Herring Bank Operations Manual¶
Operations guide for our Odoo Community Edition deployment and the Open Source Community Association (OCA) modules we rely on.
Note
This manual was independently written by Herring Bank for its own Odoo Community Edition deployment. It is not an official Odoo publication and is not affiliated with, endorsed by, or reviewed by Odoo S.A.
About this manual¶
This guide covers only the features Herring Bank actually deploys and supports for our customers. Each topic is written to stand on its own: open a single page and you should get what you need without reading the rest of the manual.
Every topic follows the same four-part layout:
Overview - what the feature does and why you would use it.
Configuration - where the settings live and what each one controls.
Usage - the step-by-step workflows staff will actually perform.
Troubleshooting - common issues and how to resolve them.
Where a topic is planned but not yet written, it is marked not yet documented, pending source material. That is an honest gap, not an oversight.
Supported topics¶
Point of Sale
People
Not supported in our deployment¶
The following areas exist in the broader Odoo ecosystem but are not part of Herring Bank’s Community deployment, and are therefore not documented here:
Studio (no-code app builder)
Subscriptions
Documents (document management)
Sign (electronic signature)
Helpdesk SLA automation and satisfaction ratings
Field Service
Marketing Automation
Voice over IP and click-to-call
Multi-company financial consolidation
Manufacturing quality inspection
Bank synchronization and automated bill capture