Working with Odoo 11 configure, manage, and customize your Odoo system
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 practic...
| Otros Autores: | |
|---|---|
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Birmingham ; Mumbai :
Packt Publishing
2018.
|
| Edición: | Third edition |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009631605306719 |
Tabla de Contenidos:
- Cover
- Copyright and Credits
- Packt Upsell
- Contributors
- Table of Contents
- Preface
- Chapter 1: 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
- Getting to know the Odoo architecture
- Introducing the PostgreSQL database
- Writing code with Python
- Following the Model-View-Controller design
- Designing models
- Rendering views
- Authoring controllers
- Choosing your installation operating system
- Choosing a Microsoft Windows Odoo installation
- Learning Ubuntu is not required
- Introducing Ubuntu
- Choosing an Ubuntu Odoo installation
- Choosing another OS option for Odoo
- Understanding Odoo releases
- Upgrading Odoo
- Installing Odoo on Windows OS
- Performing an all-in-one Odoo installation on Windows
- Configuring PostgresSQL on Windows
- Installing Odoo on Ubuntu
- Modifying the sources.list file
- Testing your Odoo installation
- Troubleshooting and Odoo management tips
- Checking your browser destination
- Verifying that the Odoo service is running
- Checking for the Odoo services running in Windows
- Checking for Odoo services running in Ubuntu
- Starting and stopping Odoo services in Ubuntu
- Finding the primary Odoo log file
- Modifying the Odoo configuration file
- Changing port numbers
- Accessing the database management tools
- Changing the admin password
- Finding additional resources on installing Odoo
- Summary
- Chapter 2: Installing Your First Application
- What's new in Odoo 11?
- Gathering requirements.
- Implementing Odoo using a modular approach
- Introducing Silkworm - our real-world case study
- Creating a new database in Odoo
- Selecting a database name
- Loading demonstration data
- Specifying our default language
- Choosing an email and password
- Managing databases in Odoo
- Securing the Odoo database manager
- Installing the Sales Management module
- Getting to know the basic Odoo interface
- Using the Search box
- Picking different views
- Creating your first customer
- Is this customer a company?
- Entering data into Odoo forms
- Editing customer Sales &
- Purchases
- Editing customer invoicing
- Entering a product in Odoo
- Creating products in Odoo
- Product Name
- Can be Sold
- Can be Purchased
- Product Type
- Internal Reference
- Sale Price
- Cost Price
- Nothing in the Sales page
- Entering a product's invoicing page
- The invoicing policy
- Saving the product record
- Setting company information
- Saving company information
- Entering your first sales order
- Selecting the customer
- Expiration Date
- Payment terms
- Entering line items on a quotation sales order
- Product field
- Description
- Ordered quantity
- Taxes
- Unit price
- Saving a sales order as a quotation
- Understanding the sales order workflow
- Confirm Sale
- Send by Email
- Cancel
- Invoicing the sale
- What do you want to invoice?
- Creating the invoice
- Summary
- Chapter 3: Exploring CRM in Odoo 11
- Using CRM as a business strategy
- Managing the customer experience
- Treating your customer like a real person
- Using your mission statements and company goals to drive the design of your CRM system
- Real-world case study - improving customer experience
- Installing the CRM application
- Your first look at the CRM Dashboard
- Assigning the sales representative or account manager.
