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Working with Odoo 11
Working with Odoo 11

Working with Odoo 11: Configure, manage, and customize your Odoo system , Third Edition

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Working with Odoo 11

Installing Your First Application

We 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 finance-related applications. Now, Odoo 11 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 the increasing options available in Odoo, the overall process is the same. We begin by looking at the overall business requirements and decide on the first set of applications that we wish to implement. After understanding our basic objectives, we will create an Odoo database and configure the...

What's new in Odoo 11?

For the most part the Odoo 11 upgrade was focused primarily on improving Odoo's underlying architecture. Instead of using Python 2.7, Odoo now uses Python 3.5. The improved design in Odoo 11 allows many operations to run up to 3x faster. This means that there are not all that many differences between Odoo 10 and Odoo 11 from a functional standpoint. Still there are a few welcome improvements that make the user experience more enjoyable.

Odoo 11 now features a new activities system that is integrated with Odoo's applications, VoIP, calendar and notes. Clicking on a small icon on the menu bar will display the current activities. Here is an example of what a Lead/Opportunity activity looks like in Odoo 11.

In Sales Management and CRM, Odoo 11 provides small interface enhancements, improving the user experience.

...

Gathering requirements

Setting up an Odoo system is no easy task. Many companies get into trouble 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 a confusing mess. Fortunately, Odoo's modular design allows you to take a systematic approach to implementing Odoo for your business.

Implementing Odoo using a modular approach

The bare-bones installation of Odoo simply provides you with a limited messaging system. To manage your Odoo implementation, you must begin by planning the modules with which you will work first. Odoo allows you to install just what you need now, and then install additional Odoo modules...

Creating a new database in Odoo

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

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.

Create Database form

In the preceding screenshot, you can see the Odoo Create Database form.

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

Selecting a database name

...

Installing the Sales Management module

After clicking on Create Database, there may be a slight delay, 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 modules to install.

There is very little you can do with just an Odoo database with no modules installed. Now, we will install the Sales Management application so we can begin setting up our business selling T-shirts.

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

While modules are being installed and during other long operations, you will often see a Loading... icon at the top center of your screen. Unlike previous versions of Odoo, which that prompted for accounting and other setup information, Odoo now completes the installation unattended.

Getting to know the basic Odoo interface

After the installation of the sales order application, Odoo 11 takes you to the Discuss menu, where your inbox and other communication activities are located. You will also notice that Odoo provides small purple tear drops that provide helpful tips. These will show up in most Odoo applications you install.

As you can see, the application menus are across the top of the interface. Click the Sales menu to bring up the Sales application. This takes you directly to the Sales dashboard. As we have just installed the application, there is very little to see in the dashboard, but we can see the available menu options along the left edge of the interface.

The menus along the top allow you to change between the major applications and settings within Odoo, while the menus down the left side outline your available options in the current application...

Creating your first customer

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

This is the Odoo Customers form. Clicking 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. If you see a field that is purple, that is a required field. In Odoo 10, the only required field for the customer is the name.

The rest of the fields are optional. Later, we will learn how you can 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:

Basic fields for our fictional customer...

Entering a product in Odoo

Now that we have a customer, it is time we enter some products to sell to our new customer. For our example, we are going to enter a medium, white-cotton T-shirt. Click on the Products item in the menu on the left:

Products item

Creating products in Odoo

Create a new product by clicking the Create button.

The following screenshot is of the General Information page of the Products form, which you use to enter a product record into Odoo:

General Information page of the Products form

Product Name

The Product Name is what will display on the sales...

Setting company information

We have entered both a customer and a product. However, before we create a sales order, we still have some work to do in setting up our company. Currently, Odoo does not even know the name of our company and has, by default, used Your Company as the name.

We can locate the company information by choosing Settings from the top menu and then clicking the Set Up button from the dashboard.

After you click the button, you will get taken to the company information form. The following screenshot is a company record filled in with the data for our sample case study:

Company record

Here, we have supplied the company name along with the address, email, phone, website, and company slogan. It is also possible to click the photo icon at the top left to assign a logo to the company.

...

Entering your first sales order

Now for the moment we have all been waiting for. We finally get to sell our products by entering a sales order. To get to the Sales Order screen, click Sales in the top menu, and then choose Orders from the sub-menu on the left.

The following screenshot shows existing sales orders and allows users to create a new sales order:

Create a new sales order

Click on the Create button to create a new sales order. Every brand-new sales order begins as a quotation and stays in that state until you confirm the sale. Only after confirming the quotation will your sale be referred to as a sales order.

The following screenshot is a new sales order form with the cursor set on the Customer field:

Sales order form

Selecting the customer

...

Invoicing the sale

Depending on the workflow of the business, a lot of different things can happen after you have confirmed a sales order. In manufacturing companies, you may need to both purchase products and create a manufacturing order to produce the final product before you invoice the customer. In our example, we are going to go ahead and invoice the customer for the T-shirt they have ordered. Click the Create Invoice button to generate an invoice for the sales order.

