link?
- Is it possible to schedule the kanban view in transfers by dragging cards above or below each other, so you get a visual top-to-bottom view with the earliest at the top?
- Make the landed-cost field mandatory before a receipt can be validated.
- Occasionally on an inbound disposal order the user needs to change the item, so they add a new item and type the quantity in by hand.
- On a custom order, the product label should carry the customer name, order number, item name and a scannable barcode.
- On the receipt pick slip we print the customer's own product code and product name — can that be reviewed?
- On this invoice I sanded and invoiced 10 units to a customer before it was in the Odoo system, so I don't think it came down from inventory. Check whether I'm right, and if so fix it.
- On this purchase order the ordered quantity is 4, but the received quantity and the number of serial numbers is 5 — which is actually correct.
- Once I've validated a dropship or a delivery, how do I walk it back if the quantity needs changing?
- Our location structure goes warehouse, then main, then aisle, rack, shelf and position.
- Our salesperson didn't choose the correct routes on this sales order. Can you make this one item show as ordered, delivered and invoiced?
- Please make sure the routing setup is the same in staging and dev, with one test product following the custom route and another following the stockable route.
- Please move two of these devices to a vessel — you can choose the owner and operator.
- Right now the routes on our server create all the moves immediately after the order is confirmed. In core Odoo 18 and up, routes only create the next move in the chain.
- Since go-live I want to see how inventory moved — what came in and what left — as a saved search per warehouse.
- Sometimes customers don't pick products up. In that case we set the quantity to zero, and we should be setting the quantity on the deliveries to zero too.
- Sometimes products go to a third party to have work done on them. The product gets a simple custom label with the company name, sales order number and date so it can be tracked.
- Staff keep changing inter-warehouse sales orders. I've tried to lock that down before and it hasn't held.
- The client has a number they use to find a specific product quickly. It's different from the SKU, because the SKU is what's shown to the customer.
- The client makes boards that ship on delivery routes, filling one route at a time. Odoo reserves stock first come, first served, so a route can get starved.
- The dropship is zero. Can you make the dropship available so I can enter the real quantity delivered and validate it? You entered the PO quantity without validating.
- There are two products in staging we need to fix. The first has the wrong reference code and the sales price is $17.15.
- They make boards, and on some days customers walk in frequently to buy the more popular items. It's important to keep those topped up.
- They use special packs — a base product packaged differently for certain customers, sometimes just the physical packaging and sometimes more than that.
- They were pushing serial numbers into Odoo with a custom format for the name. Now that we've taken it over we're just setting the ID instead of the nicer format.
- This is the form view of a transfer — can you copy these fields into the kanban view? Put it above contact but under phone number. Do it in staging first.
- This item was imported into stock with 23,000. Can you change the stock to 9,850?
- This landed cost was cancelled by mistake. Please un-cancel it and put it back to draft.
- This outbound transfer has duplicate items. Can we make it one single item and mark it to do?
- Update all the products that don't track inventory so that they do.
- We have a major issue where employees are changing inter-warehouse sales orders. I've tried before to make all the changes flow through to the open transfer related to the order.
- We have a product for each event — a concert, a sports game, any kind of performance. A single performance often runs on many different days.
- We have receipts in each warehouse and also cross receipts, where one warehouse receives for the other. Those operations exist so the other warehouse can receive the items.
- We have two locations right now, each with warehouse sales orders and related transfers. We're about to add a third warehouse.
- We made a change so the partner name prints on a lot of emails and notifications. When does it apply and when doesn't it?
- We received a credit from the vendor for 10,000 boxes because they shipped far more than the purchase order. How do I enter that in Odoo if I want to show the full amount delivered?
- We went live with the wrong quantity on two items. Please adjust them as of go-live.
- We're going to stop using one of the warehouses. Please move all the operations to the other one and delete it.
- We're processing old sales orders as a historical load and the inventory dates need to match the actual order date.
- When opening a specific operation's batches in the barcode app, only show batches from that operation.
- Why does every dropship show both a warehouse and a dropship name on the operation type?
Sales & quoting
- Add a field to my sales form called item preference — a dropdown with two options.
- Add a rating field for customers.
- Block new sales orders for customers more than 30 days past due, with a manager override.
- Can we make a sales warning at variant level rather than just at product template level?
- Can we make payment terms on contacts traceable — who changed them and when — in the chatter? Just asking first.
- Can you add a fulfilment status of "quote" for a sales order that's still a quotation? And an order with an item that isn't ready for stock should say "waiting for stock".
