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

Getting the skills required to modify reports


In my experience, many end users believe that with perhaps an hour or two of training, they will be able to create their own reports. This is not just an Odoo issue; it is a common perception that many end users have when working with an ERP system. Unfortunately, creating or modifying reports is often not easy and should be considered more of a developer task than an end user task. Be prepared to spend considerable time to acquire the skills required to make significant changes to the documents and reports in Odoo.

Furthermore, reporting has changed dramatically in the past several years. Previously, many companies were dependent on paper reports and Excel sheets to properly communicate information through the company. Very often in Odoo, what was previously a physical report, can be better managed through filtering and grouping views properly or using the business intelligence features built into Odoo. Be sure to carefully consider your report...