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Learn Odoo
Learn Odoo

Learn Odoo: A beginner's guide to designing, configuring, and customizing business applications with Odoo

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Profile Icon Greg Moss
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Paperback Oct 2019 504 pages 1st Edition
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Profile Icon Greg Moss
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Paperback Oct 2019 504 pages 1st Edition
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Learn Odoo

Setting Up Odoo 12

Odoo is a powerful business application framework with a complete suite of enterprise business applications. When you first install Odoo, the only functionality you will have is a limited messaging options between users. From there, Odoo allows you to install the applications you need, as you need them. This flexibility makes Odoo much more accessible than many business software solutions.

The release of Odoo 12 has introduced quite a number of impressive new features and enhancements. Among them are improved layout for mobile devices, a Documents app (a full-featured document management system), keyboard navigation and shortcuts, mass actions, Optical Character Recognition (OCR) to import bills emailed from vendors, a new report designer (Odoo Studio), data enrichment that auto-completes company information, Customer Relationship Management (CRM) email templates, automated lead generation with user-defined rules, enhanced bank synchronization, additional payment acquirers, a pop-up chatbox, dashboards that more closely resemble the familiar Google Analytics, and vastly improved overall system speed.

In this chapter, we will get started on working with Odoo by covering the installation and the basics of setting up an Odoo database.

The topics we will cover include the following:

  • A comparison of Community and Enterprise Editions
  • Setting up a trial company on Odoo Online
  • Installing Odoo on Windows and Ubuntu
  • Troubleshooting and configuring your installation

Community and Enterprise Editions of Odoo

Beginning with Odoo 9, Odoo SA started releasing two versions of Odoo—a Community Edition and an Enterprise Edition. The Community Edition is free, open source, and primarily supported by the Odoo community. Odoo Enterprise, while also open source, requires a license based on the number of users. More recently, Odoo pricing for the Enterprise version has been varied depending on region.

Odoo Enterprise offers an alternative (and arguably better) user interface. Additionally, there is better functionality in some applications, as well as support by SA and, perhaps most critical of all, migration to the new releases of Odoo. More information on the differences between Odoo Community and Odoo Enterprise Editions is available in Chapter 16, Comparative Analysis of Community versus Enterprise Editions.

This book primarily targets the Community Edition of Odoo.

Getting started with Odoo Online

Not long ago, nearly all companies kept their primary information systems in-house. This approach not only requires a lot of capital expense in purchasing servers and software licenses, but also creates a lot of responsibilities and risks in backing up data and ensuring business continuity. Today, more and more companies are choosing to host their business applications in online networks commonly called the cloud. Odoo allows you the flexibility of both options—either hosting on your own hardware, or utilizing Odoo's online software services.

Odoo also offers developers access to Odoo.sh, a cloud-based, GitHub-enabled staging server for beta-testing customized apps and deploying them to a managed production server. This service is available to those who have a license for the Odoo Enterprise Edition and would like to have it hosted like Odoo Online but require customized features. For further information about this Odoo.sh, visit https://www.odoo.sh/features.

Taking advantage of Odoo Online instant access

The best thing about accessing Odoo Online is that you can jump in and start using the software right away. You don't have to decide what operating system (OS) to use, and you don't have to install any software at all. Just enter the URL into your web browser and you are ready to get started.

Another added benefit of taking this approach is that you will verify that your web browser is up to date and compatible with the latest version of Odoo. So, even if you intend to install Odoo on your own hardware, it is still worth taking a minute to test out the Online Trial version of Odoo. You can expect to put a great deal of time into determining which Odoo applications are right for your company.

Taking a few hours to use the Odoo Online version is time well spent, and you can put off installing Odoo until you are more certain it is the right software for your business.

Use the Odoo Trial Edition to verify browser compatibility with any older machines.

