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

Creating your first customer


Helpful instructions prompt you to begin entering your first customer into Odoo by clicking on the Create button:

This is the Odoo Customers form. Clicking on Create will generate a customer record.

Silkworm sells t-shirts to both businesses and retail customers. For this example, we will use a fictional customer named Mike Smith, who wishes to purchase several t-shirts. Odoo offers flexibility in collecting customer information, and by default, most fields are not required. Three main fields are required in a default installation of Odoo sales management:

  • Customer name

  • Accounts receivable account

  • Accounts payable account

The rest of the fields are optional. Later in the chapter, you will learn how to configure Odoo to make additional fields required.

In this example, we have filled out some of the basic fields for our fictional customer Mike Smith:

Is this customer a company?

At the very top of the form is a check box to inform Odoo whether this customer is a company...