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Working with Odoo 10 - Second Edition

Book Description

Configure, manage, and customize Odoo to build professional-level business applications

About This Book

  • Build an Odoo module and integrate it with other platforms through this practical guide
  • This book is the perfect companion to help you customize your Odoo installations for your enterprise requirements
  • Use project management along with analytics for better reporting

Who This Book Is For

This book is for those who have not used Odoo before, allowing you to learn advanced-level features with Odoo such as creating your own custom modules. You do not need any knowledge of Odoo.

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 a code

In Detail

Odoo is a comprehensive set of open-source enterprise management applications. Now with Odoo 10, you have access to a powerful website builder, integrated e-commerce features, and a fast-growing community to help transform and modernize your business.

You will start with how to set up Odoo online and on your own server. You'll then configure the basic company settings required to quickly getting your first Odoo system up and running. Later you'll explore Customer Relationship Management in Odoo and and their importance in today's modern business environment. Next we will deep dive into purchasing application with Odoo and learn some of the primary functionalities of ERP systems for manufacturing operations. You will then use analytic accounting to provide better reporting. Finally you will walk through the recent Odoo 10 features with respect to the community and enterprise edition giving you complete understanding of what Odoo can do for you no matter the reason!

Style and approach

This fast-paced, step-by-step guide will show you everything you need to know about the Odoo module ecosystem through practical and real-world examples.

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 code file.

