Free Odoo 19 Exam Flashcards

Registering a payment sets the invoice to In Payment - the money is booked to an Outstanding Receipts account but not yet matched to a real bank line. It only becomes Paid after bank reconciliation ties it to an actual statement line.

It debits Accounts Receivable for the gross total the customer owes, credits Income for the net revenue, and credits the Tax account for VAT collected. Memorize the direction: debit receivable, credit income plus tax.

It is the mirror image: debit the Expense (or asset) account for the net cost, debit the deductible Tax, and credit Accounts Payable for the gross owed. A customer invoice credits income; a vendor bill debits expense.

It automatically remaps taxes and accounts based on the customer or vendor location - for example swapping domestic 21% VAT for a 0% export tax. Odoo can apply it automatically by country or country group, leaving the product's own tax definition unchanged.

'Button to generate counterpart' adds a one-click preset such as bank fees; 'Rule to match invoices/bills' auto-matches a line to open documents by partner, amount, and label; 'Rule to suggest counterpart values' proposes an account for recurring lines. Trusted rules can reconcile with no clicks.

The type decides which financial report the account lands on, whether it can be reconciled (Receivable/Payable can), and special roles - for example Current Year Earnings automatically carries running profit onto the Balance Sheet.

Journal Entries lock date blocks all edits on or before a date for every user; Tax Return lock date blocks changes inside an already-filed tax period; the Hard Lock date is permanent and can never be moved back.

No - posting makes it a legal document with a sequential number and a journal entry. You issue a credit note (full, partial, or full-refund-and-new-draft) to reverse or reduce it, rather than deleting it.

It posts to Outstanding Receipts (customer) or Outstanding Payments (vendor), clearing the partner balance. Only when the matching bank statement line is reconciled does Odoo move the amount into the real Bank account, netting the outstanding account to zero.

Set Type to 'Goods' and turn on the separate 'Track Inventory' toggle. Goods with tracking off behave like consumables (no on-hand count), and 'Service' never creates stock moves. Only tracked goods drive stock reports, reservation, and valuation.

A pull rule is triggered by demand at its destination and flows backward from the need to a source ('where do I get this from?'). A push rule is triggered by supply arriving at its source and flows forward ('where does this go next?').

A min/max reordering rule holds a stock buffer, replenishing up to max whenever forecast drops below min. MTO holds no buffer: each sales line spawns its own purchase or manufacturing order sized to that demand. No demand means no MTO procurement.

Standard Price is a fixed, manually-set cost. FIFO ships each unit at the exact cost it came in at, oldest first. AVCO uses a rolling weighted-average recomputed on every receipt. Receive 10 at 10 then 10 at 12: FIFO ships at 10 then 12; AVCO values all at 11.

Manual valuation posts no accounting entries automatically; you journal inventory value periodically. Automated valuation posts an entry on every stock move, routing value through interim Stock Input/Output accounts against Stock Valuation, and requires the Accounting app.

A lot identifies a batch of identical units sharing one number, such as a production run or supplier delivery. A serial number uniquely identifies a single physical unit. Both feed the Traceability report, and only tracked goods can carry them.

FEFO (First Expiry, First Out). It requires Expiration Dates - which in turn need lot/serial tracking - to be enabled and populated; without expiry data it falls back to FIFO. Other strategies are FIFO (oldest), LIFO (newest), and Closest location.

Quotation, then Sales Order on confirmation, then Delivery for storable products (via Inventory), then Invoice (in Accounting). Document states run Quotation, Quotation Sent, Sales Order, Cancelled.

Opportunities live on the pipeline Kanban; leads never appear there until converted. The optional Leads step (a CRM setting) adds a qualification buffer, and lead scoring plus automated assignment operate only on leads, so those features require Leads to be on.

Marking Lost archives the opportunity (it is not deleted, and can be restored) and requires selecting a configurable Lost Reason. Moving to a Won-flagged stage instead sets probability to 100%.

Ordered quantities lets you invoice the full order at confirmation, before anything ships (typical for services). Delivered quantities lets you bill only what has shipped (typical for goods), and it is what enables upselling when delivered exceeds ordered.

Fixed Price (an exact amount, ignoring list price), Discount (a percentage off the sales price), or Formula (derive from sales price, cost, or another pricelist, then apply discount or surcharge, a margin floor, and rounding).

Set an 'extra price' on that attribute value in the variant configuration; it is added to the template's base sales price whenever that variant is chosen. Variants are generated from product attributes and their values (for example Size, Color).

The kit is never manufactured - Odoo explodes it into its component lines on the delivery order, so the warehouse picks each part. No manufacturing order, work order, or separate stock move is created for the kit itself.

How much an operator may consume versus the BoM quantity. Strict forces the exact amount; Allowed lets them use more or fewer components; Allowed with Warning permits it but flags a warning. Strict suits exact recipes; Allowed suits variable real-world usage.

