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 our first project

After the Project Management application has been successfully installed, we can go to the Project application and create a new project.

The basic steps we will perform are as follows:

  1. Create a new project record

  2. Name the project

  3. Assign the project to a specific customer

  4. Assign team members to the project

To begin with, under the Project application, select Projects in the menu on the left, and then click on the Create button:

After you click on Create, the project editor will allow you to enter various details about your new project. For our example, we will start out defining the name of the project, Sunny Hill Lil League, and assign the project to a customer that we created, Sunny Hill Sports. Assigning a customer is optional, but in this example, we are identifying the customer as the primary league contact.

You will notice that the project is set to In Progress in the top-right corner. You will also notice that you can assign someone as Project Manager as well, though...