#odoo application

Customer support plays a significant role in building trust and long-term relationships. When customers reach out with complaints or questions, they expect fast and accurate responses. However, support teams often face challenges when the issue concerns a specific product. Without clear product information, it becomes hard to identify the real problem, check the warranty, or suggest the right solution.

To make this easier, Odoo provides a powerful feature called Products in Helpdesk Tickets. This feature allows support agents to add product details directly inside the helpdesk ticket. It makes the entire support process more organized, faster, and far more efficient.

In this blog, we will explore how this feature works, what benefits it brings, and how businesses can use it to improve the customer experience. We will also highlight the main features, including adding products with quantity, unit of measure, and description, printing product details in the ticket PDF, and turning on or off the feature in Odoo settings.

Let's get started.

Why Product Details Matter in Customer Support

When a customer calls or sends a message about a problem, the first thing the support team needs to know is which product the issue affects. Without this information:

Support agents ask many repeated questions

Customers get frustrated

The issue takes longer to resolve

Support records remain incomplete

Tracking after-sales issues becomes difficult

This is especially true for businesses that sell physical products, machinery, electronics, equipment, or even digital items that come with licenses or unique codes.

Odoo understands this challenge and makes the process simple by allowing clear product linking within helpdesk tickets.

How the “Products in Helpdesk Tickets” Feature Helps

This feature links a support ticket directly to the product the customer is discussing. When the agent creates or receives a ticket, they can immediately add:

The product name

A short description

Quantity

Unit of measure

This helps support teams get complete clarity in the first step itself. The feature improves the troubleshooting process and speeds up customer response time.

Key Features of Products in Helpdesk Tickets

Below are the main features you asked to include, explained in clear and straightforward language.

1. Add Products with Description, Quantity, and Unit of Measure

The most helpful part of this feature is the ability to capture full product details inside the ticket.

Support members can add:

Product Name – which item the ticket is about

Description – extra information or specific details of the issue

Quantity – how many units are affected

Unit of Measure (UoM) – for example, pieces, boxes, sets, etc.

This makes the ticket complete and avoids any confusion later. For example:

A customer might say, “I received a damaged item.”

But which item? How many units? What size?

By filling in product details, support agents get the whole picture instantly.

This simple step saves a lot of back-and-forth communication.

2. Print Product Details in the Ticket PDF Report

Odoo also allows you to print all product details in the ticket's PDF version.

This is very helpful when:

You need to share ticket details with another department

You want to send a copy to the customer

You need documentation for audits or quality checks

You want to record the issue for warranty or returns

The PDF will include:

Product

Description

Quantity

Unit of measure

Any additional details added by the support agent

This creates a clean and professional report that is easy to share and store.

3. Enable or Disable This Feature from Settings

Odoo also gives flexibility to turn this feature on or off.

You can turn it on or off by going to:

Helpdesk > Configuration > Settings

This is helpful because not all companies need product details in their helpdesk module. For example:

A service-based business may not need product tracking

A company with elementary operations may want to keep tickets basic

But companies with physical items, after-sales service, hardware support, or manufacturing will find this feature extremely valuable.

This option ensures Odoo remains flexible and adapts to each business's needs.

Top Benefits of Using Products in Helpdesk Tickets

Here are some of the most significant advantages, explained in easy language.

1. Faster Support Response

When product information is already inside the ticket, the support team can give quick answers without asking additional questions. This helps improve customer satisfaction.

2. Clearer Ticket Tracking

Every ticket carries complete product details. This makes it easy to track:

Issues by product

Warranty claims

Recurring faults

Replacement and repair history

This also helps managers understand which items need quality improvement.

3. Smooth Internal Communication

Different teams — support, warehouse, sales, or repair — can work efficiently because they all see the exact product details. Everyone stays on the same page.

4. Better After-Sales Service

Products often need after-sales attention, such as repairs, replacements, or refunds. With this feature, after-sales workflows become clear and straightforward.

5. Improved Record Keeping

By printing product information on the ticket PDF, companies can store detailed records for future reference. This helps during audits, customer disputes, and internal reviews.

6. Reduces Mistakes

Manual entry or verbal communication may lead to errors. Adding precise product details directly into the ticket reduces mistakes and confusion.

