Follow the below instructions to activate Developer Mode in Odoo to access technical settings. Ther…
Domains are used in Odoo to select or filter records from a Model (database table) – in many differ…
If you have a Contact Form on your website that created a Lead (for example), you may have certain…
If you wish to embed one of your website pages in another website, you might want to make sure that…
Initial Configuration ============= To Configure AvaTax API: - Navigate to: Accounting or Invoicing…
To back up the content in the knowledge base you can: 1. Go into the knowledge base and select the…
Please follow the steps to update the blog content using the website Odoo studio. Step 1: Click on…
To Configure or change your Deliver To address or add more than one option please follow these step…
To update the template please go through the below steps. Step 1: Activate the debug mode to access…
To activate the Coupons on website and in sale order form please go through the below steps. 1) Go…
To configure the 'Subscription' module please follow these steps. 1). Install the subscription modu…
You can configure Email signatures for your users. Configuring each user, via the Users & Settings…
Odoo has a set of standard document templates, which can be configured. These templates are accessi…
Odoo Supports a number of payment methods including Bank Transfer and Credit Cards via Stripe. Thes…
Enabling Pricelists If pricelists aren't yet enabled on your system, you can enable pricelists by n…
SPF Sender Policy Framework (SPF) helps protect your domain against spoofing, and helps prevent you…
The Odoo eCommerce sends an email to customers when they submit an order. This sends a mail similar…
Please see the following the instructions to change user access permissions within JunariCRM + : 1.…
The first requirement for being able to post data to Xero is to connect your account, this can be d…
Once the Junari Sage 50 Software is installed, the following set-up tasks are needed in your CRM sy…
For each user of your JAMS system, you can select what (if any) access they have to QuickBooks info…
Sometimes you may wish to convert a Stockable (stock-controlled) product to a Consumable product (n…
If you have our Microsoft Word Templates module, you will have a "Document Templates" area in your…
Creating Users Users are managed within the Settings area of the application. To create a new user:…
Overview : As a user you may wish to add custom fields to your system to enable you to capture addi…
Prerequisites You need to enter some required information on the record in CRM before you can trans…
Creating an Xero Contact from a CRM Contact In CRM go to Contacts and find the Company that you wan…
In CRM go to Invoicing and create a new Customer Invoice Select the Customer (or a contact from a c…
To create Sage 50 purchase orders directly from your CRM, do the following: In CRM go to Purchase →…
In CRM go to Invoicing and create a new Customer Invoice Select the Customer (or a contact from a c…
Creating a New User To create a new user in the system please check the following steps. 1). Simply…
Overview Junari's unique portal allows you to do all of the following: Log tasks (tickets) which wi…
The Junari Portal allows your clients to update their information directly via their Client Portal…
When a member of staff leaves, rather than deleting their user account, it is useful to de-activate…
Sometimes you may need to remove or disable a Portal User (for example they have left the organisat…
Please check these instructions which will help you to display the discount on the sale order line.…
Duplicating Website Pages within Odoo Navigate to 'Pages -> Manage Pages' this can be found in the…
The facility to track link click-throughs is built-in to Odoo. Adding a tracked link to a Mass Emai…
When ending marketing emails, you may receive a report of a certain number of emails not being sent…
Editing dynamic email templates (templates with fields) can be a little tricky - there are a lot of…
Note If, as PM, you have not yet had a chance to speak with the prospective client, it may be usefu…
Step 1: Drag and drop a block onto the page and then click onto the block you would like replaced w…
By default, some accounting features are hidden from normal users to simplify the user interface, a…
Why go into Debug mode? Debug mode may be needed to allow you to make advance Studio changes such a…
To export the records from the Odoo backend system please follow the below process. 1). Go to the l…
Overview Your Junari system has built-in data export capabilities. Notes You may be limited to expo…
To export data from CRM+ v7, find the list you want to export (e.g. the Companies list), and filter…
When a product is showing as having stock reserved against it, you may need to work out what orders…
1. Log into Mailshake (details saved in LastPass). 2. Campaigns > New Campaign. 3. Set "General" fi…
Full Question Is there a way to generate a label after confirming delivery? Answer from Junari this…
To Assign a portal role to a portal user. Click on the Address Book application from the System das…
The standard Odoo Customer Portal gives customer access to certain documents, such as Quotes, Sales…
To see and grant users access to export data from lists , do the following. Go to Settings -> Users…
Invoice Payments must be entered in Sage 50 (so they can be recorded against the correct bank accou…
Invoice Payments must be entered in Xero (so they can be recorded against the correct bank account,…
This article is work-in-progress, here is a basic description: 1. On outgoing emails from Odoo, an…
(this is a work-in-progress reference) Financial transactions are generally managed in your company…
Situation & Requirement I have set up Price Lists which make certain products cheaper for some cust…
Full Question How do we set back to draft, and will this put back items into stock?? When we create…
Full Question -We require more explanation of the 'Add shipping' function. Can we just use 'Carriag…
If you have done an import but want to "undo" it, one way is to create a custom filter to identify…
Requirements Gathering Create a detailed project plan, referencing previous plans for guidance. Dis…
1. Log in to Odoo.sh Go to Odoo.sh and log in using your credentials. 2. Access Your Odoo.sh Projec…
You can alter the website header menu's redirect URL by following these steps. Step 1: Initially ac…
When customising you site's menu, there is an option to create a "Mega Menu", which is a full-width…
This guide will cover how to create a form that a user can submit information to and how to manage…
You can embed videos on a Website Page by doing the following: 1. Add (or select) a text block on t…
