Book description
Configure, manage, and customize Odoo to build professional-level business applications
About This Book
Build an Odoo module and integrate it with other platforms through this practical guide
This book is the perfect companion to help you customize your Odoo installations for your enterprise requirements
Use project management along with analytics for better reporting
Who This Book Is For
This book is for those who have not used Odoo before, allowing you to learn advanced-level features with Odoo such as creating your own custom modules. You do not need any knowledge of Odoo.
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
In Detail
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!
Style and approach
This fast-paced, step-by-step guide will show you everything you need to know about the Odoo module ecosystem through practical and real-world examples.
Table of contents
-
Working with Odoo 10 Second Edition
- Working with Odoo 10 Second Edition
- Credits
- About the Author
- Acknowledgments
- About the Reviewer
- www.PacktPub.com
- Customer Feedback
- Preface
-
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
- 2. Installing Your First Application
-
3. Exploring Customer Relationship Management in Odoo 10
-
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
- Real-world case study - improving customer experience
- Installing the CRM application
- Assigning the sales representative or account manager
- Understanding Your Pipeline
- Leads and opportunities
- Using Odoo to schedule calls, meetings, and events
- Specifying meeting details
- Summary
-
Using CRM as a business strategy
-
4. Purchasing with Odoo
-
Understanding the overall purchasing process
- Setting up a vendor
- Setting up warehouse locations
- Generating quotations and purchase orders
- Receiving the product
- Settling the invoice
- Installing the purchasing application
- Setting up your first vendor
- Designating vendor companies versus individuals
- Configuring your product for procurement
- Purchasing information
- Setting the cost price of the product
- Assigning vendors to the product
- Creating your first purchase quotation
- Receiving products
- Paying vendor bills
- Summary
-
Understanding the overall purchasing process
-
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 of producing a custom-printed t-shirt
- Installing Manufacturing Resource Planning
- Building your bill of materials
- Producing the product
- Creating a work center
- Creating routing orders
- Assigning the routing to a bill of materials
- Creating a manufacturing order with routing and a work center
- Summary
-
Creating manufacturing orders
- 6. Configuring Accounting Finance
- 7. Administering an Odoo Installation
- 8. Implementing the Human Resources Application
- 9. Understanding Project Management
- 10. Creating Advanced Searches and Dashboards
-
11. Building a Website with Odoo
- What is a CMS?
- Why use Odoo Website Builder for your CMS?
- Installing the Odoo Website Builder
- Summary
- 12. Implementing E-Commerce with Odoo
- 13. Customizing Odoo for Your Business
-
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
-
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
- 16. Comparative Analysis of Community vs Enterprise Edition
- appA. Locating additional Odoo resources
Product information
- Title: Working with Odoo 10 - Second Edition
- Author(s):
- Release date: January 2017
- Publisher(s): Packt Publishing
- ISBN: 9781786462688
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