Vineet Kundra | Associate Consultant - Development

Odoo 17 Access Rights

Managing Access Rights Through the User Interface

Navigate to Settings:
Go to the Settings app.

Ensure that the developer mode is activated. You can activate developer mode by adding ?debug=1 to the URL or by clicking on the "Activate the developer mode" link at the bottom of the settings page.

Users & Companies

Navigate to Settings -> Users & Companies -> Users.

Manage User Roles

Open the user for whom you want to set the access rights.
Under the "Access Rights" tab, you can assign the user to different groups. Each group has predefined access rights.

User Groups

Navigate to Settings -> Users & Companies -> Groups.

Here, you can see all the available groups and their permissions. You can create new groups or modify existing ones to customise access rights.

Managing Access Rights Through Custom Modules

To define access rights in a custom module, you need to create ir.model.access.csv and optionally use security.xml for record rules. Here is how you can do it:

Define Access Control List (ACL) in ir.model.access.csv

Create or update the ir.model.access.csv file in your module's security directory. This file defines which groups have what kind of access to each model.

Example: security/ir.model.access.csv

access_my_model_user: ID of the access control record.
my.model user: Name of the access control record.
model_my_model: ID of the model (you need to refer to the model's XML ID).
base.group_user: ID of the group (you can use predefined groups or your custom groups).
1,0,0,0: Permissions for read (1), write (0), create (0), and delete (0).

2. Define Record Rules in security.xml

Record rules are used to define domain-based access controls. Create or update the security.xml file in your module's security directory.

Example: security/security.xml

my_model_user_rule: ID of the record rule.
My Model User Rule: Name of the record rule.
model_my_model: Reference to the model.
domain_force: Domain expression to apply.
base.group_user: Group to which this rule applies.

Category: ERP Solutions

Vineet Kundra

26 Jul 2024

Stripe Payment Integration in Odoo: A Comprehensive Guide

Configuration Part

First You Need To create a Developer Account in Stripe after that go to Developers Screen.

Inside the “Api Keys” tab you can get the “Publishable Key and Secret Key” which will be used in the Odoo Stripe configuration part later.

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Now go to the Settings>Payments

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Inside the Payment Method tab you can activate the available payment method that can we available on the payment screen according to the currency.

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Now Need to Install the Stripe Integrator Module in odoo.

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Now Go Inside the Sale>Configuration>Stripe Configuration

Inside Stripe Configuration Menu Add a Stripe Account Details that we have Stored previously we can use those for the stripe payment.

Also, Read Stripe Payment Gateway Integration In Java

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We can configure here publishable and secret key and can set the state of this stripe Account.

After that need to click on the Generate your Webhook for receiving the webhook response of payment's.

Note: Only one Stripe Account will be active at once.

Now you are successfully configured the stripe account in Odoo.

Functional Part

Now Go to the Sale and Create a Quotation.

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After creating quotation click on send by email button.

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When you click on sign and pay quotation you will be redirected to Customer portal.

Here You can sign as this quotation same as previously provided in Odoo. After that you can see there was an Payment intent is being loaded in which various payment options other then card has been seen and you can select any of these payment methods for paying this quotation.

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(*above image you can see different payment method options)

These Payment Method are totally configurable you can check it in the configuration part.

You can see the different payment status of the payment as the payment proceed.

(Here Successfull Payment Status has Shown)

Also, Read Payment Integration With Paytm In a Spring Boot Application

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That processed payment has been Created inside database and linked with this sale order.

the state of that payment is in Pending state initially and it get's changed according to the incoming payment webhook response status.

When the payment is confirmed the state of the sale order will be changed to Sale Order.

You can check the linked payments inside the Payment Smart Button.

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Inside the Payments Form you can see the linked payments details.

And Refund Transaction button is there for refunding this transaction.

It would again create a payment and when webhook response gets the refund has been processed then state of the refund payment was changed to Refund.

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For Accounting Process we can create invoice from the Sale Order using the Create Invoice Button then on confirming this invoice the recorded payment was also being linked with this invoice automatically.

And you can also follow the refund invoice process same it would pick the refund linked transaction of the sale order automatically.

Category: ERP Solutions

Vineet Kundra

25 Apr 2024

Odoo Shopify Connector

The Odoo Shopify connector helps integrate Odoo with Shopify, enabling an enterprise to efficiently manage their eCommerce store with better control, transparency, and traceability.

First of all, create an app inside your Shopify store for linking it with Odoo.

For creating an app, Go to :

Apps > App and sales channel settings > Develop apps for your store > Create app

After creating the app, configure the admin API integration.

