Business and Technology Knowledgebase
Gain valuable insights relevant to your business with the help of Steersman experts and contributors who explain how to strategically improve processes and technologies.
Manage Customer Dock Hours and Delivery Schedules in Odoo
Some receiving docks operate only during specific hours. Others close for lunch, accept deliveries only on certain days, or have designated days for regular stock orders. When this information lives in emails, notes, spreadsheets, or employee knowledge, it can easily be missed during order processing. Steersman’s **Customer Delivery Dock Schedules** feature brings this information directly into Odoo. Delivery addresses can now have their own receiving schedules, time zones, and preferred Stock Order Delivery Days, giving sales and operations teams important delivery information where they already work.
Steersman’s Website Availability Logic in Odoo
Steersman’s Website Availability Logic gives businesses greater control over how products are presented on an Odoo eCommerce website. Availability rules can determine whether a product remains visible, displays an availability message, shows its price, allows customers to add it to their cart, or is excluded from the website entirely.
Use the Current User's Signature on Invoice Emails From Odoo
By default, Steersman's invoice email template always included the assigned salesperson's signature. This often caused confusion when accounting staff, customer service representatives, or other users sent invoices on behalf of the sales team. Customers would receive an email signed by someone they had never communicated with, making replies and follow-up conversations less clear. Steersman's Use Current User's Signature for Invoice Emails feature solves this problem by allowing invoice emails to automatically use the signature of the user who clicks Send, while preserving existing behavior for organizations that prefer the salesperson's signature.
Ship Multiple Sales Orders in One Package with EasyPost Batch Shipping in Odoo
For many distributors and manufacturers, shipping multiple sales orders to the same customer in a single package is a common way to reduce freight costs. This is especially true for international shipments, where combining orders into one package can result in significant savings. However, Odoo's standard shipping workflow makes this difficult when using EasyPost. Companies often have to rely on third-party shipping software or manually consolidate orders, creating extra work and increasing the risk of errors. Steersman has developed an enhancement that extends Odoo's **Batch Transfers** functionality, allowing businesses to consolidate multiple EasyPost shipments into a single package while maintaining separate Sales Orders, deliveries, and invoices
A guide to migrating accounting to Odoo from other bookkeeping or ERP software
The basics on preparing to migrate accounting into Odoo from another bookkeeping or ERP.
Debug Mode: Access to Technical Features and Information
Debug Mode under the Looking Glass
Odoo User Permissions
Understanding the Basics of Assigning User Permissions in Odoo
Why Odoo’s XML-RPC API is a Natural Fit for OLTP, But a Mismatch for OLAP
Odoo’s XML-RPC API is a robust interface for transactional systems. It excels at real-time, record-level operations and adheres to business rules and security policies. However, it is not designed for the high-throughput, aggregate-driven workloads typical of OLAP systems.
What is EDI - Uses and Benefits for Business
EDI stands for "Electronic Data Interchange". It is a standardized electronic communication method that allows businesses to share information and business documents electronically.
Odoo security management - what’s involved with hosting and maintaining Odoo for safety and stability
To host Odoo, you need to setup a multitude of building-blocks in your infrastructure. Odoo Community and Enterprise code is only a part of that puzzle.
Connecting Magento to Odoo ERP
What to consider when looking for a connector to link Odoo’s robust ERP software with Magento's popular E-Commerce solution.
How to Set Up GA4 Events in Google Tag Manager
Tracking user behavior and ecommerce interactions accurately is essential for making data-driven decisions. If your website already sends event data to the data layer, the next step is configuring Google Tag Manager (GTM) to forward that data into Google Analytics 4 (GA4). This guide walks you through setting up ecommerce, custom, search, and login events in GTM.
Why Odoo’s XML-RPC API is a Natural Fit for OLTP, But a Mismatch for OLAP
Odoo’s XML-RPC API is a robust interface for transactional systems. It excels at real-time, record-level operations and adheres to business rules and security policies. However, it is not designed for the high-throughput, aggregate-driven workloads typical of OLAP systems.
Website catalog field/data overrides and content formulas for SEO
Override various product fields on your ecommerce websites in bulk with our Product Field Formulas feature.
