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

Chapter 15. Understanding Workflows

One of the key objectives of an ERP system is to organize information as it passes through business processes in the company. As operations grow in complexity, companies typically attempt to better define their processes by diagramming and creating formal workflows. While there are a variety of workflow methodologies, the primary goal is the same—to provide clear documentation of the processes that make up the core operations of the business. The better these processes are defined and executed, the better the company can manage their operations.

In this chapter, we will:

  • Take a look at Odoo's business-friendly view of a workflow

  • Use the Odoo graphical workflow editor to examine the sales order workflow

  • Study how activities and transitions can be used to manage the state of a document in Odoo

  • Learn how to modify workflows with a real-world example that requires an art-approval process before the sales order can be confirmed

Odoo facilitates the ability to map...