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Setting Up Odoo 11

Odoo is a powerful set of open source business applications built on the OpenObject framework. When you first install Odoo, the only functionality you will have is limited messaging options between users. From there, Odoo allows you to install the modules you need, as you need them. This flexibility makes Odoo much more accessible than many business software solutions.

In this chapter, we will get started working with Odoo by covering the installation and the basics of setting up an Odoo database.

The topics we will cover include:

Exploring Odoo Online
Setting up a trial company
Installing Odoo on Windows and Ubuntu
Troubleshooting and configuring your installation

Getting started with Odoo Online

Not long ago, nearly all companies kept their primary information systems inhouse. This approach not only requires a lot of capital expense in purchasing servers and software licenses, but also creates a lot of responsibility and risk in backing up data and ensuring business continuity. Today, more and more companies are choosing to host their business applications in online networks commonly called the cloud. Odoo allows you the flexibility of both options—either hosting on your own hardware, or utilizing Odoo's online software services.

Taking advantage of Odoo Online Instant Access

The best thing about accessing Odoo Online is that you can jump in and start using the software right away. You don't have to decide what operating system to use, and you don't have to install any software at all. Just enter the URL into your web browser and you are ready to get started.

Another added benefit of taking this approach is you will verify that your web browser is up to date and compatible with the latest version of Odoo. So, even if you intend to install Odoo on your own hardware, it is still worth taking a minute to test out the online trial version of Odoo. Expect to put a great deal of time into determining which Odoo applications are right for your company.

Taking a few hours to use the Odoo Online version is time well spent, and you can put off installing Odoo until you are more certain it is the right software for your business.

Use the Odoo trial edition to verify browser compatibility with any older machines.

Odoo browser requirements

Odoo is designed to run on a variety of modern web browsers. Supported browsers include:

Google Chrome (recommended)
Firefox
Internet Explorer
Safari

Macintosh users will need to make sure they are running Mac OS X or above. Users running older Macintosh systems are currently having difficulties running Odoo version 7. Also, in my experience, Google Chrome tends to offer the best experience in working with Odoo. Firefox is also often recommended by others in the Odoo community.

Odoo mobile phone and tablet support

Beginning with Odoo 8, Odoo has included native support for mobile phones and tablets. This has been further improved in Odoo 10. Menus are designed to flow and format properly. The new website application even includes a preview within the portal administration to emulate how the site would appear on a mobile phone. While you still suffer many of the limitations that come with a small screen size, the applications are functional and make it even easier for developers to create mobile Odoo applications.

Odoo's mobile application support covers both the Android and Apple iOS platforms. Make sure, however, that for any processes you intend to implement for your business, you test all processes thoroughly for both desktop and any mobile solutions. The smaller screen sizes might make some data unreadable or very awkward to work with.

Accessing the Odoo free online trial

Accessing the online trial version of Odoo Online could not be simpler. Just open up your browser and navigate to https://www.odoo.com/trial.

Please be aware that Odoo Online's trial is the Enterprise Edition of Odoo. While very similar to the Community Edition, the interface will be slightly different.

You will then be prompted to choose one of Odoo's primary business applications, as shown in the following screenshot:

Don't worry, because you can add more applications later.

Clicking on the appropriate button for the application immediately begins installing your own unique Odoo instance.

For our example, let's go ahead and install the CRM application by clicking on the CRM button, which looks like the following:

Next, you will be taken to a simple sign-up page as follows:

After filling out the form, simply click Start Now.

Be patient, as it can take 30 seconds or longer for the servers to build the database and bring up the starting page. When the installation is complete, Odoo automatically signs you in so you can begin trying out the software. The goal of this approach is to get users to start using the software right away, and avoid having to fill out lengthy forms or create logins and passwords to begin using the software. It really is just one click and you have your own version of Odoo to evaluate.

The screen now contains the Odoo dashboard for the Enterprise Edition. Please be aware that this will look a lot different than the Community Edition of Odoo, even though they are very similar in terms of functionality.

We will discuss the CRM application in detail in Chapter 3, Exploring CRM in Odoo 11.

Take a few minutes to look around in Odoo to get familiar with the interface. You don't have to worry about breaking anything or doing anything wrong. If you run into problems or get confused, just close your web browser and try again.

This is a demonstration and will only last for one four-hour session. If you close your browser, you will lose your setup and have to start over again.

Continuing to use the trial version of Odoo

At the very top of the Odoo application, just under the address bar in the browser, you will see a message that informs you of how much longer your trial version of Odoo will run before you need to register. Also, remember that it is possible to lose this instance of Odoo before the time runs out, as seen here:

Clicking on the Activate by email link will send a message to the email address that you provided, containing a link to activate your Odoo database. Currently, you may use Odoo for free as long as you only install one application.

Odoo SA has experimented quite a bit with different trial terms, so do not be surprised if the trial options are slightly different by the time you are reading this.

Subscribing to Odoo

You can use one Odoo application for free without subscribing. If you wish to install more applications (as you likely will), you must subscribe to Odoo in order to keep using their Enterprise cloud-hosted version of the software.

