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  • Book Overview & Buying Working with Odoo 10
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Working with Odoo 10

Working with Odoo 10

By : Greg Moss
4 (3)
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Working with Odoo 10

Working with Odoo 10

4 (3)
By: Greg Moss
Buy this Book

Overview of this book

Para 1: Take full advantage of the benefits of the Odoo module ecosystem whilst learning how to modernise your business with Working with Odoo 10. Covering everything from Odoo development essentials through to CRM and analytic accounting, this guide is a must-have for Odoo beginners. Para 2: A powerful set of open source enterprise management applications, Odoo 10 gives you access to a website builder, integrated e-commerce features, and a fast-growing community to allow you to transform your business. Para 3: With this Odoo book you?ll learn how to set up Odoo online, configure basic company settings, and then explore CRM in Odoo. You?ll cover all the Odoo development essentials and much more, including purchasing application, ERP systems, analytic accounting, and other recent Odoo features. Para 4: What?s Inside ? Understand Odoo installation & the basics of implementing Odoo in your business ? Explore accounting & finance setup and modules to help business efficiency ? Build a website with Odoo ? Customise and configure Odoo to an advanced level
Table of Contents (18 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
Free Chapter
1
1. Setting Up Odoo 10
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1. Setting Up Odoo 10
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Community and Enterprise Editions of Odoo
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Getting started with Odoo Online
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Getting to know the Odoo architecture
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Choosing your installation operating system
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Understanding Odoo releases
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Installing Odoo on Windows OS
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Installing Odoo on Ubuntu
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Troubleshooting and Odoo management tips
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Summary
2
2. Installing Your First Application
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2. Installing Your First Application
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Gathering requirements
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Creating a new database in Odoo
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Installing the Sales Management module
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Knowing the basic Odoo interface
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Creating your first customer
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Entering a product in Odoo
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Setting the company information
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Entering your first sales order
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Invoicing the sale
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Summary
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3. Exploring Customer Relationship Management in Odoo 10
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3. Exploring Customer Relationship Management in Odoo 10
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Using CRM as a business strategy
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Understanding Your Pipeline
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Leads and opportunities
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Using Odoo to schedule calls, meetings, and events
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Specifying meeting details
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Summary
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4. Purchasing with Odoo
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4. Purchasing with Odoo
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Understanding the overall purchasing process
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Summary
5
5. Making Goods with Manufacturing Resource Planning
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5. Making Goods with Manufacturing Resource Planning
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Creating manufacturing orders
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Summary
6
6. Configuring Accounting Finance
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6. Configuring Accounting Finance
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Defining the chart of accounts for your business
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Installing the Accounting and Finance application
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Following transactions through the sales and accounts receivable process
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Setting up your own accounts
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Summary
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7. Administering an Odoo Installation
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7. Administering an Odoo Installation
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Basic considerations for an Odoo administration
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Administering users in Odoo
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Summary
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8. Implementing the Human Resources Application
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8. Implementing the Human Resources Application
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Modular approach to Human Resources
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Installing the Employee Directory
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Creating a new employee
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Timesheets
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Leave Management
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Recruitment Process
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Summary
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9. Understanding Project Management
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9. Understanding Project Management
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Basics of Project Management
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Installing the Project Management application
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Understanding the Project dashboard
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Real-world project example for a customer
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Creating our first project
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Defining project tasks
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Calculating project costs and time
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Summary
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10. Creating Advanced Searches and Dashboards
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10. Creating Advanced Searches and Dashboards
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Determining the search requirements for your business
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Searching in Odoo
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Summary
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11. Building a Website with Odoo
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11. Building a Website with Odoo
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What is a CMS?
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Why use Odoo Website Builder for your CMS?
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Installing the Odoo Website Builder
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Summary
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12. Implementing E-Commerce with Odoo
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12. Implementing E-Commerce with Odoo
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E-commerce and Odoo
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Installing Odoo e-commerce
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Basics of Odoo e-commerce
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Additional configuration options for your Odoo shop
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Setting up product variants
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Advanced e-commerce product options
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Adding PayPal as a payment processor
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Summary
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13. Customizing Odoo for Your Business
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13. Customizing Odoo for Your Business
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Understanding the Odoo architecture
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Activating developer mode
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Backing up your database
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Adding a custom field to Odoo
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Understanding actions
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Create a new menu
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Summary
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14. Modifying Documents and Reports
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14. Modifying Documents and Reports
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Getting the skills required to modify reports
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What is the QWeb template framework?
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Company report configuration
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Making our first simple change
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Learning how Odoo organizes reports
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Understanding the report types
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Looking at the definition for the Sales Order form
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Creating a new QWeb report in Odoo
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Learning more about the power of QWeb templates
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Summary
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15. Discovering Custom Odoo Modules
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15. Discovering Custom Odoo Modules
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Exploring the Odoo application and module directory
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Building our first Odoo module
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Troubleshooting your module installation
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Using a module to add a filter to a search view
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Using Odoo to create websites and web services
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Integrating with the Odoo API
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Summary
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16. Comparative Analysis of Community vs Enterprise Edition
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16. Comparative Analysis of Community vs Enterprise Edition
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Getting an overview of Community and Enterprise Editions
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Using the Odoo runbot to compare Odoo versions
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Using the bank integration features of Enterprise Edition
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Summary
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appA. Locating additional Odoo resources
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appA. Locating additional Odoo resources
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Locating essential Odoo documentation
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Visiting the official Odoo help forum
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Locating resources on Ubuntu
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Getting access to additional developer documentation
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Finding Postgres resources
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Locating Python resources
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Finding XML resources

