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)

Understanding actions

We've already seen how we can modify views and create custom search criteria, so you should be well on your way to making customizations that are quite useful. At some point, however, when you wish to create a new view or a specific type of filter, you need to understand actions so that you can change the way an Odoo application behaves.

As we learned earlier, we can use actions to trigger views. Let's begin by looking at the list of actions that are already in our Odoo installation. While in developer mode, go to Settings and under the technical menu, choose Window Actions. Now type sales order into the search box and hit Enter on your keyboard. We will be presented with a list, as shown in the following screenshot:

In the previous screenshot, we filtered the list of actions to only those named Sales Orders. Now, let's create our own custom...