7. Helps in Reporting and Analysis

Managers can easily analyze:

Which products have the most issues

What customers complain about

How many units are affected

How quickly are tickets solved

This data helps in improving product quality and customer service.

Real-Life Example: How This Feature Helps

Let's understand with a simple scenario:

A customer buys 5 LED panel lights from your store.

After installing, two lights flicker.

The customer opens a helpdesk ticket.

Without this feature:

The support team asks many questions

Customer gets frustrated

Delay in identifying the issue

With this feature:

Support agent selects the product (LED Panel Light)

Adds quantity (2 pieces)

Adds a description (Flickering issue after installation)

Unit of measure (Pieces)

The PDF is generated and shared with the maintenance team.

The repair team replaces the faulty units in a single visit.

Everything moves faster, cleaner, and without confusion.

How This Feature Improves Customer Support Overall

✔ Faster resolution time

✔ Happier customers

✔ Smooth internal workflow

✔ Clear communication

✔ Better tracking of product performance

✔ Detailed documentation

✔ Strong long-term customer relationships

With accurate product details inside the helpdesk ticket, the support process becomes more professional and organized.

Conclusion

The Products in Helpdesk Tickets feature in Odoo is more than just an extra field — it is a powerful enhancement that improves customer service at every stage. From capturing product details to generating detailed PDF reports, the feature makes support tasks easier, faster, and more accurate.

Adding product description, quantity, and unit of measure ensures clarity. Printing complete product details in the PDF helps in smooth communication. Turning the feature on or off from Helpdesk > Configuration > Settings lets you use it only when needed.

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Managing different records in Odoo often requires switching between multiple menus and views. For example, if you want to analyze sales order lines, purchase order lines, or invoice lines, you usually need to open each order or invoice individually. This process can be time-consuming, especially when dealing with hundreds of records daily.

To solve this, the All-in-One Line List View app in Odoo brings everything together in one place. It provides direct access to various line items, such as sales order lines, purchase order lines, invoice lines, and more, all in their own separate menus with list views. This makes it much easier to analyze, filter, and manage your business data without having to open each order or document separately.

In this blog, we'll take a closer look at what the All-in-One Line List View app offers, its key features, and how it helps businesses save time and improve efficiency.

Why Use an All-in-One Line List View in Odoo?

By default, Odoo provides line-level details (such as products, quantities, or prices) only when you open an order, invoice, or bill. While this works for basic needs, it is not always practical when you need a big-picture view of all line items across documents.

For example:

A sales manager may want to check all products sold in a specific month quickly.

A purchase manager may wish to see all purchase order lines from a particular supplier.

An accountant may want to track customer invoice lines or vendor bill lines without having to click into each invoice.

The All-in-One Line List View app solves these challenges by creating separate menus with list views for each type of line item. You get a clear, organized, and searchable way to view and manage line-level data.

Key Features of All-in-One Line List View

Here are the main features included in this app:

1. Separate Menu with List View for Sales Order Lines

Instead of checking line details for each sales order, you have a dedicated menu that displays all sales order lines in one place. This makes it easy to:

Track which products are selling the most

Filter by customer, product, or date

Analyze sales performance without exporting data

2. Separate Menu with List View for Purchase Order Lines

Purchase teams can access all purchase order lines from a single menu. This helps with:

Reviewing supplier orders

Comparing costs across products

Checking order quantities directly from the list view

3. Separate Menu with List View for Customer Invoice Lines

Accountants and finance teams can use the invoice lines menu to view all customer invoice details. Benefits include:

Quick access to product-wise sales invoices

Better analysis of customer billing

Easy reporting for finance teams

4. Separate Menu with List View for Vendor Bill Lines

Managing vendor bills becomes easier when you can view all bill lines in one place. With this feature, you can:

Review supplier charges at a glance

Filter bills by vendor, product, or date

Save time on audits and reconciliations

5. Separate Menu with List View for Manufacturing Order Lines

For companies using Odoo Manufacturing, this feature is compelling. It gives a clear list view of all manufacturing order lines, helping you:

Track production details

Monitor raw material usage

Ensure accuracy in manufacturing processes

6. Separate Menu with List View for Bill of Material (BoM) Lines

With a dedicated BoM lines view, production managers can easily:

Review all components of different BoMs

Apply filters to check where a specific component is used

Improve visibility in the production planning process

7. Apply Various Filters on Each Line List View

One of the most valuable features is the ability to apply filters to each line view. This means you can quickly search and sort data by:

Product

Customer or Vendor

Date

Status

Quantity or Price

This provides users with the flexibility to analyze data in various ways, directly within Odoo, without requiring external reports.

