Odoo is an incredibly powerful and versatile ERP software that helps businesses optimise their processes and increase productivity. However, like any comprehensive system, there are often features and shortcuts that even experienced users overlook. Imagine being able to save a few minutes or even hours each day by using Odoo even smarter!
In this blog post, we dive into the world of lesser-known Odoo tips and tricks that will help you complete your daily tasks faster and more efficiently. From clever search functions to handy keyboard shortcuts – get ready to take your Odoo experience to the next level!
1. The Power of Global Search in List Views (and Beyond)
Did you know that in any list view, you can not only filter by specific fields but also perform a quick global search? Just enter any term in the search bar, and Odoo will search relevant fields in the displayed records. This is a huge time saver when you need to quickly find a specific customer, order, or product without setting up complex filters.
Pro Tip: Use the "Add Filter" option to define more specific search criteria and combine it with the global search for more precise results.
2. Save Custom Filters and Groupings
Do you keep using the same filter combinations or groupings to analyse your data? Save yourself the repeated setup! Odoo allows you to save your custom filters and groupings.
Here's how: After applying your desired filters and/or groupings, click on "Favourites" (the star icon) in the search bar and select "Save Current Search". Enter a meaningful name, and you will have your personalised view readily available at any time.
3. Keyboard shortcuts for lightning-fast navigation
Say goodbye to the mouse for certain actions! Odoo offers a range of keyboard shortcuts that can speed up your navigation:
Alt + Q: Opens the global search bar – perfect for quickly jumping to a menu item or record.
Alt + J / Alt + K: Navigate to the next (Alt + J) or previous (Alt + K) record in your current list in a form view.
Alt + P: Prints the current report or record.
Outlook:
These are just a few of the many ways you can enhance your efficiency in Odoo. Try out these tips and see how your workflow changes. Stay tuned for more insights and advanced tricks in our future posts!