Q: Why can’t I log in even though my username and password are correct?
A: In Odoo 18, login issues are commonly caused by wrong login name matches (case sensitive). Also, verify whether 2FA is active by going to Settings → Users. If 2FA isn’t the issue, your account might be archived rather than deleted. Ask your administrator to check under Settings → Users → Archived.

Q: How can I restrict access so a user can only see their own records?
A: In Odoo 18, record rules manage visibility. For example, in Sales, create a record rule on sale.order with domain [('user_id', '=', user.id)]. Combine this with Access Rights in Settings. Some modules, like the Sales app, have security options in the Users setup for "Own documents only" that can be done without making record rules.

Q: Why do I see duplicate users after importing?
A: Odoo 18 links users and contacts more tightly. If a contact is created for a user and then imported again, duplication occurs. Always import with the external ID column (id) to avoid duplicates.

Q: How do I force all users to change their password?
A: Go to Settings → Users, select all users, then use the bulk action Reset Passwords. This sends reset emails and invalidates old sessions.

Q: How do I track who made a change in the system?
A: Enable the Audit Log module in Odoo 18 (Enterprise). This logs user actions (create, update, delete) for sensitive models.

Q: Why does my quotation not show taxes?
A: In Odoo 18, taxes can be defined at several levels: product, product category, customer, and fiscal position.  Ensure taxes are assigned to the product or product category, and verify that the fiscal position applied to the customer is not removing them.

Q: How do I prevent salespeople from editing confirmed orders?
A: In Settings → Technical → Security → Record Rules, add a rule that allows editing only in the ‘draft’ state. In Odoo 18, this is easier with the Access Groups per Stage option in Sales settings.

Q: How do I merge duplicate leads in CRM?
A: Select the leads in CRM → Pipeline, then use Action → Merge. Odoo 18 introduces better deduplication by email, phone, and VAT, reducing manual merges.

Q: Why is my lead scoring not working?
A: Predictive lead scoring in Odoo CRM is always active by default. The probability of a lead’s success is calculated using specific variables, which you can customize. To do this, go to CRM → Configuration → Settings, find Predictive Lead Scoring, and click Update Probabilities. Then use the drop-down menu to select the variables that should influence the scoring. 

Q: How can I track commissions for sales reps?
A: C​ommissions for sales reps are available by default in Odoo 18. You can activate and manage them directly from the Sales app without installing any extra modules. Go to Sales → Configuration → Settings. Under the Invoicing section, enable the “Commissions” option and click Save.

Q: Why does my stock show negative quantities?
A: In Odoo 18, negative stock levels can occur because the system allows them by default.  If you want to stop negative quantities, you’ll need to install or enable an additional module (such as the OCA “Stock Disallow Negative” module) that blocks operations resulting in negative stock, and then perform stock adjustments to correct existing negative values. 

Q: How do I set up multiple warehouses?
A: In Odoo 18, go to Inventory → Configuration → Warehouses → Create to add a new warehouse.
For advanced flows like push/pull rules or multi-step routes, you need to define routes and rules separately under Inventory → Configuration → Routes. 

Q: Why can’t I assign serial numbers to products?
A: In Odoo 18, to assign serial numbers: Go to Inventory → Configuration → Settings and enable Lots & Serial Numbers. On the product, General Information tab and set Track Inventory and choose → By Unique Serial Number. Serial numbers are assigned at receipt, so you must validate the incoming shipment before moving the product into stock.

Q: How do I resolve “Lots/Serial numbers are required” errors?
A: This happens when products are configured for tracking but serials weren’t assigned. During validation, enter the serials in the Detailed Operations pop-up.

Q: Why does my PO not reflect vendor pricelists?
A: In Odoo 18, vendor pricelists are linked to the product under the Purchase tab. Ensure the vendor is added with minimum quantity and price. If multiple rules apply, Odoo selects the lowest price.

Q: How do I automate purchase orders when stock runs low?
A: Configure Reordering Rules on the product, then set lead times. In Odoo 18, reordering will be automated via the Scheduler (scheduled action).

Q: How do I handle dropshipping?
A: In the product’s Routes, enable Dropship. In Odoo 18, dropshipping automatically creates a linked purchase order and vendor delivery when the sales order is confirmed.