- Can you change this from "accept and sign quotation" to "view quotation"?
- Can you continue the task of getting rid of the URL? I want all the text that gets copied and pasted to be a hyperlink to the sales order.
- Can you create a drop-ship quotation for this item at the pricing they had last time, with a $98.65 delivery fee, and set the site contact?
- Can you fix the retail pricelist setting in live production the same way we just did it in staging on the previous task?
- Can you make a temporary pricelist for the 3/4 gravel item, 10% higher, starting today and ending at the end of the month?
- Can you make me a quote for the 8-inch block including all the accessories?
- Can you make me an email marketing plan to let everyone know we're closed for the July 4th weekend? Make a poster-style image with our logo, a flag, fireworks and a barbecue.
- Can you suggest what products to use for a 400 square foot paver patio in light grey with 100 linear feet of a dark grey, and make me a quote?
- Can you take "create" away from the customer field on sales orders, but keep "create and edit"?
- Clear the ship-to address in the CRM creation popup when the contact changes.
- Copy the vendor and customer pricing when a product is copied on the sales order, even when the attributes change.
- Could you arrange all my attribute values in alphabetical order? When I'm selecting an attribute value in Odoo, I'd like the list to come up sorted.
- Create a customer PO number field on the sales order under the delivery address, and carry it through to the related purchase order.
- Customers receive packages that get split, and nobody tracks how the items divide between them. We need a mechanism for that.
- Delete all the products on these two sales orders and then cancel the orders.
- Extend the "quotation viewed by customer" note to include the sales order's customer name.
- Extend the “quotation viewed by customer” note so it includes the customer name.
- Go into this order and add these three items at these unit prices.
- I have this opportunity. Tell me the best way to reach out to this customer, write a custom email and send it.
- I let the whole team change fulfilment statuses manually because we were having a lot of issues with the automation not triggering correctly, or leaving outdated information behind.
- I need to change every existing sales pricelist on the stucco manufacturing items using this formula: cost of its components plus $1.63 for freight.
- I need to create a sales quotation for the attached prospect. We need to estimate the hours each task will take, bearing in mind the work will be done with AI assistance.
- I need to give customers the option of a support subscription. Here's an example of our support options — we need something that fits into this and into how we have Odoo set up.
- I need to offer customers a support subscription. Can that fit how we already have Odoo set up?
- I want a global setting so that when someone increases the quantity on the website or in the sales catalog, it steps up by the minimum order quantity.
- I want a new pricelist pricing method where the price is based on the product's components.
- I want to add variants to one existing product, but the attributes are on instant creation and there are a lot of attribute values.
- I want to improve the experience a bit more. Remove the "add values with review" button, and instead pop the wizard up each time the user adds a value in the grid.
- I want to improve the sales catalog view, specifically filtering by product attributes — Odoo shows every attribute value by default.
- I want to improve the UX here. A search bar for the combinations would help — any other ideas?
- I want to make an estimate for a scoping project for this customer. Look at the other scopes and make me an estimate for 40 hours.
- I want to send the customer this quote to accept and sign. A few changes first: the contract terms are 50% up front, 25% mid-project and 25% after.
- I want to track where each lead came from — Facebook, Instagram or any other source.
- I'd like a preset filter on the sales catalog page showing only items that came back into stock after a specific date.
- I'd like to change how the credit limit works. Instead of not creating the picking when the customer's balance is over their limit, create it but don't allow it to go out.
- I'm setting up a demo and I want to show how a customer places container-load purchase orders, and then places sales orders many times over in full container-load amounts.
- I'm setting up a demo for a youth organisation. They're mainly interested in using Odoo to replace their current CRM, and making sure they don't miss any donations into their bank account.
- I'm trying to add a shipping product to a sales order and I can't. Why not?
- I've just realised we can calculate this wrongly. The minimum quantity on the main product is 10, the special pack quantity is 4, so the real minimum for the special pack is 2.5.
- If I create a site contact from a sales order it should become a child contact of the customer; if I don't, it shouldn't.
- If I create and edit a site contact from a sales order, can it be created as a child contact of the customer — but if I don't create it, I can still use any individual contact?
- If the ship-to is filled in before the customer on a CRM opportunity, the delivery address gets created without ever being assigned to a customer. That seems illogical.
- In sales and purchase, let us group by fulfilment status — and let us set the order those statuses display in.
- In sales and purchasing, we want to group by fulfilment status and create an order for a fulfilment.
