- 432 pages
- English
- ePUB (mobile friendly)
- Available on iOS & Android
eBook - ePub
Working with Odoo
About this book
Learn how to use Odoo, a resourceful, open source business application platform designed to transform and modernize your business
About This Book
- Configure, manage, and customize Odoo to fit the needs of your business
- Learn about the new Odoo 8 website builder and e-commerce features that are seamlessly integrated with Odoo's business applications
- Perform step-by-step configurations of the most important Odoo applications using real-world examples
Who This Book Is For
This book is perfect for people who have never used Odoo and for those who would like to learn about more advanced features such as creating your own custom modules. In order to get the most out of this book, you should be comfortable with downloading and installing software and understand basic business concepts such as sales, purchasing, inventory management, and basic accounting.
What You Will Learn
- Configure a functioning customer relationship management system
- Set up a purchasing and receiving system for your company that allows you to track inventory, costs, and profit
- Implement manufacturing operations and processes using real-world examples that you can put to use in your own company
- Discover the capabilities of Odoo's financial accounting and reporting features
- Integrate powerful human resource applications that simplify the collection and management of employee information
- Utilize Odoo's full featured project management application to organize tasks and track time and costs associated with billable projects
- Customize Odoo without writing a line a code
In Detail
Odoo continues to gain momentum throughout the world in regards to providing the best platform for open source ERP installations. Now with Odoo 8, you have access to a powerful website builder, integrated e-commerce features, and a fast-growing community to help transform and modernize your business.
With this practical guide, you will cover the essential modules to get Odoo up and running for your company.
After installing Odoo, you will use its sales management application to enter quotes, create sales orders, and invoice customers. You will then learn how to integrate the CRM application to manage your leads and convert them into lucrative opportunities and sales. Next, you will set up your own purchase management system, assigning products to suppliers and tracking orders with the new warehouse management and routing system. Finally, you will learn how to use analytics to track project expenses and keep your accounts simple and easy to maintain and build an Odoo module to extend its functionality and make it work for you.
Working with Odoo covers all the core installation and usage functionalities of this popular tool, helping you to fully implement a working ERP system through practical, advanced, real-world examples.
Style and approach
This book is a practical guide that uses real-world examples to teach you how to implement Odoo into your business.
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Information
Working with Odoo
Table of Contents
Working with Odoo
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Setting Up Odoo
Getting started with Odoo online
Taking advantage of Odoo online
Odoo browser requirements
Odoo mobile phone and tablet support
Accessing the Odoo free online trial
Continuing to use the trial version of Odoo
Subscribing to Odoo
Using Odoo without subscription fees
Getting to know the Odoo architecture
Introducing the PostgreSQL database
Writing code with Python
Following the Model-View-Controller design
Designing models
Rendering views
Authoring controllers
Choosing your installation operating system
Choosing a Microsoft Windows Odoo installation
Learning Ubuntu is not required
Introducing Ubuntu
Choosing an Ubuntu Odoo installation
Choosing another OS option for Odoo
Understanding Odoo releases
Upgrading Odoo
Installing Odoo on Windows OS
Performing an all-in-one Odoo installation on Windows
Configuring Postgres on Windows
Installing Odoo on Ubuntu
Modifying the sources.list file
Testing your Odoo installation
Troubleshooting and Odoo management tips
Checking your browser destination
Verifying that the Odoo service is running
Checking for Odoo services running in Windows
Checking for Odoo services running in Ubuntu
Starting and stopping Odoo services in Ubuntu
Finding the primary Odoo log file
Modifying the Odoo configuration file
Changing port numbers
Accessing the database management tools
Changing the admin password
Finding additional resources for installing Odoo
Summary
2. Installing Your First Application
Gathering requirements
Implementing Odoo using a modular approach
Introducing Silkworm – our real-world case study
Using Odoo online – installing your first application
Creating a new database in Odoo
Specifying the master password
Selecting a database name
Loading demonstration data
Specifying our default language
Choosing a password
Managing databases in Odoo
Installing the Sales Management application
Configuring accounting data
Setting your accounting options
Knowing the basics of the Odoo interface
Using the search box
Picking different views
Creating your first customer
Is this customer a company?
Entering data into an Odoo form
Editing a customer – Sales & Purchases
Salesperson
Reference
Language
Date
Customer
Supplier
Active
Receiving messages by e-mail and opting out
Editing a customer – Accounting
Fiscal Position
Account Receivable
Customer Payment Term
Total Receivable
Credit Limit
Latest Full Reconciliation Date
Account Payable
Supplier Payment Term
Bank accounts
Saving the customer record
Entering a product in Odoo
Creating products in Odoo
Product name
Can be Sold
Product Type
Sale Price
Internal Reference
EAN13 Barcode
Entering a product – the Procurements tab
Cost Price
Supply Chain Information
Suppliers
Description for Suppliers
Entering a product – the Inventory tab
Stock and Expected Variations
Status
Product Manager
Entering a product – the Sales tab
Entering a product – the Accounting tab
Saving the product
Setting the company information
The Configuration tab
Overdue Payments
Saving company information
Entering your first sales order
Selecting the customer
Date
Selecting a date in Odoo
Customer Reference
Entering line items on a quotation sales order
The Product field
Description
Quantity
Taxes
Unit price
Saving the quotation sales order
Understanding the sales order workflow
Send by Email
Print
Confirm Sale
Cancel Quotation
Invoicing the sale
What do you want to invoice?
Creating the invoice
Summary
3. Exploring Customer Relationship Management in Odoo
Using CRM as a business strategy
Managing the customer experience
Treating your customer like a real person
Using your mission statements and company goals to drive the design of your CRM system
The real-world case study – improving customer experience
Installing the CRM application
Assigning the sales representative or account manager
Email Address
Access Rights
Sales application settings
User : Own Leads Only
User : All Leads
Manager
Language and Timezone
Receive Inbox Notifications by Email
Never
All Messages – discussions, e-mails, and followed system notifications
Default Sales Team
Signature
Manually setting the user password
Assigning a salesperson to a customer
Leads and opportunities
Creating leads in Odoo
Converting a lead into an opportunity
Marking a lead as lost or dead
Creating a new opportunity
Subject
Expected Revenue and percentage
Customer
Next Action
Expected Closing
Tags
Email and Phone
Internal Notes
The Lead tab
Lead address and contact information
Mailings
Active
Referred By
References
Looking at your opportunities...
Table of contents
- Working with Odoo
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Yes, you can access Working with Odoo by Greg Moss in PDF and/or ePUB format, as well as other popular books in Computer Science & Open Source Programming. We have over one million books available in our catalogue for you to explore.