User Guides

134 articles

Accessing Developer mode within Odoo, for access to technical settings

Follow the below instructions to activate Developer Mode in Odoo to access technical settings. Ther…

Adding Domains to Entities

Domains are used in Odoo to select or filter records from a Model (database table) – in many differ…

Advanced: Adding 'hidden' fields to Contact Forms

If you have a Contact Form on your website that created a Lead (for example), you may have certain…

Advanced: Hiding the Header / Footer on specific CMS pages

If you wish to embed one of your website pages in another website, you might want to make sure that…

Avalara Tax Integration

Initial Configuration ============= To Configure AvaTax API: - Navigate to: Accounting or Invoicing…

Backing up the knowledge base

To back up the content in the knowledge base you can: 1. Go into the knowledge base and select the…

Change Blog Post content using Odoo Studio @Website

Please follow the steps to update the blog content using the website Odoo studio. Step 1: Click on…

Change Deliver To address in Purchase Order

To Configure or change your Deliver To address or add more than one option please follow these step…

Change attachment template on Mail Compose Pop up

To update the template please go through the below steps. Step 1: Activate the debug mode to access…

Configurations for Coupons and discount

To activate the Coupons on website and in sale order form please go through the below steps. 1) Go…

Configure Subscription module in the Odoo

To configure the 'Subscription' module please follow these steps. 1). Install the subscription modu…

Configuring Email Signatures

You can configure Email signatures for your users. Configuring each user, via the Users & Settings…

Configuring Odoo PDF Document Layout and Margins

Odoo has a set of standard document templates, which can be configured. These templates are accessi…

Configuring Payment Methods

Odoo Supports a number of payment methods including Bank Transfer and Credit Cards via Stripe. Thes…

Configuring Pricelists

Enabling Pricelists If pricelists aren't yet enabled on your system, you can enable pricelists by n…

Configuring SPF and DKIM records.

SPF Sender Policy Framework (SPF) helps protect your domain against spoofing, and helps prevent you…

Configuring Shop Order Confirmation Email

The Odoo eCommerce sends an email to customers when they submit an order. This sends a mail similar…

Configuring User Permissions

Please see the following the instructions to change user access permissions within JunariCRM + : 1.…

Configuring your CRM for Xero

The first requirement for being able to post data to Xero is to connect your account, this can be d…

Configuring your Junari system for Sage 50 Integration

Once the Junari Sage 50 Software is installed, the following set-up tasks are needed in your CRM sy…

Controlling Access to QuickBooks from within your Junari system

For each user of your JAMS system, you can select what (if any) access they have to QuickBooks info…

Converting a product from Stockable to Consumable

Sometimes you may wish to convert a Stockable (stock-controlled) product to a Consumable product (n…

Creating & Editing Microsoft Word Templates

If you have our Microsoft Word Templates module, you will have a "Document Templates" area in your…

Creating & Managing Users

Creating Users Users are managed within the Settings area of the application. To create a new user:…

Creating Custom Fields and adding them to views

Overview : As a user you may wish to add custom fields to your system to enable you to capture addi…

Creating New Sage 50 Accounts from CRM

Prerequisites You need to enter some required information on the record in CRM before you can trans…

Creating New Xero contacts from CRM contacts

Creating an Xero Contact from a CRM Contact In CRM go to Contacts and find the Company that you wan…

Creating Sage 50 Invoices from CRM

In CRM go to Invoicing and create a new Customer Invoice Select the Customer (or a contact from a c…

Creating Sage 50 Purchase Orders from CRM

To create Sage 50 purchase orders directly from your CRM, do the following: In CRM go to Purchase →…

Creating Xero Invoices and supplier invoices from CRM

In CRM go to Invoicing and create a new Customer Invoice Select the Customer (or a contact from a c…

Creating a new user, and resetting passwords manually.

