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)

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...