Odoo browser requirements

Odoo is designed to run on a variety of modern web browsers. Supported browsers include the following:

  • Google Chrome (recommended)
  • Firefox
  • Internet Explorer
  • Safari
Macintosh users will need to make sure they are running macOS X or above. Users running older Macintosh systems are currently having difficulties running Odoo version 7. Also, in my experience, Google Chrome tends to offer the best experience in working with Odoo. Firefox is also often recommended by others in the Odoo community.

Odoo mobile phone and tablet support

Beginning with Odoo 8, Odoo has included native support for mobile phones and tablets. As with previous Odoo upgrades since, mobile support has been further improved in Odoo 12. Menus are designed to flow and format properly. The new website application even includes a preview within the portal administration to emulate how the site would appear on a mobile phone. While you still suffer many of the limitations that come with a small screen size, the applications are functional and this makes it even easier for developers to create mobile Odoo applications.

Odoo's mobile-application support covers both the Android and Apple iOS platforms. Note, however, that these mobile apps will only be able to connect to Odoo Enterprise; Odoo Community installations are not supported. Make sure you thoroughly test all processes that you intend to implement for your business, and test them on both desktop and mobile platforms. The smaller screen sizes might make some data unreadable or very awkward to work with.

Accessing the Odoo free online trial

Accessing the online trial version of Odoo Online could not be simpler. Just open up your browser and navigate to https://www.odoo.com/trial.

Please be aware that Odoo Online's trial is the Enterprise Edition of Odoo. While very similar to the Community Edition, the interface will be slightly different.

You will then be prompted to choose one of Odoo's primary business applications, as shown in the following screenshot:

Don't worry too much, because you can add more applications later.

Clicking on the appropriate button for the application immediately begins installing your own unique Odoo instance. For our example, let's go ahead and install the CRM application:

For installing the CRM application, you will need to perform the following steps:

  1. Click the radio button for CRM.
  2. Now, click Configure, and you will be taken to a simple sign-up page.
  3. Fill out the Get Started form and click Start Now, as shown in the following screenshot:

Be patient, as it can take thirty seconds or longer for the servers to build the database and bring up the starting page. When the installation is complete, Odoo automatically signs you in so you can begin trying out the software. The goal of this approach is to get users to start using the software right away, and avoid having to fill out lengthy forms or create logins and passwords to begin using the software. It really is just one click, and you have your own version of Odoo to evaluate:

The screen now contains the Odoo dashboard for the Enterprise Edition. Please be aware that this will look a bit different than the Community Edition of Odoo, even though they are very similar in terms of functionality.

We will discuss the CRM application in detail in Chapter 3, Exploring Customer Relationship Management in Odoo 12.

Take a few minutes to look around in Odoo to get familiar with the interface. You don't have to worry about breaking anything or doing anything wrong. If you run into problems or get confused, just close your web browser and try again.

This is a demonstration and will only last for a four-hour session. If you close your browser, you will lose your setup and have to start over again.

Continuing to use the trial version of Odoo

At the very top of the Odoo application, just under the address bar in the browser, you will see a message that informs you of how much longer your trial version of Odoo will run before you need to register. Also, remember that it is possible to lose this instance of Odoo before the time runs out, as seen here:

Clicking on the Activate by email link will send a message to the email address that you provided, containing a link to activate your Odoo database. Currently, you may use Odoo for free as long as you only install one application.

Odoo SA has experimented quite a bit with different trial terms, so do not be surprised if the trial options are slightly different by the time you are reading this.

Subscribing to Odoo

You can use one Odoo application for free without subscribing. If you wish to install more applications (as you likely will), you must subscribe to Odoo in order to keep using their Enterprise cloud-hosted version of the software.

For each user, the current pricing is $24 per month. At the time of this writing, there is a $4-per-month user discount, thus reducing the total per-month cost to $20. Each application you use will also incur a monthly cost that varies for each respective application.

The following is the Odoo Online Pricing calculator for October 2018 in the United States with one user and three applications:

You can locate the Odoo Online Pricing page at https://www.odoo.com/pricing-online.