Creating a New User To create a new user in the system please check the following steps. 1). Simply…

Customer guide for using the Junari portal

Overview Junari's unique portal allows you to do all of the following: Log tasks (tickets) which wi…

Customising the Portal Forms

The Junari Portal allows your clients to update their information directly via their Client Portal…

Deactivating a User Account

When a member of staff leaves, rather than deleting their user account, it is useful to de-activate…

Disabling / Removing a Portal User

Sometimes you may need to remove or disable a Portal User (for example they have left the organisat…

Display applied discount on sale order line.

Please check these instructions which will help you to display the discount on the sale order line.…

Duplicating website pages

Duplicating Website Pages within Odoo Navigate to 'Pages -> Manage Pages' this can be found in the…

Email Marketing: Tracking Click-throughs

The facility to track link click-throughs is built-in to Odoo. Adding a tracked link to a Mass Emai…

Email Marketing: Troubleshooting emails not being sent

When ending marketing emails, you may receive a report of a certain number of emails not being sent…

Email Template Cheat Sheet

Editing dynamic email templates (templates with fields) can be a little tricky - there are a lot of…

Email: Project Kick-Off and Scoping Workshop set up / invitation

Note If, as PM, you have not yet had a chance to speak with the prospective client, it may be usefu…

Embedding a YouTube Video into an Odoo Website

Step 1: Drag and drop a block onto the page and then click onto the block you would like replaced w…

Enabling users to see "Full Accounting Features"

By default, some accounting features are hidden from normal users to simplify the user interface, a…

Entering Debug Mode

Why go into Debug mode? Debug mode may be needed to allow you to make advance Studio changes such a…

Export records from Odoo system.

To export the records from the Odoo backend system please follow the below process. 1). Go to the l…

Exporting Data

Overview Your Junari system has built-in data export capabilities. Notes You may be limited to expo…

Exporting Data from JunariCRM+ v7

To export data from CRM+ v7, find the list you want to export (e.g. the Companies list), and filter…

Finding all Reserved Quantities for a product

When a product is showing as having stock reserved against it, you may need to work out what orders…

For Dom: How to send a second email campaign to Recycly prospects

1. Log into Mailshake (details saved in LastPass). 2. Campaigns > New Campaign. 3. Set "General" fi…

Generating a label after confirming delivery

Full Question Is there a way to generate a label after confirming delivery? Answer from Junari this…

Grant a portal role to portan user

To Assign a portal role to a portal user. Click on the Address Book application from the System das…

Granting Customers Access to their Odoo Customer Portal

The standard Odoo Customer Portal gives customer access to certain documents, such as Quotes, Sales…

Granting users permission to export data

To see and grant users access to export data from lists , do the following. Go to Settings -> Users…

Handling Invoice Payments

Invoice Payments must be entered in Sage 50 (so they can be recorded against the correct bank accou…

Handling Xero Invoice Payments

Invoice Payments must be entered in Xero (so they can be recorded against the correct bank account,…

How Odoo Handles Email Replies

This article is work-in-progress, here is a basic description: 1. On outgoing emails from Odoo, an…

How Odoo Handles Multi-currency Transactions

(this is a work-in-progress reference) Financial transactions are generally managed in your company…

How do I show the original prices when a discounted price list is in use

Situation & Requirement I have set up Price Lists which make certain products cheaper for some cust…

How do we set Orders back to draft, and will this put back items into stock?

Full Question How do we set back to draft, and will this put back items into stock?? When we create…

How does 'Add shipping' work; can we just add 'Carriage' as a line on the order?

Full Question -We require more explanation of the 'Add shipping' function. Can we just use 'Carriag…

How to "Undo" an import

If you have done an import but want to "undo" it, one way is to create a custom filter to identify…

How to change website header menu redirect URL

You can alter the website header menu's redirect URL by following these steps. Step 1: Initially ac…

How to configure a Website "Mega Menu"

When customising you site's menu, there is an option to create a "Mega Menu", which is a full-width…

How to create forms calling for action.

