Book Image

Working with Odoo 10 - Second Edition

Book Image

Working with Odoo 10 - Second Edition

Overview of this book

Para 1: Take full advantage of the benefits of the Odoo module ecosystem whilst learning how to modernise your business with Working with Odoo 10. Covering everything from Odoo development essentials through to CRM and analytic accounting, this guide is a must-have for Odoo beginners. Para 2: A powerful set of open source enterprise management applications, Odoo 10 gives you access to a website builder, integrated e-commerce features, and a fast-growing community to allow you to transform your business. Para 3: With this Odoo book you?ll learn how to set up Odoo online, configure basic company settings, and then explore CRM in Odoo. You?ll cover all the Odoo development essentials and much more, including purchasing application, ERP systems, analytic accounting, and other recent Odoo features. Para 4: What?s Inside ? Understand Odoo installation & the basics of implementing Odoo in your business ? Explore accounting & finance setup and modules to help business efficiency ? Build a website with Odoo ? Customise and configure Odoo to an advanced level
Table of Contents (25 chapters)
Working with Odoo 10 Second Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Understanding Your Pipeline


Prior to Odoo 10, the CRM application primarily was a simple collection of leads and opportunities. While Odoo still uses both leads and opportunities as part of the CRM application, the concept of a Pipeline now takes center stage. You use the Pipeline to organize your opportunities by what stage they are within your sales process.

Click on Your Pipeline in the Sales menu to see the overall layout of the Pipeline screen:

In the preceding Pipeline forms, one of the first things to notice is that there are default filters applied to the view. Up in the search box you will see that there is a filter to limit the records in this view to the Direct Sales team as well as a My Opportunities filter. This effectively limits the records so you only see your opportunities from your primary sales team. Removing the My Opportunities filter will allow you to see opportunities from other salespeople in your organization.

Creating a new opportunity

In Odoo 10, a potential sale...