Remind warehouse managers about lots/serial numbers nearing expiration.
Remind 1 day before PO expected delivery via Date Reminder Rule Engine.
Remind staff 3 days before a rental return date.
Daily reminder sent to event registrants 3 days before their event starts.
Remind 3 days before invoice due date via Date Reminder Rule Engine.
Daily reminder for confirmed POs with overdue receipt dates.
Allows to create revisions of original document by clicking on new revision button. It creates a new document, linked to the first one, with revision n + 1.
Auto-stamp fields on any model with sequence values or custom server actions.
Auto-set default values on any field of any model - no code required.
Trigger actions when records move between stages — no code needed.
Typed UI for managing ir.config_parameter system parameters.
Auto-tag timesheet entries with 'Billable' for invoicing review.
Auto-tag subscriptions with 'Churned' when cancelled or churned.
Daily: tag stock lots expiring within 30 days (graceful skip if fields absent).
Auto-tags FSM tasks as 'Not Started' when assigned but idle for over a day.
Automatically tag fleet vehicles exceeding a configurable mileage threshold
Automatically tag customer invoices exceeding a configurable amount threshold
Automatically tag CRM leads/opportunities as 'High Value' when expected revenue > 10,000.
Auto-tag sale orders as High Value when amount exceeds threshold.