Book Image

Working with Odoo 11 - Third Edition

By : Greg Moss
Book Image

Working with Odoo 11 - Third Edition

By: Greg Moss

Overview of this book

Odoo is an all-in-one management software that offers an array of business applications, forming a complete suite of enterprise management applications. Odoo 11 comes with advances on usability, speed, and design. Working with Odoo 11 starts with how to set up Odoo, both online and on your own server. You’ll then configure the basic company settings required to quickly get your first Odoo system up and running. Later, you’ll explore customer relationship management in Odoo and its importance in a modern business environment. You'll then dive into purchasing applications with Odoo, learn some of the primary functionalities of ERP systems for manufacturing operations, and use analytic accounting to provide better reporting. After that, you'll learn how to work with Odoo for mobile, and finally, you will walk through the recent Odoo 11 features with respect to the community and enterprise edition, giving you a complete understanding of what Odoo can do for your business.
Table of Contents (18 chapters)

Creating Advanced Searches and Dashboards

In this chapter, we will cover advanced searching, custom filters, and dashboards. We begin by looking at how Odoo searches the various datasets within the system. Next, we explore more advanced searching options and discuss how you can save these filters so that they can be easily accessed when you need them. Finally, we discuss the Odoo dashboard capabilities and how we can improve usability for users.

The topics covered in this chapter include the following:

  • Identifying users' search requirements
  • Understanding default filters versus custom filters
  • Grouping items in a list
  • Setting and saving advanced search conditions
  • Creating dashboard content and layouts