Odoo Online is priced for employees that use the applications. You are not charged for customers or suppliers that access Odoo through the web portal.

Depending on your requirements, an Odoo subscription might be a good decision. Installing and maintaining an Odoo installation takes a degree of expertise and has risks for production systems. You must maintain adequate disaster recovery procedures in case of server crashes or hard drive failures. There are also complexities in applying bug fixes and migrating to newer versions of Odoo. This book will help you with many of these tasks. It can be quite convenient to have an Odoo subscription so that you can focus on the functional, rather than the technical, aspects of working with Odoo.

Using Odoo without subscription fees

One of the greatest advantages of Odoo is that Odoo Community is both open source and can be used without paying any license fees. If you choose not to pay the subscription fee, do not fear! The remainder of this chapter will assist you with installing Odoo on your own hardware.

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Key benefits

  • Learn the fundamentals of Odoo, a comprehensive enterprise management platform, without writing a single line of code
  • Create business operation strategies and analytics by using Odoo
  • Build customized ERP and CRM solutions for your business

Description

Odoo is management software that contains a set of open source enterprise management applications that help you modernize your business. Completely revised and updated, this comprehensive Odoo guide is a fourth edition of Working with Odoo. This book begins with an introduction to Odoo and helps you set up Odoo Online in your system. You'll learn how to start a new company database in Odoo and the basics of Odoo sales management. You will explore customer relationship management in Odoo and its importance in a modern business environment. Moving on, you'll learn how to install the purchasing application, set up suppliers, and begin purchasing and receiving products in Odoo. Next, you'll learn how to use the MRP module to create, process, and schedule the manufacturing and production order. Once you get to grips with the basic applications, you'll uncover how to customize Odoo to meet the specific needs of your business. You'll learn some advanced techniques for searching and finding information, and you'll be taken through business intelligence in Odoo. Towards the end of the book, you'll go in-depth into Odoo's architecture and learn to use Odoo's API to integrate with other applications. By the end of the book, you'll be ready to use Odoo to build enterprise applications and set up the functional requirements for your business.

Who is this book for?

This book is for any IT professionals, business managers, and operation managers who are looking to gain a functional understanding of Odoo or trying to implement Odoo in their organization to improve their business processes. No prior experience of Odoo is required.

What you will learn

  • Configure and customize a customer relationship management system
  • Set up purchasing and receiving system functionality in your Odoo environment
  • Understand manufacturing operations and processes with real-world examples
  • Explore Odoo s financial accounting and reporting features
  • Use Odoo s featured project management application to sort tasks
  • Get to grips with the basics of Odoo administration and manage multi-company operations

Product Details

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Publication date : Oct 31, 2019
Length: 504 pages
Edition : 1st
Language : English
ISBN-13 : 9781789536898
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Tools :

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Table of Contents

18 Chapters
Setting Up Odoo 12 Chevron down icon Chevron up icon
Installing Your First Application Chevron down icon Chevron up icon
Exploring Customer Relationship Management in Odoo 12 Chevron down icon Chevron up icon
Purchasing with Odoo Chevron down icon Chevron up icon
Making Goods with Manufacturing Chevron down icon Chevron up icon
Configuring Accounting - Finance Options Chevron down icon Chevron up icon
Administering an Odoo Installation Chevron down icon Chevron up icon
Implementing the Human Resources Application Chevron down icon Chevron up icon
Understanding Project Management Chevron down icon Chevron up icon
Creating Advanced Searches and Dashboards Chevron down icon Chevron up icon
Building a Website with Odoo Chevron down icon Chevron up icon
Implementing E-Commerce with Odoo Chevron down icon Chevron up icon
Customizing Odoo for Your Business Chevron down icon Chevron up icon
Modifying Documents and Reports Chevron down icon Chevron up icon
Discovering Custom Odoo Modules Chevron down icon Chevron up icon
Comparative Analysis of Community versus Enterprise Editions Chevron down icon Chevron up icon
Locating Additional Odoo Resources Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon
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