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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

Planning the changes to our workflow

One of the most common changes in a workflow is to create an additional step required in a process. For example, a company might want to have an extra layer of approval if a purchase order is over a certain amount. Another example would be a quality assurance process that would be performed before a delivery order can be shipped.

When deciding how you want to modify your workflow, make sure you have considered all of the possibilities on how you could configure Odoo without changes in workflow. If you don't thoroughly understand all of the options available to you in Odoo, it is quite possible that you will end up unnecessarily complicating your implementation by modifying workflows.

For our real world example, for some orders we are going to require that a customer must approve the artwork for an order before it can be confirmed for production. However, before we can begin modifying the workflow, it is important that we take the time to look at...

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