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Working with Odoo 11

You're reading from   Working with Odoo 11 Configure, manage, and customize your Odoo system

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Product type Paperback
Published in Mar 2018
Publisher
ISBN-13 9781788476959
Length 474 pages
Edition 3rd Edition
Tools
Concepts
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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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Toc

Table of Contents (18) Chapters Close

Preface 1. Setting Up Odoo 11 FREE CHAPTER 2. Installing Your First Application 3. Exploring CRM in Odoo 11 4. Purchasing with Odoo 5. Making Goods with Manufacturing Resource Planning 6. Configuring Accounting and Finance Options 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. Discovering Custom Odoo Modules 16. Comparing Community and Enterprise Edition 17. Another Book You May Enjoy

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...
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