How to Do Odoo Customisation Without Coding

Odoo is one of the most powerful and flexible ERP solutions available, making it a popular choice for businesses across various industries. However, many users assume that Odoo customisation requires advanced coding skills. Fortunately, Odoo provides a range of no-code and low-code tools that allow users to tailor the system to their unique business needs without writing a single line of code.

In this article, we will explore how you can achieve Odoo customisation without coding. Whether you are a business owner, an Odoo administrator, or an IT manager, these methods will help you optimise your Odoo setup efficiently. If you're looking for professional Odoo customisation in Australia, we will also introduce Moonsun.au, a trusted Odoo partner in Australia.

Understanding Odoo Customisation Without Coding

Odoo provides built-in features and configuration tools that enable businesses to customise workflows, reports, dashboards, and user interfaces without coding. Some of the primary methods include:

1. Using Odoo Studio
2. Configuring Workflows and Automations
3. Creating Custom Reports and Dashboards
4. Utilising Third-Party Apps
5. Managing Access Control and User Roles
6. Adjusting Settings and Preferences

Let’s go through each method in detail.

1. Odoo Studio: The Ultimate No-Code Tool

Odoo Studio is a drag-and-drop application builder that allows users to create custom applications, fields, and views without writing any code. It is the perfect solution for businesses that need to tweak Odoo to fit their specific requirements without hiring a developer.

Key Features of Odoo Studio:

• Custom Fields: Add new fields to existing forms and models.
• Custom Views: Modify list, form, and kanban views.
• Custom Workflows: Define automation rules for processes.
• Drag-and-Drop Interface: No programming knowledge required.
• Built-in Testing: Test changes instantly before deploying.

Odoo Studio makes Odoo customisation accessible to non-technical users, empowering them to tailor their ERP system to their needs effortlessly.

2. Configuring Workflows and Automations

Odoo’s workflow automation tools allow users to streamline operations without coding. With the help of automated actions and server actions, businesses can:

• Trigger actions based on specific conditions (e.g., sending email notifications when an invoice is validated).
• Schedule automated tasks (e.g., generating reports weekly).
• Modify record fields based on user actions.

These tools help businesses optimise processes, reduce manual work, and improve efficiency without the need for custom coding.

3. Creating Custom Reports and Dashboards

Odoo provides a robust Reporting and Dashboard module that enables users to generate custom reports and dashboards effortlessly. Using the built-in report designer, businesses can:

• Create personalised financial reports.
• Modify invoice and sales order templates.
• Design graphical dashboards using pivot tables and graphs.

By leveraging these tools, businesses can extract valuable insights from their data without needing a developer to build custom reports.

4. Utilising Third-Party Apps from Odoo App Store

The Odoo App Store is home to thousands of third-party applications that extend Odoo’s functionality. Instead of coding custom features from scratch, businesses can simply install relevant apps to meet their needs.

Some popular categories include:

• Accounting and Finance
• CRM Enhancements
• E-commerce Integrations
• Manufacturing & Inventory Optimisation

By using pre-built apps, businesses can enhance their Odoo experience without investing in expensive custom development.

5. Managing Access Control and User Roles

Odoo allows businesses to configure user roles and access controls without coding. By using the Access Rights and Record Rules settings, administrators can:

• Restrict access to specific modules based on user roles.
• Define permissions for reading, writing, and deleting records.
• Set up approval processes for workflows.

This feature is crucial for maintaining security and ensuring that employees only have access to the data they need.

6. Adjusting Settings and Preferences

Many aspects of Odoo customisation can be achieved by simply adjusting built-in settings. Some key configuration areas include:

• Sales and Invoicing Settings
• Inventory and Warehouse Management
• E-commerce and Website Customisation

By navigating through Odoo’s settings menu, users can personalise the system without any technical knowledge.

Odoo Customisation in Australia: Why Choose Moonsun.au?

If you are looking for professional Odoo customisation in Australia, Moonsun.au is an experienced Odoo partner in Australia offering expert Odoo services tailored to your business needs.

Why Moonsun.au?

• Expertise in No-Code and Low-Code Customisation: Moonsun.au helps businesses configure Odoo efficiently without unnecessary coding.
• Industry-Specific Solutions: Tailored solutions for retail, manufacturing, healthcare, and more.
• Local Support in Australia: Dedicated support and training for Australian businesses.
• Integration Services: Seamless integration with third-party software and APIs.

Whether you need assistance with workflow automation, reporting, or app selection, Moonsun.au ensures that your Odoo system is customised to maximise efficiency without requiring complex coding solutions.

Final Thoughts

Odoo is a highly flexible ERP system, and with the right tools, businesses can achieve Odoo customisation without coding. Whether through Odoo Studio, workflow automation, custom reports, or third-party apps, businesses can tailor Odoo to their needs effortlessly.

For companies seeking Odoo customisation in Australia, Moonsun.au provides expert guidance and support, ensuring businesses get the most out of their Odoo implementation without technical complexities.