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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

Searching in Odoo

Odoo provides a standardized search box at the top right in all of the list and Kanban views. Depending on the menu item, some forms come with predefined filters already set for the list.

If you navigate to Sales and select Customer, you can see the search box in the upper-right corner with the Customers filter preassigned.

Searching in Odoo

Some lists open with a predefined filter that will limit the primary dataset. In the preceding screenshot, you can see that the list view Customers has a customer filter applied, by default, when you open the form. Odoo stores customers, vendors, and employees in the same central database table. The Customer filter prevents the other types of data, such as vendors or employees from being displayed in the list.

Searching in Odoo

In this instance, if you clear the Customers filter by clicking on the small close box in the tag, you will have a list with not just customers. Instead, Odoo will return partners, users, suppliers, and contacts as well. The Customers filter is applied...

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