Importing bulk data into Odoo using S3 fast load setup
This guide will walk you through creating importable files and getting them picked up for load into your Odoo database hosted by Steersman.
Product-Level Disclaimers in Odoo
Steersman’s new "Product-Level Disclaimers" feature gives you precise control over when legal or regulatory language appears on customer-facing documents — only showing it when relevant products are on a quote, order, or invoice.
Steersman Automotive Parts Suite
The Steersman Automotive Parts Suite is a productized ERP solution built on Odoo and purpose‑designed for automotive and truck parts retailers and distributors.
Mastering Parts & Model Compatibility in Steersman Odoo ERP
Often replacement parts can be compatible with multiple models, and they can even cross brands. There are times when you know the model, but not the part number, or vice versa. Steersman Odoo Compatibility Tags allows users to find compatible parts available in the system when using the Steersman Website.
Sending Inventory information using EDI in Odoo
Steersman’s EDI 846 outbound integration enables businesses to communicate inventory availability with trading partners efficiently and accurately through Odoo by automating the process of sending inventory data to external systems or partners in real time.
Enable Website Net Terms in Odoo with Steersman
Learn how to configure and enable Website Net Terms as a payment method in Odoo using Steersman's tools. Step-by-step guide for setup and usage.
Mastering Parts & Model Compatibility in Steersman Odoo ERP
Often replacement parts can be compatible with multiple models, and they can even cross brands. There are times when you know the model, but not the part number, or vice versa. Steersman Odoo Compatibility Tags allows users to find compatible parts available in the system when using the Steersman Website.
Steersman Odoo website chat event tracking
Steersman Odoo chat emits browser events for integration with tracking and analytics services.
ERP and CPQ with dynamic bills of materials for make-to-order manufacturers
A suite of business applications for manufacturers of semi-custom products - easily manage thousands of product BOMs and prices
How do Odoo E-Commerce Sites from Steersman Rank?
Odoo e-commerce sites from Steersman will get you the best performance, structure, and SEO in the world. See the ratings for yourself.
Basics of Business Software Integration for Non-Technical Managers
Basics about business software data and data exchange for non-technical managers preparing to purchase an integration for their business systems.
Integrating an E-Commerce Site with Inventory Management System
Questions to consider for non-technical managers overseeing a software integration project to connect an online store and an inventory management system.
Common Problems with Scaling Software Technologies in SMBs
Information and advice for non-technical SMB managers or owners who make decisions on business software as they work on making their company scale and grow.
Product-Level Disclaimers in Odoo
Steersman’s new "Product-Level Disclaimers" feature gives you precise control over when legal or regulatory language appears on customer-facing documents — only showing it when relevant products are on a quote, order, or invoice.
Lock Prices on SO and PO Product Lines in Odoo
Allow users to stop price resetting on order lines when updating product quantities.
Initiate credit card refunds from a credit note in Odoo
Steersman adds a “Refund Card” button onto the customer “credit note” view. This button allows users to select from a list of “payments” with linked “transactions” that are related to the specific sales order invoice and link them to the note.
ERP and CPQ with dynamic bills of materials for make-to-order manufacturers
A suite of business applications for manufacturers of semi-custom products - easily manage thousands of product BOMs and prices
How to Use Dynamic Formula Expressions in Steersman's Dynamic BoMs
Steersman’s Dynamic BoM customization uses condition statements to determine when a component or rule should apply to a configured product. This guide explains how to write clear and reliable Dynamic BoM conditions, including how to compare configuration values, combine multiple requirements, group and and or logic, and avoid common formatting mistakes.
How to configure Email Address Mappings in Odoo
User Guide to configuring email address mappings in Odoo.
Product-Level Disclaimers in Odoo
Steersman’s new "Product-Level Disclaimers" feature gives you precise control over when legal or regulatory language appears on customer-facing documents — only showing it when relevant products are on a quote, order, or invoice.
Dimensional Rating in Odoo – User Guide
Shipping cost discrepancies often occur when product dimensions or packaging details are inaccurate. A package may weigh very little but still be charged at a higher “dimensional weight” rate if it is physically large. By understanding and properly configuring dimensional rating in Odoo, you can get more accurate rate estimates and prevent unexpected shipping charges.