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

Chapter 13. Customizing Odoo for Your Business

In this chapter, we will cover one of the greatest advantages of Odoo—the ability to customize the software to meet the unique needs of your business. Fortunately, Odoo provides a great deal of flexibility in which you can customize Odoo without writing any code or developing a module. We will begin by learning how to activate the Odoo developer mode and then back up our database. This is a very important practice when customizing Odoo. Next, we will learn how to add fields to our database and display them on forms and views. Note that customizing Odoo is a very broad topic that would take many chapters to describe. You might consider this to be an introduction to customization.

The following topics are covered in this chapter:

  • Entering and exiting the developer mode

  • Backing up our database

  • Restoring data from a backup

  • Appending custom fields to models

  • Displaying our newly added fields upon forms and list views