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Working with Odoo

Book Description

Learn how to use Odoo, a resourceful, open source business application platform designed to transform and modernize your business

About This Book

  • Configure, manage, and customize Odoo to fit the needs of your business
  • Learn about the new Odoo 8 website builder and e-commerce features that are seamlessly integrated with Odoo’s business applications
  • Perform step-by-step configurations of the most important Odoo applications using real-world examples

Who This Book Is For

This book is perfect for people who have never used Odoo and for those who would like to learn about more advanced features such as creating your own custom modules. In order to get the most out of this book, you should be comfortable with downloading and installing software and understand basic business concepts such as sales, purchasing, inventory management, and basic accounting.

What You Will Learn

  • Configure a functioning customer relationship management system
  • Set up a purchasing and receiving system for your company that allows you to track inventory, costs, and profit
  • Implement manufacturing operations and processes using real-world examples that you can put to use in your own company
  • Discover the capabilities of Odoo's financial accounting and reporting features
  • Integrate powerful human resource applications that simplify the collection and management of employee information
  • Utilize Odoo's full featured project management application to organize tasks and track time and costs associated with billable projects
  • Customize Odoo without writing a line a code

In Detail

Odoo continues to gain momentum throughout the world in regards to providing the best platform for open source ERP installations. Now with Odoo 8, you have access to a powerful website builder, integrated e-commerce features, and a fast-growing community to help transform and modernize your business.

With this practical guide, you will cover the essential modules to get Odoo up and running for your company.

After installing Odoo, you will use its sales management application to enter quotes, create sales orders, and invoice customers. You will then learn how to integrate the CRM application to manage your leads and convert them into lucrative opportunities and sales. Next, you will set up your own purchase management system, assigning products to suppliers and tracking orders with the new warehouse management and routing system. Finally, you will learn how to use analytics to track project expenses and keep your accounts simple and easy to maintain and build an Odoo module to extend its functionality and make it work for you.

Working with Odoo covers all the core installation and usage functionalities of this popular tool, helping you to fully implement a working ERP system through practical, advanced, real-world examples.

Style and approach

This book is a practical guide that uses real-world examples to teach you how to implement Odoo into your business.

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the files e-mailed directly to you.

