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

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Table of Contents (25 chapters)
Working with Odoo 10 Second Edition
Working with Odoo 10 Second Edition
Credits
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
Preface
Free Chapter
1
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
Summary
2
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
Summary
3
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
Summary
4
Purchasing with Odoo
Purchasing with Odoo
Understanding the overall purchasing process
Summary
5
Making Goods with Manufacturing Resource Planning
Making Goods with Manufacturing Resource Planning
Creating manufacturing orders
Summary
6
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
Summary
7
Administering an Odoo Installation
Administering an Odoo Installation
Basic considerations for an Odoo administration
Administering users in Odoo
Summary
8
Implementing the Human Resources Application
Implementing the Human Resources Application
Modular approach to Human Resources
Installing the Employee Directory
Creating a new employee
Timesheets
Leave Management
Recruitment Process
Summary
9
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
Summary
10
Creating Advanced Searches and Dashboards
Creating Advanced Searches and Dashboards
Determining the search requirements for your business
Searching in Odoo
Summary
11
Building a Website with Odoo
Building a Website with Odoo
What is a CMS?
Why use Odoo Website Builder for your CMS?
Installing the Odoo Website Builder
Summary
12
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
Summary
13
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
Summary
14
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
Summary
15
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
Summary
16
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
Summary
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

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, by default, used YourCompany as the name.

It takes a few steps, but we can locate the company information by choosing Settings from the top menu and then choosing General Settings from the sub-menu on the left. In the form that comes up you will find a link at the far right labeled Configure your company data.

Click the link and you are presented with the settings for your company.

The following screenshot shows company record filled 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 the photo icon at the top left to assign a logo to the company.

Saving company information

Click Save to update the company information. We are now...

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