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Odoo 10 Implementation Cookbook

Book Description

Comprehensive tasks covering Odoo 10 in the right way

About This Book

  • 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.

Who This Book Is 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

In Detail

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.

Style and approach

The book follows a recipe-based format; the recipes are filled with real-world use cases and various functional topics.

Table of Contents

  1. Preface
    1. What this book covers
    2. What you need for this book
    3. Who this book is for
    4. Sections
      1. Getting ready
      2. How to do it…
      3. How it works…
      4. There's more…
      5. See also
    5. Conventions
    6. Reader feedback
    7. Customer support
      1. Downloading the example code
      2. Errata
      3. Piracy
      4. Questions
  2. Getting Started with Odoo Online
    1. Introduction
    2. Creating, activating, and using Odoo online instance
      1. Getting ready
      2. How to do it...
      3. There's more...
    3. Accessing Odoo on your Android mobile and tablet
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Real-time push notifications
        2. Built-in barcode scanner
        3. Sync contacts
        4. Multiple account support
    4. Accessing, duplicating, and renaming an instance
      1. How to do it...
      2. There's more...
    5. Managing features and users
      1. Getting ready
      2. How to do it...
      3. There's more...
    6. Setting up your domain name and website theme
      1. Getting ready
      2. How to do it...
    7. Email integration
      1. Getting ready
      2. How to do it...
      3. There's more...
    8. Moving your instance from onsite to online
      1. How to do it...
      2. There's more...
        1. Uptime
        2. Security
        3. Backups
    9. Download database backup from Odoo online
      1. How to do it...
  3. Quickstart Implementation Methodology
    1. Introduction
    2. Installing a new application and enabling additional features
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Entering the technical settings
      4. There's more...
    3. Implementing Odoo CRM using the Odoo implementation tool
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Adding more features
        2. Customization using Odoo studio
        3. Managing your implementation to-do list
    4. Installing Odoo studio and adding a new field to a view
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Debug mode
        2. Creating a computed field
        3. Organizing the menu structure
        4. Gaining access to the code editor
    5. Creating a new business application using Odoo Studio
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Setting the default view
        2. Setting up an access control list
    6. Exporting and importing a custom application
      1. How to do it...
  4. Traceability - Leads to Cash
    1. Introduction
    2. Creating and managing your customers
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Searching a customer
        2. Achieve and restore your customer
        3. Communication history on customer
        4. Invite your customer to online portal
    3. Generate and qualify leads, convert to opportunity and follow-ups
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Multiple sources to generates the leads
    4. Getting customer's approval online for a sales proposal
      1. Getting ready
      2. How to do it...
    5. Invoice to your customer and get paid
      1. How to do it...
  5. Modern way of doing sales and managing sales contracts
    1. Introduction
    2. Create and configure your products
      1. Getting ready
      2. How to do it...
      3. How it works...
      4. There's more...
    3. Managing your sales quotation
      1. How to do it...
      2. There's more...
        1. Multiple addresses on quotation
        2. Set up terms and conditions
        3. Compute margins on the quotation
        4. Sale Order Modification
    4. Adding delivery cost to quotation
      1. Getting ready
      2. How to do it...
    5. Getting approval of order online
      1. How to do it...
      2. There's more...
        1. Suggested products
        2. Payment option
    6. Setup recurring sales and invoicing
      1. Getting ready
        1. How to do it...
      2. There's more...
        1. Create subscription from sales order
        2. Upselling in subscription
        3. Change contracts through customer portal
        4. Adding products to subscription
        5. Closing contract through portal
  6. Time Tracking and Invoicing Policy
    1. Introduction
    2. Set up the product to track time and invoice policies
      1. Getting ready
      2. How to do it...
      3. How it works...
    3. Time tracking while delivering a service
      1. How to do it...
      2. There's more...
        1. Working with projects and tasks
      3. Working with timesheet
        1. Timesheet view
        2. Entering the timesheet entry
        3. Timesheet validation
        4. Invoicing the timesheet
    4. Working with the Timesheet application
      1. Getting ready
      2. How to do it...
      3. There's more...
    5. Invoicing based on time and material
      1. Getting ready
      2. How to do it...
    6. Advance invoicing before delivery
      1. Getting ready
      2. How to do it...
      3. How it works...
  7. Start Selling Online with Odoo eCommerce
    1. Introduction
    2. Set up and configure an online shop
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Multiple product images
        2. Magnify image
    3. Configure products and their variants
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Use Pricelist to compute the variants price
        2. Search product by its attributes
        3. Deactivate some variants
    4. Set up delivery integration and payment gateway
      1. Getting ready
      2. How to do it...
    5. Review and checkout order
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Payment status
        2. Print delivery label and track shipment
        3. Discount coupon
        4. Extra step to checkout process
    6. Access orders and payments
      1. How to do it...
  8. Setting up Financial Management with Odoo
    1. Introduction
    2. Setting up financial management in Odoo
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Odoo Localization
        2. Accounting Dashboard
        3. Bank synchronization
    3. Customer invoices and payments
      1. How to do it...
      2. There's more...
        1. Payment Terms
        2. Payment follow-ups
    4. Get paid through a bank or cash and reconciliation
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Import Bank Statement
        2. Fixing the counterpart manually
        3. Advance payment and invoicing
        4. Cash discount - Reconciliation model
        5. Batch Deposit
    5. Create and configure tax, apply on invoices and print tax report
      1. How to do it...
      2. There's more...
        1. Group of taxes
