Odoo Help


5 Answers
James Utru United States
7/12/14, 9:21 PM

Hello Sir Yaniv,

I was having the same problem and after loading with the demo data and discovering the demo account was able to perform the task, I began a slightly tedious process of elimination.

I realized if I assigned the user Public and Portal in ACCESS RIGHTS (tab) - Other (section), I was unable to view any of the current customer information (demo data). 

I was going to upload the image here but it says I need more than 30 Karma... I'm pretty sure I've got thousands of Karma... both good and bad. :-)

1 Comment
James Utru United States
7/14/14, 11:31 PM

Yaniv, was my answer helpful or do you need more assistance?

Miloud BOUAZZA Belgium
1/7/15, 5:30 AM


check if the case portal and public is not checked (in settings / users),


Ray Carnes United States

--Ray Carnes--
| 10 7 11
Greater Los Angeles, United States
--Ray Carnes--

Business Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0, 11.0 and 12.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes United States
7/14/14, 7:02 PM

I believe you are making a common mistake - confusing the terminology of Odoo.

(I made this mistake myself when I first started playing with Odoo).

A 'company' generally means a set of partners (leads, customers, suppliers and employees), users (logins) and stock of products with a separately managed set of accounts.

An example of companies would be Odoo S.A, Odoo USA, Odoo Asia/Pacific.

A 'customer' is a partner that purchases products from a company.

Unless you need a separate company for separate physical or legal entities (like worldwide companies under a global holding company, or separately managed franchises reporting to a franchisor) - then you should not be creating Companies - you should be creating Customers. (I doubt you really mean to create companies in the sense that Odoo models them).

The best way to understand what you need to import is to manually create a single record and export it. That way you can see how the data you enter and the options you select get mapped into the fields in a CSV file.

Enter a Customer, you will see it does not show up as a Company, [even though you can check 'Is a Company' - which means only that the Customer is a business rather than a person - but not a 'company' as explained above].

You have created companies instead of customers, but since all of these are still 'partners' they will ALSO show up as Customers for your admin user (who can see all companies) but not your other users (who are generally restricted to a single company, unless you set them up to view more than one - even if they have admin permissions).

Take a step back, read some of the documentation, and try again.

Companies - http://doc.openerp.com/v6.1/book/multi/Logistic/config/config_company.html

Partners - http://doc.openerp.com/v6.1/book/2/3_CRM_Contacts/contacts.html

Ask a Question
Keep Informed
1 follower(s)
About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

Odoo Training Center

Access to our E-learning platform and experience all Odoo Apps through learning videos, exercises and Quizz.

Test it now