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Home > Programming > Application Development > Working with Odoo
Working with Odoo
Working with Odoo

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

Chapter 2. Installing Your First Application

You have learned about the various applications that Odoo has to offer and how you can install Odoo on your own system. Before the release of Odoo 8, most users were focused on ERP- and financial-related applications. Now, Odoo 8 has added several important applications that allow companies to use Odoo in much greater scope than ever before. For example, the website builder can be installed to quickly launch a simple website for your business. A task that typically would have been accomplished with a content management system such as WordPress.

Despite all these new options that are available in Odoo 8, the overall process is the same. We begin by looking at the overall business requirements and decide on the first set of applications we wish to implement. After understanding our basic objectives, we will create an Odoo database and configure the required company information.

Next, we begin exploring the Odoo interface to create and view...

Gathering requirements

Setting up an Odoo system is no easy task. Many companies get into trouble by believing that they can just install the software and throw in some data. Inevitably, the scope of the project grows and what was supposed to be a simple system ends up becoming a confusing mess. Fortunately, Odoo's modular design will allow you to take a systematic approach to implement Odoo for your business.

Implementing Odoo using a modular approach

The bare bones installation of Odoo simply provides a limited messaging system. To manage your Odoo implementation, you must begin with the planning of the applications with which you will work first. Odoo allows you to install just what you need now and then install additional Odoo applications as you better define your requirements. It can be valuable to take this approach when you are considering how to implement Odoo for your own business.

Tip

Don't try and install all the applications and get everything running all at once. Instead...

Creating a new database in Odoo

If you have installed Odoo on your own server, you will first need to create a database. As you add additional applications to Odoo, the necessary tables and fields will be added to the database you specify.

Tip

Odoo online

If you are using Odoo online, you will not have access to create a new database and instead will use Odoo's one click application installer to manage your Odoo installation.

If you have just installed a fresh copy of Odoo, you will be prompted automatically to create a new Odoo database:

Creating a new database in Odoo

In the preceding screenshot, you can see the Odoo form to create a new database.

Odoo provides basic instructions for creating your database. Let's quickly review the fields and how they are used.

Specifying the master password

The master password is set in the Odoo configuration file. In this form, you are not setting the master password. Instead, you are supplying the master password so that Odoo can be sure you are authorized to create databases...

Installing the Sales Management application

After clicking on Create Database, it can take a little time depending on your system before you are shown a page that lists the available applications.

Installing the Sales Management application

This screen lets you select from a list of the most common Odoo applications to install.

There is very little you can do with just an Odoo database, without any applications installed. Now, we will install the Sales Management application so we can begin setting up our business selling t-shirts.

Installing the Sales Management application

Tip

Click on the Install button to install the Sales Management application.

During installation of applications and other long operations, you will often see a Loading… icon at the center of your screen.

Configuring accounting data

With the installation of the Sales Management application, Odoo prompts you to configure the accounting package you will use with your company. For our example, we will be using the United States chart of accounts. As we have only installed one company in this installation...

Knowing the basics of the Odoo interface

After the installation of the sales order application, Odoo takes you directly to the customers form. Let's take a moment to look at the screen elements that will appear consistently throughout Odoo. In the top left of the main form, you can clearly see that we are in the Customers section.

Using the search box

In the top-right corner of our form, we have a search box:

Using the search box

The search box allows you to quickly search for records in the Odoo application. If you are in the customer section, naturally, the search will be looking for customer records. Likewise, if you are looking at the product view, the search box will allow you to search the product records that you have entered into the system.

Picking different views

Odoo also offers a standard interface to switch between a list view, form view, or other views such as Kanban or graph views. You can see the icon selections under the search box in the right corner of the form:

Picking different views

The currently selected view...

Creating your first customer

Helpful instructions prompt you to begin entering your first customer into Odoo by clicking on the Create button:

Creating your first customer

This is the Odoo Customers form. Clicking on Create will generate a customer record.

Silkworm sells t-shirts to both businesses and retail customers. For this example, we will use a fictional customer named Mike Smith, who wishes to purchase several t-shirts. Odoo offers flexibility in collecting customer information, and by default, most fields are not required. Three main fields are required in a default installation of Odoo sales management:

  • Customer name
  • Accounts receivable account
  • Accounts payable account

The rest of the fields are optional. Later in the chapter, you will learn how to configure Odoo to make additional fields required.

In this example, we have filled out some of the basic fields for our fictional customer Mike Smith:

Creating your first customer

Is this customer a company?

At the very top of the form is a check box to inform Odoo whether this customer is a company...

