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

Understanding the overall purchasing process


Tip

Let's begin with a 30,000 foot view of the purchasing process. Putting together a purchasing system requires several steps, and initially, it can be confusing for people new to ERP systems. However, when you break the steps down and look at them individually, the process becomes much easier to understand.

Setting up a supplier

When you set up a supplier, you are determining the individuals or companies that are providing you with products. Sometimes suppliers are also referred to as vendors. In Odoo, it is perfectly possible to create a product and sell it without implementing a purchasing system. However, to begin using your system for purchasing, you will need to configure the suppliers.

The steps you take for setting up a supplier are much the same as setting up a customer. In fact, now is as good a time as any to tell you that Odoo maintains core customer, employee, and supplier records all in the same model (or table) named res.partner. Odoo...