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
About the Author
About the Reviewers

Adding a custom field to Odoo

One of the most common reasons for customizing Odoo is to collect additional information that is specific to your company. If you are running an insurance company, perhaps you want to specify the policy number on your sales order. If you are working in property management, perhaps you would like to store the date in which the lease agreement will expire.

For our working example, we will be adding fields that will help us better manage the data and processes for our silkscreen company. Specifically, we will be adding the following fields to the sales order header:

Field name


Field type



Date Required


In the screen printing industry, deadlines drive when the production must begin and when the product should be delivered to the customer.


Rush Order


The necessity to flag some sales orders as rush orders is related to Date Required. A Rush Order label can then be prioritized and given expedited...