Odoo 10 Implementation Cookbook

Comprehensive tasks covering Odoo 10 in the right way
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Odoo 10 Implementation Cookbook

Mantavya Gajjar

1 customer reviews
Comprehensive tasks covering Odoo 10 in the right way
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Book Details

ISBN 139781787123427
Paperback806 pages

Book Description

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

Chapter 1: 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
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: 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
Chapter 7: 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
Chapter 8: 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
Chapter 9: Purchase Management
Introduction
Complete the purchase cycle
Tenders, choose the best offer
Controlling invoicing and payments
Multiple units of measures
Chapter 10: 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
Chapter 11: Advanced Warehouse Management
Introduction
Product costing and inventory valuation
Managing transportation costs
Quality control in Warehouse
Chapter 12: Setup your Manufacturing Process
Introduction
Complete the first manufacturing order
Configuring assembly line and work centers
Master production schedule
Selling combo products using kit
Chapter 13: Product Life Cycle Management and Maintenance
Introduction
Product lifecycle management
Maintenance management
Chapter 14: Implement Project Management
Introduction
Set up a project and manage tasks
Project forecasting
Managing project issues and rating
Chapter 15: Implement Human Resource Applications
Introduction
Launch employee recruitment
Managing employees' leave
HR expense and reimbursements
Chapter 16: Installation of Odoo on Ubuntu
Introduction
Using Odoo onsite for custom needs

What You Will Learn

  • Learn the modern way of doing sales and managing sales contracts.
  • Create and configure your products and manage your sales quotations
  • Set up an online shop and start selling online with Odoo eCommerce
  • Manage multi-currency transactions and create a deferred revenue plan and link it with products
  • Administer vendors and products and request quotations, confirm orders, and get them delivered
  • Manage quality control in the warehouse and manual and real-time inventory stock valuations.
  • Manage projects and project forecasting via grid and Gantt views
  • Implement Human Resource apps and manage the employee appraisal process
  • Manage Workcenters and the product lifecycle
  • Track worker activity with tablets and launch new changes in production

Authors

Table of Contents

Chapter 1: 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
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: 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
Chapter 7: 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
Chapter 8: 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
Chapter 9: Purchase Management
Introduction
Complete the purchase cycle
Tenders, choose the best offer
Controlling invoicing and payments
Multiple units of measures
Chapter 10: 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
Chapter 11: Advanced Warehouse Management
Introduction
Product costing and inventory valuation
Managing transportation costs
Quality control in Warehouse
Chapter 12: Setup your Manufacturing Process
Introduction
Complete the first manufacturing order
Configuring assembly line and work centers
Master production schedule
Selling combo products using kit
Chapter 13: Product Life Cycle Management and Maintenance
Introduction
Product lifecycle management
Maintenance management
Chapter 14: Implement Project Management
Introduction
Set up a project and manage tasks
Project forecasting
Managing project issues and rating
Chapter 15: Implement Human Resource Applications
Introduction
Launch employee recruitment
Managing employees' leave
HR expense and reimbursements
Chapter 16: Installation of Odoo on Ubuntu
Introduction
Using Odoo onsite for custom needs

Book Details

ISBN 139781787123427
Paperback806 pages
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From 1 reviews

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