Draft, Confirmed (components reserved and work orders generated), In Progress, To Close (all work orders done), Done (components consumed and finished good added to stock). Cancelled is also available.

An Unbuild Order disassembles a finished product back into its components and returns them to usable stock, recovering value. Scrap removes defective items to a virtual scrap location, taking them off on-hand inventory and destroying value.

In basic subcontracting the subcontractor already has or sources the components; you just issue a purchase order for the finished product. With Resupply Subcontractor on Order, you ship your own components to the subcontractor's location, and they build and return the product.

Reordering rules replenish reactively and automatically when forecast drops below a min. The MPS is a manual, forward-looking planning grid for make-to-stock: you enter a demand forecast per period and explicitly click to launch the suggested MOs or POs.

Payment providers (renamed from the older 'payment acquirers'). Each is set to Test or Enabled (production) mode with its own API credentials, and can be restricted by country, currency, or website.

The product must be Published. Shop navigation and filters are driven by eCommerce Categories, which are separate from the internal product categories used in the back office.

A Shipping connector (FedEx, UPS, USPS, DHL, Sendcloud, and others). The other types compute cost internally: Fixed price (one flat rate), Based on rules (weight/price/quantity, can be free over a threshold), or Pickup in store (no charge).

Theme holds site-wide design (color palette, fonts, buttons, layout) - changing the palette restyles every page at once. Blocks is the snippet library you drag onto a page; Customize tunes the currently selected block or page.

The Purchase Order (what was ordered), the Receipt (what was received), and the Vendor Bill (what was invoiced). If they disagree, the bill shows a 'Should Be Paid' exception so accounting can withhold payment until it is resolved.

On ordered quantities lets you bill the full PO amount, even before goods arrive (services, trusted vendors). On received quantities bills only what was actually received, so a bill drafted before receipt shows zero billable quantity until the receipt is validated.

A Blanket Order is a long-term agreement locking in a negotiated price (and optionally quantity) that auto-fills future RFQs and POs. Alternatives is Odoo 19's competitive tender: parallel RFQs to different vendors compared side by side to pick the cheapest.

Studio is an Enterprise-only, no-code customization tool (the Toggle Studio button). It edits the shared view, so a form or list change is seen by every user of that model - unlike a personal filter or favorite, which affects only your own screen.

Custom fields are prefixed x_studio_ (new custom models x_). Use Many2one to link to exactly one record of another model, Tags/Many2many to link several, and Selection to store one value from a fixed list (not a relation to another model).

Every Studio change is packaged as a custom module. You export all customizations as a ZIP and import it into the other database - the supported deployment path. You build and test outside production first, then import once verified.

Through a sales order line whose product is a Service configured to be invoiced 'based on timesheets'. Logged hours flow to that line as delivered quantities that are then ready to invoice.

Milestones mark key checkpoints and can trigger invoicing of a fixed-price service line when reached. They enable milestone-based billing, distinct from time-and-materials billing driven by timesheets.

Sub-tasks break large work into child tasks whose timesheets and allocated hours roll up to the parent, so the parent reflects the total effort and planned hours across all of its children.

The employee-to-manager relationship set on the Employees record. Time-off requests, expense reports, and other submissions route to that manager; a dedicated HR, Time Off, or Expense officer can approve as well or instead.

After the employee submits and the manager approves the expense report, the accountant Posts it - posting is the step that creates the journal entry, turning the approved expense into a payable before the employee is reimbursed.

Manually (an administrator grants a balance directly) or through an accrual plan that builds the balance up over time. Each leave type also defines its unit (days or hours), whether it needs an allocation, and whether requests require approval.

The Functional exam tests configuring and operating Odoo apps as a consultant (chart of accounts, BoMs, routes, pricelists, Studio) through the standard UI. The Technical exam is for developers (Python, ORM, QWeb). If a task needs code, it is out of Functional scope.

Internal users have full backend access and consume a paid seat. Portal users are free and see only their own documents (orders, invoices) on the front end. Public users are anonymous website visitors.

User type, then Groups (roles granting menus and features per app), then Access Rights (create/read/write/delete per model), then Record Rules (which specific rows a user may see, for example only their own opportunities).

Cash control runs: the cashier counts the drawer, Odoo compares it to the expected amount and records any cash difference. Closing then posts the session's totals to the accounting journals set on the POS configuration.

A cash method opens the drawer, computes change, and feeds cash control, posting to a cash journal. A bank/card method (terminal, Stripe, Adyen) posts to a bank journal. A single order can be split across several methods.

Hospitality tools that reuse the same session, inventory, and accounting backbone: floor plans with tables (multiple open checks at once), a kitchen or preparation printer/display, bill splitting and merging, and tips and courses.