- Specifying the name of the user
- Email address
- Access Rights
- Sales application settings
- User: Own Documents Only
- User: All Documents
- Manager
- Language and Timezone
- Email Messages and Notifications
- Signature
- Manually setting the user password
- Assigning a salesperson to a customer
- Understanding Your Pipeline
- Creating a new opportunity
- Opportunity Title
- Customer
- Expected revenue
- Rating
- Looking at opportunities in Your Pipeline
- Next Activity
- Expected Closing
- Tags
- Email and Phone
- Internal Notes
- The Contact Information page
- Address and Contact Information
- Mailings
- Marketing
- An introduction to sales stages
- Viewing the details of an opportunity
- Actions you can take on an opportunity
- Using Odoo's OpenChatter feature
- Changing the status of an opportunity
- Managing the opportunity
- Following a business document
- Modifying the stages of the sale
- Closing the sale
- Your opportunity converted to a quotation
- Leads and opportunities
- Turning on Leads in Odoo 11
- Creating Leads in Odoo
- Converting a Lead into an opportunity
- Using Odoo to schedule calls, meetings, and events
- Scheduling an event
- Adding attendees to your meeting
- Specifying meeting details
- Specifying tags for your meeting
- Setting up reminders for your meeting
- Specifying additional meeting options
- Summary
- Chapter 4: Purchasing with Odoo
- What's new in Odoo 11
- Understanding the overall purchasing process
- Setting up a vendor
- Setting up warehouse locations
- Generating quotations and purchase orders
- Receiving the product
- Settling the invoice
- Installing the purchasing application
- Setting up your first vendor
- Designating vendor as Individual or Company
- Configuring your product for procurement
- Supply chain information
- Using buy routes.
- Using Make to Order
- Purchasing information
- Product type
- Setting the cost price of the product
- Assigning vendors to the product
- Establishing the vendor
- Designating the vendor product name and product code
- Setting minimum quantity
- Calculating delivery time
- Setting price and validity
- Creating your first purchase quotation
- Adding products to your request for quotation
- Printing RFQs and updating status
- Confirming a purchase order
- Receiving products
- Getting ready to receive
- Receiving our goods
- Handling Back Orders
- Paying vendor bills
- Handling Complex Units of Measure
- Looking at the defined Unit of Measures
- Examining a specific Unit of Measure
- Configuring the Product to purchase in Dozen(s)
- Understanding costing methods and inventory valuation
- Setting up costing in Odoo
- Summary
- Chapter 5: Making Goods with Manufacturing Resource Planning
- What's new in Odoo 11?
- Creating manufacturing orders
- Producing the product
- Delivering the order
- Defining the workflow for your business
- A real-world example of producing a custom printed T-shirt
- Installing Manufacturing Resource Planning
- Creating your first manufacturing order
- What product are we going to manufacture?
- Building your Bill of Materials
- Confirming production
- Checking availability
- Producing the product
- Analyzing stock valuation
- Managing production by work orders
- Creating a work center
- Setting General Information
- Time Efficiency
- Capacity
- OEE target
- Time before and after production
- Creating routing orders
- Assigning the routing to a bill of materials
- Creating a Manufacturing Order with routing and work center
- Creating routings based on product variants
- Using Unbuild Orders or reverse bill of materials
- Creating a kit using a bill of materials
- Summary.
- Chapter 6: Configuring Accounting and Finance Options
- What's new in Odoo 11?
- Defining the chart of accounts for your business
- Configuring a user to see all accounting options
- Viewing the current chart of accounts
- Getting more information on a specific account
- Learning how transactions in Odoo get posted to accounts
- Following transactions through the sales and accounts receivable process
- Viewing the transactions created by validating the invoice
- Practicing posting transactions and tracking the results
- Setting up your own accounts
- Specifying a new account for your product category
- Practicing with another product
- Examining the available legal reports in Odoo
- Creating journal entries
- Summary
- Chapter 7: Administering an Odoo Installation
- Basic considerations for an Odoo administration
- Having an implementation strategy
- Development, staging, and production servers
- Clear documentation of all Odoo configurations
- Focusing on business continuity
- Backing up your Odoo database
- Restoring an Odoo database
- Administering users in Odoo
- Selecting a user to administer
- Managing user preferences
- Understanding groups in Odoo
- Understanding group inheritance in Odoo
- Defining menus for your group
- Understanding access rights in Odoo
- Understanding group rules in Odoo
- Internationalization in Odoo
- Configuring language translation
- Using translation features to customize Odoo for your business
- International currencies
- Purchasing in a different currency
- Managing supplier price lists
- Managing sequences in Odoo
- Multiple companies in Odoo
- Setting up a second company in Odoo
- Setting up the Chart of Accounts for your second company
- Implementing a multi-company solution
- Summary
- Chapter 8: Implementing the Human Resources Application
- What's new in Odoo 11?.
- The modular approach to Human Resources.
