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 your pipeline

You use the pipeline to organize your opportunities according to what stage they are at within your sales process. Click on Pipeline in the CRM menu to see the overall layout of the Pipeline screen, as shown in the following screenshot:

In the preceding Pipeline form, one of the first things that you may notice is that there are default filters applied to the view. In the top search box, you will see that there is a filter to limit the records in this view using the My Pipeline filter. This effectively limits the records, so you only see your opportunities from your primary sales team. Removing the My Pipeline filter will allow you to see opportunities from other salespeople in your organization.

Creating a new opportunity

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