Working with Odoo

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.

Working with Odoo

Working with Odoo

Credits

About the Author

About the Author

Acknowledgments

Acknowledgments

About the Reviewers

About the Reviewers

www.PacktPub.com

www.PacktPub.com

Preface

Free Chapter

Setting Up Odoo

Setting Up Odoo

Getting started with Odoo online

Getting to know the Odoo architecture

Choosing your installation operating system

Understanding Odoo releases

Installing Odoo on Windows OS

Installing Odoo on Ubuntu

Troubleshooting and Odoo management tips

Installing Your First Application

Installing Your First Application

Gathering requirements

Creating a new database in Odoo

Installing the Sales Management application

Knowing the basics of the Odoo interface

Creating your first customer

Entering a product in Odoo

Setting the company information

Entering your first sales order

Invoicing the sale

Exploring Customer Relationship Management in Odoo

Exploring Customer Relationship Management in Odoo

Using CRM as a business strategy

Leads and opportunities

Purchasing with Odoo

Purchasing with Odoo

Understanding the overall purchasing process

Making Goods with Manufacturing Resource Planning

Making Goods with Manufacturing Resource Planning

Creating manufacturing orders

Producing the product

Delivering the order

Defining the workflow for your business

A real world example – producing a custom printed T-shirt

Installing manufacturing resource planning

Building your bill of materials

Producing the product

Creating a work center

Creating a manufacturing order with routing and a work center

Producing the manufacturing order

Configuring Accounting Finance

Configuring Accounting Finance

Defining the chart of accounts for your business

Following transactions through the sales and accounts receivable process

Setting up your own accounts

Administering an Odoo Installation

Administering an Odoo Installation

Basic considerations for an Odoo administration

Administering users in Odoo

Implementing the Human Resources Application

Implementing the Human Resources Application

A modular approach to Human Resources

Installing the Employee Directory

Creating a new employee

Leave Management

Recruitment Process

Understanding Project Management

Understanding Project Management

The basics of Project Management

Installing the Project Management application

The real-world project example

Creating our first project

Defining project tasks

Calculating project costs and time

Creating Advanced Searches and Dashboards

Creating Advanced Searches and Dashboards

Determining the search requirements for your business

Searching in Odoo

Building a Website with Odoo

Building a Website with Odoo

Why use Odoo Website Builder for your CMS?

Installing the Odoo Website Builder

Implementing E-Commerce with Odoo

Implementing E-Commerce with Odoo

Odoo and e-commerce

Installing Odoo e-commerce

The basics of Odoo e-commerce

Additional configuration options for your Odoo shop

Setting up product variants

Advanced e-commerce product options

Adding PayPal as a payment processor

Customizing Odoo for Your Business

Customizing Odoo for Your Business

Activating the developer mode

Backing up your database

Adding a custom field to Odoo

Adding a field to an existing view

Modifying Documents and Reports

Modifying Documents and Reports

Getting the skills required to modify reports

Modifying the RML header

Understanding Workflows

Understanding Workflows

Planning the changes to our workflow

An example of the Odoo workflow

Looking at the Odoo workflow in detail

Discovering Custom Odoo Modules

Discovering Custom Odoo Modules

Exploring the Odoo application and module directory

Seeing it all come together

Using a module to add a filter to a search view

Locating Additional Odoo Resources

Locating Additional Odoo Resources

Locating the essential Odoo documentation

Visiting the Official Odoo help forum

The Odoo Community Association

Downloading Odoo from GitHub

Locating resources on Ubuntu

Getting access to additional developer documentation

Finding the Postgres resources

Locating the Python resources

Finding the XML resources

Alternative reporting solutions

Index

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Activating the developer mode

To customize Odoo, the first step is to activate the developer mode. Once you enter this mode, Odoo will provide you with a lot more onscreen information as you navigate through the interface. This mode also allows you to make changes to the database and store that information in a file.

To activate the developer mode, go to the menu in the top-right corner of the screen. This menu will have the label of the user you are currently logged in as. In our case, this is the Administrator menu. Choose About Odoo from the menu:

Once you have entered this screen, you can click on Activate the developer mode to begin customizing Odoo.

Odoo recognizes that you are in the developer mode by adding &debug=# to the URL in your web browser. Additionally, Odoo changes the information that is provided when you hover over various fields in the interface. For example, when viewing a sales order record while in the developer mode, you can move the cursor over the Date field to...