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Learn Odoo

By : Greg Moss

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.

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

Get in touch

Free Chapter

Setting Up Odoo 12

Setting Up Odoo 12

Community and Enterprise Editions of Odoo

Getting started with Odoo Online

Getting to know the Odoo architecture

Choosing your installation OS

Understanding Odoo releases

Installing Odoo on Windows OS

Installing Odoo on Ubuntu

Troubleshooting and Odoo management tips

Summary

Installing Your First Application

Installing Your First Application

Gathering requirements

Creating a new database in Odoo

Installing the Sales application

Knowing the basic Odoo interface

Entering a product in Odoo

Entering your first sales order

Invoicing the sale

Summary

Exploring Customer Relationship Management in Odoo 12

Exploring Customer Relationship Management in Odoo 12

Using CRM as a business strategy

Understanding your pipeline

Leads and opportunities

Using Odoo to schedule calls, meetings, and events

Specifying meeting details

Summary

Purchasing with Odoo

Purchasing with Odoo

Understanding the overall purchasing process

Installing the Purchase application

Creating your first purchase quotation

Receiving products

Creating a vendor bill

Handling complex units of measure

Summary

Making Goods with Manufacturing

Making Goods with Manufacturing

Creating manufacturing orders

A real-world example of a custom product

Creating a work center

Creating routing orders

Creating a manufacturing order with routing and a work center

Using unbuild orders or a reverse BoM

Summary

Configuring Accounting - Finance Options

Configuring Accounting - Finance Options

Defining the chart of accounts for your business

Configuring a user to see all Community Edition accounting options

Following transactions through the sales and accounts receivable process

Setting up your own accounts

Summary

Administering an Odoo Installation

Administering an Odoo Installation

Basic considerations for an Odoo administration

Administering users in Odoo

Internationalization in Odoo

Managing sequences in Odoo

Multiple companies in Odoo

Summary

Implementing the Human Resources Application

Implementing the Human Resources Application

Modular approach to HR applications

Installing the Employee Directory

Creating a new employee

Timesheets

Leave management

Recruitment process

Summary

Understanding Project Management

Understanding Project Management

What's new in Odoo 12?

The basics of Project Management

Installing the Project Management application

Understanding the Project dashboard

A real-world project example for a customer

Creating our first project

Defining project tasks

Scheduling an activity

Monitoring task completion

Calculating project costs and time

Summary

Creating Advanced Searches and Dashboards

Creating Advanced Searches and Dashboards

Determining the search requirements for your business

New demonstration data in Odoo 12

Searching in Odoo

Creating custom dashboards in Odoo 12

Looking at Odoo's business intelligence features

Summary

Building a Website with Odoo

Building a Website with Odoo

What is a CMS?

Why use Odoo Website Builder as your CMS?

Installing the Odoo Website Builder

Adding new pages and menus to your website

Changing themes in Odoo

Promoting your website

Summary

Implementing E-Commerce with Odoo

Implementing E-Commerce with Odoo

eCommerce and Odoo

Installing Odoo eCommerce

Basics of Odoo eCommerce

Additional configuration options for your Odoo shop

Setting up product variants

Advanced eCommerce product options

Adding PayPal as a payment processor

Summary

Customizing Odoo for Your Business

Customizing Odoo for Your Business

Understanding the Odoo architecture

Activating developer mode

Backing up your database

Adding a custom field to Odoo

Understanding actions

Creating a new menu

Integrating applications using Odoo's API

Summary

Modifying Documents and Reports

Modifying Documents and Reports

Developing the skills that are required to modify reports

What is the QWeb template engine?

Company report configuration

Making our first simple change

Learning how Odoo organizes reports

Understanding the report types

Looking at the definition for the Sales order form

Creating a new QWeb report in Odoo

Learning more about the power of QWeb templates

Summary

Discovering Custom Odoo Modules

Discovering Custom Odoo Modules

Exploring the Odoo application and module directory

Building our first Odoo module

Troubleshooting your module installation

Using a module to add a filter to a search view

Using Odoo to create websites and web services

Integrating with the Odoo API

Creating custom themes in Odoo

Summary

Comparative Analysis of Community versus Enterprise Editions

Comparative Analysis of Community versus Enterprise Editions

Getting an overview of the Community and Enterprise Editions

Using the Odoo runbot to compare Odoo versions

Finding out which options are only available for Enterprise

Using Odoo Studio

Summary

Locating Additional Odoo Resources

Locating Additional Odoo Resources

Locating the essential Odoo documentation

Locating resources on Ubuntu

Getting additional developer documentation

Finding Postgres resources

Locating Python resources

Finding XML resources

Other Books You May Enjoy

Other Books You May Enjoy

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Installing the Odoo Website Builder

One of the greatest reasons to consider Odoo's Website Builder is that you can try it out in a matter of seconds. Just install the Website application as you would any other Odoo application. Go to Apps and search for Website:

Once you click Install, Odoo will install the required modules and take you to a new screen that will allow you to choose the basic theme for your website:

In this build of Odoo 12, you can choose between BOOTSWATCH themes and DEFAULT. You will also now be provided with a thumbnail preview of what the website will look like. We have decided to use BOOTSWATCH, which will allow more flexible theme selection than DEFAULT bootstrap.

The Website Builder installed for this chapter was Odoo 12 Community Edition. Depending on your specific Odoo build, you may have an alternative selection of themes, or you may, in fact...

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