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Working with Odoo 11 - Third Edition

Book Description

Transform and modernize your businesses and upgrade your enterprise management skills with Odoo 11, the most comprehensive management software

About This Book

  • 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

Who This Book Is For

This book is for beginners, and will help you learn advanced-level features with Odoo such as creating your own custom modules. You do not need any prior 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 of code

In Detail

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.

Style and approach

A guide to learning the advanced features of Odoo 11, to enable customization of Odoo modules to suite ones' business needs.

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. Title Page
  2. Copyright and Credits
    1. Working with Odoo 11 Third Edition
  3. Packt Upsell
    1. Why subscribe?
    2. PacktPub.com
  4. Contributors
    1. About the author
    2. About the reviewer
    3. Packt is searching for authors like you
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
      1. Download the color images
      2. Conventions used
    4. Get in touch
      1. Reviews
  6. Setting Up Odoo 11
    1. What's new in Odoo 11?
    2. Community and Enterprise Editions of Odoo
    3. 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
    4. 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
    5. 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
        4. Choosing another OS option for Odoo
    6. Understanding Odoo releases
      1. Upgrading Odoo
    7. Installing Odoo on Windows OS
      1. Performing an all-in-one Odoo installation on Windows
      2. Configuring PostgresSQL on Windows
    8. Installing Odoo on Ubuntu
      1. Modifying the sources.list file
        1. Testing your Odoo installation
    9. 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
          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 on installing Odoo
    10. Summary
  7. Installing Your First Application
    1. What's new in Odoo 11?
    2. Gathering requirements
      1. Implementing Odoo using a modular approach
      2. Introducing Silkworm – our real-world case study
    3. Creating a new database in Odoo
      1. Selecting a database name
      2. Loading demonstration data
      3. Specifying our default language
      4. Choosing an email and password
      5. Managing databases in Odoo
      6. Securing the Odoo database manager
    4. Installing the Sales Management module
    5. Getting to know the basic Odoo interface
      1. Using the Search box
      2. Picking different views
    6. Creating your first customer
      1. Is this customer a company?
      2. Entering data into Odoo forms
      3. Editing customer Sales & Purchases
      4. Editing customer invoicing
    7. 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's invoicing page
        1. The invoicing policy
      4. Saving the product record
    8. Setting company information
      1. Saving company information
    9. 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. Ordered quantity
        4. Taxes
        5. Unit price
        6. Saving a sales order as a quotation
        7. Understanding the sales order workflow
          1. Confirm Sale
          2. Print
          3. Send by Email
          4. Cancel
    10. Invoicing the sale
      1. What do you want to invoice?
      2. Creating the invoice
    11. Summary
  8. Exploring CRM in Odoo 11
    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 11
      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
  9. Purchasing with Odoo
    1. What's new in Odoo 11
    2. 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
    3. Installing the purchasing application
      1. Setting up your first vendor
      2. Designating vendor as Individual or Company
    4. Configuring your product for procurement
      1. Supply chain information
        1. Using buy routes
        2. Using Make to Order
      2. Purchasing information
        1. Product type
        2. Setting the cost price of the product
      3. Assigning vendors to the product
        1. Establishing the vendor
        2. Designating the vendor product name and product code
        3. Setting minimum quantity
        4. Calculating delivery time
        5. Setting price and validity
    5. Creating your first purchase quotation
      1. Adding products to your request for quotation
      2. Printing RFQs and updating status
      3. Confirming a purchase order
    6. Receiving products
      1. Getting ready to receive
      2. Receiving our goods
      3. Handling Back Orders
      4. Paying vendor bills
      5. Handling Complex Units of Measure
        1. Looking at the defined Unit of Measures
        2. Examining a specific Unit of Measure
        3. Configuring the Product to purchase in Dozen(s)
      6. Understanding costing methods and inventory valuation
        1. Setting up costing in Odoo
    7. Summary
  10. Making Goods with Manufacturing Resource Planning
    1. What's new in Odoo 11?
    2. 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. Time Efficiency
          2. Capacity
          3. 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 work center
      12. Creating routings based on product variants
      13. Using Unbuild Orders or reverse bill of materials
      14. Creating a kit using a bill of materials