Table of Contents

  1. Working with Odoo
    1. Table of Contents
    2. Working with Odoo
    3. Credits
    4. About the Author
    5. Acknowledgments
    6. About the Reviewers
    7. www.PacktPub.com
      1. Support files, eBooks, discount offers, and more
        1. Why subscribe?
        2. Free access for Packt account holders
    8. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Errata
        2. Piracy
        3. Questions
    9. 1. Setting Up Odoo
      1. Getting started with Odoo online
        1. Taking advantage of Odoo online
        2. Odoo browser requirements
        3. Odoo mobile phone and tablet support
        4. Accessing the Odoo free online trial
        5. Continuing to use the trial version of Odoo
        6. Subscribing to Odoo
        7. Using Odoo without subscription fees
      2. Getting to know the Odoo architecture
        1. Introducing the PostgreSQL database
        2. Writing code with Python
        3. Following the Model-View-Controller design
          1. Designing models
          2. Rendering views
          3. Authoring controllers
      3. Choosing your installation operating system
        1. Choosing a Microsoft Windows Odoo installation
          1. Learning Ubuntu is not required
          2. Introducing Ubuntu
          3. Choosing an Ubuntu Odoo installation
        2. Choosing another OS option for Odoo
      4. Understanding Odoo releases
        1. Upgrading Odoo
      5. Installing Odoo on Windows OS
        1. Performing an all-in-one Odoo installation on Windows
        2. Configuring Postgres on Windows
      6. Installing Odoo on Ubuntu
        1. Modifying the sources.list file
          1. Testing your Odoo installation
      7. Troubleshooting and Odoo management tips
        1. Checking your browser destination
        2. Verifying that the Odoo service is running
          1. Checking for Odoo services running in Windows
            1. Checking for Odoo services running in Ubuntu
        3. Starting and stopping Odoo services in Ubuntu
          1. Finding the primary Odoo log file
          2. Modifying the Odoo configuration file
            1. Changing port numbers
            2. Accessing the database management tools
            3. Changing the admin password
            4. Finding additional resources for installing Odoo
      8. Summary
    10. 2. Installing Your First Application
      1. Gathering requirements
        1. Implementing Odoo using a modular approach
        2. Introducing Silkworm – our real-world case study
        3. Using Odoo online – installing your first application
      2. Creating a new database in Odoo
        1. Specifying the master password
        2. Selecting a database name
        3. Loading demonstration data
        4. Specifying our default language
        5. Choosing a password
        6. Managing databases in Odoo
      3. Installing the Sales Management application
        1. Configuring accounting data
          1. Setting your accounting options
      4. Knowing the basics of the Odoo interface
        1. Using the search box
        2. Picking different views
      5. Creating your first customer
        1. Is this customer a company?
        2. Entering data into an Odoo form
        3. Editing a customer – Sales & Purchases
        4. Salesperson
          1. Reference
          2. Language
          3. Date
          4. Customer
          5. Supplier
          6. Active
          7. Receiving messages by e-mail and opting out
        5. Editing a customer – Accounting
          1. Fiscal Position
          2. Account Receivable
          3. Customer Payment Term
          4. Total Receivable
          5. Credit Limit
          6. Latest Full Reconciliation Date
          7. Account Payable
          8. Supplier Payment Term
          9. Bank accounts
          10. Saving the customer record
      6. Entering a product in Odoo
        1. Creating products in Odoo
          1. Product name
          2. Can be Sold
          3. Product Type
          4. Sale Price
          5. Internal Reference
          6. EAN13 Barcode
        2. Entering a product – the Procurements tab
          1. Cost Price
          2. Supply Chain Information
          3. Suppliers
          4. Description for Suppliers
        3. Entering a product – the Inventory tab
          1. Stock and Expected Variations
          2. Status
          3. Product Manager
        4. Entering a product – the Sales tab
        5. Entering a product – the Accounting tab
        6. Saving the product
      7. Setting the company information
        1. The Configuration tab
        2. Overdue Payments
        3. Saving company information
      8. Entering your first sales order
        1. Selecting the customer
        2. Date
          1. Selecting a date in Odoo
        3. Customer Reference
        4. Entering line items on a quotation sales order
          1. The Product field
          2. Description
          3. Quantity
          4. Taxes
          5. Unit price
        5. Saving the quotation sales order
        6. Understanding the sales order workflow
          1. Send by Email
          2. Print
          3. Confirm Sale
          4. Cancel Quotation
      9. Invoicing the sale
        1. What do you want to invoice?
        2. Creating the invoice
      10. Summary
    11. 3. Exploring Customer Relationship Management in Odoo
      1. Using CRM as a business strategy
        1. Managing the customer experience
        2. Treating your customer like a real person
