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.

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Working with Odoo
Aug, 2015 | 432 pages
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Table of Contents (25 chapters)
Working with Odoo
Working with Odoo
Credits
Credits
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Setting Up Odoo
Setting Up Odoo
Getting started with Odoo online
Getting to know the Odoo architecture
Choosing your installation operating system
Understanding Odoo releases
Installing Odoo on Windows OS
Installing Odoo on Ubuntu
Troubleshooting and Odoo management tips
Summary
2
Installing Your First Application
Installing Your First Application
Gathering requirements
Creating a new database in Odoo
Installing the Sales Management application
Knowing the basics of the Odoo interface
Creating your first customer
Entering a product in Odoo
Setting the company information
Entering your first sales order
Invoicing the sale
Summary
3
Exploring Customer Relationship Management in Odoo
Exploring Customer Relationship Management in Odoo
Using CRM as a business strategy
Leads and opportunities
Summary
4
Purchasing with Odoo
Purchasing with Odoo
Understanding the overall purchasing process
Summary
5
Making Goods with Manufacturing Resource Planning
Making Goods with Manufacturing Resource Planning
Creating manufacturing orders
Producing the product
Delivering the order
Defining the workflow for your business
A real world example – producing a custom printed T-shirt
Installing manufacturing resource planning
Building your bill of materials
Producing the product
Creating a work center
Creating a manufacturing order with routing and a work center
Producing the manufacturing order
Summary
6
Configuring Accounting Finance
Configuring Accounting Finance
Defining the chart of accounts for your business
Following transactions through the sales and accounts receivable process
Setting up your own accounts
Summary
7
Administering an Odoo Installation
Administering an Odoo Installation
Basic considerations for an Odoo administration
Administering users in Odoo
Summary
8
Implementing the Human Resources Application
Implementing the Human Resources Application
A modular approach to Human Resources
Installing the Employee Directory
Creating a new employee
Timesheets
Leave Management
Recruitment Process
Summary
9
Understanding Project Management
Understanding Project Management
The basics of Project Management
Installing the Project Management application
The real-world project example
Creating our first project
Defining project tasks
Calculating project costs and time
Summary
10
Creating Advanced Searches and Dashboards
Creating Advanced Searches and Dashboards
Determining the search requirements for your business
Searching in Odoo
Summary
11
Building a Website with Odoo
Building a Website with Odoo
What is CMS?
Why use Odoo Website Builder for your CMS?
Installing the Odoo Website Builder
Summary
12
Implementing E-Commerce with Odoo
Implementing E-Commerce with Odoo
Odoo and e-commerce
Installing Odoo e-commerce
The basics of Odoo e-commerce
Additional configuration options for your Odoo shop
Setting up product variants
Advanced e-commerce product options
Adding PayPal as a payment processor
Summary
13
Customizing Odoo for Your Business
Customizing Odoo for Your Business
Activating the developer mode
Backing up your database
Adding a custom field to Odoo
Adding a field to an existing view
Summary
14
Modifying Documents and Reports
Modifying Documents and Reports
Getting the skills required to modify reports
Modifying the RML header
Summary
15
Understanding Workflows
Understanding Workflows
Planning the changes to our workflow
An example of the Odoo workflow
Looking at the Odoo workflow in detail
Summary
16
Discovering Custom Odoo Modules
Discovering Custom Odoo Modules
Exploring the Odoo application and module directory
Seeing it all come together
Using a module to add a filter to a search view
Summary
Locating Additional Odoo Resources
Locating Additional Odoo Resources
Locating the essential Odoo documentation
Visiting the Official Odoo help forum
The Odoo Community Association
Downloading Odoo from GitHub
Locating resources on Ubuntu
Getting access to additional developer documentation
Finding the Postgres resources
Locating the Python resources
Finding the XML resources
Alternative reporting solutions
Index
Index

About the Author

Greg Moss has been a business and information systems consultant for over 25 years. Starting in 1988, Greg began to work extensively on financial and accounting-related applications. He wrote his first custom billing system for a rehabilitation facility at the age of 20. He has worked extensively in the healthcare, point of sale, manufacturing, telecommunications, and service sectors.

Greg is a Certified Information Systems Auditor (CISA) and a Certified Six Sigma Black Belt and was the chief information officer for Crownline Boats, Inc. In addition to studying music and computer science at Southern Illinois University, he completed a BS in business administration and information systems at Walden University. Greg also has an information assurance certification from Carnegie Mellon University.

In addition to Odoo, he has experience in a variety of ERP systems and was a Sage Pro partner for several years. Greg is the CEO of First Class Ventures, LLC and the owner of FirstClassComputerConsulting.com (http://firstclasscomputerconsulting.com/) and OdooClass.com (http://www.odooclass.com/). He is also an Odoo Ready Partner.

In 2014, Greg started a game studio called FirstClassGameStudios.com (http://firstclassgamestudios.com/) and designed and developed NeuroMage, a game that utilizes an inexpensive research-grade EEG headset to allow you to learn spells in the game using only your mind. NeuroMage was first demonstrated at the Neurogaming conference in 2014. As a result, Greg has become a recognized leader in Neurogaming and is humbled to be on an expert panel at the Neurogaming conference in 2015.

Greg is an experienced stock and options trader and has recently started dabbling in currency trading. In his spare time, he enjoys playing trumpet and saxophone with local bands and taking cross-country road trips with his African grey parrot, Bibi.

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