This guide will cover how to create a form that a user can submit information to and how to manage…

How to embed a Video in a website page

You can embed videos on a Website Page by doing the following: 1. Add (or select) a text block on t…

How to enter counties when it is not known

Full Question How to enter counties when it is not known Answer from Junari The solution to this is…

How to make a partial payment in Odoo Invoice

To make a partial payment in the customer invoice do as follows: Step 1: Open any confirmed invoice…

How to manually create quantities of stock in Odoo

To add quantities of stock that haven't previously had quantities in Odoo you will need to do an in…

How to re-do a customer delivery order if there is incorrect data

If a delivery address has been entered incorrectly or a different label needs to be printed follow…

How to set up Bank Feeds in Odoo Accounting

To set up Bank Feeds within Odoo you will need to setup an SMS account recovery within Odoo and the…

Impersonating another user's account

Impersonating accounts is an ideal way to simulate exactly what that user experiences with your sys…

Importing Data

Importing Data Starting the Import: You can import data into any of Odoo’s business objects using e…

Importing Fixed-Price Pricelists

Find or create the price list you wish to import in to. The price list doesn't have to be empty to…

Importing product images from e.g. local drive

Full Question How can I import images into CRM from a local URL Answer from Junari We recommend usi…

Installing the Junari Sage 50 Link Software

Sage 50 Accounts (including the "Cloud" edition) is a Microsoft Windows application that needs to b…

Introduction to Mailing Lists

As a Junari customer you gain access to our enhancements to the Email Marketing area of Odoo The ma…

Invoice Status in Sale Order

In the Sale Order, there is a field named Invoice status. 1) If Sale Order is just created and stil…

Junari Standard System Environments: Dev, SAT, UAT and Production

These are the environments that we deploy code to Production This is your live system which is used…

Junari's expectations of customers throughout the project life cycle

QA testing on time and with the right personnel: Once we have finished delivering a task for you we…

Linking CRM contacts to existing Xero contacts

To link a CRM company to a Xero Contact, first click Edit on the company in CRM, then go to the Sal…

Linking CRM records to Existing Sage 50 accounts

In CRM go to Contacts and find the Company or Individual that you want to link to Sage Click the Sa…

Managing Portal Card visibility via User Groups.

Overview: The way access to Portal Cards works in Junari Portal is very simple. A Portal Card can b…

Managing Product Availability (stock) in the shop

Product Stock Levels and your eCommerce Shop If you have the eCommerce and Inventory apps, then you…

Managing export templates

Deleting templates: Once you go to the "export" area to delete a template go to the template and se…

Monitoring Stock Levels

Full Inventory Documentation Your system allows you to track stock levels of all products with a "T…

Monitoring the Amazon Sync and dealing with issues

There are many amazon sync tasks that can occasionally run into errors, such as non-matching SKUs o…

Odoo Online: Requesting a TEST database upgrade

Process to request a database upgrade of your Odoo Online system, for testing... 1. Log in to your…

Odoo.sh: Making Backups

If you use odoo.sh then your system will be automatically backed up once per day. If you have been…

Odoo.sh: Triggering a refresh of the data in your UAT / Test system

If you have access to Odoo.sh, then it is possible for you to trigger a refresh of the data in your…

Office 365 Configuration for Junari-hosted Systems

To allow your Junari system to send emails from your e-mail addresses, we need to make a configurat…

Office 365: Configuring a user for Odoo Online / Odoo.sh Email

In order to use Office 365 with Odoo Online or Odoo.sh hosting, we need to configure an email accou…

Payment Acquirers

Configure Payment Acquriers within Odoo If you have eCommerce installed, or allow your customers to…

Publishing Products in the shop

There are two ways that products can be published, either individually, or en-masse Publishing Prod…

QuickBooks Integration Overview

Our QuickBooks integration is an optional add-on available to Junari customers that allows them to…

Removing / Revoking Customer Portal Access

If you with to remove a customer's portal access First, Take a note of their name / email address G…

Resetting a Portal User's Password

Sometimes it may be necessary to reset a portal user's password, for example if they haven't receiv…

Restricted Editor website permission restrict?