Benefits of Using an All-in-One Line List View

Implementing this app offers several advantages for businesses:

Time-Saving – No need to open every sales order, purchase order, or invoice individually.

Better Data Visibility – Get a consolidated view of line items across different documents.

Improved Accuracy – Quickly cross-check entries and avoid missing details.

Easy Reporting – Apply filters and export data directly from list views.

User-Friendly – Simple menus that anyone can use without technical knowledge.

Example Use Cases

Let's explore how different teams in a company can benefit from this app:

Sales Team: Check all product sales lines for a quarter to prepare performance reports.

Purchase Team: Review all supplier order lines to compare pricing and negotiate better deals.

Accounting Team: Access customer invoice lines to prepare tax reports faster.

Manufacturing Team: Monitor manufacturing orders and BoM lines for better production planning.

Why This App Matters for Businesses

As businesses scale, the volume of data in sales, purchases, invoices, and manufacturing increases rapidly. Without a tool like this, managers and teams often spend hours clicking into individual documents.

The All-in-One Line List View app streamlines the process of organizing, filtering, and analyzing line-level data in bulk. Whether you're handling hundreds of sales orders or thousands of invoice lines, this app ensures you always have the correct information available in seconds.

Conclusion

The All-in-One Line List View in Odoo is a powerful tool for businesses that handle a high volume of sales, purchases, invoices, or manufacturing processes. With separate menus for each type of line item and the ability to apply filters, it simplifies day-to-day operations, saves time, and improves data accuracy.

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At Devintelle Consulting, we understand how crucial it is for businesses to maintain up-to-date systems that are capable of handling evolving needs. That's why we offer comprehensive Odoo migration services to ensure that your business can easily transition to the latest version of Odoo while minimizing disruptions and ensuring all your data is intact and functional. Our Odoo migration service process is designed to be thorough, transparent, and smooth for all businesses, whether you are upgrading from an older version or migrating entirely from a different system.

In this blog, we will take you through our Odoo migration

1. Initial Consultation and Understanding Your Requirements

The first step in our Odoo migration process is to have a detailed consultation with you. During this phase, we focus on understanding your current system setup, including any customizations you may have, as well as your business goals and specific needs. Whether you are migrating from an older version of Odoo or a completely different ERP system, we will evaluate your existing processes, integrations, and business objectives.

This step is critical to tailoring the migration process to your unique business requirements. Our experts will gather all the necessary information, including:

What version of Odoo are you currently using?

Are you using any specific Odoo apps or custom features?

Do you have any third-party integrations?

What are your particular goals for this migration? (e.g., enhanced functionality, improved user experience, etc.)

What data needs to be migrated? (e.g., customers, sales orders, inventory data)

With a clear understanding of your needs, we can begin planning the migration process accordingly.

2. Detailed Assessment and Feasibility Study

Once we have all the relevant information, we move to the assessment phase. Here, our team of Odoo experts evaluates the current version of your Odoo system or your existing system if you are migrating from a different platform. We review all your customizations, third-party integrations, and data structures to ensure they will be compatible with the latest version of Odoo or the new platform.

We will also conduct a feasibility study to identify any potential challenges or issues that could arise during the migration. This includes ensuring that any customizations or modules you use will continue to work seamlessly in the new environment.

In this step, we also advise you on the best Odoo version or configuration that meets your business objectives, ensuring you get the most out of your Odoo system.

3. Migration Planning and Project Scope

After a thorough assessment, we create a detailed migration plan that outlines every step of the process. This plan includes:

The migration timeline

A list of tasks to be completed

Any required data backups

Plans for testing

Communication milestones

Our project scope will clearly define the timeline and expectations, including the duration of each phase, the resources involved, and any additional customizations that need to be added during the migration process. The goal is to ensure minimal disruption to your business operations while guaranteeing a smooth transition.

