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)

Creating our first project

After the Project Management application has been successfully installed, we can go to the Project application and create a new project.

We will follow these basic steps:

  1. Create a new project record.
  2. Give a name to the project.
  3. Assign the project to a specific customer.
  4. Assign team members to the project.

To begin, under the Project application, select Dashboard in the left-hand menu, and then click on the Create button:

In previous versions of Odoo, you were taken to the Project editor after clicking on Create. Like many processes in Odoo 12, this is now greatly simplified, and you are presented with a very simple wizard that prompts you for a Project Name and the option to Allow Timesheets. For our example, we will use Sunny Hill Lil League as the name for our project.

As you may expect, checking the Timesheets checkbox will allow you to associate...