Table of Contents

  1. Working with Odoo 10 Second Edition
    1. Working with Odoo 10 Second Edition
    2. Credits
    3. About the Author
    4. Acknowledgments
    5. About the Reviewer
    6. www.PacktPub.com
      1. Why subscribe?
    7. Customer Feedback
    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. Downloading the color images of this book
        2. Errata
        3. Piracy
        4. Questions
    9. 1. Setting Up Odoo 10
      1. Community and Enterprise Editions of Odoo
      2. Getting started with Odoo Online
        1. Taking advantage of Odoo online instant access
        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
      3. 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
      4. Choosing your installation operating system
        1. Choosing a Microsoft Windows Odoo installation
          1. Learning Ubuntu is not required
          2. Introducing Ubuntu
        2. Choosing an Ubuntu Odoo installation
        3. Choosing another OS option for Odoo
      5. Understanding Odoo releases
        1. Upgrading Odoo
      6. Installing Odoo on Windows OS
        1. Performing an all-in-one Odoo installation on Windows
        2. Configuring Postgres on Windows
      7. Installing Odoo on Ubuntu
        1. Modifying the sources.list file
          1. Testing your Odoo installation
      8. Troubleshooting and Odoo management tips
        1. Checking your browser destination
        2. Verifying that the Odoo service is running
          1. Checking for the Odoo services running in Windows
          2. 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 on installing Odoo
      9. 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
      2. Creating a new database in Odoo
        1. Selecting a database name
        2. Loading demonstration data
        3. Specifying our default language
        4. Choosing an e-mail and password
        5. Managing databases in Odoo
      3. Installing the Sales Management module
      4. Knowing the basic 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 Odoo forms
        3. Editing customers sale and purchase
        4. Editing customer Accounting
      6. Entering a product in Odoo
        1. Creating products in Odoo
          1. Product Name
          2. Can be Sold
          3. Can be Purchased
          4. Product type
          5. Internal Reference
          6. Sale price
          7. Cost price
        2. Nothing in the Sales page
        3. Entering a product Invoicing page
          1. Invoicing policy
        4. Saving the product
      7. Setting the company information
        1. Saving company information
      8. Entering your first sales order
        1. Selecting the customer
        2. Expiration date
        3. Payment terms
        4. Entering line items on a quotation sales order
          1. Product field
          2. Description
          3. Delivered and Invoiced
          4. Ordered Qty
          5. Taxes
          6. Unit price
          7. Saving the quotation sales order
          8. Understanding the sales order workflow
            1. Send by Email
            2. Print
            3. Confirm Sale
            4. Cancel
      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 10
      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. Real-world case study - improving customer experience
        5. Installing the CRM application
          1. Your first look at the CRM Dashboard
        6. Assigning the sales representative or account manager
          1. Specifying the name of the user
          2. Email address
          3. Access Rights
          4. Sales application settings
            1. User: Own Documents Only
            2. User: All Documents
            3. Manager
            4. Language and Timezone
            5. Email Messages and Notifications
            6. Signature
            7. Manually setting the user password
          5. Assigning a salesperson to a customer
      2. Understanding Your Pipeline
        1. Creating a new opportunity
          1. Opportunity Title
          2. Customer
          3. Expected revenue
          4. Rating
        2. Looking at opportunities in your pipeline
          1. Next Activity
          2. Expected Closing
          3. Tags
          4. Email and Phone
          5. Internal Notes
          6. The Contact Information page
            1. Address and Contact Information
            2. Mailings
            3. Marketing
        3. An introduction to sales stages
          1. Viewing 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
      3. Leads and opportunities
        1. Turning on Leads in Odoo 10
        2. Creating Leads in Odoo
        3. Converting a lead into an opportunity
      4. Using Odoo to schedule calls, meetings, and events
        1. Scheduling an event
        2. Adding attendees to your meeting
      5. Specifying meeting details
        1. Specifying tags for your meeting
        2. Setting up reminders for your meeting
        3. Specifying additional meeting options
      6. Summary
    12. 4. Purchasing with Odoo
      1. Understanding the overall purchasing process
        1. Setting up a vendor
        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 vendor
        8. Designating vendor companies versus individuals
        9. Configuring your product for procurement
          1. Supply chain information
            1. Using buy routes
            2. Using Make To Order
        10. Purchasing information
          1. Product type
          2. Setting records to active
        11. Setting the cost price of the product
        12. Assigning vendors to the product
          1. Establishing the vendor
          2. Designating vendor product name and product code
          3. Setting minimum quantity
          4. Calculating delivery time
          5. Setting price and validity
        13. Creating your first purchase quotation
          1. Adding products to your request for quotation
          2. Printing RFQs and updating status
          3. Confirming a purchase order
        14. Receiving products
          1. Getting ready to receive
          2. Receiving our goods
        15. Paying vendor bills
      2. Summary
    13. 5. Making Goods with Manufacturing Resource Planning
      1. Creating manufacturing orders
        1. Producing the product
        2. Delivering the order
        3. Defining the workflow for your business
        4. A real-world example of producing a custom-printed t-shirt
        5. Installing Manufacturing Resource Planning
          1. Creating your first manufacturing order
            1. What product are we going to manufacture?
        6. Building your bill of materials
          1. Confirming production
          2. Checking availability
        7. Producing the product
          1. Analyzing stock valuation
          2. Managing production by work orders
        8. Creating a work center
          1. Setting General Information
            1. Efficiency Factor
            2. Capacity
            3. Overall Equipment Effectiveness (OEE) target
            4. Time before and after production
        9. Creating routing orders
        10. Assigning the routing to a bill of materials
        11. Creating a manufacturing order with routing and a work center
      2. Summary
    14. 6. Configuring Accounting Finance
      1. Defining the chart of accounts for your business
      2. Installing the Accounting and Finance application
        1. Viewing the current chart of accounts
          1. Getting more information on a specific account
        2. Learning how transactions in Odoo get posted to accounts
      3. 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
      4. Setting up your own accounts
        1. Specifying a new account for your product category
        2. Examining the available legal reports in Odoo
