User Guide for Odoo Restrict and Merge Duplicate Data

Odoo Limit and Merge Duplicate Knowledge module streamlines your database by figuring out, merging, and stopping duplicate entries. 

With versatile search choices, Odoo Limit and Merge Duplicate Knowledge allow customers to seek out duplicates throughout numerous fields, archive pointless information, and restore them when wanted. 

Odoo Limit and Merge Duplicate Knowledge module retains your database clear, organized, and environment friendly by routinely managing duplicate knowledge and prevents the creation of latest duplicates.

1. Immediately find duplicate information in any Odoo mannequin with only one click on.
2. Seek for duplicates by particular fields or domains tailor-made to your wants.
3. Robotically archive duplicates to maintain your database clutter-free.

4. Odoo Limit and Merge Duplicate Knowledge module simply restore any archived information with a single click on.
5. Archived information are routinely deleted after 30 days for knowledge cleanliness.
6. Prevents the creation of duplicate entries to take care of knowledge integrity.
7. Set duplicate restrictions on key fields resembling title, e mail, or customized fields.
8. Retains a log of all duplicates discovered and resolved for simple monitoring.
9. Mix duplicate information to streamline and simplify knowledge administration.
10. Use domain-based search to find duplicates based mostly on complicated standards.

1. As soon as you buy the App from the Webkul retailer, you’ll obtain the hyperlink to obtain the zip file of the module.
2. Extract the file in your system after the obtain finishes. Because of this, it is possible for you to to see a folder named- ‘odoo_restrict_and_merge’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo App and click on on the Settings menu. Right here, click on on Activate the Developer Mode.
5. Then, open the Apps menu and click on on ‘Replace Modules Checklist’
6. Within the search bar, take away all of the filters and search ‘odoo_restrict_and_merge’
7. It is possible for you to to see the module within the search outcomes. Click on on ‘Set up’ to put in it.

1. After putting in the Odoo Limit and Merge Duplicate Knowledge module, go to Limit Duplicacy right here you’ll be able to see the ‘NEW’ and ‘Discover Duplicate Information’ choices. 

2. Once you click on on the “Discover Duplicate” possibility, a small window opens the place you’ll be able to enter the standards for locating duplicates. On this window, you’ll must specify:

• Search By: Select the sphere(s) you wish to base your duplicate search on.
• Fields: Enter or choose the particular fields (e.g., title, e mail, or different figuring out fields) to be in contrast for duplicates.

After getting into the required info, click on on Fetch Duplicates.

3. After this, the info seems, exhibiting Mannequin, Fields, and Lively columns. Click on the checkboxes to pick out the strains you need. After deciding on, click on on ‘Present Chosen Strains’

4. Subsequent, choose authentic strains, then click on Proceed to proceed.

5. After clicking Proceed, the “Delete Archive Merge” web page seems with two choices:

1. Archive Duplicate File
2. Substitute Duplicate File with Unique

Choose the checkbox on your most popular motion, then click on Archive Duplicate File to finish the method.

> Equally, you’ll be able to fetch duplicate knowledge in Gross sales, Buy, and Bill information.

Under is an instance for Gross sales:

(i) Clicking “Discover Duplicate” opens a window to set duplicate search standards. Select the sphere(s) (e.g., title, e mail) beneath Search By and specify fields to match. Then, click on Fetch Duplicates.

(ii) The info shows columns for Mannequin, Fields, and Lively. Choose strains utilizing the checkboxes and click on Present Chosen Strains.

(iii)  Subsequent, choose authentic strains, then click on Proceed to proceed.

(iv) After clicking Proceed, choose Archive Duplicate File or Substitute Duplicate File with Unique on the “Delete Archived Merge” web page, then click on Archive Duplicate File to finish.

 6. You’ll be able to arrange a restriction by clicking New. Choose the Mannequin and Fields you wish to prohibit, allow the Lively possibility, and reserve it. This can stop duplicate entries for the desired knowledge.

7. Click on on Configuration after which choose Recycle Information to view recycled information.

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Manashvy Srivastava
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Manashvy Srivastava creates insightful content material for Odoo apps and Webkul Retailer, targeted on empowering customers and enhancing their expertise with invaluable, user-centric info tailor-made to drive engagement and development.