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)

Using Odoo to schedule calls, meetings, and events

Often, when working with leads and opportunities, you will find it beneficial to schedule meetings and calls. Odoo provides a built-in meeting scheduler that you can use specifically to manage your schedule and relate those events to customers within Odoo. Odoo considers it so useful that they have a dedicated menu for it! Let's take a look at how we can schedule an event in Odoo. Meeting scheduling is handled in the Messaging menu of Odoo. Begin by choosing Calendar from the main menu.

Odoo will then display your personal calendar, as follows:

Odoo will bring up the current week. Arrows on the top-left side of the form allow you to quickly navigate to the previous and next months, respectively. On the right-hand side of the title, there is an option to look at the calendar by week or by day. This can be particularly valuable...