Eliminating Email Loops in Odoo With Smarter Address Handling for Automated Replies
In real-world scenarios, many third-party services (such as AP automation platforms) process emails and send responses from a different address than the one originally contacted. While this may seem harmless, it can create serious issues inside Odoo. Steersman has developed a new enhancement to intelligently handle these scenarios—preventing email loops, reducing noise, and improving communication accuracy.
Smarter Shipping Rate Requests in Odoo by Reducing Costs and Improving Performance with EasyPost
Steersman's EasyPost integration is a critical part of many Odoo workflows—but when not optimized, they can introduce unnecessary costs and inefficiencies. Steersman has developed a new enhancement to improve how Odoo interacts with EasyPost, giving businesses greater control over when shipping rates are requested and significantly reducing the number of API calls.
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.
Shared Inbox: A Smarter Way to Manage Incoming Emails in Odoo
Managing incoming emails in Odoo has always depended heavily on proper routing, something that isn’t always guaranteed. When replies lose their metadata or emails arrive without clear context, they can fall through the cracks, leading to missed communication and delayed responses. While Odoo routes emails to records like Sales Orders, Invoices, and CRM Leads, there has traditionally been no centralized way to monitor all incoming communication across the system. The New Shared Inbox module solves these problems by providing a centralized, actionable view of all incoming emails in Odoo, ensuring nothing slips through the cracks.
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.
View Exactly How Your Sales Prices Are Calculated, Directly From The Sale Order in Odoo
Steersman has developed a new enhancement that brings full transparency into Odoo’s pricing engine—giving sales users clear insight into exactly how each price is calculated, directly from the Sales Order.
Sort the Sales Calendar by Expected Ship Date in Odoo
Steersman has introduced a new feature: "Sort the Sales Calendar by Expected Ship Date". This enhancement lets your team switch the calendar from using “Order Date” to using Expected Ship Date, giving warehouse, logistics, and customer service teams a true picture of what is shipping each day.
Make Only Ready to Ship Orders Visible for Picking in Odoo
When ecommerce orders come in, they often need to be reviewed before the warehouse starts processing them - especially if stock needs to ship from a different location or vendor. With this feature, your team can easily control which orders are visible to warehouse staff and ready to be picked.
Email Monitoring Profiles: Smarter Email Notifications in Odoo
With this enhancement, users can now receive push notifications (via email or inbox) whenever an incoming email is received on a record that has chatter enabled — even if they’re not a follower of that record. Our "Email Monitoring Profiles" feature also includes model-based routing, allowing each user to choose which Odoo models they want to monitor.
Archive All Inactive Contacts at Once in Odoo
To help businesses keep their databases clean and efficient, Steersman has developed a new feature that automatically identifies and archives inactive contacts.
Prevent Adding Unwanted Products or Over-Delivering Quantities on Sales Order Transfers in Odoo
A toggleable setting that prevents warehouse users from adding products or shipping quantities on a delivery that were not in the original Sales Order. It builds on our existing “Prevent Negative Quantities” logic and closes a gap that allows accidental additions to picks/deliveries that break traceability, inventory counts, and customer invoicing.
Flexible Control Over AVS and CVV Validations in Odoo
Steersman has developed a feature in Odoo that gives businesses in-depth control over AVS and CVV requirements. With this functionality, authorized users can selectively disable these checks when processing payments, without changing global CardPointe settings.
Set Default Email Templates per Model in Odoo
This Steersman enhancement lets you assign different default email templates for each model (Sales Orders, Purchase Orders, Invoices, etc.), so the right template is always pre-selected in the "Compose Message" wizard based on the record you’re working with.
Bulk Vendor Bill Discounts & Streamlined Payments
Steersman has added a new enhancement to Odoo’s vendor payment process, enabling you to apply a single discount percentage across multiple vendor bills and allocate them to a designated account —no more manual edits on each bill.
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.
Integrate Odoo with Metabase
Steersman now offers integration between your Odoo system and Metabase, an open-source business intelligence platform that turns your data into interactive dashboards, charts, and reports. This gives you and your team real-time visibility into key metrics across sales, inventory, operations, accounting, and more — all using the data already stored in your Odoo database.
Customer Product Aliases in Odoo
Many companies sell products to customers who use their own product codes or descriptions especially in wholesale, distribution, and manufacturing. Until now, Odoo's standard functionality only supported vendor specific product aliases on purchase orders. Steersman has extended this capability with the new "Customer Product Aliases" feature, which allows product allies for customers on sales orders as well.
