Book Image

Working with Odoo

Book Image

Working with Odoo

Overview of this book

With this practical guide, you will cover the essential modules to get Odoo up and running for your company. After installing Odoo, you will use its sales management application to enter quotes, create sales orders, and invoice customers. You will then learn how to integrate the CRM application to manage your leads and convert them into lucrative opportunities and sales. Next, you will set up your own purchase management system, assigning products to suppliers and tracking orders with the new warehouse management and routing system. Finally, you will learn how to use analytics to track project expenses and keep your accounts simple and easy to maintain and build an Odoo module to extend its functionality and make it work for you. Working with Odoo covers all the core installation and usage functionalities of this popular tool, helping you to fully implement a working ERP system through practical, advanced, real-world examples.
Table of Contents (25 chapters)
Working with Odoo
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Installing Odoo on Windows OS


We begin our installation by locating the packages that are currently available to install. You can find the current list at http://nightly.odoo.com/.

The preceding screenshot is the Odoo Nightly builds page that is the jumping off point for downloading the source files for installation.

The examples and case studies in this book use Odoo 8.0. This means you should select the 8.0 LTS (stable) version of Odoo to download. You can navigate directly to the 8.0 Odoo downloads here http://nightly.odoo.com/8.0/nightly/.

Tip

It is entirely possible that Odoo will change the URL as new versions are released. To best follow the examples in this book, download an 8.x installation of Odoo.

Windows installations use the EXE packages. Click on the exe directory to get the list of downloads that are available.

Naturally, the specific download packages are going to change on a nightly basis.

The latest version of the stable LTS release will contain the most current Odoo built with bug fixes included and will appear at the bottom of the list. By the way, the upload dates you'll see are in Coordinated Universal Time (UTC) and, therefore, might be many hours ahead of your time zone, especially if you live in the Western Hemisphere.

Performing an all-in-one Odoo installation on Windows

Installing Odoo using the all-in-one package is very simple. After the package has finished downloading, double-click on the .exe file to begin the installation wizard.

The first screen will prompt you to select the language for your installation.

After you have selected the language and clicked on OK, the wizard will continue with the installation. From here, everything will continue like a normal Windows installation.

Tip

I highly recommend that you choose the Custom install, so you can select the directory for installation. The default directory name contains the lengthy build number making it rather difficult to work with in the command prompt.

Configuring Postgres on Windows

During the installation, you will be asked to provide information for the PostgreSQL connection.

It is recommended that you change the username and password for security purposes. These values will be written into the Odoo configuration file. The username and password provided will be the administration credentials for the PostgreSQL database, so be sure to remember them.

After the wizard is complete, if you leave Start Odoo checked and then click on Finish, Odoo should open up in your default browser.

If Odoo fails to launch, you can look at the Troubleshooting Odoo Installations section later in this chapter for solutions to some of the problems commonly encountered during installation.