- In the search view of the sales order dashboard, can you let all the fields of the delivery address populate in the delivery address?
- In v19 a refund on a sales order always creates a refund order. We need a customisation on top of the loyalty and refund flow.
- Is it possible to make every product's sale price the highest of its sales pricelists?
- Is it possible to make every sales price use the highest pricelist for the item, unless the highest is for a different quantity break?
- Is it possible to make the customer contact's phone and mobile number searchable from the search view on the sales app's main page?
- Make the kanban view the default in the sales app. Core Odoo defaults to the list view and we want kanban.
- Odoo adds a price per attribute value on top of the base cost. I sell cabinets and my pricing works differently — can that be changed?
- Odoo lets me set extra pricing per attribute value on top of the base cost. I sell cabinets, so my pricing needs are a little different.
- On this item's sales pricelist, change retail to a 40% markup, contractor to 33% and wholesale to 20%, based on the cost with freight.
- Only allow the assigned user to close or cancel an activity.
- Remove “create” from the customer field on a sales order but keep “create and edit”.
- Rentals aren't creating an outbound order. It's supposed to create both an out and an in.
- Reorient the gift note to landscape. Keep every field and the sizing the same, just change the layout.
- Set product pricing when the product is handed off from estimating to order entry, so the most up-to-date price is what gets charged.
- Settled shouldn't be a status — show it as a ribbon on the line instead.
- Terms were updated for some customers. Can you update the open sales orders and invoices to have the same terms?
- The app takes dimensions from a variant, but I use dynamic variant creation, so my variants probably won't exist yet.
- The customer assembles custom kits that combine a specific set of products.
- The customer wants pricelist changes on the parent product to show on all of its variants.
- The variant selector wizard filter should search with AND rather than OR.
- There's a tray and a panel on this order with a price of zero. Can you add $2,100 for the tray and $1,750 for the panel?
- They assign a unique code to each customer, address and account, generated automatically. Right now the code is a sequential number with a prefix.
- They're in a very competitive industry, and part of keeping their advantage is making sure customers don't know exactly what they're buying.
- To cover temporary cost increases we add a $0.07 charge per unit on orders, for everything except delivery products. I don't want to calculate it by hand.
- Warn the salesperson if they quote below the minimum margin on any line.
- We built a module to manage customer hosting subscriptions and I have a few issues and improvements. The module icon isn't specific to it, and customers say the email going out isn't right.
- We have a retainer app and I want to streamline its structure. The dashboard and the other menu items are separate from the regular sales quotes menu.
- We have a rule stopping counter sales staff changing the operation type. Can you explain how it works?
- We have an item that, whenever we sell it, always has to include these three additional items.
- We have one incoming mail server and a separate outgoing server per user. The CC and BCC change helped — here's what we still need.
- We let users add tooling costs to product lines in the CRM. Right now they can only pick existing products, and vendor price lines get created from the pricing set there.
- We need payment from all immediate-payment-terms customers before the transfers populate. The problem is items sometimes get added to that sales order afterwards.
- We place orders with companies as a whole, not with individuals at the company. As an order entry specialist I only want the relevant contacts in the fields I use.
- When a commission line is created manually, the recipient field should be filtered to recipients only, and the user should be able to set the reference.
- When a product is quoted to the customer, it often gets split out into several SKUs afterwards.
- When an order is handed off and the opportunity has the sample box ticked, include that in the handoff note.
- When I search in a sales order line, I want the search to cover attribute values.
- When I search quotations in the sales app, can you change the setting so it sorts by creation date, with the most recent first?
- When sales order lines are created, a header chip and a note footer get added. They're tied to the order line and can't be removed on their own without an error, so the trashcan should go.
- When the ready date on the sales order isn't set, show the user a banner reminding them to set it.
- When we place orders for customers the most important address to check is the delivery address, because that's where the items physically go. The sales order record doesn't make that easy.
Purchasing & vendors
- A sales order is created with 15,000 of a product set to dropship, which creates a purchase order for 15,000 to the vendor. Then I want to add another 5,000 onto the same purchase order.
- Add vendor pricing using the "included" toggle instead of the "verified" toggle.
- Can you add a rule that automatically adds this product as a line when we raise a purchase order for this vendor, at 1% of the order total?
- Can you increase the pricelists for every product and variant from this vendor and any of its child contacts by 3%?
- Can you make sure all the vendors have a lead time on the products?
- Can you make the smart search for products include vendor product codes?
