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)

Knowing the basic Odoo interface

After the installation of the sales order application, Odoo 12 takes you to the Discuss messaging app where your inbox and other communication activities are located. Notice the small purple teardrop that provides helpful tips.

Unlike previous versions of Odoo Community, which displayed menus across the top of the screen, Odoo 12 now nests applications in a menu on the far left. Click on Sales in the menu to bring up the sales application.

In Odoo 12, there is a brand new onboarding panel to configure the application:

This new onboarding panel makes it easier to identify the steps you need to take to successfully set up the sales application. Working from left to right, we can see that it starts with the Company Data. You then pick a Quotation Layout to customize the look of your quotations and sales orders. Next, you can define how you wish to...