Also, Read QuickBooks Online Integration With Odoo

Click on the Admin API Integration configure button and Add Scopes for the newly created app.

Select All Scopes and save.

Now install this newly created app on your Shopify store.

After Installing the app on the Shopify Store, get your Application API Credentials and save them for future references.

API Access Token
API key
Secret Key

Now install the Shopify Connector app in Odoo.

After installing the app, you can view the Shopify menu(if You are administrator, else you have to give the user Shopify Admin Group permission inside user Settings).

Now click on the Shopify menu and create Shopify Shop Record.

Set Connection Name, fill API credentials of Shopify and fill the other needful information.

Now click on the import tab and start importing data from Shopify to Odoo.

Click on ‘Import All Customers.'

It will import all the customers that are present in your Shopify store to Odoo.

Click on ‘Import Products Categories.'

It will import all the product categories that are present in your Shopify store to Odoo under Shopify products category.

Click on import products

It will import all the products and their variants that are present in your Shopify store to Odoo.

Click on ‘Import Orders.'

It will import all the orders and draft orders that are present in your Shopify store to Odoo.

You may also like to read Odoo Tally Connector

Imported draft orders will be seen in Sale Orders records under sales menu in Quotation status.

Imported orders will be seen in sale orders under the sales menu in ‘Sales Order Status.'

If the order status is ‘paid' in Shopify, an invoice with paid status and delivery order with status ‘done' is automatically generated in Odoo.

If the order status is ‘return' in Shopify, an invoice with ‘Reverse' status and delivery order with status ‘Cancel/Return' is automatically generated in Odoo.

If the order status is ‘pending' in Shopify, an invoice with ‘Not Paid' status and a delivery order with the status ‘Ready' is automatically generated in Odoo.

Click on update all product stock quantities.

Category: ERP Solutions

Vineet Kundra

26 Sep 2023

Odoo Tally Connector

Tally Integration Export Feature

Tally Side Configuration

First, create Tally Synchronisation server port from which the data is to be fetched via Tally.

Tally>Exchange>Data Synchronisation>Client/Server configuration>
Set TallyPrime as server and port as 9000.

Odoo Side Configuration

Import needed libraries.
Then create company in Odoo with the same name as Tally company for importing data in Odoo Company and then create/set receivable and payable accounts for the newly created company in Odoo.
Now select the default company and current company same as the Tally company for which you are fetching records.

When a new company is created, a company partner is also created in the contacts. Please select a company name inside sales & purchase > company field.

Now You are all set for importing Tally data in Odoo.
The Odoo Tally module UI is very simple.
Click the “Fetch Tally Record” Master checkbox and then click on Migrate Data.

You can export Accounts and Product Masters from Tally and adjust product inventory in Odoo.

From Accounts Master, you can fetch :

Ledgers
Different types of Tally Vouchers / Entries

From Product Master, you can fetch :

Godowns
Stock Groups
Stock Items
Inventory Adjustment Feature is used to update the product's available quantity in stock.

BackEnd Exporting Flow:

Godown → Stock → Groups → Stock Items → Ledgers → Vouchers → Inventory Adjustment

For viewing the chart of Accounts and Vouchers, please assign ‘show full accounting.'
Features group to the User
Imported ledgers can be viewed under Invoicing>Chart of accounts in Odoo

Imported vouchers can be viewed under Invoicing<Accounting<Vouchers in Odoo.

Voucher related journal entries and other journal entries can be viewed under Invoicing<Accounting<Journal Entries in Odoo.

Imported Godowns :

Parent Godowns can be viewed under Inventory>Configuration>Warehouses in Odoo.

Child Godowns can be viewed under Inventory>Configuration>locations in Odoo.

Imported StockGroups can be viewed under Inventory>Configuration>Product Categories in Odoo.

Imported StockItems can be viewed under Inventory>Products>Product in Odoo.

Inventory Adjustment can be viewed under Inventory>Reporting>Inventory Report in Odoo.

We, at Oodles ERP, provide end-to-end Odoo application development services to build custom enterprise solutions from scratch. Our seasoned developers specialize in using Odoo ERP modules in addition to the latest tech stack and next-gen technologies to build custom ERP applications for varying business needs. Contact us at [email protected] to learn more about our Odoo ERP develoment services.

Category: ERP Solutions

Vineet Kundra

26 Sep 2023

Vineet Kundra (Backend-Associate Consultant - Development)

Vineet Kundra
(Associate Consultant - Development)

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