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Working with Odoo 10
Working with Odoo 10

Working with Odoo 10: One stop guide for your enterprise needs , Second Edition

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Working with Odoo 10

Chapter 2. 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 financial-related applications. Now, Odoo 10 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 required company information.

Next, we begin exploring the Odoo interface for creating and...

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 will allow 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 with the planning of the modules with which you will work first. Odoo allows you to install just what you need now and then install additional Odoo modules as you better define your requirements. It can be valuable to take this approach when you are considering how you will implement Odoo for your own business.

Tip

Don't try and install all the modules and get everything running all at once. Instead, break...

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.

Tip

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:

Creating a new database in Odoo

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

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

Selecting a database name

When selecting a database name, choose a name that describes the system and that will make clear the purpose of the database. There are a few rules for creating an Odoo database:

  • Your database name cannot contain spaces and must start with...

Installing the Sales Management module

After clicking on Create Database, it can take a little time depending on your system before you are shown a page that lists the available applications:

Installing the Sales Management module

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 module so we can begin setting up our business selling t-shirts:

Installing the Sales Management module

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

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

Knowing the basic Odoo interface

After the installation of the sales order application, Odoo 10 now 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:

Knowing the basic Odoo interface

As you can see, the application menus are across the top of the interface. Click on 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 all your available choices. In the following screenshot, we are in the main Sales menu:

Knowing the basic Odoo interface

In the dashboard, each sales team is represented with their own panel. In this case we can see the Direct Sales and Website Sales team...

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 will allow 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 with the planning of the modules with which you will work first. Odoo allows you to install just what you need now and then install additional Odoo modules as you better define your requirements. It can be valuable to take this approach when you are considering how you will implement Odoo for your own business.

Tip

Don't try and install all the modules and get everything running all at once. Instead, break down the...

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.

Tip

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:

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

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

Selecting a database name

When selecting a database name, choose a name that describes the system and that will make clear the purpose of the database. There are a few rules for creating an Odoo database:

  • Your database name cannot contain spaces and must start with a number...

Installing the Sales Management module


After clicking on Create Database, it can take a little time 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 module so we can begin setting up our business selling t-shirts:

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

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

Knowing the basic Odoo interface


After the installation of the sales order application, Odoo 10 now 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:

As you can see, the application menus are across the top of the interface. Click on 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 all your available choices. In the following screenshot, we are in the main Sales menu:

In the dashboard, each sales team is represented with their own panel. In this case we can see the Direct Sales and Website Sales team...

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 customers 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:

Is this customer a company?

At the very top of the form is a radio selection option to inform Odoo if this customer is an individual or a company. For our example...

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:

Creating products in Odoo

Create a new product by clicking the Create button.

The following screenshot is for the General Information page of the product form for entering a product record into Odoo:

Product Name

The Product Name is what will be displayed on the sales orders, invoices, and in all other screens that refer to this specific product. For our example, we are selling a Medium White T-Shirt.

Can be Sold

Much like the customer active flag, you can use Can be Sold to remove products from showing up on product lists by unchecking Can be Sold. For our example, we want to sell this t-shirt to Mike Smith so we will leave the option checked.

Can be Purchased

Even though we have not yet installed the purchasing system, Odoo 10 lets you specify whether if...

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Key benefits

  • • 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

Description

Para 1: Take full advantage of the benefits of the Odoo module ecosystem whilst learning how to modernise your business with Working with Odoo 10. Covering everything from Odoo development essentials through to CRM and analytic accounting, this guide is a must-have for Odoo beginners. Para 2: A powerful set of open source enterprise management applications, Odoo 10 gives you access to a website builder, integrated e-commerce features, and a fast-growing community to allow you to transform your business. Para 3: With this Odoo book you?ll learn how to set up Odoo online, configure basic company settings, and then explore CRM in Odoo. You?ll cover all the Odoo development essentials and much more, including purchasing application, ERP systems, analytic accounting, and other recent Odoo features. Para 4: What?s Inside ? Understand Odoo installation & the basics of implementing Odoo in your business ? Explore accounting & finance setup and modules to help business efficiency ? Build a website with Odoo ? Customise and configure Odoo to an advanced level

Who is this book for?

Ideal for Odoo 10 beginners, IT professionals, and anyone interested in implementing an ERP system in a business organisation, Working with Odoo 10 allows you to quickly and easily learn advanced-level Odoo features such as creating your own custom modules. No prior knowledge or experience of using Odoo is required.

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Jan 23, 2017
Length: 426 pages
Edition : 2nd
Language : English
ISBN-13 : 9781786462688
Vendor :
Odoo S.A
Tools :

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Product Details

Publication date : Jan 23, 2017
Length: 426 pages
Edition : 2nd
Language : English
ISBN-13 : 9781786462688
Vendor :
Odoo S.A
Tools :

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Table of Contents

17 Chapters
1. Setting Up Odoo 10 Chevron down icon Chevron up icon
2. Installing Your First Application Chevron down icon Chevron up icon
3. Exploring Customer Relationship Management in Odoo 10 Chevron down icon Chevron up icon
4. Purchasing with Odoo Chevron down icon Chevron up icon
5. Making Goods with Manufacturing Resource Planning Chevron down icon Chevron up icon
6. Configuring Accounting Finance Chevron down icon Chevron up icon
7. Administering an Odoo Installation Chevron down icon Chevron up icon
8. Implementing the Human Resources Application Chevron down icon Chevron up icon
9. Understanding Project Management Chevron down icon Chevron up icon
10. Creating Advanced Searches and Dashboards Chevron down icon Chevron up icon
11. Building a Website with Odoo Chevron down icon Chevron up icon
12. Implementing E-Commerce with Odoo Chevron down icon Chevron up icon
13. Customizing Odoo for Your Business Chevron down icon Chevron up icon
14. Modifying Documents and Reports Chevron down icon Chevron up icon
15. Discovering Custom Odoo Modules Chevron down icon Chevron up icon
16. Comparative Analysis of Community vs Enterprise Edition Chevron down icon Chevron up icon
appA. Locating additional Odoo resources Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
(3 Ratings)
5 star 33.3%
4 star 33.3%
3 star 33.3%
2 star 0%
1 star 0%
MS Sep 04, 2017
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Diese Buch ist super um den Einstieg in Odoo zu erleichtern. Es wird die Installation inkl. einiger wichtiger Module bestens erklärt.
Amazon Verified review Amazon
Nicola R. Feb 10, 2019
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Ottimo libro per scoprire il nuovo framework introdotto con la versione 9, i consigli si rivolgono a personale tecnico ma anche a chi volesse avvicinarsi al mondo ERP e a questo stupendo applicativo.
Amazon Verified review Amazon
Peter Blok Sep 28, 2017
Full star icon Full star icon Full star icon Empty star icon Empty star icon 3
It's ok, just falls a little short on details when you want to go beyond basic screen operations.
Amazon Verified review Amazon
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