Guide / Copilot for Odoo / Write

Create and update records

Create contacts, quotations or draft invoices and change fields on any record, always with a before and after that you review before it applies.

WriteAll Copilot plans

Requirements

Plan	Copilot for Odoo: Pro, Team or Business.
Permission in Conectores ERP	Crear y modificar registros (Create and update records): «Permitir» (Allow), «Preguntar» (Ask) or «Bloquear» (Block). By default, Preguntar, following the Escritura (Write) group.
Your Odoo user	Permission to create or update that model, with its rules. For example: contacts, Contacts: Contact Creation (`base.group_partner_manager`); quotations, Sales: User; draft invoices, Accounting: Invoicing (`account.group_account_invoice`).

What it does

The Copilot looks up what it needs (the customer, the product, the tax…) and prepares the change.
Odoo validates it with its own rules, without writing anything.
With Preguntar, you see the approval card. With Permitir, the change applies right away, unless there are files in the conversation.
When you approve, the change is checked with Odoo again and applied with your Odoo user.

Invoices are always created as drafts. Posting them is a separate permission: Post invoices.

How to use it

Create a quotation for Azure Interior with 3 office chairs
Change Acme's phone number to 958 000 000
Add the vendor Suministros Sur, VAT number B12345678
Set the due date of invoice FAC/2026/0042 to 30 November

The approval card

The title: Crear (Create) or Modificar (Update), the Odoo model and the affected records.
A table with each field: Ahora (Now) and Nuevo (New) when you update, or Valor (Value) when you create. Values show exactly as they will be saved.
If it creates several records at once, they appear one below the other.
The Aprobar y crear (Approve and create) or Aprobar y modificar (Approve and update) and Rechazar (Reject) buttons, and when the proposal expires.

Limits

You can't change these from the Copilot: users and permissions, system settings, companies, journals, accounts, taxes, fiscal positions, payment terms, bank accounts, payments, currencies and email. Change them in Odoo.
Nor fields such as passwords, logins, groups, bank accounts or the company of a record.
Bank statements, sending invoices and emails to customers have their own permissions: Import statements, Send invoices and Email customers.
A proposal expires after 24 hours.

Troubleshooting

Quoted text is exactly what the app shows, in Spanish, followed by what it means. When the Copilot can't propose something, it explains why in the chat, in its own words.

What you see	Why	What to do
«Tu usuario de Odoo no tiene permiso para esta operación. Pide a quien administra tu Odoo que te dé acceso.»Means: Your Odoo user doesn't have permission for this operation. Ask your Odoo administrator to give you access.	Your Odoo user can't create or update that model.	Ask your Odoo administrator for the group of that app (see Requirements).
«El registro cambió en Odoo después de la propuesta. Pide al Copiloto que la rehaga.»Means: The record changed in Odoo after the proposal. Ask the Copilot to redo it.	Someone changed the record in Odoo after the proposal.	Ask the Copilot to redo it with the current data.
«El registro ya no existe en Odoo.»Means: The record no longer exists in Odoo.	It was deleted after the proposal.	—
«Odoo rechazó el cambio: …»Means: Odoo rejected the change: …	Odoo doesn't accept it because of one of its rules (a required field, an invalid value…). The text that follows is Odoo's.	Fix what Odoo says and ask again.
«No se ha podido aplicar el cambio. Inténtalo de nuevo.»Means: The change couldn't be applied. Try again.	A communication failure with your Odoo.	Approve it again or ask again.
The Copilot says those changes are made in Odoo	It's one of the models or fields that you can't change from the Copilot (see Limits).	Make the change in Odoo.
«Un administrador ha bloqueado este tipo de cambio.»Means: An admin has blocked this type of change.	An admin blocked the permission after the proposal.	Ask an admin to change it on the Permisos (Permissions) page.
«La propuesta ha caducado. Pide al Copiloto que la rehaga.»Means: The proposal has expired. Ask the Copilot to redo it.	24 hours passed without a decision.	Ask for the change again.