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Prepare the company for daily use

The administrator turns on the developer mode, protects the team's access with two-factor authentication, defines that the DANFE and the XML go by e-mail to the customer when the NF-e is authorized, changes the numbering of the sales orders and fixes the address of Odoo used in the links sent to customers.

Before you start

Use a user with access to Settings (the administrator), the company already created and the outgoing e-mail server set up in Settings. Each person needs an authenticator app on the phone, such as Google Authenticator, Microsoft Authenticator or Authy. The example is Guatambu Móveis e Utilidades Ltda, where Eduardo, the administrator, prepares the system. This applies in Brazil with configuration: the DANFE and XML rule, the numbering and the address are set once by the company; the numbering of the NF-e keeps following the fiscal series, and the two-factor authentication does not depend on any tax setting.

Step by step

1. Turn on the developer mode

Open the Settings app and scroll the page to Developer Tools. Click Activate the developer mode. Odoo reloads with the bug icon at the top. Open Settings again: the Technical menu now appears, with automation, sequences, system parameters and the access rules. The icon stays at the top while the mode is on, and it is also the way out: click it and choose Exit Developer Mode. If the section does not appear, click General Settings on the left and scroll to the end of the page, or type development in the search of Settings.

2. Invite the team to two-factor authentication

In Settings, under Users & Companies, click Users. Check the team (Simone, Priscila and André) and click Actions, Invite to use two-factor authentication. The invitation arrives by e-mail to each person. If the Actions menu does not show the invitation, no user is checked in the list.

3. Each person turns on the protection

On the first access, Simone opens the link of the invitation and gets to the Account Security screen. She clicks the switch of Two-factor authentication and confirms the password. In the authenticator app she reads the barcode, types the six-digit code and clicks Activate. To test, she signs out from the user menu, picks her name on the sign-in screen, types the password and, when Odoo asks, the code of the app, and clicks Log in. The code changes every 30 seconds. Back in Users, open the filters and choose Two-factor authentication enabled: Simone is in the list, and Priscila and André follow when they turn it on.

4. Send the DANFE and the XML by e-mail

Open the Fiscal app and, under Configuration, click Fiscal Document E-mail, then New. In Fiscal Document Type, choose model 55, NF-e. Check that the Issuer is Company, the note issued by the company itself. In E-doc status, choose Authorized. In Fiscal document e-mail template, choose the template of notification of fiscal document status change. In Company, choose Guatambu Móveis e Utilidades Ltda. Save with the cloud icon. When an NF-e of the company is authorized, the e-mail goes to the customer with the DANFE (PDF) and the authorized XML attached, through the outgoing e-mail server. The customer needs an e-mail in the registration.

5. Change the numbering of the sales orders

In Settings, open the Technical menu and choose Sequences. Search Sales Order and open the sequence. In Prefix, type PV/%(year)s/, which becomes PV, the year and a slash. In Sequence Size, type 4 and, in Next Number, type 1. Save. To check, open the order S00030 in Sales and, in the gear next to the name, choose Duplicate: the new quotation comes out as PV/2026/0001, and the old orders keep their numbers. Type the prefix exactly as shown, with the parenthesis and the s at the end, and keep the Next Number above the last order with the same prefix to avoid a repeated number.

In Settings, open the Technical menu and choose System Parameters. Search web.base.url and open the parameter. In Value, type https://erp.guatambumoveis.com.br and save. Click New, type the key web.base.url.freeze and the value True, and save. The address stays fixed even when someone signs in through another address, such as the one of the internal network. To check, open the order S00038 in Sales and, in the gear next to the name, choose Share: the Link already starts with the address of the company. The links of quotations to sign, invoices in the portal and user invitations use the company domain.

Expected result

The company is ready for daily use: the team signs in with the password and the code of the authenticator app, the customer receives the DANFE and the XML by e-mail when the NF-e is authorized, the sales orders come out as PV/2026/0001 and the links sent to customers use the address erp.guatambumoveis.com.br.

If something goes wrong

If the Technical menu vanished after a while, the developer mode was turned off: turn it on again in Settings. If Odoo refuses the six-digit code, the code changed before it was sent or the time of the phone is wrong: set the phone time to automatic and type the new code. If a person changed the phone and cannot generate the code, the administrator opens the user, on the Account Security tab, turns the authentication off, and the person registers the app again. If the customer does not receive the e-mail, set up the outgoing server in Settings, Technical, Email and fill in the customer's e-mail. If the number came out with the text %(year)s, type the prefix exactly as PV/%(year)s/. If a repeated number appeared, put in Next Number a value above the last order with that prefix. If the address went back to the previous one after an access, create the parameter web.base.url.freeze with the value True and check web.base.url again. If the customer's link does not open, check that the address has https and the right domain.

Odoo 18 manual

Standard Odoo 18 features used in this task, from the official manual.

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