Add Brand, MPN, and Active Vendor Columns to the Replenishment Screen In Odoo
We’ve enhanced the Replenishment dashboard in Odoo to include additional fields that give buyers more context when reviewing stock levels and triggering purchases. This update helps streamline purchasing decisions by making vendor and product details more visible without requiring users to click into each product.
Show Procurement Group on Receipts and Transfers In Odoo
We’ve added a feature to help warehouse teams easily identify whether incoming inventory is being received for a Sales Order or as general stock. This is done by making the Procurement Group visible on transfers, both in the Odoo interface and on printed labels. This helps receiving teams know how to sort, label, and stage items based on where they’re headed next.
Carrier Billing on Sub-Contacts Inherits from Parent in Odoo
We’ve added support for a new option in the "Carrier Billing" field on contacts: "Inherit from Parent". This feature helps prevent mismatches in shipping account and billing type logic between parent accounts and their sub-contacts. Now, when entering orders for sub-contacts, users can rely on consistent carrier billing behavior — even if the sub-contact has no billing details set.
Auto Cancel Expired Quotations in Odoo
We’ve added a new feature to automatically cancel expired sales quotations each night. If a quote is no longer valid, it won’t clutter your pipeline or mislead your sales team; it will disappear.
Warn (or Block) Users from Editing Contacts Used in Odoo Orders
We’ve added a new feature that protects your order history from accidental changes. Now, if a user tries to edit a contact that has been used on sales orders, deliveries, invoices, or payments, Odoo will alert them or block the edit entirely, depending on their permissions.
Prevent Duplicate Customer PO on Sales Orders in Odoo
We’ve added a new feature to help prevent sales teams from accidentally duplicating a customer’s purchase order, a critical need for many of our clients who rely on customer issued PO references to manage order approvals and payment processing. This feature introduces automatic checks and interactive warnings when users attempt to reuse the same Customer Reference (PO number) for the same commercial partner.
Automatically Print Product Allocation Labels on Receipts and Transfers in Odoo
When validating an internal transfer or vendor receipt, Odoo can now generate ZPL labels that show where each group of items is going next — including any sales orders they're destined for. Each label is printed based on the pickings the received items are allocated to (i.e., where they’ll be moved next). Labels are printed via PrintNode to a dedicated Zebra printer called the Inventory Allocation Label Printer.
Automatically Print UCC-128 Shipping Labels on Delivery Validation in Odoo
We’ve added support for automatically generating and printing UCC-128 shipping container labels when deliveries are validated in Odoo. This feature is useful for customers who require UCC-128 labels for every shipment.
Generate EasyPost Return Labels on Customer Receipts in Odoo
We've added a new feature that allows you to generate return shipping labels. This helps streamline customer returns for damaged or incorrect items, without needing to manually create shipping labels outside the system.
Automatically generate SSCC-18 numbers for packages in delivery orders in Odoo
This feature allows companies to automatically generate and assign unique SSCC-18 numbers to packages on delivery orders (pickings) where the destination is a customer. This automation removes the need for manual entry and ensures compliance with GS1 standards for shipping container codes, which are often required for EDI transactions.
Manual Product Matching for EDI Order Processing
Steersman's manual product association feature enables customer service teams to efficiently resolve EDI discrepancies by associating incoming product codes with correct inventory items. Product identifier mismatches typically create costly processing delays and operational inefficiencies that undermine automation investments. Our solution enables businesses to maintain data integrity while eliminating order processing bottlenecks, without requiring extensive technical resources or mapping projects.
Prevent Negative Inventory Quantities
Steersman protects your financial accuracy by preventing negative inventory balances, eliminating costly accounting corrections while maintaining operational efficiency through inventory safeguards for both inventory transfers and component consumption during manufacturing
Track lot consumption across manufacturing process in Odoo
Many manufacturing businesses need detailed visibility into where and how product lots are consumed. That’s why we’ve developed the Product Lot Consumption Report. A new feature in Odoo that gives you precise tracking of lot consumption across your manufacturing process.
Pop-up warning when PO line created with $0 cost in Odoo
To help prevent one of the most common and costly mistakes, accidentally confirming purchase orders (POs) with $0 cost lines, Steersman has developed a new Odoo customization: the $0 PO Line Warning pop-up.
CardPointe Integration for Website Payment Processing
Steersman's secure CardPointe integration enables distributors to process payments across all sales channels—phone, in-person, website, and EDI—through a single PCI-compliant system within Odoo, with token storage for repeat transactions
CardPointe Terminal Payment Integration
Steersman's CardPointe integration for Odoo processes in-person payments through physical terminals supporting chip, magnetic stripe, and contactless payment methods. Compatible with the Clover Mini Terminal.
