Book Image

Working with Odoo

Book Image

Working with Odoo

Overview of this book

With this practical guide, you will cover the essential modules to get Odoo up and running for your company. After installing Odoo, you will use its sales management application to enter quotes, create sales orders, and invoice customers. You will then learn how to integrate the CRM application to manage your leads and convert them into lucrative opportunities and sales. Next, you will set up your own purchase management system, assigning products to suppliers and tracking orders with the new warehouse management and routing system. Finally, you will learn how to use analytics to track project expenses and keep your accounts simple and easy to maintain and build an Odoo module to extend its functionality and make it work for you. Working with Odoo covers all the core installation and usage functionalities of this popular tool, helping you to fully implement a working ERP system through practical, advanced, real-world examples.
Table of Contents (25 chapters)
Working with Odoo
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Searching in Odoo


Odoo provides a standardized search box at the top right in all of the list and Kanban views. Depending on the menu item, some forms come with predefined filters already set for the list.

If you navigate to Sales and select Customer, you can see the search box in the upper-right corner with the Customers filter preassigned.

Some lists open with a predefined filter that will limit the primary dataset. In the preceding screenshot, you can see that the list view Customers has a customer filter applied, by default, when you open the form. Odoo stores customers, vendors, and employees in the same central database table. The Customer filter prevents the other types of data, such as vendors or employees from being displayed in the list.

In this instance, if you clear the Customers filter by clicking on the small close box in the tag, you will have a list with not just customers. Instead, Odoo will return partners, users, suppliers, and contacts as well. The Customers filter is applied...