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

Determining the search requirements for your business


One of the tasks that can often be frustrating and time consuming for users is trying to find the information they need. When datasets are small and simple, there is not much of an issue. As the number of records in the system grows, it can become increasingly difficult to find information.

When implementing an ERP system, you will want to take the time to work with users and get familiar with the data they use each day. If you are working with a purchasing system that only produces an average of 10 purchase orders a day, you will have far less concern over advanced searching in that application. However, if you have 20 purchasing agents cutting 450 purchase orders a day, it will be critical that the users have a firm grasp on the search functionality of the system. Trying to locate a particular order can be like trying to find a needle in a haystack.

Tip

Take the time to sit with users and watch them use the system. Often, users will need...