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)

Scheduling an activity

In addition to managing task deadlines, you can also directly schedule activities related to a project task. When you schedule an activity, it can then be centrally managed through Odoo 12's Activities menu. Pull up the task you wish to schedule an activity for, and then click on the Schedule an activity link to pull up the form to schedule the activity. You can find this link just under the description of the task:

Now, you can enter the details for the activity you wish to schedule. In this example, we have scheduled a call to discuss the approval of the art for a specific phase of the project:

When you click on Schedule, you will then be able to see the task under the Activities menu:

Here, we can see how the Activities menu consolidates your various tasks. In one glance, you can see the activities across all Odoo applications.

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