        2. Tax grouping on an invoice
        3. Tax included in price
        4. Apply tax based on customer location
        5. Tax report and auditing
    6. Manage vendor bills and payments
      1. How to do it...
      2. There's more...
        1. Manual tax computation on vendor bills
        2. Asset management
        3. Check printing
    7. Closing financial year and printing financial reports
      1. Getting ready
        1. How to do it...
      2. There's more...
        1. Chart of account report
        2. Compare profit and loss account
        3. Compare balance sheets
        4. The Executive Summary report
        5. The General Ledger report
        6. Cash flow statement report
        7. The Aged Payable and Aged Receivable report
  9. Scale Your Business
    1. Introduction
    2. Manage multi-currency transactions
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Multi-currency journal entry
        2. Forex bank account
        3. Multi-currency Pricelist
        4. Foreign exchange gain or loss
    3. Multi-company and intercompany transactions and rules
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Consolidation of the profit and loss statement and balance sheet
        2. Subsidiary company
        3. Inter-company invoicing
    4. Analytic accounting and reporting
      1. How to do it...
      2. There's more...
        1. Analytic account on the sales order
        2. Record working hours on analytic account
        3. Default analytic account
        4. Department-wise reports
    5. Using revenue recognition
      1. How to do it...
      2. There's more...
        1. Creating deferred revenue entries manually
        2. Deferred Revenue Analysis
    6. Asset management and depreciation
      1. How to do it...
      2. There's more...
        1. Depreciation - accounting entries
        2. Scrap or resell the asset
  10. Purchase Management
    1. Introduction
    2. Complete the purchase cycle
      1. How to do it...
      2. There's more...
        1. Supplier pricelist
        2. Level of approval
        3. Lock purchase order
        4. Warnings on vendors or products
        5. Make to Order versus Make to Stock
    3. Tenders, choose the best offer
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Purchase agreements
    4. Controlling invoicing and payments
      1. Getting ready
      2. How to do it...
    5. Multiple units of measures
      1. How to do it...
      2. How it works...
        1. Base Unit of Measure
        2. Pack of 1000 and Unit of Measure conversion
      3. There's more...
  11. Warehouse and Inventory Management
    1. Introduction
    2. Delivery Orders and incoming shipments
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Partial delivery
        2. Schedule date
        3. Purchase Lead Time
        4. Sales Safety Days
    3. Initialize inventory and periodic verification
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Real quantity is greater than the theoretical quantity
        2. Theoretical quantity is greater than the real quantity
      4. There's more...
    4. Setting up the warehouse and locations
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Types of location
        2. Reorder rules at location level
        3. Put away strategy
        4. Multiple warehouses and resupply warehouse
        5. Three-step delivery
        6. Three-step reception
    5. Traceability, tracking serials, lots, and packs
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Serial numbers
        2. Track expired inventory
        3. Setting up the removal strategy
        4. Tracking packages
    6. Set up and working with the barcode interface
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Internal transfer using the barcode Interface
        2. Initialize or adjust inventory using the barcode Interface
        3. Reference barcodes
  12. Advanced Warehouse Management
    1. Introduction
    2. Product costing and inventory valuation
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Standard costing
        2. Real-time costing
        3. Average costing
      4. There's more...
        1. Periodic (manual) Inventory Valuation
        2. Perpetual (automated)
    3. Managing transportation costs
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Equal method
        2. By Quantity
        3. By Current Cost
    4. Quality control in Warehouse
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Quality check using measure
        2. Return product
  13. Setup your Manufacturing Process
    1. Introduction
    2. Complete the first manufacturing order
      1. Getting ready
      2. How to do it...
      3. How it works...
        1. Procurement
        2. Bill of Materials
      4. There's more...
        1. Traceability in manufacturing
        2. Quality check in Manufacturing
        3. Finished product costing
        4. Unbuild Order
    3. Configuring assembly line and work centers
      1. How to do it...
      2. There's more...
        1. Worker view (tablet view)
        2. Scheduling and planning
        3. Operation time
        4. Cost of operations - operating cost
        5. Component consumption
        6. Workorder messages
    4. Master production schedule
      1. Getting ready
      2. How to do it...
      3. There's more...
    5. Selling combo products using kit
      1. How to do it...
      2. There's more...
  14. Product Life Cycle Management and Maintenance
    1. Introduction
    2. Product lifecycle management
      1. How to do it...
      2. There's more...
    3. Maintenance management
      1. Getting ready
      2. How to do it...
      3. There's more...
  15. Implement Project Management
    1. Introduction
    2. Set up a project and manage tasks
      1. How to do it...
      2. There's more...
        1. Create a task from an incoming e-mail
        2. State versus Stage of Tasks
        3. Managing customer projects
        4. Deadline on the task
        5. Managing time on tasks
        6. Ratings on the task
    3. Project forecasting
      1. Getting ready
      2. How to do it...
      3. There's more...
    4. Managing project issues and rating
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Timesheet on issue
  16. Implement Human Resource Applications
    1. Introduction
    2. Launch employee recruitment
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Launching a job campaign and tracking
    3. Managing employees' leave
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Fix leave allocation
        2. Double validation
        3. Allow overriding the limit
        4. Absent today
    4. HR expense and reimbursements
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Record expenses by e-mail
        2. Expenses paid by company card
        3. Reinvoicing expenses to the customer
  17. Installation of Odoo on Ubuntu
    1. Introduction
    2. Using Odoo onsite for custom needs
      1. Getting ready
      2. How to do it...
      3. There's more...
        1. Install the wkhtmltopdf tool
        2. Odoo configuration parameters