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)

Monitoring task completion

Odoo uses a simple set of flags to determine whether a task is ready to move between stages. In the top-left corner, you will find a small round icon that allows you to specify whether the task is ready to go to the next stage (green), or whether the task is, for some reason, blocked from moving to the next stage (red).

So, for example, when a task moves to the approval stage, the person responsible for performing that task can choose to mark it red. This will tell anyone who is looking at the task that it is being held up:

Here, we have marked an approval task as blocked, so the icon shows red. As you can see, you can set it to gray to show that it is in progress (the default setting), or set it to green in order to specify that the task is Ready for Next Stage.

Using these flags, you can see at a glance on the Kanban view whether a task is ready to...