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Odoo 10 Implementation Cookbook

By : Gajjar

Odoo 10 Implementation Cookbook

By: Gajjar

Overview of this book

Odoo is a Python-based ERP system and is completely open source. Odoo is a comprehensive suite of business applications offering a wealth of functionalities that can be deployed to meet your business needs. This book will help you manage the different functionalities of your business and optimize it. You will learn in detail about the various facets of the business process such as sales, accounting, purchases, manufacturing, and inventory. We will cover each of these topics in detail and learn how Odoo handles all these tasks with much ease. With its modular approach, you will be able to build customized solutions, take advantage of the Odoo 10 system in your organization, and master basic administration. We will cover modules and applications in Odoo that will help optimize quality checks. You will also be able to customize major reporting functions for your teams and set up forms and documents for sales, purchase, inventory, and so on. By the end of the book, you will be able to use the major functionalities of Odoo 10 and fully implement them into your business.

Preface

Preface

What this book covers

What you need for this book

Who this book is for

Sections

Conventions

Reader feedback

Customer support

Free Chapter

Getting Started with Odoo Online

Getting Started with Odoo Online

Introduction

Creating, activating, and using Odoo online instance

Accessing Odoo on your Android mobile and tablet

Accessing, duplicating, and renaming an instance

Managing features and users

Setting up your domain name and website theme

Email integration

Moving your instance from onsite to online

Download database backup from Odoo online

Quickstart Implementation Methodology

Quickstart Implementation Methodology

Introduction

Installing a new application and enabling additional features

Implementing Odoo CRM using the Odoo implementation tool

Installing Odoo studio and adding a new field to a view

Creating a new business application using Odoo Studio

Exporting and importing a custom application

Traceability - Leads to Cash

Traceability - Leads to Cash

Introduction

Creating and managing your customers

Generate and qualify leads, convert to opportunity and follow-ups

Getting customer's approval online for a sales proposal

Invoice to your customer and get paid

Modern way of doing sales and managing sales contracts

Modern way of doing sales and managing sales contracts

Introduction

Create and configure your products

Managing your sales quotation

Adding delivery cost to quotation

Getting approval of order online

Setup recurring sales and invoicing

Time Tracking and Invoicing Policy

Time Tracking and Invoicing Policy

Introduction

Set up the product to track time and invoice policies

Time tracking while delivering a service

Working with the Timesheet application

Invoicing based on time and material

Advance invoicing before delivery

Start Selling Online with Odoo eCommerce

Start Selling Online with Odoo eCommerce

Introduction

Set up and configure an online shop

Configure products and their variants

Set up delivery integration and payment gateway

Review and checkout order

Access orders and payments

Setting up Financial Management with Odoo

Setting up Financial Management with Odoo

Introduction

Setting up financial management in Odoo

Customer invoices and payments

Get paid through a bank or cash and reconciliation

Create and configure tax, apply on invoices and print tax report

Manage vendor bills and payments

Closing financial year and printing financial reports

Scale Your Business

Scale Your Business

Introduction

Manage multi-currency transactions

Multi-company and intercompany transactions and rules

Analytic accounting and reporting

Using revenue recognition

Asset management and depreciation

Purchase Management

Purchase Management

Introduction

Complete the purchase cycle

Tenders, choose the best offer

Controlling invoicing and payments

Multiple units of measures

Warehouse and Inventory Management

Warehouse and Inventory Management

Introduction

Delivery Orders and incoming shipments

Initialize inventory and periodic verification

Setting up the warehouse and locations

Traceability, tracking serials, lots, and packs

Set up and working with the barcode interface

Advanced Warehouse Management

Advanced Warehouse Management

Introduction

Product costing and inventory valuation

Managing transportation costs

Quality control in Warehouse

Setup your Manufacturing Process

Setup your Manufacturing Process

Introduction

Complete the first manufacturing order

Configuring assembly line and work centers

Master production schedule

Selling combo products using kit

Product Life Cycle Management and Maintenance

Product Life Cycle Management and Maintenance

Introduction

Product lifecycle management

Maintenance management

Implement Project Management

Implement Project Management

Introduction

Set up a project and manage tasks

Project forecasting

Managing project issues and rating

Implement Human Resource Applications

Implement Human Resource Applications

Introduction

Launch employee recruitment

Managing employees' leave

HR expense and reimbursements

Installation of Odoo on Ubuntu

Installation of Odoo on Ubuntu

Introduction

Using Odoo onsite for custom needs

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Creating and managing your customers

Customer is the real challenge for modern companies. To improve the customer experience and better after-sales service you have to integrate your customers to every business operations. Odoo is managing the customers in such way that you have centralized communication history recorded for various business operations for all your customers, vendors or employees.

Let's install Odoo Sale application and create customer and understand the importance of some fields which helps to configure the real-world business needs.

Getting ready

We assume that you are ready with the requirement specification to answers some of the questions listed below:

How you would like to categorize your customers...

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