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Working with Odoo

You're reading from   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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Product type Paperback
Published in Aug 2015
Publisher
ISBN-13 9781784394554
Length 432 pages
Edition 1st Edition
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Author (1):
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Greg Moss Greg Moss
Author Profile Icon Greg Moss
Greg Moss
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Table of Contents (19) Chapters Close

Preface 1. Setting Up Odoo FREE CHAPTER 2. Installing Your First Application 3. Exploring Customer Relationship Management in Odoo 4. Purchasing with Odoo 5. Making Goods with Manufacturing Resource Planning 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 12. Implementing E-Commerce with Odoo 13. Customizing Odoo for Your Business 14. Modifying Documents and Reports 15. Understanding Workflows 16. Discovering Custom Odoo Modules A. Locating Additional Odoo Resources Index

Determining the search requirements for your business

One of the tasks that can often be frustrating and time consuming for users is trying to find the information they need. When datasets are small and simple, there is not much of an issue. As the number of records in the system grows, it can become increasingly difficult to find information.

When implementing an ERP system, you will want to take the time to work with users and get familiar with the data they use each day. If you are working with a purchasing system that only produces an average of 10 purchase orders a day, you will have far less concern over advanced searching in that application. However, if you have 20 purchasing agents cutting 450 purchase orders a day, it will be critical that the users have a firm grasp on the search functionality of the system. Trying to locate a particular order can be like trying to find a needle in a haystack.

Tip

Take the time to sit with users and watch them use the system. Often, users will...

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