- Can you make this product with this vendor and "bag" as the unit of measure, add 25 cents to each bag to create the costs with freight, and use those for the pricelists?
- Give me a CRM lead list of customers who've bought over $20k but haven't purchased in more than a year, with what they used to buy.
- I want to change my bill control policy for all items from "on ordered quantities" to "on received quantities".
- I'm in purchase orders trying to search for a customer PO number and I get every PO that contains those digits. Can I filter to that exact number and nothing else?
- In the handoff wizard, check that only one incoterm is set per vendor on the included lines, and make the user fix it if not.
- Is it possible to group by variant and by vendor in the product purchase price list in the product view?
- Let me set a seasonal reorder point per product without touching the regular one.
- On a lot of purchase orders I need to use the customer's address as the shipping address, because it's a dropship. But I can't use Odoo's dropship feature, because most of the time I don't.
- On the purchase order line we added a Studio field for weight. The intention was for it to show the total weight of the line, but it doesn't seem to.
- Please make a user filter on the RFQ and purchase pages showing all confirmed purchases where the expected arrival is overdue and the order isn't fully received.
- Please update the vendor pricing in production using the attached pricing document, and follow the strict rules we agreed last time: price only, update only what's listed.
- Purchase orders where the billed quantity is less than the received quantity and the order isn't a consignment order — I think we need to run the script for all of those too.
- The customer wants to quote quantities per SKU to vendors through the CRM flow.
- The forecasting app lets users create projections of orders over a specific timeframe. Users often want to create orders for a lot of products at once.
- This order has a lumper fee on it. It's a service, and the landed cost by volume is based on the delivered quantity — please update the item and the purchase order to use the correct one.
- This purchase order and its sales order both have to be deleted. There's a deposit bill against the PO that should be applied to a different one — can you make the changes?
- This purchase order has a tariff on it. Can we change it to a service, as a landed cost based on the purchase cost?
- This purchase order has the wrong item on it. Can you update the delivery, the sales order and the PO to the correct item, and archive the old one?
- This purchase order is before production and hasn't delivered yet. Can you undo the validation and delete the bill? I can see the invoice was never entered.
- This purchase order was cancelled by mistake. Please undo it.
- When a new product is created, the "buy" route is enabled automatically. How can I make sure it isn't?
- When making purchases, the deliver-to is based on the warehouse. I want the RFQ to be able to select the deliver-to, but make it read-only once the order is confirmed. Can you do that?
Manufacturing
- A user created and validated this without following the process, so the data is inaccurate, and then they tried to unbuild it. I want to be sure we can get this back to a good state.
- Add a QC checkbox on the work order that must be ticked before it can close.
- At the moment the custom categories have an action that creates a bill of materials for the product and assigns it the right work station. We want to make a category do more than that.
- Can you change the scheduled end date on this manufacturing order to 07/17?
- Cancelling a manufacturing order still produces the product and prints a label, so inventory goes out.
- Close production on the manufacturing order automatically when the order is marked done in the shop floor app. Think about whether that would break any flows and whether it's even a good idea.
- Explode the bill of materials on sales order and invoice documents only when the customer has that option switched on.
- For the coil products we want to hold stock and manufacture in kilograms, but purchase in tonnes.
- Here's the flow we use to create manufacturing orders to fill demand for the boards. There are two creation paths — one for the stocked everyday boards and one for the rest.
- How can we automatically cancel or unplan the manufacturing order quantities when a sales order is cancelled?
- In staging, add a one-day lead time to all manufacturing.
- Is it possible to add one of this product to a sales order automatically whenever we sell any of the stucco manufacturing products that need a manufacturing order?
- Please update all bills of materials to have a duration of zero minutes in production.
- The category action creates a bill of materials for the product and assigns it — we need that reworked.
- This lubricating oil should be a component on all the bills of materials for the finished pans. For every 10 tons of raw coil I use about a gallon of oil. Propose how you'd add it.
- This page defaults to showing only 40 items — change it to 100. We also need it sorted by deadline so the shortest deadline comes first.
- We have a lot of backorder manufacturing orders where the finish date and deadline are set for tomorrow, when the original date on the first one was today. Please update these to today.
- We need custom orders to procure against a specific order and lock that quantity to it. Work out why a manufacturing order wasn't created for one of them, and how to lock the custom quantity.
- When a manufacturing order is back-ordered the deadline is set from the lead time. It needs to keep the original deadline.
- When manufacturing orders are backordered, the deadline is currently set from the lead time. Like the original orders, the deadline needs to stay the same so the fulfilment scheduling holds.
- When the delivery date on an order changes afterwards, the related manufacturing order date needs to update too.
- When the delivery date on an order is changed after the fact, we need the related manufacturing order date updated too.
- Write me a script to cancel all the existing manufacturing orders.
Reports & dashboards
- Add me a filter on sales orders showing only the orders where this person is a commission recipient and earns over 10%.
- I plan to use the property owner module in Odoo once my database is linked properly. Can that module send automatic monthly reports to the owners?
- On the all-commissions list view I want to set up user-defined filters, including any commission where the related sales order line has a related purchase order line vendor.
- On the commissions dashboard, the draws list should show the end user only the information that applies to them, and "recipient" should be renamed to "partner".
- On the list of all commissions it would help to show the cost breakdown widget.
- Please add the PO numbers to these lines, and add another column for the customer PO and the Odoo PO number.
Documents & email
- Add the customer name to the “you have been assigned” email notification. Can that be done without code?
- Build the QWeb template to match this PDF design.
- Can you complete the addresses on CRM contacts where the street is empty, using the phone and email to find them? Don't change anything else.
- Can you make my lot and serial number PDF large, something like a 2x7 size?
- Can you put a big red banner on the pick-up and return receipt that says RENTAL? Show me how it looks before I approve it.
- Change the default when writing a cheque: it should print "pay to the order of" the payee name field rather than the company name.
- Change the sales document: add a column for product images, show only the product name and not the SKU in the product column, and hide the taxes column.
- Gift notes sometimes print onto a second page. Either the font should resize dynamically so it always stays on one page, or, if that isn't possible, something else.
- Help me set up incoming and outgoing email from Odoo on my own address, and make sure replies come in even when we didn't start the thread.
- I want a configuration on the product attribute model — a boolean field, defaulting to true, called "display in PDF reports". For now I just want the field to exist.
- I want to add a payment terms field to my purchase order document.
- I want to add a vendor reference field to the receipt picking documents.
- I want to add the logo to the bottom of the 4x6 package label. Keep it small but visible — mock it up as an artifact so I can review and approve the design first.
- I want to address some feedback on the custom follow-up reports we're working on. We need these changes on all of them, starting with the fonts on the email and PDF reports.
- I'd like our labels to carry the customer's name, the related sales order number and the delivery address.
- I'd like to add a feature to the marked sheets: printing one out as a very simple checklist — just a table with the tasks as columns and the people as rows.
- Is it possible to group the message notifications for invoices, the way activities are grouped by the type of form view they're on?
- Is there a way in Odoo to send this email without the border around it? It's a follow-up reminder email.
- Load transfer paperwork has internal notes on it, and when I change it to a pick-up it keeps those notes. That's very dangerous for me — I don't want those notes on the pick-up.
- Make attachments from the opportunity available on the related purchase order in the email send wizard.
- Make the product label text larger and optimise both the custom and regular labels for the print scenario.
- Odoo tracks changes to records in the chatter. When a lot of changes happen to a record the chatter becomes hard to read — I want a design improvement for it.
- On the invoice sending email template, I want it to start with the customer name — the parent's name.
- Optimise the gift note for its label size and make the Hebrew text render. Make the note more obvious on the picking — a red icon on the tab when one is attached.
- Our sales order shows two columns of square feet and linear feet and I only want one. Where the value is zero it shouldn't print a zero, it should just be blank.
- Quantities should print as whole units on our RFQ and PO documents unless a decimal is genuinely needed.
- Review the print module that's installed in staging and production. How would I configure this flow: the user marks the receipt as done and one product label prints?
- The delivery slip file name can't contain the vendor name — right now it puts the vendor's name in the file name, and this document goes to the customer.
- They want a custom package label that prints when you validate the pack step of fulfilment, to go on the boxes they packed the items into.
- We need the gift note reoriented to landscape — it's currently portrait. Keep all the fields and sizing the same, just change the layout.
- We run Odoo 18 with one shared incoming email server, and we need an email routing and notification plan.
- When I send a payment receipt to a vendor the template says "thank you for your payment, we received" — but we're the ones paying, not receiving. Can you make me a new template for vendor payments?
- When we send a confirmed purchase order to a vendor we need the full address on the purchase order document too, and at the moment the custom template isn't doing it.
- Which fields on a product are written to the chatter when they're modified?
Website & portal
- Add a nicer way for users to get to signup in a single click when they're not logged in — it's two clicks at the moment. Have the text say "open a new account".
