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

Knowing the basics of the Odoo interface

After the installation of the sales order application, Odoo takes you directly to the customers form. Let's take a moment to look at the screen elements that will appear consistently throughout Odoo. In the top left of the main form, you can clearly see that we are in the Customers section.

Using the search box

In the top-right corner of our form, we have a search box:

The search box allows you to quickly search for records in the Odoo application. If you are in the customer section, naturally, the search will be looking for customer records. Likewise, if you are looking at the product view, the search box will allow you to search the product records that you have entered into the system.

Picking different views

Odoo also offers a standard interface to switch between a list view, form view, or other views such as Kanban or graph views. You can see the icon selections under the search box in the right corner of the form:

The currently selected view is highlighted...