Chapter 1, Setting up Odoo 11, gets you started right away by showing how you can use Odoo online without any setup. Next, the chapter covers the different installation types and prerequisites for both Windows and Ubuntu. Instructions are provided for finding the right download package and setting up Odoo on your own server. The chapter then goes into the basics of configuring Odoo. At the end is a useful collection of tips on how to troubleshoot your Odoo installation.
Chapter 2, Installing Your First Application, takes you through a real-world case study that will be used as an example throughout the book. The chapter continues by showing you how to create a company database and configure the basic company settings required to quickly get your first Odoo system up and running. The first module, Sales Management, will be installed, and you'll walk through the steps to enter a customer and a product into the database.
Chapter 3, Exploring CRM in Odoo 11, starts with a basic overview of CRM systems and their importance in today's modern business environment. We cover the installation of the CRM module; a lead is entered for our example company. We demonstrate CRM workflow by turning the lead into a customer. Next, a quote is generated for our newly acquired customer and a call is scheduled for follow-up using Odoo’s meeting functionality. We also cover the Open Chatter feature, which is used throughout Odoo to provide notes and messages associated with Odoo documents.
Chapter 4, Purchasing with Odoo, shows us how to install the Purchasing module, set up suppliers, and begin purchasing and receiving products in Odoo. Later in the chapter, we learn how to tie purchasing into sales orders to automatically generate draft purchase orders based on our business requirements.
Chapter 5, Making Goods with Manufacturing Resource Planning, begins to explore some of the primary functionalities of ERP systems for manufacturing operations. You will learn how to set up your manufacturing orders and define bills of materials to specify the raw materials that will go into your final products. Manufacturing operations can then be extended with routing and work centers to provide you with more control over tracking time and resources.
Chapter 6, Configuring Accounting and Finance Options, discusses the Accounts Receivable and Accounts Payable basic functions. Then, you're introduced to the chart of accounts and will discover how to set up fiscal periods. This chapter also includes basic accounting reports and how to close a period.
Chapter 7, Administering an Odoo Installation, begins by discussing overall considerations for implementing Odoo in a business environment. These include advice on server configurations, documenting your processes, and the importance of considering business continuity. The chapter then goes into how to manage users and groups and set up security roles to manage access to various applications within Odoo. Finally, we look at how to implement internationalization for multiple languages and currencies.
Chapter 8, Implementing the Human Resources Application, begins by installing the basic HR modules and going over the employee directory. Other topics in the chapter include time sheets, recruitment, and leave management. At the end of the chapter, you'll see how to create online interviews and hire employees using the tools in Odoo.
Chapter 9, Understanding Project Management, covers the features of the Project Management module in Odoo. You'll create a project, see how to enter tasks, and tie a project to a specific customer. Next, team members are assigned to the project, and you'll configure task stages. You'll then go over real-world examples of using the Project Management module to more easily manage complex orders and customer needs. Finally, you'll see how Project Management can be used along with analytic accounting to provide better reporting.
Chapter 10, Creating Advanced Searches and Dashboards, demonstrates how to utilize advanced search features and configure custom dashboards in Odoo. By the end of the chapter, the reader will be able to create and save custom searches to reuse later and add search results to dashboards.
Chapter 11, Building a Website with Odoo, explores Odoo’s powerful new website building platform. At the beginning of the chapter, you'll look at what a CMS (Content Management System) is and some of the other popular website building platforms. You'll follow along with Odoo’s website building tutorial and then look at the features that can be used to promote your website right from within Odoo.
i, Implementing E-Commerce with Odoo, builds on the previous website chapter by adding a fully functional online shopping cart to the website. You'll see how to publish products to the website and the various options for changing their appearance. Midway through the chapter, you'll see product variants that add more flexibility to how you manage your products within Odoo. Finally, the chapter concludes by examining how to set up a payment processor to take payment online through PayPal.
Chapter 13, Customizing Odoo for Your Business, explains how to enter Developer Mode for making a variety of custom changes to Odoo. You will walk through the steps to add fields to the sales order form and then include the fields in tree views for sorting and reporting. From here, you will get into advanced configuration topics to better customize Odoo for your specific business requirements.
Chapter 14, Modifying Documents and Reports, goes over the basic reporting mechanisms available in Odoo and weighs the advantages and disadvantages of the various options. The chapter then demonstrates how to install the OpenOffice reporting module and make changes to a report.
Chapter 15, Discovering Custom Odoo Modules, introduces the process of developing custom solutions in Odoo. You'll build on what you have learned by customizing Odoo and create a module that will persist the custom fields and views within your module. Next, you'll build on the workflow modifications you made in the chapter and upgrade your module to approve art designs for our real-world example.
Chapter 16, Comparing Community and Enterprise Edition, goes through the recent Odoo 11 features with respect to the community and enterprise editions.