Gathering requirements

Setting up an Odoo system is no easy task. Many companies get into trouble by believing that they can just install the software and throw in some data. Inevitably, the scope of the project grows and what was supposed to be a simple system ends up becoming a confusing mess. Fortunately, Odoo's modular design will allow you to take a systematic approach to implement Odoo for your business.

Implementing Odoo using a modular approach

The bare bones installation of Odoo simply provides a limited messaging system. To manage your Odoo implementation, you must begin with the planning of the applications with which you will work first. Odoo allows you to install just what you need now and then install additional Odoo applications as you better define your requirements. It can be valuable to take this approach when you are considering how to implement Odoo for your own business.

Tip

Don't try and install all the applications and get everything running all at once. Instead, break...

Creating a new database in Odoo

If you have installed Odoo on your own server, you will first need to create a database. As you add additional applications to Odoo, the necessary tables and fields will be added to the database you specify.

Tip

Odoo online

If you are using Odoo online, you will not have access to create a new database and instead will use Odoo's one click application installer to manage your Odoo installation.

If you have just installed a fresh copy of Odoo, you will be prompted automatically to create a new Odoo database:

In the preceding screenshot, you can see the Odoo form to create a new database.

Odoo provides basic instructions for creating your database. Let's quickly review the fields and how they are used.

Specifying the master password

The master password is set in the Odoo configuration file. In this form, you are not setting the master password. Instead, you are supplying the master password so that Odoo can be sure you are authorized to create databases. If you enter...

Installing the Sales Management application

After clicking on Create Database, it can take a little time depending on your system before you are shown a page that lists the available applications.

This screen lets you select from a list of the most common Odoo applications to install.

There is very little you can do with just an Odoo database, without any applications installed. Now, we will install the Sales Management application so we can begin setting up our business selling t-shirts.

Tip

Click on the Install button to install the Sales Management application.

During installation of applications and other long operations, you will often see a Loading… icon at the center of your screen.

Configuring accounting data

With the installation of the Sales Management application, Odoo prompts you to configure the accounting package you will use with your company. For our example, we will be using the United States chart of accounts. As we have only installed one company in this installation, you will...

Knowing the basics of the Odoo interface

After the installation of the sales order application, Odoo takes you directly to the customers form. Let's take a moment to look at the screen elements that will appear consistently throughout Odoo. In the top left of the main form, you can clearly see that we are in the Customers section.

Using the search box

In the top-right corner of our form, we have a search box:

The search box allows you to quickly search for records in the Odoo application. If you are in the customer section, naturally, the search will be looking for customer records. Likewise, if you are looking at the product view, the search box will allow you to search the product records that you have entered into the system.

Picking different views

Odoo also offers a standard interface to switch between a list view, form view, or other views such as Kanban or graph views. You can see the icon selections under the search box in the right corner of the form:

The currently selected view is highlighted...

Creating your first customer

Helpful instructions prompt you to begin entering your first customer into Odoo by clicking on the Create button:

This is the Odoo Customers form. Clicking on Create will generate a customer record.

Silkworm sells t-shirts to both businesses and retail customers. For this example, we will use a fictional customer named Mike Smith, who wishes to purchase several t-shirts. Odoo offers flexibility in collecting customer information, and by default, most fields are not required. Three main fields are required in a default installation of Odoo sales management:

  • Customer name

  • Accounts receivable account

  • Accounts payable account

The rest of the fields are optional. Later in the chapter, you will learn how to configure Odoo to make additional fields required.

In this example, we have filled out some of the basic fields for our fictional customer Mike Smith:

Is this customer a company?

At the very top of the form is a check box to inform Odoo whether this customer is a company...

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Page 1 of 11

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Key benefits

  • 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 applicationsl
  • Perform step-by-step configurations of the most important Odoo applications using real-world examples

Description

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.

Who is this book 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

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Aug 27, 2015
Length: 432 pages
Edition : 1st
Language : English
ISBN-13 : 9781784397920
Vendor :
Odoo S.A
Category :
Programming
Languages :
Python
Concepts :
Application Development
Tools :
Odoo

What do you get with eBook?