Full Question How to enter counties when it is not known Answer from Junari The solution to this is…
To make a partial payment in the customer invoice do as follows: Step 1: Open any confirmed invoice…
To add quantities of stock that haven't previously had quantities in Odoo you will need to do an in…
If a delivery address has been entered incorrectly or a different label needs to be printed follow…
To set up Bank Feeds within Odoo you will need to setup an SMS account recovery within Odoo and the…
Impersonating accounts is an ideal way to simulate exactly what that user experiences with your sys…
Importing Data Starting the Import: You can import data into any of Odoo’s business objects using e…
Find or create the price list you wish to import in to. The price list doesn't have to be empty to…
Full Question How can I import images into CRM from a local URL Answer from Junari We recommend usi…
Sage 50 Accounts (including the "Cloud" edition) is a Microsoft Windows application that needs to b…
As a Junari customer you gain access to our enhancements to the Email Marketing area of Odoo The ma…
In the Sale Order, there is a field named Invoice status. 1) If Sale Order is just created and stil…
These are the environments that we deploy code to Production This is your live system which is used…
QA testing on time and with the right personnel: Once we have finished delivering a task for you we…
To link a CRM company to a Xero Contact, first click Edit on the company in CRM, then go to the Sal…
In CRM go to Contacts and find the Company or Individual that you want to link to Sage Click the Sa…
Product Stock Levels and your eCommerce Shop If you have the eCommerce and Inventory apps, then you…
Deleting templates: Once you go to the "export" area to delete a template go to the template and se…
To allow your Junari system to send emails from your e-mail addresses, we need to make a configurat…
Full Inventory Documentation Your system allows you to track stock levels of all products with a "T…
There are many amazon sync tasks that can occasionally run into errors, such as non-matching SKUs o…
Process to request a database upgrade of your Odoo Online system, for testing... 1. Log in to your…
If you use odoo.sh then your system will be automatically backed up once per day. If you have been…
If you have access to Odoo.sh, then it is possible for you to trigger a refresh of the data in your…
In order to use Office 365 with Odoo Online or Odoo.sh hosting, we need to configure an email accou…
Configure Payment Acquriers within Odoo If you have eCommerce installed, or allow your customers to…
There are two ways that products can be published, either individually, or en-masse Publishing Prod…
Our QuickBooks integration is an optional add-on available to Junari customers that allows them to…
If you with to remove a customer's portal access First, Take a note of their name / email address G…
Sometimes it may be necessary to reset a portal user's password, for example if they haven't receiv…
A user with restricted editor rights in Odoo can do the following things on the website. -> View we…
Planned Enhancements to our Sage 50 Integration Support for posting Credit Notes from CRM to Sage S…
Our Junari Sage 50 integration is an optional add-on available to Junari customers that allows them…
It's easy to setup a new CRM user yourself with appropriate permissions by following these instruct…
In some cases, such as when you need to send large email volumes, or when your email provider canno…
In some cases, such as when you need to send large email volumes, or when your email provider canno…
Prerequisites You'll need: a JAMS account with access to the Settings Area of JAMS a QuickBooks use…
Full Question There are some incorrect counties in the database (e.g. "Angus" is under "England" bu…
Analysing Individual Addresses You can track sales against individual delivery addresses simply by…
In order for Junari to work on your Odoo.sh-hosted system, we will normally request that the GitHub…
Please check the following steps. Step 1: Click on the customer name in the sale order form view wh…
To update the email template in the system please follow the instructions. 1) To access the email t…
To access the incoming or outgoing mail server configuration please follow the below instructions.…
To update the product details from the backend please follow the below instructions. 1). Go to Sale…
Uploading an image on an Odoo V7 email template can be done through the following steps: 1) Access…
Microsoft now requires a special configuration in order to allow external applications such as Odoo…
User Types Internal User: Internal users have the ability to login to the backend of Odoo and all m…
In order for a user to access the portal, they must be awarded access from the website administrato…
Full Question Some users are using different names for the sane county for example one user may typ…
Full Question A user called, they are having problems logging into the portal. Invalid username/pas…
In your Junari system you can send email from any record, either using a button at the top of the r…
The Odoo Helpdesk module helps you manage customer service enquiries by keeping track of all commun…
It is possible to view the log of any emails that have not been successfully sent First you will ne…
Sometimes you may want to check what a customer's view of your Portal or Web Shop is like. "Imperso…
Changing the Site Logo To set the site logo, click the Edit button in the top right of the website…
Youtube tutorial: https://www.youtube.com/watch?v=CHGG4SfTa4I Saving website 'Blocks' Once you have…
Full Question A supplier has sent a partial delivery for an order. I have opened the PO and then go…
In the Sales area -> Sales Teams, you will see a dashboard with various statistics for each sales t…
Question: We have a new way of customers ordering, where we import the orders and send them payment…
Sometimes you might look at a Sales Order and not see a "Create Invoice" button This is usually bec…
Question: We need customers to be able to see their quotes when they log in I am testing it with ou…
If you are getting the below Error Message: This is due to Windows security restrictions, documents…
Capabilities Our Xero integration allows you to: Link your CRM Companies and Contacts to existing r…
This email can be sent to new users of the Xero link... We're pleased to let you know that we've no…
1. Warning: This record has no Invoice Address Cause: You are trying to post an invoice to Xero whe…
You can create a test Xero database by going to https://my.xero.com/ and clicking the green “Add an…