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Odoo 10 Implementation Cookbook
Odoo 10 Implementation Cookbook

Odoo 10 Implementation Cookbook: Explore the capabilities of Odoo and discover all you need to implement it

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Odoo 10 Implementation Cookbook

Quickstart Implementation Methodology

In this chapter, we will cover the following recipes:

  • Installing a new application and enabling additional features
  • Implementing Odoo CRM using the Odoo implementation tool
  • Installing Odoo studio and adding new fields to a view
  • Creating a new business application using Odoo studio
  • Exporting and importing a custom application

Introduction

Commonly, there are two methodologies popular for the implementation of Odoo business applications. Large scale project implementation methodology is a big-bang approach followed by the Odoo official partner network, and the Quickstart implementation is offered by the Odoo team and some partners on the cloud platform.

Large scale projects are a solution to specific business needs and provide customization, a long sales cycle, and an implementation cycle, as well.

The Quickstart approach is useful for small and medium sized companies who would like to adapt a standard business process. This is available in Odoo, out-of-the-box, to help you to go live as quickly as possible. According to the Odoo team, a project can go live in 100 hours after implementing four major applications: Sales, Purchasing, Stocks, and Accounting.

Odoo offers this service under the name ...

Installing a new application and enabling additional features

Odoo is a suite of business applications. The software is designed with a perfect modular approach and allows the user to start with one application and keep on adding new applications when the business grows. All the applications are installed later and will be integrated by default.

Odoo focuses on a great user experience for the first run, and it keeps the business flow as simple as possible. A user can start using it confidently, but on the first run, you may not get all the features; however, additional features can be activated once you install the new application.

Let's try to install the Sales app and enable a pricelist for a product based on specific customer segments.

Getting ready

...

Implementing Odoo CRM using the Odoo implementation tool

The Odoo implementation guide is a useful tool for small and medium scale companies who want to implement a business application by themselves. One can follow the steps and get the implementation done by themselves. You can implement Odoo by yourself without using the implementation service offered by Odoo.

The Sales Planner is a useful step-by-step guide created to help you implement your sales funnel and define your sales objectives easier.

We strongly recommend you go through every step of the tool the first time you use Odoo CRM and to follow the requirements. Your input is strictly personal and intended as a personal guide and mentor for your work. As it does not interact with the backend, you are free to adapt any detail whenever you feel it is needed.

...

Installing Odoo studio and adding a new field to a view

Odoo Studio was recently launched along with Odoo version 10. You can customize screens and reports, add new fields to model, create an automated action or create a new business application from scratch without any development skills. You can design awesome reports and create some automated business workflows too using Odoo studio.

Customizations done in Odoo Studio can be exported as an Odoo module. Developers or consultants can use Odoo Studio to bootstrap new modules or to create a prototype model of the proposed application.

Let's see how it will be easy for the non-Odoo developers to apply the customization without development.

Getting ready

We assume that you...

Creating a new business application using Odoo Studio

The job of Odoo Studio does not end with adding new fields, or changing the views. Using Odoo Studio you can create a new application from scratch without being a developer. Using Odoo Studio you can create beautiful application, design awesome reports, customize advanced screens, automate business workflows, and the great things are everything you developed using studio is also accessible on Odoo mobile.

Getting ready

It is assumed that you have a clear specification for the new application you are going to develop. I am going to develop the module, Odoo Academy app, I have to create a course, a new model, for student and teacher, and I will use the existing model, Partner...

Exporting and importing a custom application

Once you implement the application on the duplicated database, you are ready to move those settings and customizations to the production database.

How to do it...

  1. Go to the home page of your instance, enter studio mode, and click on the Export menu in the upper-left Customization menu. Look at the following screenshot:

Odoo will create a new application by incorporating all the changes in a structured way so that it can be loaded on the destination instance like other Odoo applications.

The download will begin once the module creation is completed by Odoo. The default filename will be customization.zip:

All customization is exported in the form of XML files including Python...

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Key benefits

  • Reduce implementation costs and improve major benchmarks relating to storage space and speed.
  • Implement the approval hierarchy and user and access rights, configure the company and language, and so on.
  • Cover all platforms such as mobile, web, content management, and e-commerce.

Description

Odoo is a Python-based ERP system and is completely open source. Odoo is a comprehensive suite of business applications offering a wealth of functionalities that can be deployed to meet your business needs. This book will help you manage the different functionalities of your business and optimize it. You will learn in detail about the various facets of the business process such as sales, accounting, purchases, manufacturing, and inventory. We will cover each of these topics in detail and learn how Odoo handles all these tasks with much ease. With its modular approach, you will be able to build customized solutions, take advantage of the Odoo 10 system in your organization, and master basic administration. We will cover modules and applications in Odoo that will help optimize quality checks. You will also be able to customize major reporting functions for your teams and set up forms and documents for sales, purchase, inventory, and so on. By the end of the book, you will be able to use the major functionalities of Odoo 10 and fully implement them into your business.

Who is this book for?

This book is targeted towards Odoo functional users and project managers who would like to use it for their organization. No expertise in Odoo is required.

What you will learn

  • Learn the modern way of doing sales and managing sales contracts.
  • Create and configure your products and manage your sales quotations
  • Set up an online shop and start selling online with Odoo eCommerce
  • Manage multi-currency transactions and create a deferred revenue plan and link it with products
  • Administer vendors and products and request quotations, confirm orders, and get them delivered
  • Manage quality control in the warehouse and manual and real-time inventory stock valuations.
  • Manage projects and project forecasting via grid and Gantt views
  • Implement Human Resource apps and manage the employee appraisal process
  • Manage Workcenters and the product lifecycle
  • Track worker activity with tablets and launch new changes in production

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Oct 06, 2017
Length: 806 pages
Edition : 1st
Language : English
ISBN-13 : 9781787124226
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Odoo S.A
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Product Details

Publication date : Oct 06, 2017
Length: 806 pages
Edition : 1st
Language : English
ISBN-13 : 9781787124226
Vendor :
Odoo S.A
Tools :

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Table of Contents

16 Chapters
Getting Started with Odoo Online Chevron down icon Chevron up icon
Quickstart Implementation Methodology Chevron down icon Chevron up icon
Traceability - Leads to Cash Chevron down icon Chevron up icon
Modern way of doing sales and managing sales contracts Chevron down icon Chevron up icon
Time Tracking and Invoicing Policy Chevron down icon Chevron up icon
Start Selling Online with Odoo eCommerce Chevron down icon Chevron up icon
Setting up Financial Management with Odoo Chevron down icon Chevron up icon
Scale Your Business Chevron down icon Chevron up icon
Purchase Management Chevron down icon Chevron up icon
Warehouse and Inventory Management Chevron down icon Chevron up icon
Advanced Warehouse Management Chevron down icon Chevron up icon
Setup your Manufacturing Process Chevron down icon Chevron up icon
Product Life Cycle Management and Maintenance Chevron down icon Chevron up icon
Implement Project Management Chevron down icon Chevron up icon
Implement Human Resource Applications Chevron down icon Chevron up icon
Installation of Odoo on Ubuntu Chevron down icon Chevron up icon
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