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.

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Table of Contents (19 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
Setting Up Odoo 12
Setting Up Odoo 12
Community and Enterprise Editions of Odoo
Getting started with Odoo Online
Getting to know the Odoo architecture
Choosing your installation OS
Understanding Odoo releases
Installing Odoo on Windows OS
Installing Odoo on Ubuntu
Troubleshooting and Odoo management tips
Summary
2
Installing Your First Application
Installing Your First Application
Gathering requirements
Creating a new database in Odoo
Installing the Sales application
Knowing the basic Odoo interface
Entering a product in Odoo
Entering your first sales order
Invoicing the sale
Summary
3
Exploring Customer Relationship Management in Odoo 12
Exploring Customer Relationship Management in Odoo 12
Using CRM as a business strategy
Understanding your pipeline
Leads and opportunities
Using Odoo to schedule calls, meetings, and events
Specifying meeting details
Summary
4
Purchasing with Odoo
Purchasing with Odoo
Understanding the overall purchasing process
Installing the Purchase application
Creating your first purchase quotation
Receiving products
Creating a vendor bill
Handling complex units of measure
Summary
5
Making Goods with Manufacturing
Making Goods with Manufacturing
Creating manufacturing orders
A real-world example of a custom product
Creating a work center
Creating routing orders
Creating a manufacturing order with routing and a work center
Using unbuild orders or a reverse BoM
Summary
6
Configuring Accounting - Finance Options
Configuring Accounting - Finance Options
Defining the chart of accounts for your business
Configuring a user to see all Community Edition accounting options
Following transactions through the sales and accounts receivable process
Setting up your own accounts
Summary
7
Administering an Odoo Installation
Administering an Odoo Installation
Basic considerations for an Odoo administration
Administering users in Odoo
Internationalization in Odoo
Managing sequences in Odoo
Multiple companies in Odoo
Summary
8
Implementing the Human Resources Application
Implementing the Human Resources Application
Modular approach to HR applications
Installing the Employee Directory
Creating a new employee
Timesheets
Leave management
Recruitment process
Summary
9
Understanding Project Management
Understanding Project Management
What's new in Odoo 12?
The basics of Project Management
Installing the Project Management application
Understanding the Project dashboard
A real-world project example for a customer
Creating our first project
Defining project tasks
Scheduling an activity
Monitoring task completion
Calculating project costs and time
Summary
10
Creating Advanced Searches and Dashboards
Creating Advanced Searches and Dashboards
Determining the search requirements for your business
New demonstration data in Odoo 12
Searching in Odoo
Creating custom dashboards in Odoo 12
Looking at Odoo's business intelligence features
Summary
11
Building a Website with Odoo
Building a Website with Odoo
What is a CMS?
Why use Odoo Website Builder as your CMS?
Installing the Odoo Website Builder
Adding new pages and menus to your website
Changing themes in Odoo
Promoting your website
Summary
12
Implementing E-Commerce with Odoo
Implementing E-Commerce with Odoo
eCommerce and Odoo
Installing Odoo eCommerce
Basics of Odoo eCommerce
Additional configuration options for your Odoo shop
Setting up product variants
Advanced eCommerce product options
Adding PayPal as a payment processor
Summary
13
Customizing Odoo for Your Business
Customizing Odoo for Your Business
Understanding the Odoo architecture
Activating developer mode
Backing up your database
Adding a custom field to Odoo
Understanding actions
Creating a new menu
Integrating applications using Odoo's API
Summary
14
Modifying Documents and Reports
Modifying Documents and Reports
Developing the skills that are required to modify reports
What is the QWeb template engine?
Company report configuration
Making our first simple change
Learning how Odoo organizes reports
Understanding the report types
Looking at the definition for the Sales order form
Creating a new QWeb report in Odoo
Learning more about the power of QWeb templates
Summary
15
Discovering Custom Odoo Modules
Discovering Custom Odoo Modules
Exploring the Odoo application and module directory
Building our first Odoo module
Troubleshooting your module installation
Using a module to add a filter to a search view
Using Odoo to create websites and web services
Integrating with the Odoo API
Creating custom themes in Odoo
Summary
16
Comparative Analysis of Community versus Enterprise Editions
Comparative Analysis of Community versus Enterprise Editions
Getting an overview of the Community and Enterprise Editions
Using the Odoo runbot to compare Odoo versions
Finding out which options are only available for Enterprise
Using Odoo Studio
Summary
17
Locating Additional Odoo Resources
Locating Additional Odoo Resources
Locating the essential Odoo documentation
Locating resources on Ubuntu
Getting additional developer documentation
Finding Postgres resources
Locating Python resources
Finding XML resources
18
Other Books You May Enjoy
Other Books You May Enjoy
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Configuring a user to see all Community Edition accounting options

Odoo configures a basic accounting structure when you install base modules such as Sales and Purchasing. Prior to Odoo 11, to access all of the accounting configuration options, you needed to install the Accounting & Finance application. In Odoo 12, you have access to a limited set of accounting and finance options, and the reports are delivered in PDF files, making it a little bit more awkward to work with. Still, you can unlock the most important options that are tucked away inside of the Odoo developer mode.

We will begin by navigating to the Settings menu and then clicking Activate the developer mode on the far right of the dashboard:

In this case, we are turning on developer mode just so that we can see all the options that are available for a user. Without developer mode turned on, we won't see...

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