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

Installing the Sales Management application

After clicking on Create Database, it can take a little time depending on your system before you are shown a page that lists the available applications.

This screen lets you select from a list of the most common Odoo applications to install.

There is very little you can do with just an Odoo database, without any applications installed. Now, we will install the Sales Management application so we can begin setting up our business selling t-shirts.


Click on the Install button to install the Sales Management application.

During installation of applications and other long operations, you will often see a Loading… icon at the center of your screen.

Configuring accounting data

With the installation of the Sales Management application, Odoo prompts you to configure the accounting package you will use with your company. For our example, we will be using the United States chart of accounts. As we have only installed one company in this installation, you will...