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

Email integration


Your incoming and outgoing emails are activated at the online instance; your default email domain is @yourcompany.odoo.com. As it is, it may not suit your company name, but you can change it to @yourcompany.com, and start getting and sending emails on your own domain. Let's see how you can configure your own domain in your online instance.

Getting ready

Refer to your server configuration to create the catch-all email address on your mail server. Refer to https://support.google.com/a/answer/33962 to configure the catch-all email address, in case you are using a Google business email application as your email server. What you need is the [email protected] email address and password.

Note

Catch all email address refers to all those email addresses which do not exist on the email server. The email server pushes all emails to catch all, which are sent to the email address not existing on the server.

How to do it...

  1. Activate the developer mode from Settings; clicking on Activate the developer mode will reload the page and your URL will be changed to https://yourcompany.odoo.com/web?debug#home:
  1. Open the General Settings page from Settings | General Settings to change the default domain; on your instance, it will be yourcompany.odoo.com, so each email alias created in Odoo will use that domain. Look at the following screen; you have to change to yourcompany.com instead of yourcompany.odoo.com:
  1. Next is to create an incoming email server; to read email coming to your domain. Use a catchall email address and password to read all emails coming to your domain. Go to Settings | Technical | Emails | Incoming Mail Servers and click on the New button to create a new incoming server:
  1. To test your email server settings, send an email to [email protected]. If everything works well, you should get an opportunity in your direct sales team, as your alias for your direct sales team is [email protected]:

Note

It may take 3 to 5 minutes to reflect the new opportunity in the system, as the Odoo server reads your incoming email periodically every 3 to 5 minutes. With the default configuration, you will start getting emails on @yourcompany.odoo.com. To test it, send an email to [email protected] address; it will create an opportunity in the Direct Sales team.

There's more...

Working with a traditional mailbox requires a minimum of 1 hour a day to process the inbox. To overcome this problem, Odoo has developed a new way of communication. The way emails are integrated in Odoo makes them the backbone of the whole communication system. It has changed the way people work with emails, as each email is not just information, but a to-do list for you:

To process your inbox, you have to pass through the linked document on each email, marked as read. You can also reply straight away on the document, and the reply email will be sent to all the followers of that document.