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Working with Odoo 11

By : Greg Moss

4.3 (4)

Working with Odoo 11

4.3 (4)

By: Greg Moss

Overview of this book

Odoo is an all-in-one management software that offers an array of business applications, forming a complete suite of enterprise management applications. Odoo 11 comes with advances on usability, speed, and design. Working with Odoo 11 starts with how to set up Odoo, both online and on your own server. You’ll then configure the basic company settings required to quickly get your first Odoo system up and running. Later, you’ll explore customer relationship management in Odoo and its importance in a modern business environment. You'll then dive into purchasing applications with Odoo, learn some of the primary functionalities of ERP systems for manufacturing operations, and use analytic accounting to provide better reporting. After that, you'll learn how to work with Odoo for mobile, and finally, you will walk through the recent Odoo 11 features with respect to the community and enterprise edition, giving you a complete understanding of what Odoo can do for your business.

Preface

Preface

Who this book is for

What this book covers

To get the most out of this book

Get in touch

Free Chapter

Setting Up Odoo 11

Setting Up Odoo 11

What's new in Odoo 11?

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

Installing Your First Application

Installing Your First Application

What's new in Odoo 11?

Gathering requirements

Creating a new database in Odoo

Installing the Sales Management module

Getting to know the basic Odoo interface

Creating your first customer

Entering a product in Odoo

Setting company information

Entering your first sales order

Invoicing the sale

Summary

Exploring CRM in Odoo 11

Exploring CRM in Odoo 11

Using CRM as a business strategy

Understanding Your Pipeline

Leads and opportunities

Using Odoo to schedule calls, meetings, and events

Specifying meeting details

Summary

Purchasing with Odoo

Purchasing with Odoo

What's new in Odoo 11

Understanding the overall purchasing process

Installing the purchasing application

Configuring your product for procurement

Creating your first purchase quotation

Receiving products

Summary

Making Goods with Manufacturing Resource Planning

Making Goods with Manufacturing Resource Planning

What's new in Odoo 11?

Creating manufacturing orders

Summary

Configuring Accounting and Finance Options

Configuring Accounting and Finance Options

What's new in Odoo 11?

Defining the chart of accounts for your business

Configuring a user to see all accounting options

Following transactions through the sales and accounts receivable process

Setting up your own accounts

Summary

Administering an Odoo Installation

Administering an Odoo Installation

Basic considerations for an Odoo administration

Administering users in Odoo

Summary

Implementing the Human Resources Application

Implementing the Human Resources Application

What's new in Odoo 11?

The modular approach to Human Resources

Installing the Employee Directory

Creating a new employee

Timesheets

Implementing Leave Management

Recruitment process

Summary

Understanding Project Management

Understanding Project Management

What's New in Odoo 11?

Basics of Project Management

Installing the Project Management application

Understanding the Project dashboard

A real-world project example for a customer

Creating our first project

Defining project tasks

Scheduling an activity

Monitoring task completion

Calculating project costs and time

Summary

Creating Advanced Searches and Dashboards

Creating Advanced Searches and Dashboards

What's New in Odoo 11

Determining the search requirements for your business

Searching in Odoo

Summary

Building a Website with Odoo

Building a Website with Odoo

What's new in Odoo 11?

What is a CMS?

Why use Odoo website builder for your CMS?

Installing the Odoo website builder

Summary

Implementing E-Commerce with Odoo

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

Customizing Odoo for Your Business

Customizing Odoo for Your Business

What's new in Odoo 11?

Understanding the Odoo architecture

Activating developer mode

Backing up your database

Adding a custom field to Odoo

Understanding actions

Creating a new menu

Summary

Modifying Documents and Reports

Modifying Documents and Reports

What's new in Odoo 11?

Getting the skills required to modify reports

What is the QWeb template engine?

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

Discovering Custom Odoo Modules

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

Creating custom themes in Odoo

Summary

Comparing Community and Enterprise Edition

Comparing Community and Enterprise Edition

Getting an overview of the Community and Enterprise editions

Using the Odoo runbot to compare Odoo versions

Using the bank integration features of the Enterprise edition

Using Odoo Studio

Summary

Another Book You May Enjoy

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Activating developer mode

To customize Odoo, you must first activate developer mode. Once you enter this mode, Odoo will provide you with a lot more onscreen information as you navigate through the interface. This mode also allows you to make changes to the database and store that information in a file.

To activate developer mode, click on the Settings menu. On the far right you will see a panel that contains information about the Odoo installation. At the bottom of the panel, you will see the link to Activate the developer mode:

Once you have entered this screen, you can click on Activate the developer mode to begin customizing Odoo.

Odoo recognizes that you are in developer mode by adding ?debug=# to the URL in your web browser. Additionally, Odoo changes the information that is provided when you hover over various fields in the interface. For example, when viewing a sales...

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