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

Creating a new employee

Clicking on the Create button will bring up the form for you to begin entering a new employee into Odoo:

The only required field in the employee form is Name. All the other fields are optional. Odoo will default the working address to the company address. While most fields are self-explanatory, we will go over several of the more important fields to take into consideration.

Related User

In the Contact information section, the Related User field will allow you to associate the employee with an existing user account in Odoo. Simply select the user from the pop-up list and choose which user you want associated with the employee. It is also possible to add users on the fly by choosing Create… from the Related User dropdown.


The employee's department is a common way for a company to organize employees. In our example, we are going to create a production department.

In this screen, we have set the Department Name field to Production and set the Manager field of this...