Breadcrumb Navigation for Website Pages
Odoo’s built-in website pages are flexible, but without breadcrumbs, users can easily lose track of where they are in a multi-page layout. That’s why Steersman developed a new feature to support SEO and user-friendly breadcrumbs on custom website pages. This enhancement introduces a straightforward method for defining page hierarchy.
Display Relevant Customer Info In Odoo Live Chat Side Panel
This new Steersman-designed panel helps sales and support teams respond faster and smarter, without switching tabs or digging through unrelated records.
Dropship Delivery Notification Emails for Customers
Steersman has introduced a new feature that allows Odoo to automatically send a delivery confirmation email to the customer (not the vendor) when a dropship order is fulfilled. This email includes a correctly formatted delivery slip that shows customer information, not vendor details.
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.
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.
Filter Inventory Levels by Warehouse outside of Odoo
The "Inventory Feed by Warehouse" feature improves operational efficiency and field sales support by providing real-time inventory visibility in a format that is easy to access.
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.
Sending Sales Order Acknowledgments using EDI in Odoo
Steersman’s EDI 855 outbound exchange document provides a simplified solution for sending Sales Order Acknowledgments (SOAs) to trading partners directly from Odoo. Our EDI integration ensures that businesses can efficiently confirm, modify, or reject sales orders (EDI 850) received from trading partners.
Receiving Purchase Order Acknowledgments(POAs) using EDI in Odoo
Steersman’s EDI 855 inbound integration enhances the order management process by automating the receiving and processing of purchase order acknowledgments (POAs) within Odoo.
Sending Invoices Using EDI in Odoo
The EDI 810 outbound integration by Steersman enables businesses using Odoo to generate and transmit electronic invoices to their trading partners in compliance with EDI standards. The solution automates the creation, validation, and transmission of EDI 810 invoices, streamlining the invoicing process while ensuring accuracy and timely delivery.
Receiving Advanced Shipping Notices (ASN) in Odoo
An EDI 856 is an Advance Shipping notice (ASN). It is used to send and receive information regarding upcoming shipments and deliveries. The EDI 856 inbound integration offered by Steersman enables businesses using Odoo to receive Advanced Shipping Notices (ASNs) from the their suppliers.
Receiving Invoices using EDI in Odoo
The EDI 810 inbound integration by Steersman enables seamless import and processing of electronic invoices into Odoo. By automating invoice receipt and validation, businesses can streamline their accounts payable operations, ensuring accuracy, compliance, and efficiency across the financial workflow.
Sending Advanced Shipping Notices (ASN) in Odoo
The EDI 856 outbound integration offered by Steersman enables businesses using Odoo to generate and send Advanced Shipping Notices (ASNs) efficiently to their buyers.
Sending EDI Purchase Order document (850) in Odoo
An EDI 850 outbound transaction occurs when a buyer initiates a purchase order (PO) through Odoo, which is then received by the supplier as a sales order (SO) in their system.
Log Shipping Expense onto Delivery and Invoice in Odoo
Attribute shipping costs into invoices for total profitability per invoice, so the invoice has product revenue, shipping revenue, COGS, and shipping expense lines.
Receiving EDI Purchase Order document (850) in Odoo
An EDI 850 PO inbound transaction occurs when a Odoo Seller's system receives an EDI 850 Purchase Order (PO) document from a trading partner (buyer) and that inbound PO generates a new sales order (SO) in the seller's system.
Odoo EDI integration and configuration by Steersman
Send and receive EDI documents in your Odoo ERP with Steersman.
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.
Customer Credit Limits and Blocks in Odoo
Automatic credit holds on customers with overdue invoices past a grace period, blocks on new SO's going over credit limit, manual blocks on SO's or deliveries
Auto-Print Invoices and Receipts from the Charge Screen
Configure your payment acquirer to auto-print invoices and receipts after successfully taking a payment from the charge screen.
Recalculate Product Website Slugs to Match Product Name
Recalculate your product website slugs as often as needed to enhance SEO, improve clarity and consistency, for tracking and analysis, etc.
Odoo EasyPost Shipping and Rate Shopping with UPS, USPS, FedEx, DHL, SurePost, Canada Post
Optimize shipping costs and improve operational efficiency with advanced rate shopping, shipping estimates, delivery routing, and more!
Steersman's Rithum (ChannelAdvisor) Integration
Sync orders from multiple account stores into Odoo and send shipping notifications to Rithum (Channel Advisor) upon confirmation of delivery orders per package.
