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Working with Odoo 11

Working with Odoo 11

By : Greg Moss
4.3 (4)
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Working with Odoo 11

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.
Table of Contents (18 chapters)
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Creating our first project

After the Project Management application has been successfully installed, we can go to the Project application and create a new project.

The basic steps we will follow are:

  • Creating a new project record
  • Giving a name to the project
  • Assigning the project to a specific customer
  • Assigning team members to the project

To begin, under the Project application, select Dashboard in the menu on the left, then click the Create button:

In previous versions of Odoo, you were taken to the Project editor after clicking Create. Like many processes in Odoo 10, this is now greatly simplified, and you are presented with a very simple wizard that prompts for a Project Name as well as a project email. For our example, we will use Sunny Hill Lil League as the name for our project.

The Project Email is useful when you want a specific email assigned to the project. If you...

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