Odoo Resources & Guides
Practical Odoo insights for Hong Kong SMEs — accounting, CRM, inventory and more.
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Sales & CRMHow to Create a Professional Quotation for Free: A Practical Guide for HK SMEs
You don't need to buy software to produce a quotation that wins client trust. This guide breaks down the must-have elements, formatting rules, common mistakes, and several free ways to build one.
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ComparisonsHong Kong Accounting Software in 2026: Xero vs QuickBooks vs Odoo vs MYOB
An APAA cost-first comparison of Xero, QuickBooks, Odoo and MYOB for Hong Kong SMEs — features, real monthly costs by team size, and local support.
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ComparisonsHong Kong POS Systems 2026: 10 Brands Compared on Total Cost
An APAA cost-first guide to 10 POS systems for Hong Kong businesses in 2026 — Odoo, Lightspeed, Square, iCHEF and more, with real pricing and picks by trade.
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Website & E-commerceAdding Products to Your Odoo eCommerce Store: A Practical Workflow for HK SMEs
A hands-on guide to creating, publishing, and customising products in Odoo eCommerce — covering the frontend editor, backend configuration, bulk import, and per-page layouts.
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AccountingRegistering Vendor Bills in Odoo: Four Workflows for Hong Kong SMEs
A practical APAA walkthrough of the four ways to capture vendor bills in Odoo Accounting — from purchase orders, manual entry, PDF digitisation, and email alias — plus how bill dates interact with locked fiscal periods.
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AccountingImporting Opening Balances in Odoo: An APAA Migration Playbook
A complete APAA walkthrough of migrating opening balances into Odoo Accounting — general ledger, open receivables and payables, and the bank balance — using the suspense-account technique to avoid double-counting.
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Getting StartedWhat Odoo 19 Changes for Hong Kong SMEs: A Practical Feature Walkthrough
An APAA breakdown of Odoo 19's most impactful changes — embedded AI, a redesigned quoting flow, smarter inventory forecasting, and 100+ industry templates — and what they mean for daily operations.
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AccountingHow Odoo Accounting Saves Hong Kong SMEs Hours Every Month
A practical look at how Odoo Accounting cuts repetitive finance work for HK SMEs — automated invoicing, OCR bill capture, smart bank reconciliation, and real-time reporting.
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AccountingAnalytic Accounting in Odoo: Tracking Cost and Profit by Project or Department
An APAA guide to setting up analytic plans, accounts, and distribution models in Odoo so Hong Kong SMEs can see cost and revenue by project, department, or cost centre — not just by account type.
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AccountingFixed Assets and Depreciation in Odoo: Setup for Hong Kong SMEs
An APAA walkthrough of creating fixed assets in Odoo, choosing a depreciation method, configuring computation options and accounts, and reading the depreciation schedule report.
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Getting StartedTracking Staff Attendance in Odoo: Check-In, Kiosk Mode, PINs and Badges
An APAA setup guide to Odoo's Attendance app — backend check-in, kiosk stations for floor staff, PIN codes, badge scanning, and reviewing attendance records.
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AccountingBank Reconciliation in Odoo: A Practical Guide for Hong Kong SMEs
An APAA step-by-step guide to reconciling bank transactions in Odoo Accounting — matching payments, handling early-payment discounts, batch payments, bank fees, and unidentified transactions.
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AccountingGetting Bank Transactions Into Odoo: Three Methods for HK SMEs
A practical guide to feeding bank transactions into Odoo Accounting — manual entry, statement file import, and automatic bank synchronisation — so reconciliation stops being a monthly chore.
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InventoryScanning Receipts and Delivery Orders with Odoo Barcode: A Faster Warehouse Workflow
How Hong Kong SMEs can use the Odoo Barcode app to receive purchase orders and validate deliveries with a handful of scans instead of dozens of clicks.
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Getting StartedRunning an Indoor Climbing Gym on Odoo: One Platform for Memberships, Waivers, Retail and Staff
An APAA implementation example of how an indoor climbing gym runs memberships, digital waivers, POS retail, inventory, scheduling, and community events from a single Odoo platform.
