Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Working with Odoo
  • Table Of Contents Toc
Working with Odoo

Working with Odoo

By : Greg Moss
4.6 (18)
close
close
Working with Odoo

Working with Odoo

4.6 (18)
By: Greg Moss

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 (19 chapters)
close
close
18
Index

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

Label

Field type

Purpose

x_daterequired

Date Required

Date

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

x_rush

Rush Order

Boolean

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...

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Working with Odoo
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon