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

Following transactions through the sales and accounts receivable process


In the previous example, we were looking at the chart of accounts and determining what transactions created the entries. Next, we will sell an item to a customer and see exactly how that transaction affects the accounting entries in the journal.

Let's begin by creating a new sales order.

Go to Sales and click on Sales Order to bring up the sales order listing. Click on Create to create a new sales order.

If you have followed along with our examples, then you will already have the customer and product entered to create the samples sales order. Otherwise, you will need to add a customer and a product if you wish to follow along on your computer. In this example, we have created a sales order for 5 medium white t-shirts. Make sure you Confirm your quotation to create the sales order.

Tip

Odoo will automatically number the sales orders and other documents. In the preceding example, there have already been two sales order numbers...