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Getting StartedManaging Contacts and Importing Data in Odoo: A Setup Guide for SMEs
An APAA step-by-step guide to creating, organising, and bulk-importing contacts in Odoo — covering contact types, the key form fields, export, and a clean data migration.
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AccountingIssuing Credit Notes in Odoo: A Clean Way to Adjust What a Customer Owes
How to raise credit notes from invoices in Odoo Accounting — partial credits, the two reversal options, dedicated numbering, and how reconciliation happens automatically.
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Sales & CRMAutomating Sales Follow-Ups with Activity Plans in Odoo CRM
How Hong Kong SMEs use Odoo CRM activity plans to turn a repetitive follow-up sequence into a one-click template — consistent process, nothing forgotten, less data entry.
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Sales & CRMThe Complete Odoo CRM Guide for Hong Kong SMEs: From First Enquiry to Closed Deal
A practical, end-to-end walkthrough of Odoo CRM for HK SMEs — pipeline management, lead capture and routing, activity follow-ups, quotations, UTM tracking, and sales reporting that helps you close more deals.
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Sales & CRMPipelines and Opportunities in Odoo CRM: A Foundations Guide for HK SMEs
A practical walkthrough of setting up and running a sales pipeline in Odoo CRM — building stages, creating opportunities, scheduling activities, and tracking every deal from first contact to close.
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Sales & CRMTurning Won and Lost Deals into Data in Odoo CRM
How to mark opportunities won or lost in Odoo CRM, build custom lost reasons, restore deals that come back, and use win/loss data to sharpen your sales process.
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AccountingFrom Sales Order to Invoice in Odoo: Stop Re-Typing What You Already Sold
How to generate customer invoices straight from confirmed sales orders in Odoo — invoicing policies, the delivery trigger, down payments, and bulk invoicing for HK SMEs.
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Getting StartedCutting the Email Noise: Running Internal Communication Inside Odoo Discuss
A practical guide for Hong Kong SMEs on using Odoo Discuss — channels, direct messages, record chatter, canned responses, and slash commands — to keep team communication where the work actually happens.
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Website & E-commerceSelling Online with Odoo eCommerce: A Complete Guide for Hong Kong SMEs
How Odoo eCommerce lets HK SMEs launch a polished online store fast — AI-assisted setup, drag-and-drop design, 180+ payment methods, and zero commission on sales.
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Sales & CRMRunning Email Campaigns in Odoo: A Practical Guide for Hong Kong SMEs
A hands-on walkthrough of Odoo Email Marketing for HK SMEs — building mailing lists, composing and testing emails, organising campaigns, and reading the metrics that tell you what actually worked.
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AccountingFiscal Positions in Odoo: Why HK Businesses With No VAT Still Need Them
How Odoo fiscal positions auto-classify revenue and expenses by region — and why correct local-vs-offshore mapping matters for Hong Kong Profits Tax filing, even with no consumption tax.
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Getting StartedOne Place for Every Customer Issue: A Guide to Odoo Helpdesk
How Hong Kong SMEs run support with Odoo Helpdesk — one dashboard for tickets, live chat, chatbots, and a self-service help center, instead of juggling separate tools.
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InventoryBatch Picking and Wave Picking in Odoo: Cutting Warehouse Walking Time
A practical guide for Hong Kong SMEs on setting up batch picking and wave picking in Odoo Inventory to reduce travel time and fulfil orders faster.
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InventoryReceiving and Storing Stock in Odoo Inventory: A Practical Guide for HK SMEs
How to receive shipments, set up product tracking, organise storage locations, and keep stock accurate in Odoo Inventory — written for Hong Kong small businesses.
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InventorySmarter Putaway with Odoo Storage Categories: No More Trips to a Full Shelf
How Hong Kong SMEs can use storage categories in Odoo Inventory to auto-route stock to available locations when a shelf is full, saving wasted trips and time.
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Sales & CRMSelling Configurable Products with Variants in Odoo Sales
How to set up product variants in Odoo Sales using attributes like colour and size, configure variant pricing and exclusions, and use the product configurator on quotations.
