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.
Table of Contents (23 chapters)
Title Page
Credits
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Accessing, duplicating, and renaming an instance


You may have multiple instances created on the Odoo online platform. Odoo's customer portal is designed in such a way that it can be used by customers to manage their instances or by Odoo partners to manage their customers' instances.

On the database management page, you can control access to other instances you were connected to, or you may revoke your access with those instances when they are no longer in use.

How to do it...

  1. Managing your Odoo instance requires you to sign-in to the Odoo customer portal. Visit https://www.odoo.com/web and enter your username and password to manage your instances. Visit the My Databases page at https://accounts.odoo.com/my/databases. You will be able to see other instances as well, such as help and apps, besides your own instance:

As I am connected to the HELP and ODOO apps, they appeared in my databases; there are some instances hosted by Odoo to manage their online forum and the Odoo app store.

Note

Odoo supports single sign-in to connect to Odoo instances; by clicking on an instance you will enter into your instance and you will not be asked for the username and password. Odoo considers one instance as equal to one database. You can see the instances you have created or connected to, or you can create a new instance too, from your portal account.

Clicking on MANAGE YOUR DATABASES will redirect you to the database management page:

  1. Make sure you select the correct instance in the preceding image to duplicate it. Click on the DUPLICATE DATABASE button available to the right of the name to create a duplicate instance, enter the suffix name for the duplicated instance, and click on the DUPLICATE DATABASE button:

Note

Choose the purpose of the new database. If you select For testing purpose it will create a test database, otherwise, you will have a new master database. A duplicated database has the same behavior as a real one: 1. Emails are sent 2. Payments are processed (in e-commerce, for example) 3. Delivery orders (shipping providers) are sent It is strongly advised to test behavior using sample customers/products (with a disposable e-mail address, for example).

  1. Similar to duplicating an instance, renaming an instance can be performed from the same page. Click on RENAME DATABASE, enter the new name of the instance, and click on Rename Instance; it is as simple as duplicating an instance:

There's more...

When you log into your duplicated database, you will notice that the URL uses the same name you chose for your duplicated database. Duplicate databases expire automatically after 15 days:

Note

Instance duplication and renaming instance features are not available to free customers for Odoo online instances.