Book Image

Working with Odoo

By : Greg Moss
Book Image

Working with Odoo

By: Greg Moss

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

Chapter 9. Understanding Project Management

In this chapter, we will explore a very flexible application that allows you to manage projects and link them into other applications in Odoo. The Project Management application allows your company to manage project stages, assign teams, and even track time and job costs related to projects. Analytical accounting features give you even greater control of how project costs can be linked to your company's general ledger.

This chapter covers the following topics:

  • Discovering the various uses for Project Management

  • Linking projects with customer accounts

  • Assigning teams to projects

  • Creating custom project stages

  • Adding, assigning, and organizing tasks

  • Tying into analytical accounting and employee timesheets