Activities Manager
Manage task allocation and task reassignments to ensure continuity and team performance in the event of employee absences, employee department changes, employee offboarding, etc.
User Restricted Access for Product Moves
Discover Steersman's exclusive "Quality Director" customization, enabling designated users to handle transfers from the quality hold location.
Invoicing Automation: Generate and Send Invoices Based on Deliveries
Delivery-Based Invoicing: Automatically Generate & Email/Print Invoices Based on the Customer's Preferred Invoice Delivery Method Upon Completion of a Delivery Order
Steersman Odoo website chat event tracking
Steersman Odoo chat emits browser events for integration with tracking and analytics services.
Apply Partial Credits Memos to Invoices and Bills
Another steersman payment enhancement that makes payment reconciliation and credit management easier.
Odoo ERP for Plumbing Supply Sellers and Retail Chains
Steersman Odoo Business Suite Sales Add-ons for Odoo ERP to Accommodate Plumbing Supply Sellers and Retail Chains that sell via Brick and Mortar stores, eCommerce, and Inside-sales Wholesale Channels.
Odoo ERP for B2B Building Supply Sellers and Retail Chains
Steersman Business Suite Add-ons for Odoo ERP to Accommodate Building suppliers and Retail Chains that sell via Brick and Mortar stores, eCommerce, and Inside-sales Wholesale Channels.
Steersman Manufacturing Dimensions for Make-to-Order Sellers
Steersman MDim solution for Odoo is a combination of four major applications from Steersman for various dimensions of a make-to-order manufacturing business selling highly configurable products
Steersman's Payment Enhancements for Odoo ERP
Collect Payments using Card Terminals, Virtual Terminals that allow Manual Card Input, Saved Payment Tokens, ACH, Cash, Checks, etc. for Online Orders, In-Person or Over-the-Phone Sales, and even EDI Orders
Odoo CPQ for advanced sales processes
Steersman provides a powerful Odoo Configure, Price, Quote (CPQ) functionality for companies that sell configurable products to order and have advanced manufacturing processes
Odoo ERP integration with headless ecommerce - Steersman vs Alokai/Vue Storefront
This article compares the two ecommerce front end technologies for Odoo that are built for performance and technical SEO
Odoo ERP for Truck and Other Heavy-Duty Auto Parts Sellers & Retail Chains
Suite of Odoo ERP enhancements for heavy duty auto parts retailers and retail chains that sell via brick and mortar stores, ecommerce, and inside sales
Odoo ERP for Electrical Supplies Distributors and Retail Chains
Add-ons for Odoo ERP to accommodate electrical supplies retailers and retail chains that sell via brick and mortar stores, ecommerce, and inside-sales wholesale channels
Product Cores for Automotive Sellers in Odoo
Efficient Automotive Product Core Management in Odoo: Track Core Eligibility, Banked Cores, Core Balances, Core Adjustments, and so much more!
Quickly Create Products On-The-Fly
Steersman Odoo provides businesses the ability quickly create products on-the-fly in sales orders while preventing product misconfiguration and giving the business a way to track and report on these special product's stock levels and value in the warehouse.
Odoo SO Deposits and Down Payments Applying to Multiple Invoices
Simplifying Complex Invoice Management: Allocate Deposits Against Multiple Invoices in Odoo
Odoo Dashboard for Unrouted Received Reply Emails
Odoo email routing for reply emails caused by human error, non-standard-compliant email software, or misconfigured spam / security filters.
Workstations: POS combined with PDF and Label Printing Capabilities
Manage your POS Terminals, PDF Printers, and Label Printers in one place
POS Style Sale Order Management
The POS Style Multi-Delivery Sale Order Management feature is a powerful tool that has fused essential features from the POS system into Sales Orders
Odoo email carbon copy to multiple contacts per document or model
Configure your contact's email carbon copy recipients - CC destinations configurable per data model that you are working with
Steersman’s Odoo TaxJar integration for sales tax look up and filing automation
Fully-configurable Odoo-TaxJar integration to automate sales tax lookups and filing
POS-Style Multi-Delivery Sale Order Management
POS-style processing of complex orders with multiple delivery methods, custom inventory routing based on delivery priority, and more for professional supplies retailers with on-site warehouses
Steersman Advanced Pricing Engine for Large Catalogs in Odoo
Automate margins for 1,000,000 products and dozens of customer types via smart formulas
Steersman Dynamic BOM Generator for Option-Rich Made-to-Order Products
Build and manage 100,000 unique BOMs in Odoo through 100 component rules with Steersman's Dynamic BOM Generator