A user with restricted editor rights in Odoo can do the following things on the website. -> View we…

Roadmap

Planned Enhancements to our Sage 50 Integration Support for posting Credit Notes from CRM to Sage S…

Sage 50 Integration Overview

Our Junari Sage 50 integration is an optional add-on available to Junari customers that allows them…

Setting up New User Accounts

It's easy to setup a new CRM user yourself with appropriate permissions by following these instruct…

Setting up SendInBlue for outgoing emails

In some cases, such as when you need to send large email volumes, or when your email provider canno…

Setting up SendInBlue for outgoing emails - SPF and domain verification

In some cases, such as when you need to send large email volumes, or when your email provider canno…

Setting up the QuickBooks Link

Prerequisites You'll need: a JAMS account with access to the Settings Area of JAMS a QuickBooks use…

There are some incorrect counties in the database

Full Question There are some incorrect counties in the database (e.g. "Angus" is under "England" bu…

Tracking Sales against Delivery Addresses

Analysing Individual Addresses You can track sales against individual delivery addresses simply by…

Transferring an Odoo.sh GitHub repository to Junari

In order for Junari to work on your Odoo.sh-hosted system, we will normally request that the GitHub…

Update Delivery Address in sale order manually(From the backend).

Please check the following steps. Step 1: Click on the customer name in the sale order form view wh…

Update Email Templates in System

To update the email template in the system please follow the instructions. 1) To access the email t…

Update Incoming Email server configurations.

To access the incoming or outgoing mail server configuration please follow the below instructions.…

Update product Details

To update the product details from the backend please follow the below instructions. 1). Go to Sale…

Upload an Image on V7 Email Template

Uploading an image on an Odoo V7 email template can be done through the following steps: 1) Access…

User Guide: Allowing Odoo to send email via Microsoft 365

Microsoft now requires a special configuration in order to allow external applications such as Odoo…

User Permission Cheat Sheet

User Types Internal User: Internal users have the ability to login to the backend of Odoo and all m…

User Portal Access

In order for a user to access the portal, they must be awarded access from the website administrato…

Users creating duplicate counties (e.g. manchester / greater manchester)

Full Question Some users are using different names for the sane county for example one user may typ…

Users unable to login

Full Question A user called, they are having problems logging into the portal. Invalid username/pas…

Using Email in your Junari system

In your Junari system you can send email from any record, either using a button at the top of the r…

Using Odoo Helpdesk with Email Integration

The Odoo Helpdesk module helps you manage customer service enquiries by keeping track of all commun…

Viewing Un-sent Emails

It is possible to view the log of any emails that have not been successfully sent First you will ne…

Viewing the Customer Portal or Shop as a Customer

Sometimes you may want to check what a customer's view of your Portal or Web Shop is like. "Imperso…

Website: Basic customisation

Changing the Site Logo To set the site logo, click the Edit button in the top right of the website…

Website: Saving and Re-using Website Blocks

Youtube tutorial: https://www.youtube.com/watch?v=CHGG4SfTa4I Saving website 'Blocks' Once you have…

What do I do when supplier send a partial delivery for an order?

Full Question A supplier has sent a partial delivery for an order. I have opened the PO and then go…

What do the various statistics on the Sales Teams dashboard mean?

In the Sales area -> Sales Teams, you will see a dashboard with various statistics for each sales t…

When does stripe sync to Xero and Xero to Juniper to update invoices?

Question: We have a new way of customers ordering, where we import the orders and send them payment…

Why can't I generate an invoice from a sales order?

Sometimes you might look at a Sales Order and not see a "Create Invoice" button This is usually bec…

Why does the customer not see the quote when they log in?

Question: We need customers to be able to see their quotes when they log in I am testing it with ou…

Windows Security issue "Operation did not complete successfully" while opening document templates.

If you are getting the below Error Message: This is due to Windows security restrictions, documents…

Xero Integration Overview

Capabilities Our Xero integration allows you to: Link your CRM Companies and Contacts to existing r…

Xero Link Getting Started Email

This email can be sent to new users of the Xero link... We're pleased to let you know that we've no…

Xero Link Warnings, and how to resolve them

1. Warning: This record has no Invoice Address Cause: You are trying to post an invoice to Xero whe…

Xero Link on Test Systems

You can create a test Xero database by going to https://my.xero.com/ and clicking the green “Add an…