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Odoo 10 Implementation Cookbook

Odoo 10 Implementation Cookbook

By : Gajjar
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Odoo 10 Implementation Cookbook

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.
Table of Contents (17 chapters)
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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
1
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
2
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
3
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
4
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
5
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
6
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
7
Setting up Financial Management with Odoo
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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
8
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
9
Purchase Management
Purchase Management
Introduction
Complete the purchase cycle
Tenders, choose the best offer
Controlling invoicing and payments
Multiple units of measures
10
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
11
Advanced Warehouse Management
Advanced Warehouse Management
Introduction
Product costing and inventory valuation
Managing transportation costs
Quality control in Warehouse
12
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
13
Product Life Cycle Management and Maintenance
Product Life Cycle Management and Maintenance
Introduction
Product lifecycle management
Maintenance management
14
Implement Project Management
Implement Project Management
Introduction
Set up a project and manage tasks
Project forecasting
Managing project issues and rating
15
Implement Human Resource Applications
Implement Human Resource Applications
Introduction
Launch employee recruitment
Managing employees' leave
HR expense and reimbursements
16
Installation of Odoo on Ubuntu
Installation of Odoo on Ubuntu
Introduction
Using Odoo onsite for custom needs

Get paid through a bank or cash and reconciliation

Getting a payment and keeping track of which invoice the payment is received against, is complex stuff to manage. A customer may make a partial payment pay partial invoice, or pay an invoice in advance. The payment can be received through the bank or as cash. There are many combinations of the payment processing system. Odoo is capable of managing all such business cases out of the box using the Bank or Cash statement.

Let's see how easy it is to manage the statement; for the bank or cash. Create a statement, encode the entries, match the statement with the bank or cash balance, reconcile the entries with the outstanding, and close the statement at the end.

Getting ready

Bank or Cash are managed in Odoo by statements, for the bank transactions, the bank will be provided by a statement that has to be matched with the statement prepared in Odoo. In the statement, you have an opening balance list of transactions (debit or credit), and at the end...

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