An Odoo Invoice Order wizard pops up to walk you through the invoice creation process.

The following screenshot shows the Invoice Order wizard:

Invoice Order wizard

What do you want to invoice?

Odoo provides a variety of options for invoicing the entire...

Summary

In this chapter, we started by creating an Odoo database. We then installed the Sales Order Management module and created our first customer. With our customer created, we turned our attention to setting up a product in Odoo and entering our basic company information. Next, we created a quotation and followed the workflow all the way through to confirming the sales order and generating an invoice.

In the next chapter, we'll look at our sales strategy and what we want to achieve via CRM software.

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Key benefits

  • • Use project management along with analytics for better reporting
  • • Build an Odoo module and integrate it with other platforms with this practical guide
  • • Explore new design and mobile updates from the Odoo enterprise

Description

Odoo is an all-in-one management software that offers an array of business applications, forming a complete suite of enterprise management applications. Odoo 11 comes with advances on usability, speed, and design. Working with Odoo 11 starts with how to set up Odoo, both online and on your own server. You’ll then configure the basic company settings required to quickly get your first Odoo system up and running. Later, you’ll explore customer relationship management in Odoo and its importance in a modern business environment. You'll then dive into purchasing applications with Odoo, learn some of the primary functionalities of ERP systems for manufacturing operations, and use analytic accounting to provide better reporting. After that, you'll learn how to work with Odoo for mobile, and finally, you will walk through the recent Odoo 11 features with respect to the community and enterprise edition, giving you a complete understanding of what Odoo can do for your business.

Who is this book for?

This book is for beginners, and will help you learn advanced-level features with Odoo such as creating your own custom modules. You do not need any prior 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 of code
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Mar 28, 2018
Length: 474 pages
Edition : 3rd
Language : English
ISBN-13 : 9781788476959
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Length: 474 pages
Edition : 3rd
Language : English
ISBN-13 : 9781788476959
Vendor :
Odoo S.A
Category :
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Tools :

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Table of Contents

17 Chapters
Setting Up Odoo 11 Chevron down icon Chevron up icon
Installing Your First Application Chevron down icon Chevron up icon
Exploring CRM in Odoo 11 Chevron down icon Chevron up icon
Purchasing with Odoo Chevron down icon Chevron up icon
Making Goods with Manufacturing Resource Planning Chevron down icon Chevron up icon
Configuring Accounting and 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
Comparing Community and Enterprise Edition Chevron down icon Chevron up icon
Another Book You May Enjoy Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.3
(4 Ratings)
5 star 75%
4 star 0%
3 star 0%
2 star 25%
1 star 0%
DietFacts Apr 03, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Working with Odoo 11 is an easy-to-follow guide to installing Odoo and getting it set up in a way to suit your business. I like how the author encourages the reader to explore the many options for configuration BEFORE jumping into any code modification. With Odoo there are many features that aren't altogether obvious unless you experiment with different combinations of system options. I also appreciate the comparisons between Odoo Enterprise edition and Odoo Community edition, as well as Odoo 11 compared its prior versions. The "Tip" information boxes are scattered throughout the book and often contain advice that only a well-experienced Odoo user or programmer would know; these have saved me a lot of time and headaches, especially regarding installing on various platforms and using Odoo's E-commerce application. The author obviously has much experience with the Manufacturing and Purchasing applications -- two apps that I'd find rather confusing if not for the help of this book. The only thing I would change about this book itself is the size and formatting of headers in the eBook version, but that's not a big deal at all. I highly recommend this book for anyone who is just getting started with Odoo plus those having a moderate amount of experience with Odoo.
Amazon Verified review Amazon
Erwin Craps Aug 13, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Very good and infromative book which I read with pleasure on holday.Still largely valid for ODOO 12 although it focus mainly on the community edition which is in ODOO12 somewhat different GUI.I would to see it updated now we gonna get ODOO13.
Amazon Verified review Amazon
Gery Apr 30, 2018
Full star icon Full star icon Full star icon Full star icon Full star icon 5
As the technical reviewer, I had the opportunity to read the draft of this book. I think that the text is quite good, and well explained. This book should be useful to most people working with Odoo. (disclaimer: I work at Odoo)
Amazon Verified review Amazon
John Bergmann MSM, CQE Oct 08, 2018
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
This book piqued my interest at first, but after receiving it and getting through the volume, it is limited and leads to more questions than it answers. It is helpful for the beginner but that is about all. I would also postulate it was rushed to market as it has zero screenshots of Odoo 11. It looks as if Odoo 8 was used for these, given the stark difference between the two versions I would not recommend the book except for the very, very new user/administrator. Our two copies are excellent paperweights after the first month.
Amazon Verified review Amazon
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