Working with Odoo

Learn how to use Odoo, a resourceful, open source business application platform designed to transform and modernize your business
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Working with Odoo

Greg Moss

2 customer reviews
Learn how to use Odoo, a resourceful, open source business application platform designed to transform and modernize your business
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Book Details

ISBN 139781784394554
Paperback432 pages

Book Description

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.

Table of Contents

Chapter 1: Setting Up 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 application
Knowing the basics of the 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
Using CRM as a business strategy
Leads and opportunities
Summary
Chapter 4: Purchasing with Odoo
Understanding the overall purchasing process
Summary
Chapter 5: Making Goods with Manufacturing Resource Planning
Creating manufacturing orders
Producing the product
Delivering the order
Defining the workflow for your business
A real world example – producing a custom printed T-shirt
Installing manufacturing resource planning
Building your bill of materials
Producing the product
Creating a work center
Creating a manufacturing order with routing and a work center
Producing the manufacturing order
Summary
Chapter 6: Configuring Accounting Finance
Defining the chart of accounts for your business
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
A modular approach to Human Resources
Installing the Employee Directory
Creating a new employee
Timesheets
Leave Management
Recruitment Process
Summary
Chapter 9: Understanding Project Management
The basics of Project Management
Installing the Project Management application
The real-world project example
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 CMS?
Why use Odoo Website Builder for your CMS?
Installing the Odoo Website Builder
Summary
Chapter 12: Implementing E-Commerce with Odoo
Odoo and e-commerce
Installing Odoo e-commerce
The 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
Activating the developer mode
Backing up your database
Adding a custom field to Odoo
Adding a field to an existing view
Summary
Chapter 14: Modifying Documents and Reports
Getting the skills required to modify reports
Modifying the RML header
Summary
Chapter 15: Understanding Workflows
Planning the changes to our workflow
An example of the Odoo workflow
Looking at the Odoo workflow in detail
Summary
Chapter 16: Discovering Custom Odoo Modules
Exploring the Odoo application and module directory
Seeing it all come together
Using a module to add a filter to a search view
Summary

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

Authors

Table of Contents

Chapter 1: Setting Up 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 application
Knowing the basics of the 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
Using CRM as a business strategy
Leads and opportunities
Summary
Chapter 4: Purchasing with Odoo
Understanding the overall purchasing process
Summary
Chapter 5: Making Goods with Manufacturing Resource Planning
Creating manufacturing orders
Producing the product
Delivering the order
Defining the workflow for your business
A real world example – producing a custom printed T-shirt
Installing manufacturing resource planning
Building your bill of materials
Producing the product
Creating a work center
Creating a manufacturing order with routing and a work center
Producing the manufacturing order
Summary
Chapter 6: Configuring Accounting Finance
Defining the chart of accounts for your business
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
A modular approach to Human Resources
Installing the Employee Directory
Creating a new employee
Timesheets
Leave Management
Recruitment Process
Summary
Chapter 9: Understanding Project Management
The basics of Project Management
Installing the Project Management application
The real-world project example
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 CMS?
Why use Odoo Website Builder for your CMS?
Installing the Odoo Website Builder
Summary
Chapter 12: Implementing E-Commerce with Odoo
Odoo and e-commerce
Installing Odoo e-commerce
The 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
Activating the developer mode
Backing up your database
Adding a custom field to Odoo
Adding a field to an existing view
Summary
Chapter 14: Modifying Documents and Reports
Getting the skills required to modify reports
Modifying the RML header
Summary
Chapter 15: Understanding Workflows
Planning the changes to our workflow
An example of the Odoo workflow
Looking at the Odoo workflow in detail
Summary
Chapter 16: Discovering Custom Odoo Modules
Exploring the Odoo application and module directory
Seeing it all come together
Using a module to add a filter to a search view
Summary

Book Details

ISBN 139781784394554
Paperback432 pages
Read More
From 2 reviews

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