Book Image

Working with Odoo 11 - Third Edition

By : Greg Moss
Book Image

Working with Odoo 11 - Third Edition

By: Greg Moss

Overview of this book

Odoo is an all-in-one management software that offers an array of business applications, forming a complete suite of enterprise management applications. Odoo 11 comes with advances on usability, speed, and design. Working with Odoo 11 starts with how to set up Odoo, both online and on your own server. You’ll then configure the basic company settings required to quickly get your first Odoo system up and running. Later, you’ll explore customer relationship management in Odoo and its importance in a modern business environment. You'll then dive into purchasing applications with Odoo, learn some of the primary functionalities of ERP systems for manufacturing operations, and use analytic accounting to provide better reporting. After that, you'll learn how to work with Odoo for mobile, and finally, you will walk through the recent Odoo 11 features with respect to the community and enterprise edition, giving you a complete understanding of what Odoo can do for your business.
Table of Contents (18 chapters)

Determining the search requirements for your business

One of the tasks that can often be frustrating and time-consuming for users is trying to find the information they need. When datasets are small and simple there is not much of an issue. As the number of records in the system grows, it can become increasingly hard to find information.

When implementing an ERP system, you will want to take the time to work with users and get familiar with the data that they use each day. If you are working with a purchasing system that only produces an average of 10 purchase orders a day, you will have far fewer concerns raised over advanced searching in that application. However, if you have 20 purchasing agents cutting 450 purchase orders a day, it will be critical that the users have a firm grasp on the search functionality of the system. Trying to locate a specific order can be like trying...