        3. Using your mission statements and company goals to drive the design of your CRM system
        4. The real-world case study – improving customer experience
        5. Installing the CRM application
        6. Assigning the sales representative or account manager
          1. Email Address
          2. Access Rights
          3. Sales application settings
            1. User : Own Leads Only
            2. User : All Leads
            3. Manager
            4. Language and Timezone
            5. Receive Inbox Notifications by Email
              1. Never
              2. All Messages – discussions, e-mails, and followed system notifications
            6. Default Sales Team
            7. Signature
            8. Manually setting the user password
        7. Assigning a salesperson to a customer
      2. Leads and opportunities
        1. Creating leads in Odoo
        2. Converting a lead into an opportunity
        3. Marking a lead as lost or dead
        4. Creating a new opportunity
          1. Subject
          2. Expected Revenue and percentage
          3. Customer
          4. Next Action
          5. Expected Closing
          6. Tags
          7. Email and Phone
          8. Internal Notes
          9. The Lead tab
            1. Lead address and contact information
          10. Mailings
          11. Active
          12. Referred By
          13. References
        5. Looking at your opportunities in the Kanban view
        6. An introduction to sales stages
          1. View the details of an opportunity
            1. Actions you can take on an opportunity
          2. Using Odoo's OpenChatter feature
          3. Changing the status of an opportunity
            1. Managing the opportunity
          4. Following a business document
          5. Modifying the stages of the sale
          6. Closing the sale
          7. Your opportunity converted to a quotation
          8. Managing multiple sales teams
          9. Creating custom stages through Sales Teams
          10. Creating a new sales team
        7. Using Odoo to schedule calls, meetings, and events
          1. Scheduling an event
          2. Adding attendees to your meeting
        8. Specifying the meeting details
          1. Specifying tags for your meeting
          2. Setting up reminders for your meeting
          3. Specifying additional meeting options
      3. Summary
    12. 4. Purchasing with Odoo
      1. Understanding the overall purchasing process
        1. Setting up a supplier
        2. Setting up warehouse locations
        3. Generating quotations and purchase orders
        4. Receiving the product
        5. Settling the invoice
        6. Installing the purchasing application
        7. Setting up your first supplier
        8. Designating supplier companies versus individuals
        9. Configuring your product for procurement
          1. Supply chain information
            1. Using buy routes
            2. Using make to order
        10. Setting the cost price of the product
        11. Purchasing information
          1. Product type
          2. Setting records to active
        12. Assigning suppliers to the product
          1. Establishing the supplier
          2. Designating supplier product name and product code
          3. Setting minimal quantity
          4. Calculating delivery time
        13. Creating your first purchase quotation
          1. Adding products to your request for quotation
          2. Printing RFQs and updating the status
          3. Promoting the status to RFQ sent
          4. Confirming a purchase order
        14. Receiving products
          1. Getting ready to receive
          2. Receiving our goods
        15. Paying supplier invoices
      2. Summary
    13. 5. Making Goods with Manufacturing Resource Planning
      1. Creating manufacturing orders
      2. Producing the product
      3. Delivering the order
      4. Defining the workflow for your business
      5. A real world example – producing a custom printed T-shirt
      6. Installing manufacturing resource planning
        1. Creating your first manufacturing order
          1. What product are we going to manufacture?
      7. Building your bill of materials
        1. Confirming production
        2. Checking availability
      8. Producing the product
        1. Analyzing stock valuation
        2. Managing routings and work orders
      9. Creating a work center
        1. Defining a resource type
        2. Setting capacity information
          1. Efficiency Factor
          2. Capacity per Cycle
          3. Time for 1 cycle (hour)
          4. Time before and after production
        3. Costing information
        4. Creating routing orders
      10. Creating a manufacturing order with routing and a work center
      11. Producing the manufacturing order
      12. Summary
    14. 6. Configuring Accounting Finance
      1. Defining the chart of accounts for your business
        1. Installing the Accounting and Finance application
        2. Viewing the current chart of accounts
        3. How were the transactions created in Account Payable?
        4. Viewing the other journal items
      2. Following transactions through the sales and accounts receivable process
        1. Viewing the transactions created by validating the invoice
        2. Practice posting transactions and tracking the results
        3. Where are my taxes?
        4. Specifying the account for your sales tax
      3. Setting up your own accounts
