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

Modifying the RML header

Odoo exposes the report template within the company settings because this will be one of the most frequent changes a company will require. There are three template segments that you can modify:

  • The templates for documents that will typically be seen externally

  • The template for documents and reports that will typically be distributed internally

  • The template used for landscape documents

The header and footer information are all within the same text box. The header and footer sections are commented within the code so that you know where each section begins and ends.

The RML for the company header

Let's look at the RML for the company header. The following is a screenshot of the RML used for the company header:

Take special notice of the <!—page header --> tag at the very top. It identifies that this segment of RML is utilized to produce the header on the reports. In RML, any text that is wrapped between a <!-- tag at the beginning and a --> tag at the end are considered...