- Can I get the products in ecommerce to show their packaging quantities, so people buy them that way — a pallet of 108, for instance?
- Can the tags used for the "new" filter be made to default to open on the website?
- Can we add small thumbnail photos of the product in the sales quotation portal view for the customer? I'd want to do it in staging first.
- Can you make a product's packaging visible in the portal view of a quotation?
- Can you make all of this vendor's items that have stock in staging into ecommerce items?
- Customer survey UX improvements: the home page shouldn't scroll natively unless there's actually a page to scroll to. We're overflowing here by accident.
- Hide specific attributes from the specification list on the product pages of the website.
- How would I best add a filter on the website to show products with "new" ticked — it's a Studio field? It needs to be something I can turn on and off.
- I created website ecommerce categories. I'd like to copy that hierarchy to the standard item categories. Can you do that?
- I have HTML I wrote for a new website, but it isn't built to fit Odoo.
- I just want to plan before changing anything in production. In the customer portal I need customers to see their sales order's customer reference and delivery address in both the list and the form.
- I need the survey to submit automatically as soon as the user answers the question.
- I'd like my customer portal to let someone tick several invoices and pay for them all at once.
- In staging, can you give the ecommerce orders their own operations, acting like a pick-up but separate for each warehouse, so I can isolate them?
- In the customer portal I need customers to see the sales order customer reference and delivery address, in both the list and the detail view.
- Mock up a design for this feature on the website and give me the design as an artifact to review. Keep the theme and the current display behaviour in mind.
- On the website sidebar, let users select several subcategories at once and see them as one combined list instead of navigating between them.
- Show the packaging table on the website with the UPC, contained quantity, weight and dimensions.
- Sort the filter options on the website alphabetically.
- Sort the website category filter alphabetically and have it default open.
- The client wants every reference to "wishlist" on their website changed to "Save for later". Review the theme and list where it appears.
- There's no back button on the customer survey. We need a way for users to go back — right now it's a bit awkward.
- This module controls sign-up. I want it to stop requiring a file attachment, and the wording rewritten in proper English.
- Update the contact form with new fields for an ID number and an attachment.
- Update the product page so that no variant is selected by default when the page opens.
- Update the product price range shown on the shop page so it's calculated from the active pricelist. As a customer I want to see the actual price range I'd pay.
Data & imports
- Can you help me set up the staging environment for an accounting demo?
- Go to this attribute and merge any values that look like duplicates. For example, "titanium" should be merged with "powder coated finish - titanium".
- Go to this attribute and rename all the values that start with "solid wood" — remove those words and the dash after them, and keep the rest.
- In the dev and staging databases, can you check the hand-built indexes? There are around 27 of them — tell me which they are.
- Please add a neutralised-database banner to the staging environment.
- Please change the company settings so this environment looks like it's being used by this company.
- Please remove all the internal references and alternative SKUs from all the archived products.
- There are two customer records with the same name. Please merge them, along with all past and current sales.
- There are two records for the same vendor. Please merge them.
- There are two records for this item — the legacy one isn't the right one and has some sales orders against it. Can you merge it, so those orders end up on the regular item?
- We've been merging some attribute values together and I think we may have caused a problem: when you merge attribute values that are already on products, even though the values themselves are merged, something is left behind.
Projects & tasks
- Build a split list/form view for project tasks — most of the team prefers to work that way day to day.
- Finish shipping the register payment feature — it's already built and tested, it just needs to go into the repo.
- I have a load of user feedback on the camp apps. I'm going to paste it all below, in no particular order.
- I have some changes to the camp app from the client, including the ability for an admin to disable marking on any particular day.
- I merged the change that counts rent collected by payment date rather than invoice date. Do I need to upgrade the property management module to pick the change up in the flow?
- I want tasks triggered so they appear to the user on the day they're due.
- I'd like an improvement for staff on the daily marking sheets. At the moment they have two ways to mark — a checkbox, or a dropdown with the numbers from zero to the maximum.
- Looks like I mistakenly made the lines on this order a flat-fee service instead of timesheet.
- Make me a proper dashboard showing tasks and time spent per customer this year.
- Please delete this project in my Odoo — all the timesheets should move to the support project.
- Push the pallets module to GitHub and open it for review.
- There's a form view for camp groups with a button that opens the daily chart with a date selector. We want to make this app as easy to use as possible.
Delivery & dispatch
- Can contacts tagged as freight service be selectable as a driver on transfers? We group trucks by driver.