        1. Specifying a new account for your product category
        2. Configuring your fiscal year and periods
        3. Examining the available Legal Reports in Odoo
        4. Closing a period
        5. Creating journal entries
      4. Summary
    15. 7. Administering an Odoo Installation
      1. Basic considerations for an Odoo administration
        1. Having an implementation strategy
          1. The development, staging, and production servers
          2. Clear documentation of all Odoo configurations
          3. Focusing on business continuity
        2. Backing up your Odoo database
        3. Restoring an Odoo database
      2. Administering users in Odoo
        1. Selecting a user to administer
          1. Understanding related partners
          2. Managing user preferences
        2. Understanding groups in Odoo
          1. Understanding group inheritance in Odoo
          2. Defining menus for your group
          3. Understanding record rules in Odoo
        3. Internationalization in Odoo
          1. Configuring language translation
          2. Using translation features to customize Odoo for your business
        4. International currencies
          1. Purchasing in a different currency
          2. Managing supplier price lists
        5. Managing sequences in Odoo
        6. Multiple companies in Odoo
          1. Setting up a second company in Odoo
          2. Implementing a multicompany solution
      3. Summary
    16. 8. Implementing the Human Resources Application
      1. A modular approach to Human Resources
      2. Installing the Employee Directory
      3. Creating a new employee
        1. Related User
        2. Department
          1. Job Title
          2. Manager and Coach
        3. An employee's personal information
      4. Timesheets
        1. Looking at your current timesheet
          1. An introduction to analytic accounting
          2. Adding a new analytic account to Odoo
        2. Configuring the employee to enter timesheets
        3. Tracking employee hours with the timesheet
        4. Validating timesheets
      5. Leave Management
        1. Creating a leave request
          1. Leave Type
          2. Duration
          3. Mode
          4. Employee
          5. Department
        2. Submitting for approval
        3. Approving leave requests
        4. Leaves Summary
      6. Recruitment Process
        1. Defining the recruitment stages
        2. Recruiting for a new job
        3. The Print Interview hyperlink
        4. Creating an employment application
        5. Hiring employees
      7. Summary
    17. 9. Understanding Project Management
      1. The basics of Project Management
      2. Installing the Project Management application
      3. The real-world project example
      4. Creating our first project
        1. Assigning project teams
        2. Setting other project information
        3. Understanding project stages
          1. Defining project stages for a specific project
      5. Defining project tasks
        1. Defining additional task information
        2. Creating additional tasks
        3. Completing project tasks
      6. Calculating project costs and time
      7. Summary
    18. 10. Creating Advanced Searches and Dashboards
      1. Determining the search requirements for your business
        1. Creating a database with demonstration data
          1. Accessing the database manager
      2. Searching in Odoo
        1. Using filters in list views
        2. Grouping information
        3. Performing an advanced search
        4. Specifying multiple advanced searches
        5. Saving your advanced searches
        6. Adding information to your custom dashboard
      3. Summary
    19. 11. Building a Website with Odoo
      1. What is CMS?
        1. WordPress
        2. Joomla
        3. Drupal
        4. Evoq or DotNetNuke
      2. Why use Odoo Website Builder for your CMS?
        1. The potential advantages to using Odoo as a CMS
        2. The current limitations of using Odoo as a CMS
        3. Deciding what is best for your company
        4. Backing up the website you make in your Odoo database
      3. Installing the Odoo Website Builder
        1. Modifying the settings of a block
        2. Adding additional blocks to your web page
        3. Saving your web page
        4. Previewing your website on a mobile device
        5. Adding new pages and menus to your website
          1. Adding a new page
        6. Creating your Frequently Asked Questions web page
        7. Managing menus on your website
          1. Adding a new menu to your website
        8. Changing themes in Odoo
        9. Promoting your website
          1. Specifying keywords for your website
          2. Creating a title and description for your website
      4. Summary
    20. 12. Implementing E-Commerce with Odoo
      1. Odoo and e-commerce
        1. Popular e-commerce platforms
          1. Magento
          2. Volusion
          3. Shopify
          4. Yahoo Small Business
        2. Odoo as an e-commerce platform
      2. Installing Odoo e-commerce
      3. The basics of Odoo e-commerce
        1. Setting the product price from the e-commerce page
        2. Adding a picture to your product
        3. Describing the product
        4. Publishing your product
      4. Additional configuration options for your Odoo shop
        1. Modifying the order of the products in the store
      5. Setting up product variants
      6. Advanced e-commerce product options
        1. Alternative products
