Book Image

Odoo 10 Implementation Cookbook

By : Mantavya Gajjar
Book Image

Odoo 10 Implementation Cookbook

By: Mantavya Gajjar

Overview of this book

Odoo is a Python-based ERP system and is completely open source. Odoo is a comprehensive suite of business applications offering a wealth of functionalities that can be deployed to meet your business needs. This book will help you manage the different functionalities of your business and optimize it. You will learn in detail about the various facets of the business process such as sales, accounting, purchases, manufacturing, and inventory. We will cover each of these topics in detail and learn how Odoo handles all these tasks with much ease. With its modular approach, you will be able to build customized solutions, take advantage of the Odoo 10 system in your organization, and master basic administration. We will cover modules and applications in Odoo that will help optimize quality checks. You will also be able to customize major reporting functions for your teams and set up forms and documents for sales, purchase, inventory, and so on. By the end of the book, you will be able to use the major functionalities of Odoo 10 and fully implement them into your business.

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Table of Contents (23 chapters)
Title Page
Title Page
Credits
Credits
About the Author
About the Author
About the Reviewer
About the Reviewer
www.PacktPub.com
www.PacktPub.com
Customer Feedback
Customer Feedback
Preface
Preface
Free Chapter
1
Getting Started with Odoo Online
Getting Started with Odoo Online
Introduction
Creating, activating, and using Odoo online instance
Accessing Odoo on your Android mobile and tablet
Accessing, duplicating, and renaming an instance
Managing features and users
Setting up your domain name and website theme
Email integration
Moving your instance from onsite to online
Download database backup from Odoo online
2
Quickstart Implementation Methodology
Quickstart Implementation Methodology
Introduction
Installing a new application and enabling additional features
Implementing Odoo CRM using the Odoo implementation tool
Installing Odoo studio and adding a new field to a view
Creating a new business application using Odoo Studio
Exporting and importing a custom application
3
Traceability - Leads to Cash
Traceability - Leads to Cash
Introduction
Creating and managing your customers
Generate and qualify leads, convert to opportunity and follow-ups
Getting customer's approval online for a sales proposal
Invoice to your customer and get paid
4
Modern way of doing sales and managing sales contracts
Modern way of doing sales and managing sales contracts
Introduction
Create and configure your products
Managing your sales quotation
Adding delivery cost to quotation
Getting approval of order online
Setup recurring sales and invoicing
5
Time Tracking and Invoicing Policy
Time Tracking and Invoicing Policy
Introduction
Set up the product to track time and invoice policies
Time tracking while delivering a service
Working with the Timesheet application
Invoicing based on time and material
Advance invoicing before delivery
6
Start Selling Online with Odoo eCommerce
Start Selling Online with Odoo eCommerce
Introduction
Set up and configure an online shop
Configure products and their variants
Set up delivery integration and payment gateway
Review and checkout order
Access orders and payments
7
Setting up Financial Management with Odoo
Setting up Financial Management with Odoo
Introduction
Setting up financial management in Odoo
Customer invoices and payments
Get paid through a bank or cash and reconciliation
Create and configure tax, apply on invoices and print tax report
Manage vendor bills and payments
Closing financial year and printing financial reports
8
Scale Your Business
Scale Your Business
Introduction
Manage multi-currency transactions
Multi-company and intercompany transactions and rules
Analytic accounting and reporting
Using revenue recognition
Asset management and depreciation
9
Purchase Management
Purchase Management
Introduction
Complete the purchase cycle
Tenders, choose the best offer
Controlling invoicing and payments
Multiple units of measures
10
Warehouse and Inventory Management
Warehouse and Inventory Management
Introduction
Delivery Orders and incoming shipments
Initialize inventory and periodic verification
Setting up the warehouse and locations
Traceability, tracking serials, lots, and packs
Set up and working with the barcode interface
11
Advanced Warehouse Management
Advanced Warehouse Management
Introduction
Product costing and inventory valuation
Managing transportation costs
Quality control in Warehouse
12
Setup your Manufacturing Process
Setup your Manufacturing Process
Introduction
Complete the first manufacturing order
Configuring assembly line and work centers
Master production schedule
Selling combo products using kit
13
Product Life Cycle Management and Maintenance
Product Life Cycle Management and Maintenance
Introduction
Product lifecycle management
Maintenance management
14
Implement Project Management
Implement Project Management
Introduction
Set up a project and manage tasks
Project forecasting
Managing project issues and rating
15
Implement Human Resource Applications
Implement Human Resource Applications
Introduction
Launch employee recruitment
Managing employees' leave
HR expense and reimbursements
16
Installation of Odoo on Ubuntu
Installation of Odoo on Ubuntu
Introduction
Using Odoo onsite for custom needs

Setting up your domain name and website theme

Odoo has many enterprise social features. It performs many activities online such as sending email, inviting your customers to a portal and sending a document to get it signed online. All these activities bring users or visitors to your instance. By default, Odoo assigns a sub-domain name based on your company name filled-in at the time of creating an Odoo instance: https://yourcompany.odoo.com.

Odoo allows you to personalize your instance, you can set up your personal domain name and website theme on the online instance. Once a visitor accesses your website by typing your company's domain name, https://yourcompany.com, they are immediately redirected to your instance.

Getting ready

We assume that you have access to the Odoo online customer portal to access your instances and that you already bought your domain name If not, look at the recommended domain name provider here, http://www.mytipshub.com/top-ten-best-domain-registrar/.

To change your website theme, you should have access to the administrator account for the instance you are going to change the theme on. If you have not selected the theme, please go to https://www.odoo.com/apps/themes and choose the theme you would like to apply.

How to do it...

  1. Go to your domain manager's website and search for the DNS Zones management page. Create a CNAME record that points to your domain (for example, www.yourcompany.com) and to your Odoo database (yourcompany.odoo.com). Please see your domain manager for specific directions on how to complete this task.
  2. Access the database manager at https://accounts.odoo.com/my/databases. Click on DOMAINS to the right of the database you would like to redirect. A database domain prompt will appear. Type your custom domain (for example, www.yourcompany.com) and press ADD. Then click OK:

Note

Setting up a custom domain does not mean you will lose your sub-domain set by Odoo. You can use both www.yourcompany.com and yourcompany.odoo.com simultaneously.

  1. To test the settings, open your web browser and type yourcompany.odoo.com and go. You will see your instance page if all the settings are applied correctly.

Note

It may take some time to apply changes depending on how your DNS propagates the changes.

  1. If you have not installed the Odoo website application, let's go to the Odoo application list, search for the Website Builder application, and click on Install it:
  1. On successful installation of the Website Builder application, it will redirect you to choose the website theme available on the Odoo online platform. You can look at the live preview before selecting the theme. There are twenty-five themes available to choose from, in various types of business categories:

Each theme comes with various out of the box snippets and customization options to change colors, fonts, layouts, and backgrounds. We will look into the theme controls in more detail in Chapter 6, Start Selling Online with Odoo eCommerce.

  1. The only way to change the theme is to search for the Website Theme Install application responsible for proposing, installing, and replacing the website theme:

Upgrading the Website Theme Install application will redirect you to the theme selection view, allowing you to choose the new theme and install it.

Note

It is advisable to select and set the theme you would like to keep for production use, as changing your theme after uploading the content to the website may mean losing some of the content format and may require re-working.

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