- Can I let any of the vendors tagged as freight services be selected as a driver on our transfers?
- Can we get the vehicle category and weight onto our transfers, the way batches have it? In staging first.
- Can we make it so that when we validate a load that was in a batch, the outbound is in a batch for the out operation too, with the vehicle and all the other data like the round staying the same?
- Can you make the carrier mass-editable in the transfers list view of the inventory app? Do it in staging first.
- Can you make the driver field on transfers show the user avatar, the same way the responsible user does?
- Delivery slips for loads that became pickups still print the internal notes. That has to stop.
- I need this sales order switched from a pick-up to a delivery, and then confirmed.
- I want this action to apply a 100% discount to the shipping line when specific tags are set on the customer. Give me a way to set that up without code.
- I want to add the delivery carrier to this screen — and I don't want it done in a way that gets wiped out when the app is updated.
- I want to get back to thinking about how we can make Odoo work as a dispatch board — dragging load cards into rounds, which assigns the truck.
- In staging I need a view of all the transfers grouped by driver, and from that view I need to be able to pick the day from a calendar, the way we do with the scheduled date.
- In staging, please configure a delivery method that charges 1.3% of the order total. If that can't be done with out-of-the-box Odoo, let me know.
- Make the default printer for shipping labels and delivery labels the label printer.
- On the drag-to-schedule kanban view, can you add which vehicle is assigned to the card?
- On this screen, add a default filter that groups by carrier.
- Please make sure the delivery — not pick-up — fulfilments are two step in staging, and fix them if not. In production it's load then out, with no pack. We want the core push setup.
- Print the customer's PO number on every delivery slip and invoice.
- Show the site contact and their number — mobile or landline — on the transfers view and the printed reports, and only when a number is actually set.
- The customer has packages that get delivered, but the team doesn't care how the items are split between them and doesn't necessarily even know. We need a mechanism for that.
- The trucking looks like it's based on the ordered quantity — can we change it to the delivered quantity, so it doesn't show as delivered yet? We invoice trucking when the goods go.
- They ship with several carriers. Once an item is out for shipment they email the customer with the tracking information — we should automate sending that email.
- We have a rule that if we assign a truck and round on a transfer it carries over to the out. We now have a driver field — can we add that to the same rule?
Users & permissions
- Can I put in a rule so that once an email is entered on a contact and saved, the counter salespeople can't change it? They'd get a warning suggesting they create a new contact instead.
- Can you make it so only people with the full administrator role have rights to the website app?
- Can you make it so only two specific users are able to change costs on the product, and move that field to just above the internal reference?
- Can you set all internal users' notifications for channels and chats to "all messages"?
- Change all internal users to have fleet administrator rights.
- Disable the tours for all users.
- I want to make sure only admins can add or edit bonuses. Can the bonus task on the daily chart be visible to admins only?
- I'd like the invoice policy on sales orders to be visible to users with the admin role and one other person, for the time being.
- I'd like to give commission recipients access only to their own sales and invoices, where they're the recipient — and add that permission to a user on its own.
- I'd like to make the staff page simpler to use. Right now there's a position, and we're setting the user's permission groups in the background based on that position.
- I'm adding commission recipients. How do I add the commissions dashboard to every recipient's dashboard, so each of them sees only their own?
- In the commissions app, someone with only user access shouldn't be able to create a commission line or edit fields on an existing one.
- In the cost breakdown widget a regular user can't get to the sales order, the invoices or the incentive lines without inventory administrator access.
- Is it possible to let everyone assign the vehicle on a transfer without changing their permissions in fleet?
- Is there a way to hide the return button in the barcode app for inventory users but keep it for inventory administrators?
- Is there a way to stop everyone editing one particular customer's information — the cash customer record?
- Is there a way to stop warehouse employees with a default warehouse scanning in the other warehouse from the barcode app, or at least warn them?
- Limit this permission to pick and deliver operations only in the barcode app. They still need manufacturing operations, but only in the shop floor app.
- Please put a restriction in Odoo so that only three specific people can validate an item receipt. When you update the settings, make sure nobody else can.
- The blueprint field on the product record needs to be read-only, and users should have permission to edit a blueprint record separately.
Point of sale
- Customers can put an order on their account instead of paying at the register. When they collect it, staff settle it from that order in the requested-orders list, so the payment lands there.
- I need to be able to register a customer payment from the POS.
- I want to set up the POS categories to make browsing as good as possible. Right now we have a lot of redundant categories, and a main "all" category that the POS doesn't need.
