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

An example of the Odoo workflow


When you have been putting in quotations and converting them to sales orders, behind the scenes, Odoo has been following a default workflow for that process. Let's take a look at the Odoo default sales order workflow.

Tip

The end user process flow diagrams that were available in OpenERP/Odoo 7 were removed in Odoo 8 because they were considered obsolete and unmaintained.

Activating the developer mode

As in the previous chapter, we will need to activate the developer mode to back up our database and access the workflows in Odoo.

Choose About Odoo from the menu in the top-right corner and click on Activate the developer mode. For more detailed instructions, see the Activating the developer mode and Backing up your database sections of Chapter 13, Customizing Odoo for Your Business.