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

Using Odoo to schedule calls, meetings, and events


Often when working with leads and opportunities you will find it beneficial to schedule meetings and calls. Odoo provides a built-in meeting scheduler that you can use specifically to manage your schedule and relate those events to customers within Odoo. Odoo considers it so useful that they have a dedicated menu for it. Let's take a look at how we can schedule an event in Odoo. Meeting scheduling is handled in the messaging menu of Odoo. Begin by choosing Calendar from the main menu.

Odoo will then display your personal calendar:

Odoo will bring up the current week. Arrows at the top left of the form allow you to quickly navigate to the previous and next month, respectively. To the right of the title is the option to look at the calendar by week or by day. This can be particularly valuable to see more information when you have many meetings scheduled.

On the far right you have a small calendar for the next month. This small calendar is interactive...