        2. Accessory products
        3. Looking at the shopping cart
        4. Seeing the draft sales order in Odoo
        5. Checking out
      7. Adding PayPal as a payment processor
      8. Summary
    21. 13. Customizing Odoo for Your Business
      1. Activating the developer mode
        1. Getting out of the developer mode
      2. Backing up your database
        1. Restoring a database in Odoo
      3. Adding a custom field to Odoo
        1. Adding another field to the sales order form
      4. Adding a field to an existing view
        1. Customizing search operations in Odoo
          1. Specifying additional fields you wish for Odoo to use in the search
          2. Editing the search view
        2. Examining the models in Odoo
      5. Summary
    22. 14. Modifying Documents and Reports
      1. Getting the skills required to modify reports
        1. Company report configuration
          1. Determining your report configuration
          2. Examining the configuration
          3. Report Markup Language
      2. Modifying the RML header
        1. The RML for the company header
        2. Making our first simple change
          1. The RML for the company footer
          2. Understanding dynamic fields in your reports
        3. Learning how Odoo organizes reports
        4. Understanding the report types
        5. What is the QWeb template framework?
        6. Looking at the definition for the sales order form
        7. Learning more about the power of QWeb templates
          1. Using a T-IF in a QWeb template report
      3. Summary
    23. 15. Understanding Workflows
      1. Planning the changes to our workflow
      2. An example of the Odoo workflow
        1. Activating the developer mode
      3. Looking at the Odoo workflow in detail
        1. Looking at the sales orders workflow inside the workflow designer
        2. Workflow nodes
          1. Looking closer at the sales order workflow
          2. Examining a workflow node in detail
          3. Transitions in workflows
        3. Ending a workflow
        4. Modifying workflows
          1. Adding a step into the workflow for art approval
          2. Editing the sales order workflow
          3. Summary of the steps to changing the workflow
          4. Adding a new activity node to a workflow
            1. Modifying the sales order state in the activity
          5. Modifying the transitions to include art approval
            1. Defining a transition
          6. Restricting the art approval to the sales manager
            1. Modifying the other transitions in the workflow
      4. Summary
    24. 16. Discovering Custom Odoo Modules
      1. Exploring the Odoo application and module directory
        1. Building our first Odoo module
        2. Specifying a custom directory to hold our Odoo modules
          1. The contents of your module directory
          2. Creating and editing the files
            1. The __init__.py file
            2. The __Odoo__.py file
              1. name
              2. version
              3. description
              4. author
              5. depends
              6. data
              7. demo
              8. installable
              9. auto_install
          3. Extending an Odoo model in silkworm.py
            1. Using a module to add custom fields to a model
            2. Inheriting from the sales order module in Odoo
            3. Python conventions
            4. Adding the fields to our sales order view
            5. Getting ready to install our module
        3. Extending our module to customize the sales order workflow
          1. Adding the button to the sales order
          2. Modifying the available states of the sales order model
          3. Finding your way around the base Odoo modules
          4. Updating the other buttons for the workflow
            1. Modifying the attributes of the confirm button
            2. Modifying the attributes of the print and cancel buttons
      2. Seeing it all come together
      3. Using a module to add a filter to a search view
        1. Adding the code to create the rush order filter
        2. Creating the filter
      4. Summary
    25. A. Locating Additional Odoo Resources
      1. Locating the essential Odoo documentation
      2. Visiting the Official Odoo help forum
      3. The Odoo Community Association
        1. Finding Odoo applications and modules
        2. Getting the latest Odoo 8 release notes
      4. Downloading Odoo from GitHub
      5. Locating resources on Ubuntu
        1. The official Ubuntu website
          1. Directly download Ubuntu server or desktop
          2. The official Ubuntu documentation
      6. Getting access to additional developer documentation
        1. Getting quick access to Odoo installations using Odoo Runbot
      7. Finding the Postgres resources
        1. The official Postgres website
        2. Downloading Postgres
        3. The Postgres documentation
      8. Locating the Python resources
        1. The official Python website
        2. Downloading Python
        3. The Python documentation
      9. Finding the XML resources
        1. The World Wide Web Consortium XML resource page
        2. The XML tutorials and documentation
        3. Locating the RML resources
      10. Alternative reporting solutions
        1. Aeroo reports
        2. Jaspersoft reports
          1. The community edition of the Jasper reports server
          2. The community edition of the Ireport designer
        3. Pentaho/Kettle
    26. Index