    3. Summary
  11. Configuring Accounting and Finance Options
    1. What's new in Odoo 11?
    2. Defining the chart of accounts for your business
    3. Configuring a user to see all accounting options
      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
    4. Following transactions through the sales and accounts receivable process
      1. Viewing the transactions created by validating the invoice
      2. Practicing posting transactions and tracking the results
    5. Setting up your own accounts
      1. Specifying a new account for your product category
        1. Practicing with another product
      2. Examining the available legal reports in Odoo
      3. Creating journal entries
    6. Summary
  12. Administering an Odoo Installation
    1. Basic considerations for an Odoo administration
      1. Having 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. Setting up the Chart of Accounts for your second company
        3. Implementing a multi-company solution
    3. Summary
  13. Implementing the Human Resources Application
    1. What's new in Odoo 11?
    2. The modular approach to Human Resources
    3. Installing the Employee Directory
    4. Creating a new employee
      1. Department
        1. Job Title
        2. Manager and Coach
        3. Employee Private Information
      2. HR settings
        1. Managing Departments
    5. Timesheets
    6. Implementing 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
    7. Recruitment process
      1. Recruiting for a new job position
      2. Creating an employment application
      3. Hiring employees
    8. Summary
  14. Understanding Project Management
    1. What's New in Odoo 11?
    2. Basics of Project Management
    3. Installing the Project Management application
    4. Understanding the Project dashboard
    5. A real-world project example for a customer
    6. Creating our first project
      1. Understanding project stages
    7. Defining project tasks
      1. Creating additional tasks
      2. Completing project tasks
    8. Scheduling an activity
    9. Monitoring task completion
    10. Calculating project costs and time
    11. Summary
  15. Creating Advanced Searches and Dashboards
    1. What's New in Odoo 11
    2. Determining the search requirements for your business
      1. Creating a database with demonstration data
        1. Accessing the database manager
    3. 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
      7. Looking at Odoo's Business Intelligence Features
    4. Summary
  16. Building a Website with Odoo
    1. What's new in Odoo 11?
    2. What is a CMS?
      1. WordPress
      2. Joomla
      3. Drupal
      4. Evoq or DotNetNuke
    3. 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. Backing up the website you make in your Odoo database
    4. 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
    5. Summary
  17. Implementing E-Commerce with Odoo
    1. E-commerce and Odoo
      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. 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
  18. Customizing Odoo for Your Business
    1. What's new in Odoo 11?
    2. Understanding the Odoo architecture
      1. Models
      2. Views
      3. Actions
    3. Activating developer mode
      1. Getting out of developer mode
    4. Backing up your database
      1. Restoring a database in Odoo
    5. 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
        2. Editing the search view
    6. Understanding actions
    7. Creating a new menu
    8. Summary
  19. Modifying Documents and Reports
    1. What's new in Odoo 11?
    2. Getting the skills required to modify reports
    3. What is the QWeb template engine?
    4. Company report configuration
      1. Problems with the Wkhtmltopdf installation
      2. Specifying the paper format for your reports
      3. Modifying the internal report header using QWeb
    5. Making our first simple change
    6. Learning how Odoo organizes reports
    7. Understanding the report types
    8. Looking at the definition for the Sales order form
    9. Creating a new QWeb report in Odoo
    10. Learning more about the power of QWeb templates
      1. Using a t-if to create a dynamic QWeb template report
    11. Summary
  20. 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 installing it
      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. Creating custom themes in Odoo
      1. Basic architecture of Odoo themes
      2. Creating an Odoo theme using scaffolding
      3. Modifying the default Odoo theme header
      4. Creating a custom page layout
    8. Summary
  21. Comparing Community and Enterprise Edition
    1. Getting an overview of the Community and Enterprise editions
    2. Using the Odoo runbot to compare Odoo versions
      1. Launching Odoo Community edition from Odoo runbot
      2. Launching Odoo 11 Enterprise from Odoo runbot
      3. Examining the Odoo Enterprise interface
      4. Examining Odoo 11 Enterprise Accounting
      5. Looking at Odoo 11's dynamic Accounting reports
    3. Using the bank integration features of the Enterprise edition
      1. Sales-related 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
        2. Handling maintenance requests
        3. Managing production quality in Odoo
    4. Using Odoo Studio
      1. Modifying the Sales application with Odoo Studio
    5. Summary
  22. Another Book You May Enjoy
    1. Leave a review - let other readers know what you think