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

The basics of Project Management


Depending on your industry and the types of projects you may encounter, the Project Management application can be set up to manage independent projects, or instead, it can be configured to manage projects related to customers or sales orders. With additional modules, it is possible to link the Project Management application into virtually any aspect of Odoo. For example, you could simply use the Project Management application to track the various stages and tasks involved in a company event. Who is going to be responsible for finding the location? When will you need to send out invitations? Who is going to set the agenda? When is an employee going to go and pick up the sound system? In this instance, the Project Management application is simply being used to track a single project that is not associated with the customer.

In other instances, you might want to use the Project Management application to track projects that are organized around your customer records...