4. Data Backup and Preparation

Before we proceed with the migration itself, we ensure that all your data is securely backed up. We understand the importance of data integrity, which is why we take every precaution to protect your data during the entire migration process. This backup includes:

Customer data

Sales orders

Inventory and product details

Accounting and financial data

Any other essential business information

We also prepare your data for migration by cleaning and organizing it, ensuring that there are no redundant or incomplete records that could cause issues in the new system. This helps ensure that the migration process is efficient and smooth, with no data loss.

5. System Migration and Setup

Once we have completed the preparation, it's time to begin the migration process. This involves:

Installing the latest version of Odoo

Migrating your data to the new system

Implementing your customizations and integrating any third-party applications

Setting up user roles and access permissions

Configuring settings according to your business processes

Our Odoo experts handle this process with great care, ensuring that all your data is accurately transferred to the new system without any issues. We also ensure that any custom modules or workflows you previously had are implemented correctly in the latest Odoo version.

6. Testing and Quality Assurance

After the migration is complete, we perform a comprehensive round of testing and quality assurance to ensure everything is functioning as expected. This step is vital because it helps identify any discrepancies or issues before the system goes live.

Our testing phase includes:

Testing data integrity (checking if all migrated data is accurate and complete)

Ensuring that all modules and customizations work as intended

Testing the performance of the system under real-world conditions

Verifying integrations with other systems, such as payment gateways or CRMs

Performing user acceptance testing (UAT) with your team to ensure the system meets your requirements

We make sure that any issues identified during testing are resolved before the system is fully deployed.

7. Training and Knowledge Transfer

At Devintelle Consulting, training is an essential part of the migration process. Once the migration is complete and tested, we provide training to your team members on how to use the new system effectively.

Our training sessions cover:

How to navigate the new Odoo interface

How to use the new features and customizations

Best practices for managing data and workflows

Troubleshooting common issues

We also provide documentation and support materials that your team can refer to as they become familiar with the system. Our goal is to ensure that your employees can confidently use Odoo and maximize the benefits of the new system.

8. Go-Live and Post-Migration Support

Once everything is in place and your team is trained, we move forward with the go-live process. We ensure that the system is fully operational and monitor it closely during the first few days to ensure everything is running smoothly.

Our post-migration support includes:

Addressing any issues or bugs that arise

Providing additional training if necessary

Offering advice on optimizing system performance

Regularly checking in to ensure you are satisfied with the migration

We provide continuous support after the migration to make sure you are getting the most out of your new Odoo system and to resolve any challenges that may arise.

Conclusion

At Devintelle Consulting, we take pride in offering a comprehensive, customer-focused Odoo migration service. From the initial consultation to post-migration support, we are committed to ensuring your business transitions to the latest Odoo version with minimal disruption and maximum efficiency. Our experienced team of experts guides you every step of the way, providing a smooth, successful migration process that enables your business to leverage the full potential of Odoo.

Setting up vendor registration on your Odoo website is a game-changer for businesses looking to simplify the vendor onboarding process. By allowing vendors to register themselves directly from your website, you can reduce manual data entry, speed up the registration process, and keep all vendor information organized and easily accessible. In this blog post, we will guide you step-by-step on how to set up vendor registration on your Odoo website.

Why Set Up Vendor Registration on Your Odoo Website?

Before we dive into the technical setup, let’s briefly discuss why setting up vendor registration is a good idea. Here are some key benefits:

Time Savings: Vendors can register themselves, reducing the need for your team to handle manual data entry.

Improved Accuracy: The vendor submits all necessary details directly, minimizing the risk of errors during data entry.

Easy Vendor Management: With vendor data stored in Odoo, you can track and manage your relationships more effectively.

Increased Efficiency: Vendors can easily update their information, and you can track their status without the need for constant follow-ups.

Step 1: Install the Vendor Portal Module

The first thing you need to do is ensure that the Vendor Portal feature is enabled in your Odoo instance. This will allow vendors to access and manage their registration directly through the website.

Go to Odoo Apps: Open the Odoo dashboard and navigate to the "Apps" menu.

Search for Vendor Portal: In the search bar, type "Vendor Portal."

Install the Module: Click on the "Install" button next to the "Vendor Portal" app. Once the module is installed, it will enable vendor registration capabilities.