- In POS orders the loyalty discount comes through as a single reward line with a quantity of one. The refund flow needs to handle that.
- In the POS, a customer bought twice with a negative balance and then paid. The way the orders and items display is confusing.
- Is it possible to change the order items are listed in on the POS? I want the more important items to come up first.
- Mock this up as an artifact so I can see how it will look: add a line total to the POS cart, so the user sees the total per line as well as the order total.
- On my POS some items show up before you pick a category. How do I control which ones do that?
- On my POS some items show up before you select a category. How do I make different items show up there?
- Other stores have crisp receipts and ours can look blurry. Odoo changed the way receipts print in v13 — before, the printer commands were sent directly.
- Please make the categories in the POS match the product categories, and keep both in one hierarchy.
- Review how the customer account method works in POS and how we can show the remaining balance on an order.
- Set up the POS categories to make browsing better — right now there are a lot of redundant ones plus a catch-all.
- The POS customer panel shows a green “Paid” chip on every sales order in the history table, whether or not it is paid.
- The POS has configuration for colours, payment methods and other things to make it work. Can you make sure they're all set correctly?
- The POS only shows orders within a certain number of days. If an order has an item on request that isn't fulfilled yet, and it's older than that, it should still show on the orders list.
- The POS supports on-account, pay-later purchases, and customers build up either a balance owed or a credit from overpayment. Right now the printed receipt doesn't show it.
- They're a POS-style business — customers order at a cash register, pay, and get their items. When we take payment we auto-generate the invoice.
- When a customer wants to buy something at the POS and isn't ready to check out, the order goes on hold and counts as ongoing. It would be good to see those orders.
Automation
- Can the site contact automatically follow or unfollow the deliveries related to a sales order when the site contact on that order changes, so they get the messages?
- Can we make a rule that every time a sales order is a delivery order it adds the delivery surcharge, and if it has the one-yard bag on it, adds a surcharge one-for-one with the bags?
- Can we make it so every internal user following a receipt or internal transfer gets a message saying their material has been received, and the same notification when it moves on?
- Can you recreate the route-selection automation in Odoo 18? We can ignore the scale logic since the scale won't be used here.
- Create me a marketing campaign so that when a new customer buys more than $1,000 we assign a rep and send them a personal email introducing ourselves and thanking them.
- How do I set rules for which days of the week the system sends automatic emails? I want to skip weekends — specifically on the follow-up emails.
- I have an automation that sets the route on a sales order line from the warehouse and pickup option. I have a supply chain charge product and I want its route set too.
- I need to disable all of the scheduled actions.
- I want an automation that assigns every account move — invoices, credit memos, vendor bills and refunds — to one user.
- I want an email that goes out every time I invoice a customer: a new email template, plus automation on posting the invoice to send it. Let's set it up in staging first.
- I want staging set up with this flow: a customer emails our support address, Odoo parses the message and automatically creates a new helpdesk ticket.
- I want to demo sales automation and marketing. For example, if a customer hasn't ordered in a certain number of days, either send them an email or create an activity for a rep.
- I'd like to be notified by email if an order isn't picked on time and is a day late or more.
- If a sales order is confirmed after the delivery date, can we automatically set the delivery date to three days after the confirmation date?
- Is there a way to automatically email a user when a job log fails?
- My customer service reps need pop-up reminders in Odoo, or by email, for tasks on sales orders, purchase orders, invoices and so on. I'm sure that exists in Odoo.
- Please make an automation that validates the POS picking when it's in a ready state. Odoo already does this, but not when the inventory isn't available at checkout.
- There's a rule in production that when a new product is created, an activity is created for the creator to add pictures. We need to deactivate that rule and set a different one.
- We get bill discrepancies — either receiving the wrong material or being billed the wrong price. Can I make an activity so our accounts payable person gets it automatically?
- We need to be able to set certain days of the week when collection emails should not go out, and to adjust it for future holidays.
Is this different from Odoo Studio?
Studio covers a lot of this well, and if Studio can do what you need, use it. CodeCobra writes actual modules, so it also handles the cases Studio can't reach — conditional logic, rules that depend on data elsewhere, anything needing Python.
Will my change survive an Odoo upgrade?
Changes are written as proper Odoo modules in your own repository, which is what makes them portable across versions. Ask it to check a module against a newer version before you upgrade.
Can I batch several small changes together?
Yes, and it's usually the efficient way to do it. List them in one conversation; you get one plan covering all of them and one pull request to review.
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