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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

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
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Free Chapter
1
1. Setting Up Odoo 10
1. Setting Up Odoo 10
Community and Enterprise Editions of Odoo
Getting started with Odoo Online
Getting to know the Odoo architecture
Choosing your installation operating system
Understanding Odoo releases
Installing Odoo on Windows OS
Installing Odoo on Ubuntu
Troubleshooting and Odoo management tips
Summary
2
2. Installing Your First Application
2. Installing Your First Application
Gathering requirements
Creating a new database in Odoo
Installing the Sales Management module
Knowing the basic Odoo interface
Creating your first customer
Entering a product in Odoo
Setting the company information
Entering your first sales order
Invoicing the sale
Summary
3
3. Exploring Customer Relationship Management in Odoo 10
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3. Exploring Customer Relationship Management in Odoo 10
Using CRM as a business strategy
Understanding Your Pipeline
Leads and opportunities
Using Odoo to schedule calls, meetings, and events
Specifying meeting details
Summary
4
4. Purchasing with Odoo
4. Purchasing with Odoo
Understanding the overall purchasing process
Summary
5
5. Making Goods with Manufacturing Resource Planning
5. Making Goods with Manufacturing Resource Planning
Creating manufacturing orders
Summary
6
6. Configuring Accounting Finance
6. Configuring Accounting Finance
Defining the chart of accounts for your business
Installing the Accounting and Finance application
Following transactions through the sales and accounts receivable process
Setting up your own accounts
Summary
7
7. Administering an Odoo Installation
7. Administering an Odoo Installation
Basic considerations for an Odoo administration
Administering users in Odoo
Summary
8
8. Implementing the Human Resources Application
8. Implementing the Human Resources Application
Modular approach to Human Resources
Installing the Employee Directory
Creating a new employee
Timesheets
Leave Management
Recruitment Process
Summary
9
9. Understanding Project Management
9. Understanding Project Management
Basics of Project Management
Installing the Project Management application
Understanding the Project dashboard
Real-world project example for a customer
Creating our first project
Defining project tasks
Calculating project costs and time
Summary
10
10. Creating Advanced Searches and Dashboards
10. Creating Advanced Searches and Dashboards
Determining the search requirements for your business
Searching in Odoo
Summary
11
11. Building a Website with Odoo
11. Building a Website with Odoo
What is a CMS?
Why use Odoo Website Builder for your CMS?
Installing the Odoo Website Builder
Summary
12
12. Implementing E-Commerce with Odoo
12. Implementing E-Commerce with Odoo
E-commerce and Odoo
Installing Odoo e-commerce
Basics of Odoo e-commerce
Additional configuration options for your Odoo shop
Setting up product variants
Advanced e-commerce product options
Adding PayPal as a payment processor
Summary
13
13. Customizing Odoo for Your Business
13. Customizing Odoo for Your Business
Understanding the Odoo architecture
Activating developer mode
Backing up your database
Adding a custom field to Odoo
Understanding actions
Create a new menu
Summary
14
14. Modifying Documents and Reports
14. Modifying Documents and Reports
Getting the skills required to modify reports
What is the QWeb template framework?
Company report configuration
Making our first simple change
Learning how Odoo organizes reports
Understanding the report types
Looking at the definition for the Sales Order form
Creating a new QWeb report in Odoo
Learning more about the power of QWeb templates
Summary
15
15. Discovering Custom Odoo Modules
15. Discovering Custom Odoo Modules
Exploring the Odoo application and module directory
Building our first Odoo module
Troubleshooting your module installation
Using a module to add a filter to a search view
Using Odoo to create websites and web services
Integrating with the Odoo API
Summary
16
16. Comparative Analysis of Community vs Enterprise Edition
16. Comparative Analysis of Community vs Enterprise Edition
Getting an overview of Community and Enterprise Editions
Using the Odoo runbot to compare Odoo versions
Using the bank integration features of Enterprise Edition
Summary
17
appA. Locating additional Odoo resources
appA. Locating additional Odoo resources
Locating essential Odoo documentation
Visiting the official Odoo help forum
Locating resources on Ubuntu
Getting access to additional developer documentation
Finding Postgres resources
Locating Python resources
Finding XML resources

Chapter 3.  Exploring Customer Relationship Management in Odoo 10

Until recently, most business and financial systems had product-focused designs, while records and fields maintained basic customer information, processes, and reporting typically revolved around product-related transactions. In the past, businesses were centered on specific products, but now the focus has shifted to center the business on the customer. A Customer Relationship Management (CRM) system provides the tools and reporting necessary to manage customer information and interactions.

In this chapter, we will cover the following:

  • Looking at what it takes to implement a CRM system as part of an overall business strategy
  • Install the CRM application and set up salespersons that can be assigned to our customers
  • Learn how to create and manage Leads
  • Create opportunities and schedule events in Odoo
  • Discover the Odoo Open Chatter feature
End of Section 1
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