Book Image

Learn Odoo

By : Greg Moss
Book Image

Learn Odoo

By: Greg Moss

Overview of this book

Odoo is management software that contains a set of open source enterprise management applications that help you modernize your business. Completely revised and updated, this comprehensive Odoo guide is a fourth edition of Working with Odoo. This book begins with an introduction to Odoo and helps you set up Odoo Online in your system. You'll learn how to start a new company database in Odoo and the basics of Odoo sales management. You will explore customer relationship management in Odoo and its importance in a modern business environment. Moving on, you'll learn how to install the purchasing application, set up suppliers, and begin purchasing and receiving products in Odoo. Next, you'll learn how to use the MRP module to create, process, and schedule the manufacturing and production order. Once you get to grips with the basic applications, you'll uncover how to customize Odoo to meet the specific needs of your business. You'll learn some advanced techniques for searching and finding information, and you'll be taken through business intelligence in Odoo. Towards the end of the book, you'll go in-depth into Odoo's architecture and learn to use Odoo's API to integrate with other applications. By the end of the book, you'll be ready to use Odoo to build enterprise applications and set up the functional requirements for your business.
Table of Contents (19 chapters)

Creating Advanced Searches and Dashboards

In this chapter, we will cover advanced searching, custom filters, and dashboards. We'll begin by looking at how Odoo searches the various datasets within the system. Then, we'll explore more advanced searching options and discuss how you can save these filters so that they can be easily accessed when you need them. Finally, we will discuss the Odoo dashboard's capabilities and how we can improve its usability for users.

The following topics will be covered in this chapter:

  • Identifying a user's search requirements
  • Understanding default filters versus custom filters
  • Grouping items in a list
  • Setting and saving advanced search conditions
  • Creating dashboard content and layouts