Product feature icon Instant access to your Digital eBook purchase
Product feature icon Download this book in EPUB and PDF formats
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
OR

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Product Details

Publication date : Aug 27, 2015
Length: 432 pages
Edition : 1st
Language : English
ISBN-13 : 9781784397920
Vendor :
Odoo S.A
Category :
Programming
Languages :
Python
Concepts :
Application Development
Tools :
Odoo

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Table of Contents

18 Chapters
1. Setting Up Odoo Chevron down icon Chevron up icon
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
2. Installing Your First Application Chevron down icon Chevron up icon
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
3. Exploring Customer Relationship Management in Odoo Chevron down icon Chevron up icon
3. Exploring Customer Relationship Management in Odoo
Using CRM as a business strategy
Leads and opportunities
Summary
4. Purchasing with Odoo Chevron down icon Chevron up icon
4. Purchasing with Odoo
Understanding the overall purchasing process
Summary
5. Making Goods with Manufacturing Resource Planning Chevron down icon Chevron up icon
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
6. Configuring Accounting Finance Chevron down icon Chevron up icon
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
7. Administering an Odoo Installation Chevron down icon Chevron up icon
7. Administering an Odoo Installation
Basic considerations for an Odoo administration
Administering users in Odoo
Summary
8. Implementing the Human Resources Application Chevron down icon Chevron up icon
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
9. Understanding Project Management Chevron down icon Chevron up icon
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
10. Creating Advanced Searches and Dashboards Chevron down icon Chevron up icon
10. Creating Advanced Searches and Dashboards
Determining the search requirements for your business
Searching in Odoo
Summary
11. Building a Website with Odoo Chevron down icon Chevron up icon
11. Building a Website with Odoo
What is CMS?
Why use Odoo Website Builder for your CMS?
Installing the Odoo Website Builder
Summary
12. Implementing E-Commerce with Odoo Chevron down icon Chevron up icon
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
13. Customizing Odoo for Your Business Chevron down icon Chevron up icon
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
14. Modifying Documents and Reports Chevron down icon Chevron up icon
14. Modifying Documents and Reports
Getting the skills required to modify reports
Modifying the RML header
Summary
15. Understanding Workflows Chevron down icon Chevron up icon
15. Understanding Workflows
Planning the changes to our workflow
An example of the Odoo workflow
Looking at the Odoo workflow in detail
Summary
16. Discovering Custom Odoo Modules Chevron down icon Chevron up icon
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
A. Locating Additional Odoo Resources Chevron down icon Chevron up icon
A. Locating Additional Odoo Resources
Locating the essential Odoo documentation
Visiting the Official Odoo help forum
The Odoo Community Association
Downloading Odoo from GitHub
Locating resources on Ubuntu
Getting access to additional developer documentation
Finding the Postgres resources
Locating the Python resources
Finding the XML resources
Alternative reporting solutions
Index Chevron down icon Chevron up icon
Index

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Unga Bunga Apr 29, 2016
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Goods as described. Fast shipping. Highly recommend
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Client Amazon Sep 17, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
A clear and precise book for installing, configuring, and implementing Odoo.It cover the most essential features of the Odoo applications
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francois dlx Sep 30, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book is an easy and fast walk-through to install and use Odoo (install, set it, CRM, purchasing, manufacturing, accounting, HR... admin). It's a new version of the "working with OpenERP 7". It describe also the new features.Then Greg Moss give useful information to customize your ERP with dashboard, workflow, custom modules ... and introduce new modules as "building web site / CMS" or "e-commerce".So you'll find accurate informations to use Odoo and even "pros and cons" on each feature.
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Laurene Sep 19, 2015
Full star icon Full star icon Full star icon Full star icon Full star icon 5
This book was recommended by a developer friend as a thorough guide to Odoo. I'm in the process of working my way through it and, so far, I've found the book to be an extremely useful guide!
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Franz Sedi Jun 01, 2016
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This is the book you need if you choose Odoo (ex- OpenERP) as your ERP. While costs are very low compared to other ERPs, features are great and usability is perfect, Odoo is really lacking on the documentation side from an end-user perspective. This manual covers in 17 chapters all you need to better work with Odoo. I discovered that Odoo has an integrated graphical workflow editor which lets you examine, for example, the sales order workflow!
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The Python Workshop Second Edition
The Python Workshop Second Edition
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Nov 2022 600 pages
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Template Metaprogramming with C++
Template Metaprogramming with C++
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Aug 2022 480 pages
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Domain-Driven Design with Golang
Domain-Driven Design with Golang
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Dec 2022 204 pages
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About the author

Profile icon Greg Moss
Greg Moss
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Greg Moss has been a business and information systems consultant for over 30 years and is both a Certified Information Systems Auditor (CISA) and a Certified Six Sigma Black Belt. He also has an Information Assurance Certification from Carnegie Melon University. Presently, Greg is the CEO of First Class Ventures, LLC., the owner of First Class Computer Consulting—Odoo consulting and training, the Odoo Class website, and an Odoo Ready partner. Greg is the founder of Odoo Class, a technical training platform for Odoo. He has published more than 20 courses on Udemy. In his spare time, Greg enjoys playing the trumpet, saxophone, keyboard, and guitar, and taking cross-country road trips with his African grey parrot, Bibi.
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