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Working with Odoo

Working with Odoo

By : Greg Moss
4.6 (18)
Buy this Book
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Working with Odoo

Working with Odoo

4.6 (18)
By: Greg Moss
Buy this Book

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)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
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1
1. Setting Up Odoo
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1. Setting Up Odoo
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Getting started with Odoo online
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Getting to know the Odoo architecture
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Choosing your installation operating system
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Understanding Odoo releases
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Installing Odoo on Windows OS
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Installing Odoo on Ubuntu
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Troubleshooting and Odoo management tips
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Summary
2
2. Installing Your First Application
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2. Installing Your First Application
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Gathering requirements
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Creating a new database in Odoo
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Installing the Sales Management application
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Knowing the basics of the Odoo interface
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Creating your first customer
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Entering a product in Odoo
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Setting the company information
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Entering your first sales order
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Invoicing the sale
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Summary
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3. Exploring Customer Relationship Management in Odoo
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3. Exploring Customer Relationship Management in Odoo
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Using CRM as a business strategy
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Leads and opportunities
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Summary
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4. Purchasing with Odoo
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4. Purchasing with Odoo
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Understanding the overall purchasing process
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Summary
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5. Making Goods with Manufacturing Resource Planning
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5. Making Goods with Manufacturing Resource Planning
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Creating manufacturing orders
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Producing the product
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Delivering the order
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Defining the workflow for your business
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A real world example – producing a custom printed T-shirt
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Installing manufacturing resource planning
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Building your bill of materials
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Producing the product
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Creating a work center
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Creating a manufacturing order with routing and a work center
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Producing the manufacturing order
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Summary
6
6. Configuring Accounting Finance
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6. Configuring Accounting Finance
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Defining the chart of accounts for your business
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Following transactions through the sales and accounts receivable process
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Setting up your own accounts
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Summary
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7. Administering an Odoo Installation
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7. Administering an Odoo Installation
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Basic considerations for an Odoo administration
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Administering users in Odoo
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Summary
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8. Implementing the Human Resources Application
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8. Implementing the Human Resources Application
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A modular approach to Human Resources
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Installing the Employee Directory
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Creating a new employee
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Timesheets
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Leave Management
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Recruitment Process
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Summary
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9. Understanding Project Management
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9. Understanding Project Management
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The basics of Project Management
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Installing the Project Management application
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The real-world project example
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Creating our first project
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Defining project tasks
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Calculating project costs and time
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Summary
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10. Creating Advanced Searches and Dashboards
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10. Creating Advanced Searches and Dashboards
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Determining the search requirements for your business
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Searching in Odoo
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Summary
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11. Building a Website with Odoo
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11. Building a Website with Odoo
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What is CMS?
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Why use Odoo Website Builder for your CMS?
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Installing the Odoo Website Builder
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Summary
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12. Implementing E-Commerce with Odoo
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12. Implementing E-Commerce with Odoo
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Odoo and e-commerce
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Installing Odoo e-commerce
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The basics of Odoo e-commerce
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Additional configuration options for your Odoo shop
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Setting up product variants
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Advanced e-commerce product options
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Adding PayPal as a payment processor
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Summary
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13. Customizing Odoo for Your Business
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13. Customizing Odoo for Your Business
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Activating the developer mode
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Backing up your database
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Adding a custom field to Odoo
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Adding a field to an existing view
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Summary
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14. Modifying Documents and Reports
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14. Modifying Documents and Reports
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Getting the skills required to modify reports
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Modifying the RML header
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Summary
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15. Understanding Workflows
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15. Understanding Workflows
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Planning the changes to our workflow
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An example of the Odoo workflow
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Looking at the Odoo workflow in detail
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Summary
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16. Discovering Custom Odoo Modules
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16. Discovering Custom Odoo Modules
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Exploring the Odoo application and module directory
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Seeing it all come together
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Using a module to add a filter to a search view
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Summary
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A. Locating Additional Odoo Resources
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A. Locating Additional Odoo Resources
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Locating the essential Odoo documentation
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Visiting the Official Odoo help forum
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The Odoo Community Association
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Downloading Odoo from GitHub
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Locating resources on Ubuntu
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Getting access to additional developer documentation
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Finding the Postgres resources
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Locating the Python resources
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Finding the XML resources
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Alternative reporting solutions
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Index
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Index

Chapter 2. Installing Your First Application

You have learned about the various applications that Odoo has to offer and how you can install Odoo on your own system. Before the release of Odoo 8, most users were focused on ERP- and financial-related applications. Now, Odoo 8 has added several important applications that allow companies to use Odoo in much greater scope than ever before. For example, the website builder can be installed to quickly launch a simple website for your business. A task that typically would have been accomplished with a content management system such as WordPress.

Despite all these new options that are available in Odoo 8, the overall process is the same. We begin by looking at the overall business requirements and decide on the first set of applications we wish to implement. After understanding our basic objectives, we will create an Odoo database and configure the required company information.

Next, we begin exploring the Odoo interface to create and view...

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