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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

Leads and opportunities

Odoo provides two primary documents for managing interactions with your customers or potential customers. You can think of the Leads as less critical, and perhaps less likely to turn into a real sales situation than an opportunity. A good example of Leads would be that you get a few dozen business cards from people you met at a conference. You could add each of them as a Leads for further follow up. An example of an opportunity would be if you met someone at a conference and had a detailed conversation on how your company provides appropriate services.

Many people get confused between when to use Leads and when to use opportunities. The best way to remember is that Leads are intangible and are essentially potential contacts. Opportunities should be more clearly defined, have some sort of expected income of successful, and provide significant project details and scope compared to a simple lead.

Turning on Leads in Odoo 10

When you first install the Odoo CRM application...

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