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

Creating your first customer


Helpful instructions prompt you to begin entering your first customer into Odoo by clicking the Create button:

This is the Odoo Customers form. Clicking Create will generate a customer record.

Silkworm sells t-shirts to both businesses and retail customers. For this example, we will use a fictional customer named Mike Smith who wishes to purchase several t-shirts. Odoo offers flexibility in collecting customer information, and by default, most fields are not required. If you see a field that is purple, that is a required field. In Odoo 10, the only required field for customers is the name.

The rest of the fields are optional. Later we will learn how you can configure Odoo to make additional fields required.

In this example, we have filled out some of the basic fields for our fictional customer, Mike Smith:

Is this customer a company?

At the very top of the form is a radio selection option to inform Odoo if this customer is an individual or a company. For our example...