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

Invoicing the sale

Depending on the workflow of the business, a lot of different things can happen after you have confirmed a sales order. In manufacturing companies, you might need to both purchase products and create a manufacturing order to produce the final product before you invoice the customer. In our example, we are going to go ahead and invoice the customer for the t-shirt they have ordered. Click on the Create Invoice button to generate an invoice for the sales order.

An Odoo Invoice Order wizard pops up to walk you through the invoice creation process.

The following is the Invoice Order wizard:

What do you want to invoice?

Odoo provides a variety of options for invoicing the entire sales order or, instead, invoicing based on other methods. The available choices are:

  • Invoice the whole sales order: If this option is selected then the invoice will be created for the whole sales order.

  • Percentage: If this option is selected, you are prompted to specify what percent of the total sale you...