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)

Setting Up Odoo 12

Odoo is a powerful business application framework with a complete suite of enterprise business applications. When you first install Odoo, the only functionality you will have is a limited messaging options between users. From there, Odoo allows you to install the applications you need, as you need them. This flexibility makes Odoo much more accessible than many business software solutions.

The release of Odoo 12 has introduced quite a number of impressive new features and enhancements. Among them are improved layout for mobile devices, a Documents app (a full-featured document management system), keyboard navigation and shortcuts, mass actions, Optical Character Recognition (OCR) to import bills emailed from vendors, a new report designer (Odoo Studio), data enrichment that auto-completes company information, Customer Relationship Management (CRM) email templates, automated lead generation with user-defined rules, enhanced bank synchronization, additional payment acquirers, a pop-up chatbox, dashboards that more closely resemble the familiar Google Analytics, and vastly improved overall system speed.

In this chapter, we will get started on working with Odoo by covering the installation and the basics of setting up an Odoo database.

The topics we will cover include the following:

  • A comparison of Community and Enterprise Editions
  • Setting up a trial company on Odoo Online
  • Installing Odoo on Windows and Ubuntu
  • Troubleshooting and configuring your installation