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)

Following transactions through the sales and accounts receivable process

In the previous example, we were looking at the chart of accounts and determining what transactions created the entries. Next, we will sell an item to a customer and see exactly how that transaction affects the accounting entries in the journal.

Let's begin by creating a new sales order.

Go to Sales and click on Orders to bring up the sales order listing. Click on Create to create a new sales order:

If you have followed along with our examples, then you will already have the customer and product entered to create the sample sales order. Otherwise, you will need to add a customer and a product, if you wish to follow along on your computer. In this example, we have created a sales order for five Medium White T-Shirts. Make sure that you click Confirm Sale to create the sales order.

Odoo will automatically...