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

Basic considerations for an Odoo administration


Like most IT installations, successful Odoo installations require proper planning and maintenance. Care must be taken in documenting important configuration details, and you must always have a business continuity plan in place that focuses on getting your Odoo installation back up and running within an acceptable period of time.

Having an implementation strategy

While you are learning Odoo and prototyping how you may use it for your business, you may not care much about a clear implementation strategy; however, once you have made the decision to use Odoo for your business, it is important to plan this strategy. While you may not have time to write out a 150-page detailed strategy, it is important to take the time to document your minimal plan before you begin setting up servers and installing Odoo.

The breadth of the project management and administration of an ERP system is beyond the scope of this book; however, there are several basic implementation...