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

Setting the company information


We have entered both a customer and a product. However, before we create a sales order, we still have some work to do in setting up our company. Currently, Odoo does not even know the name of our company and has used Your Company as the name, by default.

We can locate the company information by choosing Settings from the top menu and then choosing Companies from the submenu on the left.

The following is a list of the companies in the current Odoo database:

You can now click once on Your Company to open up the company information screen. Click on the Edit button so that we can enter edit mode and update the company information.

The following is a company record, filled in with the data for our sample case study:

Here, we have supplied the company name, along with address, e-mail, phone, website, and the company slogan. It is also possible to click on the photo icon at the top left to assign a logo to the company. At the bottom of the screen, you can add bank accounts...