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Getting StartedPlanning, Tracking, Delivering: A Guide to Odoo Project for SMEs
How Hong Kong SMEs run projects end-to-end in Odoo Project — Kanban and Gantt views, subtasks, recurring tasks, automation, time tracking, and live dashboards in one app.
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Sales & CRMOdoo Sales for Beginners: Creating Your First Quotation
A step-by-step walkthrough for HK SMEs on creating, customising, and sending your first quotation in Odoo Sales — covering customers, products, sections, and turning a quote into a confirmed order.
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InventorySales Order to Manufacturing Order in Odoo MRP: Automating the Make-to-Order Chain
A step-by-step guide for Hong Kong SMEs on automating the flow from a confirmed sales order to manufacturing and purchase orders in Odoo MRP, avoiding stock shortages.
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Sales & CRMScheduling Activities in Odoo: One System to Replace Every Sticky Note
A hands-on guide to creating, scheduling, and managing activities in Odoo so your team stays organised across CRM, Projects, Sales, and any record with a chatter.
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Getting StartedBuilding Custom Odoo Apps Without Code: A Practical Guide to Odoo Studio
How Hong Kong SMEs use Odoo Studio to build custom apps with drag-and-drop — covering models, fields, views, automation, access rights, reports, and when to choose custom development instead.
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Sales & CRMBuilding Recurring Revenue with Odoo Subscriptions: A Guide for HK SMEs
How Hong Kong SMEs can use Odoo Subscriptions to sell recurring products, automate billing, upsell existing customers, and track MRR — all from one connected system.
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AccountingBulk-Updating Your Chart of Accounts in Odoo via Spreadsheet Import
How HK SMEs can edit, add, and retire accounts in Odoo at scale using export-and-import — plus the one account you must never touch: Current Year Earnings.
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Website & E-commerceBuilding a Professional Website with Odoo: A No-Code Guide for HK SMEs
A step-by-step walkthrough of Odoo's drag-and-drop website builder for Hong Kong SMEs — homepage design, social proof, blogging, SEO, and a free domain name.
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Website & E-commerceOdoo Website Configurator: Launch a Professional Site in Minutes
A practical APAA walkthrough of Odoo's Website Configurator for Hong Kong SMEs — the six-step build, essential post-setup settings, the drag-and-drop editor, basic SEO, and module integrations.
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Website & E-commerceBuilding Smarter Contact Forms in Odoo Website: A Hands-On Guide for HK SMEs
How to set up Odoo Website contact forms that feed straight into CRM, Helpdesk, or Project — covering form actions, tabs, field types, and conditional visibility.
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Website & E-commerceDesigning Images and Motion in Odoo Website: A Practical Guide for HK SMEs
How to use Odoo Website building blocks, images, animations, and background shapes to build pages that look professional and hold a visitor's attention.
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Website & E-commerceNavigation, Links, and Menus in Odoo Website: A Guide for HK SMEs
How to build internal, external, and anchor links, manage header and mega menus, and customise the footer in Odoo Website so visitors find what they need fast.
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Sales & CRMSetting Up WhatsApp in Odoo: Connection and Message Templates for HK Businesses
A step-by-step guide to connecting WhatsApp to Odoo via the Meta API and building dynamic message templates for invoices, sales confirmations, and customer messaging.
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Website & E-commerceRegistering a Free Domain Name in Odoo Website: A Step-by-Step Guide for HK SMEs
How to register a free domain name directly from Odoo Website — covering how to choose a name, the registration steps, and what subdomains actually mean.
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Getting StartedERP Explained: The Hong Kong SME Owner's Practical Guide
A jargon-free guide to ERP for Hong Kong SMEs — what it does, how it differs from accounting software, what it really costs, and how to get it implemented.
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ComparisonsXero or Odoo for Your Hong Kong SME? An Honest Side-by-Side
A fair, numbers-first comparison of Xero and Odoo for Hong Kong SMEs — covering accounting features, the per-user vs flat-fee pricing trap, and local bank reconciliation realities.
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