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)

Searching in Odoo

Odoo provides a standardized search box in the top-right corner of most forms. Depending on the menu item, some forms come with predefined filters already set for the list.

If you navigate to the Sales application, go to the Order menu, and select Customers, you can see the search box in the top-right corner with the Customers filter preassigned:

Some lists open with a predefined filter that will limit the primary dataset. In the previous screenshot, you can see that the list view, Customers, has a customer filter applied by default when you open the form. Odoo stores customers, vendors, and employees in the same central database table. The customer filter prevents those other types of data, such as vendors or employees, from being displayed on the list.

Note in the following screenshot how several vendors appear in this list now that the customer filter has...