Working with Odoo 10 - Second Edition

Configure, manage, and customize Odoo to build professional-level business applications
Working with Odoo 10 - Second Edition Book Cover

Working with Odoo 10 - Second Edition

Greg Moss

2 customer reviews
Configure, manage, and customize Odoo to build professional-level business applications
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Book Details

ISBN 139781786462688
Paperback426 pages

Book Description

Odoo is a comprehensive set of open-source enterprise management applications. Now with Odoo 10, you have access to a powerful website builder, integrated e-commerce features, and a fast-growing community to help transform and modernize your business.

You will start with how to set up Odoo online and on your own server. You’ll then configure the basic company settings required to quickly getting your first Odoo system up and running. Later you’ll explore Customer Relationship Management in Odoo and and their importance in today's modern business environment. Next we will deep dive into purchasing application with Odoo and learn some of the primary functionalities of ERP systems for manufacturing operations. You will then use analytic accounting to provide better reporting. Finally you will walk through the recent Odoo 10 features with respect to the community and enterprise edition giving you complete understanding of what Odoo can do for you no matter the reason!

Table of Contents

Chapter 1: Setting Up Odoo 10
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
Chapter 2: Installing Your First Application
Gathering requirements
Creating a new database in Odoo
Installing the Sales Management module
Knowing the basic Odoo interface
Creating your first customer
Entering a product in Odoo
Setting the company information
Entering your first sales order
Invoicing the sale
Summary
Chapter 3: Exploring Customer Relationship Management in Odoo 10
Using CRM as a business strategy
Understanding Your Pipeline
Leads and opportunities
Using Odoo to schedule calls, meetings, and events
Specifying meeting details
Summary
Chapter 4: Purchasing with Odoo
Understanding the overall purchasing process
Summary
Chapter 5: Making Goods with Manufacturing Resource Planning
Creating manufacturing orders
Summary
Chapter 6: Configuring Accounting Finance
Defining the chart of accounts for your business
Installing the Accounting and Finance application
Following transactions through the sales and accounts receivable process
Setting up your own accounts
Summary
Chapter 7: Administering an Odoo Installation
Basic considerations for an Odoo administration
Administering users in Odoo
Summary
Chapter 8: Implementing the Human Resources Application
Modular approach to Human Resources
Installing the Employee Directory
Creating a new employee
Timesheets
Leave Management
Recruitment Process
Summary
Chapter 9: Understanding Project Management
Basics of Project Management
Installing the Project Management application
Understanding the Project dashboard
Real-world project example for a customer
Creating our first project
Defining project tasks
Calculating project costs and time
Summary
Chapter 10: Creating Advanced Searches and Dashboards
Determining the search requirements for your business
Searching in Odoo
Summary
Chapter 11: Building a Website with Odoo
What is a CMS?
Why use Odoo Website Builder for your CMS?
Installing the Odoo Website Builder
Summary
Chapter 12: 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
Chapter 13: Customizing Odoo for Your Business
Understanding the Odoo architecture
Activating developer mode
Backing up your database
Adding a custom field to Odoo
Understanding actions
Create a new menu
Summary
Chapter 14: Modifying Documents and Reports
Getting the skills required to modify reports
What is the QWeb template framework?
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
Chapter 15: 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
Summary
Chapter 16: Comparative Analysis of Community vs Enterprise Edition
Getting an overview of Community and Enterprise Editions
Using the Odoo runbot to compare Odoo versions
Using the bank integration features of Enterprise Edition
Summary

What You Will Learn

  • Configure a functioning customer relationship management system
  • Set up a purchasing and receiving system
  • Implement manufacturing operations and processes using real-world examples
  • Discover the capabilities of Odoo's financial accounting and reporting features
  • Integrate powerful human resource applications
  • Utilize Odoo's project management application to organize tasks
  • Customize Odoo without writing a line a code

Authors

Table of Contents

Chapter 1: Setting Up Odoo 10
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
Chapter 2: Installing Your First Application
Gathering requirements
Creating a new database in Odoo
Installing the Sales Management module
Knowing the basic Odoo interface
Creating your first customer
Entering a product in Odoo
Setting the company information
Entering your first sales order
Invoicing the sale
Summary
Chapter 3: Exploring Customer Relationship Management in Odoo 10
Using CRM as a business strategy
Understanding Your Pipeline
Leads and opportunities
Using Odoo to schedule calls, meetings, and events
Specifying meeting details
Summary
Chapter 4: Purchasing with Odoo
Understanding the overall purchasing process
Summary
Chapter 5: Making Goods with Manufacturing Resource Planning
Creating manufacturing orders
Summary
Chapter 6: Configuring Accounting Finance
Defining the chart of accounts for your business
Installing the Accounting and Finance application
Following transactions through the sales and accounts receivable process
Setting up your own accounts
Summary
Chapter 7: Administering an Odoo Installation
Basic considerations for an Odoo administration
Administering users in Odoo
Summary
Chapter 8: Implementing the Human Resources Application
Modular approach to Human Resources
Installing the Employee Directory
Creating a new employee
Timesheets
Leave Management
Recruitment Process
Summary
Chapter 9: Understanding Project Management
Basics of Project Management
Installing the Project Management application
Understanding the Project dashboard
Real-world project example for a customer
Creating our first project
Defining project tasks
Calculating project costs and time
Summary
Chapter 10: Creating Advanced Searches and Dashboards
Determining the search requirements for your business
Searching in Odoo
Summary
Chapter 11: Building a Website with Odoo
What is a CMS?
Why use Odoo Website Builder for your CMS?
Installing the Odoo Website Builder
Summary
Chapter 12: 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
Chapter 13: Customizing Odoo for Your Business
Understanding the Odoo architecture
Activating developer mode
Backing up your database
Adding a custom field to Odoo
Understanding actions
Create a new menu
Summary
Chapter 14: Modifying Documents and Reports
Getting the skills required to modify reports
What is the QWeb template framework?
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
Chapter 15: 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
Summary
Chapter 16: Comparative Analysis of Community vs Enterprise Edition
Getting an overview of Community and Enterprise Editions
Using the Odoo runbot to compare Odoo versions
Using the bank integration features of Enterprise Edition
Summary

Book Details

ISBN 139781786462688
Paperback426 pages
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From 2 reviews

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