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Learn Odoo
Learn Odoo

Learn Odoo: A beginner's guide to designing, configuring, and customizing business applications with Odoo

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Learn Odoo

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 finance-related applications. Now, Odoo 12 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 need to be accomplished with a content management system such as WordPress.

Despite all of the increasing options available in Odoo, the overall process is the same. We begin by looking at the general 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...

Gathering requirements

Setting up an optimal 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 being 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 planning the modules with which you will work first. Odoo allows you to install just what you need now and then install...

Creating a new database in Odoo

If you have installed Odoo on your own server, now you will need to create a database. The necessary tables and fields will be added to the database you specify as you install additional applications to Odoo.

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.

After you have 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 a new database.

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

Selecting a database name

...

Installing the Sales application

After clicking on Create Database (depending on the speed of your system), it can take a little time 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 application so we can begin setting up our business selling t-shirts:

Click on the Install button to install the Sales module.

During the installation of modules and other long operations, you will often see an animated Loading icon at the center of your screen. Unlike previous versions of Odoo, which prompted you 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 12 takes you to the Discuss messaging app where your inbox and other communication activities are located. Notice the small purple teardrop that provides helpful tips.

Unlike previous versions of Odoo Community, which displayed menus across the top of the screen, Odoo 12 now nests applications in a menu on the far left. Click on Sales in the menu to bring up the sales application.

In Odoo 12, there is a brand new onboarding panel to configure the application:

This new onboarding panel makes it easier to identify the steps you need to take to successfully set up the sales application. Working from left to right, we can see that it starts with the Company Data. You then pick a Quotation Layout to customize the look of your quotations and sales orders. Next, you can define how you wish to...

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 menu at the top of the page and choose the Products menu to pull up the screen:

Now, in Odoo 12, even if you specify that you do not want demonstration data, you still get a Sample Product for $1.00. Let's ignore this product and create a new product for our t-shirt.

Creating products in Odoo

Create a new product by clicking on the Create button:

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

...

Entering your first sales order

Now for the moment we have all been waiting for. We finally get to sell our products by entering a sales order. To get to the Sales Orders screen, click Orders in the top-left menu and then choose the Sales Orders menu item.

The following screenshot shows existing Sales Orders and allows users to create a new sales order:

Click on the Create button to create a new sales order. Every brand-new sales order begins as a quotation and stays in that state until you confirm the sale. Only after confirming the quotation will your sale be referred to as a sales order. Let's have a look at the following screenshot:

The preceding screenshot is of a new sales order form with the cursor set on the Customer field.

Selecting the customer

...

Invoicing the sale

Depending on the workflow of the business, a lot of different things can happen after you have confirmed a sales order. In manufacturing companies, you may need to both purchase products and create a manufacturing order to produce the final product before you invoice the customer. In our example, we are going to go ahead and invoice the customer for the t-shirt they have ordered. Click on the Create Invoice button to generate an invoice for the sales order. An Odoo Invoice Order wizard pops up to walk you through the invoice creation process:

The preceding screenshot is of the Invoice Order wizard.

What do you want to invoice?

Odoo provides a variety of options for invoicing the entire sales order or instead...

Summary

In this chapter, we started by creating an Odoo database. We then installed the Sales Order Management module and created our first customer. With our customer created, we turned our attention to setting up a product in Odoo and entering our basic company information. Next, we created a quotation and followed the workflow all the way through to confirming the sales order and generating an invoice. In the next chapter, we'll look at our sales strategy and what we want to achieve via CRM software.

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Key benefits

  • Learn the fundamentals of Odoo, a comprehensive enterprise management platform, without writing a single line of code
  • Create business operation strategies and analytics by using Odoo
  • Build customized ERP and CRM solutions for your business

Description

Odoo is management software that contains a set of open source enterprise management applications that help you modernize your business. Completely revised and updated, this comprehensive Odoo guide is a fourth edition of Working with Odoo. This book begins with an introduction to Odoo and helps you set up Odoo Online in your system. You'll learn how to start a new company database in Odoo and the basics of Odoo sales management. You will explore customer relationship management in Odoo and its importance in a modern business environment. Moving on, you'll learn how to install the purchasing application, set up suppliers, and begin purchasing and receiving products in Odoo. Next, you'll learn how to use the MRP module to create, process, and schedule the manufacturing and production order. Once you get to grips with the basic applications, you'll uncover how to customize Odoo to meet the specific needs of your business. You'll learn some advanced techniques for searching and finding information, and you'll be taken through business intelligence in Odoo. Towards the end of the book, you'll go in-depth into Odoo's architecture and learn to use Odoo's API to integrate with other applications. By the end of the book, you'll be ready to use Odoo to build enterprise applications and set up the functional requirements for your business.

Who is this book for?

This book is for any IT professionals, business managers, and operation managers who are looking to gain a functional understanding of Odoo or trying to implement Odoo in their organization to improve their business processes. No prior experience of Odoo is required.

What you will learn

  • Configure and customize a customer relationship management system
  • Set up purchasing and receiving system functionality in your Odoo environment
  • Understand manufacturing operations and processes with real-world examples
  • Explore Odoo s financial accounting and reporting features
  • Use Odoo s featured project management application to sort tasks
  • Get to grips with the basics of Odoo administration and manage multi-company operations
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Table of Contents

18 Chapters
Setting Up Odoo 12 Chevron down icon Chevron up icon
Installing Your First Application Chevron down icon Chevron up icon
Exploring Customer Relationship Management in Odoo 12 Chevron down icon Chevron up icon
Purchasing with Odoo Chevron down icon Chevron up icon
Making Goods with Manufacturing Chevron down icon Chevron up icon
Configuring Accounting - Finance Options Chevron down icon Chevron up icon
Administering an Odoo Installation Chevron down icon Chevron up icon
Implementing the Human Resources Application Chevron down icon Chevron up icon
Understanding Project Management Chevron down icon Chevron up icon
Creating Advanced Searches and Dashboards Chevron down icon Chevron up icon
Building a Website with Odoo Chevron down icon Chevron up icon
Implementing E-Commerce with Odoo Chevron down icon Chevron up icon
Customizing Odoo for Your Business Chevron down icon Chevron up icon
Modifying Documents and Reports Chevron down icon Chevron up icon
Discovering Custom Odoo Modules Chevron down icon Chevron up icon
Comparative Analysis of Community versus Enterprise Editions Chevron down icon Chevron up icon
Locating Additional Odoo Resources Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon
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