Q: How do I manage multiple currencies in vendor bills?
A: Activate Multi-Currency in Accounting Settings, then set vendor currency on the partner. In Odoo 18, the system auto-updates exchange rates daily if the service is enabled.

Q: Why won’t my invoice post in Odoo 18?
A: This usually happens because the journal is missing an accounting sequence, or taxes aren’t configured correctly. Go to Accounting → Configuration → Journals and verify.

Q: How do I reconcile bank statements?
A: In Odoo 18, go to Accounting → Bank → Import file  to import your bank statements.
Click the Reconcile button to match transactions with existing entries. In all versions, you can create custom reconciliation rules in Accounting → Configuration → Reconciliation Models to automate common matches.

Q: Why are payments not matching invoices?
A: In Odoo 18, payments may not match invoices if: 
- The currency of the payment and invoice are different without proper conversion.
- The payment is posted to a different journal than the invoice.

Q: How do I handle customer credit notes?
A: Open the invoice, click Add Credit Note. Odoo 18 lets you choose between Partial Refund, Full Refund, or Modify Invoice.

Q: Why do tax reports not match my invoices?
A: Check fiscal positions. In Odoo 18, taxes can be replaced dynamically based on customer/vendor location, which may override default taxes.

Q: Why can’t employees log their timesheets?
A: In Odoo 18, employees can log timesheets only if:
- The Timesheets app is installed.
- The employee has the proper access rights to log hours.
- Timesheet entries are linked to a project, task, or analytic account (depending on configuration).

Q: How do I configure payroll in Odoo 18?
A: Install the Payroll module, set up salary structures under Payroll → Structures, then assign them to employees. Country-specific localizations add compliant tax rules.

Q: Why are leave balances not reducing when employees take time off?
A: In Odoo 18, leave balances are reduced only if:
- The leave type’s allocation method allows deduction (e.g., Fixed Days or Accrual).
- For accrual-based leave, an accrual plan is assigned to the employee.
- The leave request has been validated/approved.

Q: Can employees submit expenses via mobile?
A: Yes. In Odoo 18, the mobile app supports receipt scanning with OCR. Expenses go to My Expenses → Submit to Manager.

Q: How do I reimburse approved expenses?
A: After manager approval, Odoo 18 automatically generates a vendor bill under the company’s payable account.

Q: Why can’t I invoice project timesheets?
A: Ensure the project has Billable enabled and linked to a Sales Order. In Odoo 18, timesheets without a linked SO won’t generate invoices.

Q: How do I track profitability per project?
A: Activate Analytic Accounting. In Odoo 18, each project can have its own analytic account for tracking costs and revenues.

Q: Why are tasks not appearing for users?
A: Check if the user is assigned to the project. In Odoo 18, tasks can be restricted by Project Visibility (Public, Invited Users, Followers Only).

Q: How do I set up project milestones?
A: In Odoo 18:
- Go to Project → Configuration → Settings and enable Milestones.
- Create milestones at the project level as stages.
- Optionally, enable milestones on tasks within the project so each task can be linked to a milestone.
- You can attach automated actions or email reminders to milestone stages if needed.

Q: How do I invoice based on milestones?
A: In Odoo18: 
- Create a service product with Invoice Policy → Based on Milestones.
- Link the project to a Sales Order that includes the milestone-based product.
- As milestones are completed, Odoo generates invoices for the corresponding portion of the service product.

Q: Why is my product not showing in the webshop?
A: In Odoo 18, ensure the product has Published on Website enabled. Also check that eCommerce Category is set.

Q: How do I set different prices per website?
A: Enable Multi-Website and Pricelists. Assign pricelists per website under Website Settings.

Q: Why is checkout stuck on delivery step?
A: Ensure a shipping method is published and available for the country. In Odoo 18, shipping methods can be restricted by zone.

Q: How do I enable guest checkout?
A: Go to Website → Configuration → Settings → Shop - Checkout Process and enable under Sign in/up at checkout →Optional or Disabled. "Optional" allows guests to register from the order confirmation email to track their order.

Q: Why are online payments failing?
A: Verify the payment provider (Stripe, PayPal, etc.) is enabled and published. In Odoo 18, payment tokens may need to be re-synced under Settings → Payment Providers.