        3. Creating journal entries
      5. Summary
    15. 7. Administering an Odoo Installation
      1. Basic considerations for an Odoo administration
        1. Have an implementation strategy
          1. 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. Managing user preferences
        2. Understanding groups in Odoo
          1. Understanding group inheritance in Odoo
          2. Defining menus for your group
          3. Understanding Access Rights in Odoo
          4. Understanding group 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 multi-company solution
      3. Summary
    16. 8. Implementing the Human Resources Application
      1. Modular approach to Human Resources
      2. Installing the Employee Directory
      3. Creating a new employee
        1. Department
          1. Job Title
          2. Manager and Coach
          3. Employee personal information
        2. HR Settings
          1. Managing departments
      4. 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
      6. Recruitment Process
        1. Recruiting for a new job position
        2. Creating an employment application
        3. Hiring employees
      7. Summary
    17. 9. Understanding Project Management
      1. Basics of Project Management
      2. Installing the Project Management application
      3. Understanding the Project dashboard
      4. Real-world project example for a customer
      5. Creating our first project
        1. Understanding project stages
      6. Defining project tasks
        1. Creating additional tasks
        2. Completing project tasks
      7. Calculating project costs and time
      8. 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 a custom search
        4. Specifying multiple advanced searches
        5. Saving your favorite filters
        6. Creating custom dashboards in Odoo 10
      3. Summary
    19. 11. Building a Website with Odoo
      1. What is a CMS?
        1. WordPress
        2. Joomla
        3. Drupal
        4. Evoq or DotNetNuke
      2. Why use Odoo Website Builder for your CMS?
        1. Potential advantages to using Odoo as a CMS
        2. 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. Saving your web page
        2. Previewing our website on a mobile device
        3. Adding new pages and menus to your website
          1. Adding a new page
        4. Creating our frequently asked questions web page
        5. Managing menus on your website
          1. Adding a new menu to your website
        6. Changing themes in Odoo
        7. 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. E-commerce and Odoo
        1. Popular e-commerce platforms
          1. Magento
          2. Volusion
          3. Shopify
          4. Yahoo's Aabaco Small Business
        2. Odoo as an e-commerce platform
      2. Installing Odoo e-commerce
      3. 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 on 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. Understanding the Odoo architecture
        1. Models
        2. Views
        3. Actions
      2. Activating developer mode
        1. Getting out of developer mode
      3. Backing up your database
        1. Restoring a database in Odoo
      4. Adding a custom field to Odoo
        1. Viewing the model in Odoo
        2. Creating a new field in the sale order model
        3. Editing the form view
        4. Customizing search operations in Odoo
          1. Specifying additional fields you want Odoo to use in the search
          2. Editing the search view
      5. Understanding actions
      6. Create a new menu
      7. Summary
    22. 14. Modifying Documents and Reports
      1. Getting the skills required to modify reports
      2. What is the QWeb template framework?
      3. Company report configuration
        1. Problems with Wktohtmlpdf installation
        2. Specifying the paper format for your reports
        3. Modifying the internal report header using QWeb
      4. Making our first simple change
      5. Learning how Odoo organizes reports
      6. Understanding the report types
      7. Looking at the definition for the Sales Order form
      8. Creating a new QWeb report in Odoo
      9. Learning more about the power of QWeb templates
        1. Using a t-if to create a dynamic QWeb template report
      10. Summary
    23. 15. Discovering Custom Odoo Modules
      1. Exploring the Odoo application and module directory
      2. Building our first Odoo module
        1. Preparing your basic development environment
          1. Finding your Odoo configuration file and installation
        2. Specifying a custom directory to hold our Odoo modules
          1. Contents of your module directory
          2. Creating and editing the files
            1. The __init__.py file
            2. The __manifest__.py file
          3. Extending an Odoo model in silkworm.py
            1. Using a module to add custom fields to a model
            2. Inheriting from the sales application in Odoo
            3. Python conventions
            4. Adding the fields to our sales order view
            5. Getting ready to install our module
      3. Troubleshooting your module installation
      4. 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
      5. Using Odoo to create websites and web services
        1. Creating an XML template
      6. Integrating with the Odoo API
        1. Connecting to the API
        2. Filtering and returning records through the API
        3. Using the search/read method
      7. Summary
    24. 16. Comparative Analysis of Community vs Enterprise Edition
      1. Getting an overview of Community and Enterprise Editions
      2. Using the Odoo runbot to compare Odoo versions
        1. Launching Odoo Community Edition from Odoo runbot
        2. Launching Odoo 10 Enterprise from Odoo runbot
        3. Examining the Odoo Enterprise interface
        4. Examining Odoo 10 Enterprise Accounting
        5. Looking at Odoo 10's dynamic Accounting reports
      3. Using the bank integration features of Enterprise Edition
        1. Sales Management enhancements
          1. Automating calls with VoIP integration
          2. Understanding the Subscriptions application
          3. Understanding the available shipping connectors in Enterprise
        2. Understanding the available manufacturing applications in Odoo
          1. Product Lifecycle Management (PLM)
          2. Handling maintenance requests
          3. Managing production quality in Odoo
      4. Summary
    25. appA. Locating additional Odoo resources
      1. Locating essential Odoo documentation
      2. Visiting the official Odoo help forum
        1. The Odoo Community Association (OCA)
        2. Finding Odoo applications and modules
        3. Getting the latest Odoo 10 release notes
        4. Downloading Odoo from GitHub
      3. Locating resources on Ubuntu
        1. Official Ubuntu website
          1. Direct download of the Ubuntu server or desktop
          2. Official Ubuntu documentation
      4. Getting access to additional developer documentation
        1. Getting quick access to Odoo installations using Odoo Runbot
      5. Finding Postgres resources
        1. Official Postgres website
        2. Downloading Postgres
        3. Postgres documentation
      6. Locating Python resources
        1. Official Python website
        2. Downloading Python
        3. Python documentation
      7. Finding XML resources
        1. World Wide Web Consortium XML resource page
        2. XML tutorials and documentation
        3. Alternative Reporting solutions
        4. OCA Alternative Reporting Engine
        5. Aeroo Reports
        6. Jaspersoft reports
          1. Community edition of JasperReports Server
          2. Community edition of iReport Designer
        7. Pentaho/Kettle