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)

Company report configuration

When Odoo is first installed, you are presented with a default template that will appear on many of the standard reports. Even if you don't plan to make a lot of major changes to the standard reports in Odoo, it is very likely that you will want to modify the headers and footers, as well as other parts of your report template, so that they're more unique to your company.

To begin editing Odoo headers and footers, it is best if you log in as an Odoo administrator. Furthermore, to access all the report settings and configurations, you will need to go into developer mode, as described in Chapter 13, Customizing Odoo for Your Business. This is accomplished by going to Settings and then clicking on the Activate Developer Mode link at the bottom-right of the form.

Once you have developer mode turned on, navigate to Settings again and click on the...