Installing Odoo on Windows OS

We begin our installation by locating the packages that are currently available to install. You can find the current list at: http://nightly.odoo.com/.

Installing Odoo on Windows OS

The preceding screenshot is the Odoo Nightly builds page that is the jumping off point for downloading the source files for installation.

The examples and case studies in this book use Odoo 10.0. This means you should select the 10.0 (stable) version of Odoo to download. You can navigate directly to the Odoo 10.0 downloads here: http://nightly.odoo.com/10.0/nightly/.

Installing Odoo on Windows OS

Tip

It is entirely possible that Odoo will change the URL as new versions are released. To best follow the examples in this book, download a 10.x installation of Odoo.

Windows installations use the EXE packages. Click on the exe directory to get the list of downloads that are available.

Naturally, the specific download packages are going to change on a nightly basis.

The latest version of the stable LTS release will contain the most current Odoo build with bug fixes included and will appear at the bottom of the list. By the way, the upload dates you'll see are in Coordinated Universal Time (UTC) and therefore, might be many hours ahead of your time zone, especially if you live in the Western Hemisphere.

Click the latest EXE file to download the latest build to your computer.

Performing an all-in-one Odoo installation on Windows

Installing Odoo using the all-in-one package is very simple. After the package has finished downloading, double-click on the exe file to begin the installation wizard.

The first screen will prompt you to select the language for your install.

After you have selected the language and clicked on OK, the wizard will continue with the installation. From here, everything will continue like a normal Windows installation.

Tip

I highly recommend that you choose the Custom install, so you can select the directory for installation. The default directory name contains the lengthy build number making it rather difficult to work with in the command prompt.

Configuring Postgres on Windows

During the install, you will be asked to provide information for the PostgreSQL connection.

Configuring Postgres on Windows

It is recommended that you change the username and password for security purposes. The default username/password is shown in the preceding screenshot. These values will be written into the Odoo configuration file. The username and password provided will be the administration credentials for the PostgreSQL database, so be sure to remember them.

After the wizard is complete, if you leave Start Odoo checked and then click on Finish, Odoo should open up in your default browser.

If Odoo fails to launch, you can look at the Troubleshooting Odoo Installations section later in this chapter for solutions to some of the problems commonly encountered during installation.

End of Section 7
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