Odoo 16 Community Book

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Introduction

The process of locating and correcting errors, duplicates, and irrelevant data in a raw dataset is known as data cleansing, also known as scrubbing or data cleaning. The process of cleansing data results in reliable data that can be used to create models, visualize data, and make business decisions.

The data on which analyses and algorithms are based determine their accuracy. Organizations estimate that nearly 30% of their data is incorrect on average. Inaccurate data costs businesses 12% of their annual revenue. Clean data is consistent, reliable, and accurate, allowing for sound decisions. It also identifies potential areas for upstream data entry and storage environments.

Data Cleaning Helps to:

• Improve Sales: Many major marketing decisions are based on customer data. If the marketing department receives high-quality data, the sales team will receive more leads.
• Boost Results and Revenue: With high-quality data, an organization can group its target audience, which will have a positive impact on results and lead to higher ROI.
• Increase Productivity and Save Time: If a salesperson has accurate data, he or she will not waste time contacting invalid customers or prospects. This will increase the overall productivity of the sales team and the company.
• Simplified Business Procedures: If the data is free of errors, duplicates, and inconsistencies, all daily activities will become more aligned, and no decisions will be delayed, and so on.

The Odoo Data Cleaning module helps users easily manage and clean their database with a simplified application platform. Users can manage and validate numerous records in a company by using the data cleaning app in Odoo 16. Field Cleaning, a feature of the Odoo 16 Data Cleaning module, helps users validate documents within an organization. The Odoo 16 Data Cleaning app ensures that all business operations go without any obstacles.

There are Enterprise and Community versions of this application. Users can use the community version for free or the enterprise version, which is payment-based, to access the modified features. This book will give you a complete layout of the module features and functions.

After Installing the application from the Odoo ERP Package, we can see the Data Cleaning Application Homepage as shown below.

You can see the previously processed Field Recycle Records from this home page. And also, Sort and Filter them according to requirements using the Filter, Group by, and Favorites functions provided on the page.

How to Create a Recycle Record Rule

Recycle Record Rule is a set of conditions or rules to recycle or clean a particular data field. Or data set. You can perform this process using the Configuration menu of the Data Cleaning Module.

Click on the “Recycle Records” Option to create a new rule. You can see the Rule Configuration Form from the upcoming page, as illustrated in the screenshot below.

On this page, you can view the dashboard for previously created Recycle Records. There are no records at the moment. Using the "NEW" button located in the page's upper left corner, we can create a new one.

In the Record Rule Configuration form, you have to provide the module name which is selected for this data-cleaning process and select a model to configure the recycling actions. The models can be selected from the dropdown list available in the data field.

You can add a filter after selecting the Model. You can choose the records that are appropriate for the recycling procedure using this filter. It is also possible to add custom filters using the “+ADD FILTER” button.

You can activate the Recycling Rule by clicking on the “Active” button next to the Model option.

Recycle Mode section helps you to select the type of recycling process, such as Automatic or Manual. And you can select the Recycle Action, such as Archive and Delete. You can put the recycled data into the archives, or it can be permanently deleted by selecting this option.

Additionally, users are notified when new records for recycling come. You may accomplish this by choosing the appropriate employee names from the drop-down list, and you can customize the notification frequency as Days, Weeks, or Months in the "Notify Users” option. By hitting the "Activate" button on the dashboard, as seen in the picture above, you can either activate or deactivate the recycling rule.

Recycle Records Rules and the Process of Data Recycling

The procedure for creating a new Recycle Records Rule and data recycling features will be discussed in this section. From the Data Recycling Module’s Configuration menu, you can execute this step. As seen in the screenshot below, choose the "Recycle Records" option from the Configuration menu.

Now, click on the “NEW” button to create a new Recycle Records Rule, illustrated in the screenshot below.

To recycle events that have already concluded on or before a particular date in this situation, we may establish a recycling rule. Enter the model name in the "Model" field or select it from the dropdown selection. You can choose the "Event. Stage" model from the list for this scenario.

Provide the appropriate recycling rules or the filters needed to perform the recycling procedure using the “Add Filter” button. You can either select a valid filter from the filter dropdown list according to your requirement and set customized filter conditions from the dropdown list. It is also possible to create a new filter using the Odoo code editor window provided in the filter section demonstrated in the below screenshot.

In this scenario, we are going to archive the recycling record of events that ended before the date of 05/12/2023, which can be viewed from the Events Module’s dashboard as shown below.

We can use any conditions, and also, I am selecting the “Archive” option as a Recycle Action.

Save the changes using the save icon provided on the upper left side of the page, or else you can run the Recycling process at this point itself using the “RUN NOW” button provided under the Recycle Records Rule page title, as shown in the screenshot below.

You can see the selected Recycled Record of the given condition by clicking the “RECORDS” button provided under the code editor window, as demonstrated in the screenshot above.

After completing the Recycle Rule Configuration process, you can run the Recycling process. So the selected data record will be archived inside your Field Recycle Rules page, as shown in the screenshot below.

Now we can discard the Recycling process by clicking on the “Discard” button provided in the Records section or validate the recycling process by clicking on the “Validate” button depicted in the above screenshot.

Now you can check inside the Events Module, which will show the particular data field has been deleted.

For regular data recycling processes, users may keep their Recycle Record Rule. To manage freshly updated recycling processes that will be displayed in your Record Recycling Rules section with ease, you may set the Recycle Action in the configuration form to Automatic mode.

After Completion of a manual Recycling process, you can see the Field Recycle Records page, as shown in the screenshot below.

Using the above method, you can create several recycling rules for every application or module used in your company or organization. This makes managing data maintenance activities simple and uncomplicated.

The features and functions of the Odoo 16 Data Cleaning Module, which is available in the community version, have been covered in this book. The operations are straightforward. The Odoo Data Cleaning module is there for all of your organization's data cleaning requirements.

You can choose the application's Enterprise version if you want to take full benefit of advanced features and functions.