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Learn Odoo

Learn Odoo

By : Greg Moss
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Learn Odoo

Learn Odoo

By: Greg Moss
Buy this Book

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)
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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Get in touch
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1
Setting Up Odoo 12
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Setting Up Odoo 12
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Community and Enterprise Editions of Odoo
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Getting started with Odoo Online
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Getting to know the Odoo architecture
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Choosing your installation OS
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Understanding Odoo releases
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Installing Odoo on Windows OS
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Installing Odoo on Ubuntu
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Troubleshooting and Odoo management tips
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Summary
2
Installing Your First Application
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Installing Your First Application
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Gathering requirements
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Creating a new database in Odoo
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Installing the Sales application
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Knowing the basic Odoo interface
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Entering a product in Odoo
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Entering your first sales order
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Invoicing the sale
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Summary
3
Exploring Customer Relationship Management in Odoo 12
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Exploring Customer Relationship Management in Odoo 12
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Using CRM as a business strategy
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Understanding your pipeline
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Leads and opportunities
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Using Odoo to schedule calls, meetings, and events
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Specifying meeting details
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Summary
4
Purchasing with Odoo
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Purchasing with Odoo
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Understanding the overall purchasing process
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Installing the Purchase application
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Creating your first purchase quotation
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Receiving products
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Creating a vendor bill
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Handling complex units of measure
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Summary
5
Making Goods with Manufacturing
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Making Goods with Manufacturing
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Creating manufacturing orders
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A real-world example of a custom product
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Creating a work center
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Creating routing orders
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Creating a manufacturing order with routing and a work center
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Using unbuild orders or a reverse BoM
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Summary
6
Configuring Accounting - Finance Options
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Configuring Accounting - Finance Options
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Defining the chart of accounts for your business
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Configuring a user to see all Community Edition accounting options
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Following transactions through the sales and accounts receivable process
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Setting up your own accounts
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Summary
7
Administering an Odoo Installation
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Administering an Odoo Installation
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Basic considerations for an Odoo administration
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Administering users in Odoo
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Internationalization in Odoo
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Managing sequences in Odoo
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Multiple companies in Odoo
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Summary
8
Implementing the Human Resources Application
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Implementing the Human Resources Application
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Modular approach to HR applications
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Installing the Employee Directory
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Creating a new employee
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Timesheets
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Leave management
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Recruitment process
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Summary
9
Understanding Project Management
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Understanding Project Management
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What's new in Odoo 12?
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The basics of Project Management
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Installing the Project Management application
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Understanding the Project dashboard
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A real-world project example for a customer
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Creating our first project
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Defining project tasks
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Scheduling an activity
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Monitoring task completion
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Calculating project costs and time
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Summary
10
Creating Advanced Searches and Dashboards
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Creating Advanced Searches and Dashboards
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Determining the search requirements for your business
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New demonstration data in Odoo 12
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Searching in Odoo
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Creating custom dashboards in Odoo 12
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Looking at Odoo's business intelligence features
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Summary
11
Building a Website with Odoo
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Building a Website with Odoo
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What is a CMS?
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Why use Odoo Website Builder as your CMS?
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Installing the Odoo Website Builder
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Adding new pages and menus to your website
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Changing themes in Odoo
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Promoting your website
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Summary
12
Implementing E-Commerce with Odoo
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Implementing E-Commerce with Odoo
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eCommerce and Odoo
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Installing Odoo eCommerce
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Basics of Odoo eCommerce
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Additional configuration options for your Odoo shop
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Setting up product variants
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Advanced eCommerce product options
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Adding PayPal as a payment processor
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Summary
13
Customizing Odoo for Your Business
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Customizing Odoo for Your Business
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Understanding the Odoo architecture
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Activating developer mode
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Backing up your database
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Adding a custom field to Odoo
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Understanding actions
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Creating a new menu
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Integrating applications using Odoo's API
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Summary
14
Modifying Documents and Reports
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Modifying Documents and Reports
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Developing the skills that are required to modify reports
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What is the QWeb template engine?
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Company report configuration
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Making our first simple change
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Learning how Odoo organizes reports
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Understanding the report types
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Looking at the definition for the Sales order form
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Creating a new QWeb report in Odoo
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Learning more about the power of QWeb templates
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Summary
15
Discovering Custom Odoo Modules
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Discovering Custom Odoo Modules
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Exploring the Odoo application and module directory
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Building our first Odoo module
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Troubleshooting your module installation
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Using a module to add a filter to a search view
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Using Odoo to create websites and web services
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Integrating with the Odoo API
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Creating custom themes in Odoo
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Summary
16
Comparative Analysis of Community versus Enterprise Editions
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Comparative Analysis of Community versus Enterprise Editions
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Getting an overview of the Community and Enterprise Editions
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Using the Odoo runbot to compare Odoo versions
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Finding out which options are only available for Enterprise
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Using Odoo Studio
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Summary
17
Locating Additional Odoo Resources
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Locating Additional Odoo Resources
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Locating the essential Odoo documentation
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Locating resources on Ubuntu
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Getting additional developer documentation
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Finding Postgres resources
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Locating Python resources
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Finding XML resources
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Other Books You May Enjoy
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Other Books You May Enjoy
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Building a Website with Odoo

In this chapter, we will look at perhaps the most important business application that was added to Odoo in version 8: the Odoo Website Builder application. The Website Builder allows you to quickly create not just a home page for your company, but an entire website complete with multiple pages, a menu system, a contact form, themes, and more.

Topics covered in this chapter include the following:

  • A brief introduction to content management systems (CMSes) and how they make it possible to manage websites
  • Modifying pages with Odoo's Website Builder
  • Inserting and customizing blocks
  • Important Odoo website blocks and how to use them
  • Editing the menu of your website and organizing pages
  • Selecting themes for your website
  • Promoting your website
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