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)

Leads and opportunities

Odoo provides two primary documents for managing interactions with your customers or potential customers. You can think a lead as less critical, and perhaps less likely, to turn into a real sales situation than an opportunity. A good example of leads would be that you get a few dozen business cards from people you meet at a conference. You could add each of them as a lead for further follow up. An example of an opportunity would be if you met someone at a conference and had a detailed conversation about how your company provides appropriate services.

Many people get confused between when to use leads and when to use opportunities. The best way to remember is that leads are intangible and are, essentially, potential contacts. Opportunities should be more clearly defined, have some sort of expected income if they are successful, and provide significant project...