Step 2: Configure Vendor Portal Settings

After installing the Vendor Portal module, the next step is to configure it properly to meet your business needs.

Navigate to the Settings: Go to the "Website" menu, then choose "Configuration" and click on "Settings."

Enable Vendor Portal Access: In the "Customer & Vendor Portal" section, check the box that says "Enable Vendor Portal." This will allow vendors to register and access their accounts.

Customize the Portal: You can customize the registration form that vendors will see when they register. You may want to add fields for information like company name, contact details, and business license number, depending on what’s necessary for your vendor registration process.

Save Changes: Once you’ve configured the settings, don’t forget to save your changes.

Step 3: Customize the Vendor Registration Form

Now that the vendor portal is enabled, it’s time to customize the registration form. This is where you can add or remove fields to collect the information that’s important for your business.

Go to the Website Builder: Navigate to the "Website" menu and click on "Website Builder."

Edit the Vendor Registration Page: Look for the page where vendors will be registering. This could be a dedicated "Vendor Registration" page or part of the existing "Sign Up" page.

Add or Modify Form Fields: You can add form fields to the registration page by using the drag-and-drop form builder. To add a new field, simply drag it from the toolbox and place it on the form. Common fields include:

Company Name

Contact Name

Email Address

Phone Number

Business Type

VAT Number (if applicable)

Set Field Requirements: Mark fields as "Required" if they must be filled out by the vendor during registration.

Save and Publish the Form: Once you’re happy with the form, save your changes and publish the page to make it live on your website.

Step 4: Set Up Vendor Access Permissions

Once the registration page is set up, you need to ensure that vendors can access their accounts once they’ve registered. This step involves configuring user roles and permissions.

Navigate to Users & Companies: Go to the "Settings" menu, then select "Users & Companies" and click on "Users."

Create Vendor Users: For each vendor who registers, you’ll need to create a user account for them in Odoo. To do this, click on "Create" and fill in the vendor’s details, including name, email, and company. Make sure to assign the role of "Vendor" to the user.

Grant Portal Access: In the "Access Rights" section, check the box for "Portal Access." This gives vendors the ability to log in and manage their profiles.

Save the User: After completing the details, save the user account.

Step 5: Configure Email Notifications

To keep your vendors informed about their registration status, you should set up email notifications. Odoo allows you to automate these notifications, so vendors receive emails when their registration is approved, rejected, or updated.

Go to Email Templates: In the "Settings" menu, navigate to "Technical" and then "Email" followed by "Templates."

Create or Edit Email Templates: You can create a new email template for vendor registration or edit an existing one. Make sure to customize the subject and body of the email to include details about the registration status, login instructions, or approval.

Assign Template to Action: Once you’ve created the email template, you can assign it to specific actions, such as when a vendor’s registration is approved or rejected.

Activate Email Notifications: Make sure the email notifications are activated so that vendors are notified promptly after they register or when their status changes.

Step 6: Review and Manage Vendor Registrations

After setting up the registration process, it’s important to have a system in place to review and manage the vendor registrations.

Review Vendor Applications: Once a vendor registers, their information will be stored in the system. Go to the "Vendors" menu under the "Purchases" app to review and approve their applications.

Approve or Reject Applications: After reviewing the vendor’s details, you can approve or reject their registration. Once approved, the vendor will be able to access their portal and start managing their orders, invoices, and more.

Maintain Vendor Data: You can edit vendor details anytime in the "Vendors" section. It’s essential to keep all vendor information up to date to avoid issues with orders and payments.

Step 7: Monitor Vendor Activity

To ensure that your vendor registration process is working efficiently, you should periodically monitor vendor activity on your Odoo website.

Use Analytics Tools: Odoo provides analytics tools to track vendor registrations, logins, and activity within the portal. Use these tools to get insights into how vendors are interacting with the platform.

Provide Ongoing Support: If vendors encounter any issues with registration or accessing their portal, offer prompt support through Odoo’s integrated helpdesk system.

Conclusion

Setting up vendor registration on your Odoo website is a valuable feature that can save your business time and improve vendor management. By following these steps, you’ll create a seamless experience for vendors to register, submit their information, and start working with your business more efficiently.