Book Image

Working with Odoo 10 - Second Edition

Book Image

Working with Odoo 10 - Second Edition

Overview of this book

Para 1: Take full advantage of the benefits of the Odoo module ecosystem whilst learning how to modernise your business with Working with Odoo 10. Covering everything from Odoo development essentials through to CRM and analytic accounting, this guide is a must-have for Odoo beginners. Para 2: A powerful set of open source enterprise management applications, Odoo 10 gives you access to a website builder, integrated e-commerce features, and a fast-growing community to allow you to transform your business. Para 3: With this Odoo book you?ll learn how to set up Odoo online, configure basic company settings, and then explore CRM in Odoo. You?ll cover all the Odoo development essentials and much more, including purchasing application, ERP systems, analytic accounting, and other recent Odoo features. Para 4: What?s Inside ? Understand Odoo installation & the basics of implementing Odoo in your business ? Explore accounting & finance setup and modules to help business efficiency ? Build a website with Odoo ? Customise and configure Odoo to an advanced level
Table of Contents (25 chapters)
Working with Odoo 10 Second Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Creating our first project


After the Project Management application has been successfully installed, we can go to the Project application and create a new project.

The basic steps we will follow are:

  1. Create a new project record.

  2. Give a name to the project.

  3. Assign the project to a specific customer.

  4. Assign team members to the project.

To begin, under the Project application, select Projects in the menu on the left, and then click the Create button:

In previous versions of Odoo, you were taken to the Project editor after clicking Create. Like many processes in Odoo 10, it is now greatly simplified and you are presented with a very simple wizard that prompts for a Project Name as well as a Project Email. For our example, we will use Sunny Hill Lil League as the name for our project.

The Project Email is useful when you want a specific e-mail assigned to the project. If you leave the Project Email field blank, Odoo will automatically create an e-mail based on the project name. Leave the Project Email...