Working with Odoo 10 - Second Edition

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

Working with Odoo 10 Second Edition

Working with Odoo 10 Second Edition

Credits

About the Author

About the Author

Acknowledgments

Acknowledgments

About the Reviewer

About the Reviewer

www.PacktPub.com

www.PacktPub.com

Customer Feedback

Customer Feedback

Preface

Free Chapter

Setting Up Odoo 10

Setting Up Odoo 10

Community and Enterprise Editions of Odoo

Getting started with Odoo Online

Getting to know the Odoo architecture

Choosing your installation operating system

Understanding Odoo releases

Installing Odoo on Windows OS

Installing Odoo on Ubuntu

Troubleshooting and Odoo management tips

Installing Your First Application

Installing Your First Application

Gathering requirements

Creating a new database in Odoo

Installing the Sales Management module

Knowing the basic Odoo interface

Creating your first customer

Entering a product in Odoo

Setting the company information

Entering your first sales order

Invoicing the sale

Exploring Customer Relationship Management in Odoo 10

Exploring Customer Relationship Management in Odoo 10

Using CRM as a business strategy

Understanding Your Pipeline

Leads and opportunities

Using Odoo to schedule calls, meetings, and events

Specifying meeting details

Purchasing with Odoo

Purchasing with Odoo

Understanding the overall purchasing process

Making Goods with Manufacturing Resource Planning

Making Goods with Manufacturing Resource Planning

Creating manufacturing orders

Configuring Accounting Finance

Configuring Accounting Finance

Defining the chart of accounts for your business

Installing the Accounting and Finance application

Following transactions through the sales and accounts receivable process

Setting up your own accounts

Administering an Odoo Installation

Administering an Odoo Installation

Basic considerations for an Odoo administration

Administering users in Odoo

Implementing the Human Resources Application

Implementing the Human Resources Application

Modular approach to Human Resources

Installing the Employee Directory

Creating a new employee

Leave Management

Recruitment Process

Understanding Project Management

Understanding Project Management

Basics of Project Management

Installing the Project Management application

Understanding the Project dashboard

Real-world project example for a customer

Creating our first project

Defining project tasks

Calculating project costs and time

Creating Advanced Searches and Dashboards

Creating Advanced Searches and Dashboards

Determining the search requirements for your business

Searching in Odoo

Building a Website with Odoo

Building a Website with Odoo

Why use Odoo Website Builder for your CMS?

Installing the Odoo Website Builder

Implementing E-Commerce with Odoo

Implementing E-Commerce with Odoo

E-commerce and Odoo

Installing Odoo e-commerce

Basics of Odoo e-commerce

Additional configuration options for your Odoo shop

Setting up product variants

Advanced e-commerce product options

Adding PayPal as a payment processor

Customizing Odoo for Your Business

Customizing Odoo for Your Business

Understanding the Odoo architecture

Activating developer mode

Backing up your database

Adding a custom field to Odoo

Understanding actions

Create a new menu

Modifying Documents and Reports

Modifying Documents and Reports

Getting the skills required to modify reports

What is the QWeb template framework?

Company report configuration

Making our first simple change

Learning how Odoo organizes reports

Understanding the report types

Looking at the definition for the Sales Order form

Creating a new QWeb report in Odoo

Learning more about the power of QWeb templates

Discovering Custom Odoo Modules

Discovering Custom Odoo Modules

Exploring the Odoo application and module directory

Building our first Odoo module

Troubleshooting your module installation

Using a module to add a filter to a search view

Using Odoo to create websites and web services

Integrating with the Odoo API

Comparative Analysis of Community vs Enterprise Edition

Comparative Analysis of Community vs Enterprise Edition

Getting an overview of Community and Enterprise Editions

Using the Odoo runbot to compare Odoo versions

Using the bank integration features of Enterprise Edition

Locating additional Odoo resources

Locating additional Odoo resources

Locating essential Odoo documentation

Visiting the official Odoo help forum

Locating resources on Ubuntu

Getting access to additional developer documentation

Finding Postgres resources

Locating Python resources

Finding XML resources

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Activating developer mode

To customize Odoo the first step is to activate developer mode. Once you enter this mode, Odoo will provide you with a lot more onscreen information as you navigate through the interface. This mode also allows you to make changes to the database and store that information in a file.

To activate developer mode, click on the Settings menu. On the far right you will see a panel that contains information about the Odoo installation. At the bottom of the panel you will see the link to Activate the developer mode:

Once you have entered this screen, you can click on Activate the developer mode to begin customizing Odoo.

Odoo recognizes that you are in developer mode by adding ?debug to the URL in your web browser. Additionally, Odoo changes the information that is provided when your mouse cursor hovers over various fields in the interface. For example, when viewing a sales order record while in developer mode, you can move the cursor over the label for the Order Date field...