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

Planning the changes to our workflow


One of the most common changes in a workflow is to create an additional step required in a process. For example, a company might want to have an extra layer of approval if a purchase order is over a certain amount. Another example would be a quality assurance process that would be performed before a delivery order can be shipped.

When deciding how you want to modify your workflow, make sure you have considered all of the possibilities on how you could configure Odoo without changes in workflow. If you don't thoroughly understand all of the options available to you in Odoo, it is quite possible that you will end up unnecessarily complicating your implementation by modifying workflows.

For our real world example, for some orders we are going to require that a customer must approve the artwork for an order before it can be confirmed for production. However, before we can begin modifying the workflow, it is important that we take the time to look at the standard...