Odoo health check · sample report
Sample page · mock data
Top fixes, ranked. Start at the top.
What an owner receives after the database review: what to fix first, and why. Open a row to read the finding.
Top fixes, ranked
Sample report, not client findings
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- Seen in the sample database
- Four scheduled actions last ran weeks ago. Nobody was told.
- Why it matters
- Reminders, recurring invoices and automatic updates stop without a warning.
- The fix
- Find why each one stopped, then repair it or switch it off.
-
- Seen in the sample database
- The stock value in Inventory differs from the stock account in Accounting.
- Why it matters
- The month-end figure depends on which screen you read.
- The fix
- Trace the gap to the stock moves that caused it, correct the setup, and post the adjustment your accountant agrees.
-
- Seen in the sample database
- The same customer entered more than once, under slightly different names.
- Why it matters
- Invoices and payments split across records, so balances and statements look wrong.
- The fix
- Check each pair, merge the true duplicates, and match on a fixed identifier rather than by name.
-
- Seen in the sample database
- Bank lines older than three months are still unmatched.
- Why it matters
- The bank balance in Odoo cannot be trusted at a glance.
- The fix
- Match or explain each old line, so the bank balance in Odoo is right again.
-
- Seen in the sample database
- More people hold admin rights than run the system.
- Why it matters
- Anyone with admin rights can change settings or access by accident.
- The fix
- Give each person the rights their job needs, and keep admin to one or two named people.
Fixes follow the ranking. Sample data, not a client record.
How the work runs
- Database reviewA review of your Odoo database and its setup.
- Ranked reviewA written list like this one: each finding, ranked by what to fix first.
- FixesThen the fixes, in that order.
Reply if any question.
This page runs on mock data.
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