Settings & Configuration

System Parameters

System parameters store key-value configuration pairs. They are used to customise Quickenerp's behaviour without writing code.

Navigation

Go to Settings > Technical > System Parameters (developer mode required).

Commonly Used System Parameters

Creating a System Parameter

1. Click Create.
2. Key – Use dot notation (e.g. mycompany.some_setting). Follow existing conventions for consistency.
3. Value – The string value. Quickenerp automatically parses booleans, integers, and floats.
4. Click Save. The parameter takes effect immediately (some may require a page reload).

Sequences

Sequences control auto-numbering of documents – invoice numbers, quotation numbers, order references, etc.

Navigation

Go to Settings > Technical > Sequences > Sequences (developer mode).

Sequence Structure

Each sequence has:

• Name – e.g. "Sales Order Sequence".
• Code – Internal code (e.g. sale.order for sales orders).
• Prefix – Text before the number: SO/{{year}}/ produces SO/2026/0001.
• Suffix – Text after the number.
• Padding – Number of digits (4 = 0001, 5 = 00001).
• Next Number – The next number in the sequence. You can manually change this.
• Reset Period – Reset the counter: No Reset, Daily, Monthly, Yearly.

Customising Numbering

Example: Change invoice numbering from INV/2026/0001 to INV-2026-00001:

1. Find the "Customer Invoice Sequence" in the sequence list.
2. Change Prefix from INV/{{year}}/ to INV-{{year}}-.
3. Change Padding from 4 to 5.
4. Save. The next invoice will be numbered INV-2026-00001.
5. Already-issued invoices are not affected.

Note: Some localisation packages set numbering according to legal requirements. In the EU, invoices must be numbered sequentially without gaps. Adjust with care.

Automated Actions

Automated actions are server-side rules that trigger automatically when records are created, updated, or deleted. They are a powerful no-code automation tool.

Navigation

Go to Settings > Technical > Automated Actions (developer mode required).

Anatomy of an Automated Action

1. Name – A descriptive name (e.g. "Notify Manager on Large Order").
2. Model – The model to watch (e.g. Sale Order, Invoice, Lead).
3. Trigger – When to fire:

• On Creation – When a new record is created.
• On Update – When an existing record is modified.
• On Creation & Update – Both.
• On Deletion – When a record is deleted.

• Send an email (select an email template).
• Create a new record (e.g. create a task in Projects).
• Update a field on the current record (e.g. set a flag).
• Execute a server action (Python code or multi-step process).
• Add a follower to the record.
• Create an activity (e.g. schedule a follow-up call).

Practical Examples

Example 1: Notify Manager on High-Value Orders

• Model: Sales Order
• Trigger: On Creation & Update
• Condition: [('amount_total', '>', 50000)]
• Action: Send Email – use a template that emails the sales manager with order details.

Example 2: Flag Expired Credit Cards on Contacts

• Model: Contact (res.partner)
• Trigger: On Update (when credit card expiry changes)
• Condition: [('credit_card_expiry', '<', current_date)]
• Action: Update field – set "Credit Card Valid" to False, create an activity to call customer.

Example 3: Auto-Assign Salesperson on New Lead

• Model: CRM Lead
• Trigger: On Creation
• Condition: [('user_id', '=', False)] (not assigned yet)
• Action: Execute Python code – find the least-loaded salesperson in the lead's country team and assign them.

Testing Automated Actions

1. Create a test record that meets the condition.
2. Check that the action executed (email received, record created, field updated).
3. Check the server logs if the action didn't fire.
4. Remember that automated actions run synchronously – they execute immediately as part of the create/write operation. A slow action can make the UI feel sluggish.

Scheduled Actions

Scheduled actions (also called cron jobs) run automated tasks on a repeating schedule. They handle periodic maintenance, data processing, and automated communications.

Navigation

Go to Settings > Technical > Scheduled Actions (developer mode required).

Important System Scheduled Actions

Creating a Custom Scheduled Action

1. Click Create.
2. Name – e.g. "Daily Sales Summary Email".
3. Model – The model the action works on (most system actions use ir.actions.server).
4. Execution Frequency:

• Number of Calls – Run a fixed number of times, then stop.
• Do Not Repeat – Run once.
• Repeat Every – Run on a recurring schedule. Specify interval (Minutes, Hours, Days, Weeks, Months).

Cron Monitoring

The list view of scheduled actions shows:

• Status – "Done", "Running", or "Failed". Red background indicates a failure.
• Last Execution – Timestamp of the last run.
• Next Execution – When the next run is scheduled.
• Progress – For long-running crons, shows progress information.

If a cron fails, click the failed status to see the error details in the server logs. Common causes: Python errors in the action, unavailable network resources, or database locks.

Best Practices

• Schedule heavy operations during off-peak hours (e.g. 2:00 AM).
• Avoid running crons too frequently – a "Repeat Every 1 Minute" cron that takes 30 seconds may overlap with itself if it starts a second instance before the first finishes. Quickenerp prevents this by checking that the previous instance has completed before starting a new one.
• Test new crons by setting "Number of Calls" to 1 and a "Next Execution" of 2 minutes from now, then verify it runs correctly before making it recurring.