DAADit Group, Nick Limit the sales team's permissions to their own orders It is not a matter of distrust: if salesperson Jan doesn't see colleague Anna's deals in his pipeline, he works with less noise, finds things faster and never accidentally calls her customer. Besides,... Sales Security User management Jun 9, 2026 Odoo
DAADit Group, Nick Cross-selling and upselling on product pages Your webshop is up and running, the orders are coming in — but almost every order contains exactly one product. A shame, because the customer who buys a laptop almost certainly needs a bag, mouse or d... Marketing Sales Website May 21, 2026 Odoo
DAADit Group, Nick Set Up Discount Codes for Your Online Store A promotion like WELCOME10 or free shipping over €50: every online store wants to run one at some point, preferably today. The good news: in Odoo you do not need a developer for it, and certainly no p... Marketing Sales Website May 19, 2026 Odoo
DAADit Group, Nick Efficiently Processing Returns in Odoo Situation: there's a box on the counter. A customer has sent something back, but who it was, which order it belongs to and why it came back — that's for you to figure out. Before you know it, one retu... Inventory Sales Warehouse Feb 10, 2026 Odoo
DAADit Group, Nick Automatically calculate shipping costs per order Situation: you currently work out shipping costs by hand. One colleague charges €6.95, another €7.50, and for the regular customer everyone "forgets" them now and then. Error-prone, inconsistent — and... Configuration Sales Warehouse Feb 5, 2026 Odoo
DAADit Group, Nick Manage Subscriptions and Set Up Automatic Billing Situation: you sell monthly or annual services — maintenance contracts, hosting, a service package — and every period someone gets to key in the same invoices all over again. If that person forgets on... Automation Sales Subscriptions Feb 3, 2026 Odoo
DAADit Group, Nick Digitally Signing Quotes via Odoo Sign Situation: you email a quotation, the customer prints it, signs it with a pen, scans the whole thing in at an angle and emails it back. Three days later there's an illegible PDF in your inbox and the ... Automation Documents Sales Jan 20, 2026 Odoo
DAADit Group, Nick Automatically Calculate the Selling Price Using Cost Plus Markup You buy in products and want a fixed margin on them — say cost price × 1.35. As long as you track that by hand, every purchase price change means a round through the sales tab of all your products. Wi... Price lists Products Sales Jan 15, 2026 Odoo
DAADit Group, Nick Set Payment Terms by Customer Your loyal A-customers get 30 days' credit, new customers pay in advance and that one wholesaler has negotiated 14 days. Anyone who has to set that manually on every invoice will sooner or later make ... Accounting Invoicing Sales Jan 13, 2026 Odoo
DAADit Group, Nick Show the sales order reference on all subsequent documents Your customer provides a purchase reference (PO number) with an order. It needs to be visible on all documents they receive back: order confirmation, delivery note, invoice. Large customers are strict... Documents References Sales Dec 18, 2025 Odoo
DAADit Group, Nick Creating a lead from a sales order or quote Sometimes your sales move faster than your CRM can keep up with: a customer calls, you prepare a quote over the phone, and that same afternoon it is already an order with an invoice. Fine, of course —... Automation CRM Sales Dec 2, 2025 Odoo
DAADit Group, Nick Viewing Customer History in Odoo: How to See Which Products a Customer Has Purchased in the Past A question we regularly get via our helpdesk: "How can I see what a customer has bought in the past?" Suppose a regular customer calls and says "just do the same as last year". Then you don't want to ... CRM Sales Tips & Tricks Oct 14, 2025 Odoo