For each user, the current pricing is $25 per-month at the time of writing. Each application you use will also incur a monthly cost, which varies by application.

Below is the Odoo Online Pricing calculator for February 2018 in the United States with one user and three applications.

You can locate the Odoo Online Pricing page at https://www.odoo.com/pricing-online.

Odoo Online is priced for employees that use the applications. You are not charged for customers or suppliers that access Odoo through the web portal.

Depending on your requirements, an Odoo subscription might be a good decision. Installing and maintaining an Odoo installation takes a degree of expertise and has risks for production systems. You must maintain adequate disaster recovery procedures in case of server crashes or hard drive failures. There are also complexities in applying bug fixes and migrating to newer versions of Odoo. This book will help you with many of these tasks. It can be quite convenient to have an Odoo subscription so that you can focus on the functional, rather than the technical, aspects of working with Odoo.

Using Odoo without subscription fees

If you choose not to pay the subscription fee, do not fear! The remainder of this chapter will assist you with installing Odoo on your own hardware.

Key benefits

• Use project management along with analytics for better reporting

• Build an Odoo module and integrate it with other platforms with this practical guide

• Explore new design and mobile updates from the Odoo enterprise

Description

Odoo is an all-in-one management software that offers an array of business applications, forming a complete suite of enterprise management applications. Odoo 11 comes with advances on usability, speed, and design. Working with Odoo 11 starts with how to set up Odoo, both online and on your own server. You’ll then configure the basic company settings required to quickly get your first Odoo system up and running. Later, you’ll explore customer relationship management in Odoo and its importance in a modern business environment. You'll then dive into purchasing applications with Odoo, learn some of the primary functionalities of ERP systems for manufacturing operations, and use analytic accounting to provide better reporting. After that, you'll learn how to work with Odoo for mobile, and finally, you will walk through the recent Odoo 11 features with respect to the community and enterprise edition, giving you a complete understanding of what Odoo can do for your business.

What you will learn

• Configure a functioning customer relationship management system

• Set up a purchasing and receiving system

• Implement manufacturing operations and processes using real-world examples

• Discover the capabilities of Odoo s financial accounting and reporting features

• Integrate powerful human resource applications

• Utilize Odoo s project management application to organize tasks

• Customize Odoo without writing a line of code

What do you get with Print?

Instant access to your digital copy whilst your Print order is Shipped

Paperback book shipped to your preferred address

Redeem a companion digital copy on all Print orders

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

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Total $ 158.97

DietFacts Apr 03, 2018

Working with Odoo 11 is an easy-to-follow guide to installing Odoo and getting it set up in a way to suit your business. I like how the author encourages the reader to explore the many options for configuration BEFORE jumping into any code modification. With Odoo there are many features that aren't altogether obvious unless you experiment with different combinations of system options. I also appreciate the comparisons between Odoo Enterprise edition and Odoo Community edition, as well as Odoo 11 compared its prior versions. The "Tip" information boxes are scattered throughout the book and often contain advice that only a well-experienced Odoo user or programmer would know; these have saved me a lot of time and headaches, especially regarding installing on various platforms and using Odoo's E-commerce application. The author obviously has much experience with the Manufacturing and Purchasing applications -- two apps that I'd find rather confusing if not for the help of this book. The only thing I would change about this book itself is the size and formatting of headers in the eBook version, but that's not a big deal at all. I highly recommend this book for anyone who is just getting started with Odoo plus those having a moderate amount of experience with Odoo.

Amazon Verified review

Erwin Craps Aug 13, 2019

Very good and infromative book which I read with pleasure on holday.Still largely valid for ODOO 12 although it focus mainly on the community edition which is in ODOO12 somewhat different GUI.I would to see it updated now we gonna get ODOO13.

Gery Apr 30, 2018

As the technical reviewer, I had the opportunity to read the draft of this book. I think that the text is quite good, and well explained. This book should be useful to most people working with Odoo. (disclaimer: I work at Odoo)

John Bergmann MSM, CQE Oct 08, 2018

This book piqued my interest at first, but after receiving it and getting through the volume, it is limited and leads to more questions than it answers. It is helpful for the beginner but that is about all. I would also postulate it was rushed to market as it has zero screenshots of Odoo 11. It looks as if Odoo 8 was used for these, given the stark difference between the two versions I would not recommend the book except for the very, very new user/administrator. Our two copies are excellent paperweights after the first month.

Working with Odoo 11: Configure, manage, and customize your Odoo system , Third Edition

What do you get with Print?

Working with Odoo 11

Setting Up Odoo 11

What's new in Odoo 11?

Community and Enterprise Editions of Odoo

Getting started with Odoo Online

Taking advantage of Odoo Online Instant Access

Odoo browser requirements

Odoo mobile phone and tablet support

Accessing the Odoo free online trial

Continuing to use the trial version of Odoo

Subscribing to Odoo

Using Odoo without subscription fees

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