Simplified outsourcing: exploit the potential of Odoo for seamless services?

Simplified outsourcing: exploit the potential of Odoo for seamless services?

Simplify your outsourcing services: discover the potential of Odoo for fluid services!

Project sharing with portal users

Odoo now allows sharing projects with external users via the portal, while offering three levels of access rights, which strengthens collaboration with partners or subcontractors while maintaining strict control over the information shared.

  1. Read-only: Users of the portal can view project information without being able to edit it. This is ideal for clients or partners who only need to track the progress of tasks without interacting directly with them.
  2. Complete modification: This level of access allows users to fully manage projects. They can change tasks, steps, add descriptions, set deadlines and change the steps as needed. This is ideal for subcontractors who need to have full control of the project.
  3. Limited modification: Users have restricted permissions. They can make some changes, but they don’t have the full freedom to change all aspects of the project. This is useful in situations where you want to allow limited adjustments without compromising the overall integrity of the project.

Analytical propagation

Odoo V18 also improves analytics tracking with automatic propagation of analytics accounts between customer and supplier orders:

  • When you confirm a SO (Sales Order) with an analytical account, and a PO (Purchase Order) is generated, the analytical account defined on the SO is automatically transferred to the PO. This ensures perfect analytical continuity between sales and purchasing, making it easier to manage costs and track margins.
  • This feature is particularly useful for companies that need to accurately track costs related to specific projects or sub-servicesprocessed, because it ensures full and automated traceability without having to re-enter analytical information manually.

Conclusion

Thanks to these improvements, Odoo V18 offers powerful solutions to simplify outsourcing services. The ability to share projects with different levels of access rights allows for flexible and secure collaboration, while automatic spread of analytics accounts ensures smooth and accurate cost management between sales and purchases. These features enhance the ability of companies to effectively manage their outsourced projects and services.