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

Summary


In this chapter, we started by discussing how to activate the Odoo developer mode. Next, we walked through how to make a backup of the Odoo database and how to restore that database using the manage database tools in Odoo. It was emphasized how important it is to back up databases prior to performing any customization in Odoo. Next, we went step by step through how to customize Odoo by adding fields to the database and ultimately to your forms and views. This is by no means a comprehensive guide on Odoo customization; it is merely an introduction to common ways to easily customize forms, lists, and searches.

In the next chapter, we will explore how to use the Odoo report designer to customize reports and export data from Odoo. We will begin by looking at how to customize our company headers and footers that will appear on our standard documents. With Odoo, we can use dynamic fields to automatically fill in values from our database into our reports. Using the new Web template language...