My employees are struggling with filters. Can you write a detailed guide with examples of contains, is-in, equals, not-equals and child-of?
What happened: Wrote the filter training guide with worked examples drawn from their own database.
Documenting Odoo for your team
The gap between a configured Odoo and a team that uses it properly is documentation, and documentation is what gets cut when a go-live runs late.
So the knowledge stays with two or three people. New starters learn by asking them. Processes drift because nobody wrote down what the process was, and the workaround someone invented in month two becomes the official method by month six.
CodeCobra writes this material from your actual configuration rather than from generic Odoo documentation — so a guide describes your fields, your statuses, your approval steps, not the demo data. That's the difference between a document people use and one they skim once.
It also writes for the reader you name. "For warehouse staff who have never used an ERP" produces something meaningfully different from "for the finance team".
What people asked, and what came back
Real production requests, condensed and with anything identifying removed.
Make a guide with screenshots for building product sets, matching the style of our existing knowledge base.
What happened: Summarised the process for approval, wrote the guide in the house style, and published it to the staging and production knowledge bases.
Write non-technical user guides with screenshots for the picking and hold flows. Assume the reader is not technical at all.
What happened: Mirrored the client's installed apps onto its own instance so the screenshots match what staff actually see — then wrote the guides.
Draft the dispatcher scheduling SOP and responsibilities document.
What happened: Wrote the SOP covering the scheduling flow and who owns each step.
Create a user guide for configuring payment terms.
What happened: Wrote it, published it to the staging Knowledge base, then created and published the identical article in production.
More requests in this category
42 more real requests in this job, grouped by the part of Odoo they touch.
Accounting
- Can you make me a visual spreadsheet showing how this bill got entered at the wrong price and how that happened, so the person can learn from it? Explain the checks.
- Create me a PDF guide to importing open accounting moves — invoices, credit memos, bills and refunds — into Odoo, with a spreadsheet template to import from.
- I need a full breakdown of the links and files needed for an accounting migration from QuickBooks Online, including a guide to chart-of-account types.
- I'm prepping for an accounting overview demo and class in Odoo. What's important for me to show?
- Please add an article to the knowledge app outlining Odoo's out-of-the-box flows for receivables and payables: payment terms, creating invoices, payments, and the aging and follow-up reports.
- What is, or should be, the daily closing-out process to reconcile payments, registers, invoices and cheques — making sure there are no errors, false payments or incorrect payments by staff?
Inventory & warehouse
- Can you explain to the staff why this sales order created returns, and why the loads and outs are still open, even though the ordered, delivered and invoiced amounts are all correct?
- Can you give me a PDF or slideshow of how all the different operations and stock locations work together?
- Can you make a user guide and SOP for how scheduling transfers works in the inventory app, and how here — where we don't really have a true scheduled date — we schedule for a Sunday?
- Can you make an SOP for the yard staff and the process of giving out material on a pick-up? Include that they have to scan the transfer, or find it and open it on their mobile.
- Can you make me a PDF slide deck showing how the warehouse works — that they should scan barcodes first to do the transfer — and explain how to find transfers by searching?
- Make a guide with screenshots for how to make sets out of existing items — volumes 1 to 4 sold as a set, for example. Before you write it, give me a plain-English summary of the process.
- You once went through the landed costs for me and sent a list of what was correct and what was in question. Can you write me a proper script explaining how I get to the landed cost?
Sales & quoting
- Please create a document in the knowledge base, with screenshots, covering how to update pricelists through import and export.
Purchasing & vendors
- Can you give me a workflow and SOP for exactly how our bills get created — from raising the PO, through receiving the material, to creating the bill every way it can be done: uploaded, manual, and the rest?
- Please rewrite this as a clear, instructional process: create the RFQ for the requested quantity of coils, send it externally, confirm the purchase order, add the commission.
Manufacturing
- Make a training guide for logging production and scrap on the shop floor.
Reports & dashboards
- My employees are struggling badly with the filters. Can you give me a detailed description and examples of how to use filters in Odoo — the difference between contains, is in, equals, not equals, child of?
Documents & email
- Can you draft an email explaining how messages work with mentions in log notes — that they're internal, and where to find them once you've read them? A lot of employees think they disappear.
- Create an article, with screenshots, covering Odoo's built-in consignment flow. The idea is to make the process easy to follow.
- Create proper documentation with user instructions for the commissions app, with screenshots. Include how landed costs and other costs feed into it.
- Document our month-end close checklist as a knowledge-base article.
- Document the additional-cost wizard on sales orders, purchase orders and containers, with screenshots. It needs to be a user guide — use air freight and ocean freight as the examples.
- I'd like to add documentation for serial numbers in the knowledge app. Do it in staging and I'll review it and add it to production.
- Make me a short guide with images, in our branding and using our logo, with instructions on how to use the cheque layout app.
- Make me a short informational user guide for this app, with screenshots. Keep it short, clear and to the point.
- Please make a guide as a reply to the email below. Don't suggest anything that requires development — if something can't be done with the current flow in Odoo, say so.
- Review the client's complaints in the code and in staging, then write an email response with this context: the goal of the development was to cover the signup form requirement.
- Review the client's installed apps and set them up similarly on your side. Then make easy-to-understand, non-technical user guides with screenshots for these flows — assume the user isn't technical.
- We need to document these flows for non-technical end users, so they have a reference for how their system is meant to work. It should be an easy-to-follow guide.
Integrations
- I've been trying to train another AI agent to turn QuickBooks purchase orders into routine Odoo sales orders, and it hasn't worked out.
Projects & tasks
- Analyse this module and produce a full functional and technical specification document for it.
- Can you make me a summary of our sales workflow for new employees?
- I want to test this module's features as a QA. Can you give me a detailed step-by-step guide to testing it?
- Should I test this change in a sandbox before I merge it into the production database?
- Write the returns-processing SOP with screenshots from our own database.
Delivery & dispatch
- Can you write an email explaining to everyone how the transfers on a delivery sales order work with load and out, and how to split a load and switch it to a pick-up if needed, and back again?
- Draft me an SOP and responsibilities document covering the dispatcher's responsibilities for scheduling sales order deliveries. The salespeople create the sales order, and then it goes from there.
- We need a guide for configuring shipping methods, written for end users — assume all the relevant settings are already configured. Make sure it covers setting up rules.
- Write a one-page cheat sheet for drivers on validating deliveries in the app.
Point of sale
- Can you make a detailed workflow for starting a cash register, closing it out, and accounting reconciling it as a daily process?
Automation
- Can you draft an email explaining how the bill discrepancy activity works, and that accounts payable automatically gets a notification to act on it?
Does it describe our setup or generic Odoo?
Yours. It reads your configuration, so the guide names your actual fields and statuses. Generic Odoo documentation already exists and isn't what your team is stuck on.
What format do I get?
Word documents, PDFs or web pages, whichever suits. Word if it's going into your own template; a web page if it's going on an intranet.
Can it keep documentation current?
Ask it to update a document after you change the underlying process and it rewrites the affected sections. That's considerably cheaper than the annual rewrite that never quite happens.
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