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.

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Table of Contents (18 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
Setting Up Odoo 11
Setting Up Odoo 11
What's new in Odoo 11?
Community and Enterprise Editions of Odoo
Getting started with Odoo Online
Getting to know the Odoo architecture
Choosing your installation operating system
Understanding Odoo releases
Installing Odoo on Windows OS
Installing Odoo on Ubuntu
Troubleshooting and Odoo management tips
Summary
2
Installing Your First Application
Installing Your First Application
What's new in Odoo 11?
Gathering requirements
Creating a new database in Odoo
Installing the Sales Management module
Getting to know the basic Odoo interface
Creating your first customer
Entering a product in Odoo
Setting company information
Entering your first sales order
Invoicing the sale
Summary
3
Exploring CRM in Odoo 11
Exploring CRM in Odoo 11
Using CRM as a business strategy
Understanding Your Pipeline
Leads and opportunities
Using Odoo to schedule calls, meetings, and events
Specifying meeting details
Summary
4
Purchasing with Odoo
Purchasing with Odoo
What's new in Odoo 11
Understanding the overall purchasing process
Installing the purchasing application
Configuring your product for procurement
Creating your first purchase quotation
Receiving products
Summary
5
Making Goods with Manufacturing Resource Planning
Making Goods with Manufacturing Resource Planning
What's new in Odoo 11?
Creating manufacturing orders
Summary
6
Configuring Accounting and Finance Options
Configuring Accounting and Finance Options
What's new in Odoo 11?
Defining the chart of accounts for your business
Configuring a user to see all accounting options
Following transactions through the sales and accounts receivable process
Setting up your own accounts
Summary
7
Administering an Odoo Installation
Administering an Odoo Installation
Basic considerations for an Odoo administration
Administering users in Odoo
Summary
8
Implementing the Human Resources Application
Implementing the Human Resources Application
What's new in Odoo 11?
The modular approach to Human Resources
Installing the Employee Directory
Creating a new employee
Timesheets
Implementing Leave Management
Recruitment process
Summary
9
Understanding Project Management
Understanding Project Management
What's New in Odoo 11?
Basics of Project Management
Installing the Project Management application
Understanding the Project dashboard
A real-world project example for a customer
Creating our first project
Defining project tasks
Scheduling an activity
Monitoring task completion
Calculating project costs and time
Summary
10
Creating Advanced Searches and Dashboards
Creating Advanced Searches and Dashboards
What's New in Odoo 11
Determining the search requirements for your business
Searching in Odoo
Summary
11
Building a Website with Odoo
Building a Website with Odoo
What's new in Odoo 11?
What is a CMS?
Why use Odoo website builder for your CMS?
Installing the Odoo website builder
Summary
12
Implementing E-Commerce with Odoo
Implementing E-Commerce with Odoo
E-commerce and Odoo
Installing Odoo e-commerce
Basics of Odoo e-commerce
Additional configuration options for your Odoo shop
Setting up product variants
Advanced e-commerce product options
Adding PayPal as a payment processor
Summary
13
Customizing Odoo for Your Business
Customizing Odoo for Your Business
What's new in Odoo 11?
Understanding the Odoo architecture
Activating developer mode
Backing up your database
Adding a custom field to Odoo
Understanding actions
Creating a new menu
Summary
14
Modifying Documents and Reports
Modifying Documents and Reports
What's new in Odoo 11?
Getting the skills required to modify reports
What is the QWeb template engine?
Company report configuration
Making our first simple change
Learning how Odoo organizes reports
Understanding the report types
Looking at the definition for the Sales order form
Creating a new QWeb report in Odoo
Learning more about the power of QWeb templates
Summary
15
Discovering Custom Odoo Modules
Discovering Custom Odoo Modules
Exploring the Odoo application and module directory
Building our first Odoo module
Troubleshooting your module installation
Using a module to add a filter to a search view
Using Odoo to create websites and web services
Integrating with the Odoo API
Creating custom themes in Odoo
Summary
16
Comparing Community and Enterprise Edition
Comparing Community and Enterprise Edition
Getting an overview of the Community and Enterprise editions
Using the Odoo runbot to compare Odoo versions
Using the bank integration features of the Enterprise edition
Using Odoo Studio
Summary
17
Another Book You May Enjoy
Another Book You May Enjoy
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Adding PayPal as a payment processor

While Odoo only includes Wire Transfer by default, the framework is modular and can be extended to include additional payment methods.

One of the most popular e-commerce payment processors, PayPal, can be quickly installed and integrated into your Odoo e-commerce system.

We have to install a PayPal payment processor a little differently because it is not a full application, but rather a module. We still need to go to Settings and Local Apps, but we will need to uncheck the Apps filter from the search.

After clearing the Apps filter, simply type in PayPal to see the standard Install button:

Once you've clicked Install, the screen will refresh and you will be left on the Apps screen with the apps filter back in place. We now need to go to the Website Admin menu and choose the Payment Acquirers option in the eCommerce section to bring up...

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