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 custom dashboards in Odoo 12

Dashboards allow you to take information that you need to look at frequently and put it together in one place. In previous versions of Odoo, the installation came with dashboards, even if you never used them. In Odoo 12, you can add custom dashboard support by installing the Dashboards module:

Odoo has a very flexible dashboard system. Each user has a personal dashboard named My Dashboard that is provided when you install the Dashboards module. Initially, this dashboard will be empty, except for some useful instructions on customizing your dashboard:

Let's examine how we can add our custom filter from the previous section to our dashboard. To do this, return to the products, choose the list view, and apply the custom filter:

To add a new result set to your dashboard, open up the Favorites drop-down menu and simply click on the little...