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)

Creating your first customer

Helpful instructions prompt you to begin entering your first customer into Odoo by clicking the Create button.

This is the Odoo Customers form. Clicking Create will generate a customer record.

Silkworm sells T-shirts to both businesses and retail customers. For this example, we will use a fictional customer named Mike Smith who wishes to purchase several T-shirts. Odoo offers flexibility in collecting customer information, and by default most fields are not required. If you see a field that is purple, that is a required field. In Odoo 10, the only required field for the customer is the name.

The rest of the fields are optional. Later, we will learn how you can configure Odoo to make additional fields required.

In this example, we have filled out some of the basic fields for our fictional customer, Mike Smith:

Basic fields for our fictional customer...