Name: Working with Odoo 11（Third Edition）
Author: Greg Moss
ISBN: 9781788479790

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Working with Odoo 11（Third Edition）

Greg Moss

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Copyright and Credits
Working with Odoo 11 Third Edition
Packt Upsell
Why subscribe?
PacktPub.com
Contributors
About the author
About the reviewer
Packt is searching for authors like you
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the color images
Conventions used
Get in touch
Reviews
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
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
Print
Send by Email
Cancel
Invoicing the sale
What do you want to invoice?
Creating the invoice
Summary
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
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
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
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
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
Implementing the Human Resources Application
What s new in Odoo 11?
The modular approach to Human Resources
Installing the Employee Directory
Creating a new employee
Department
Job Title
Manager and Coach
Employee Private Information
HR settings
Managing Departments
Timesheets
Implementing Leave Management
Creating a leave request
Leave type
Duration
Mode
Employee
Department
Submitting for approval
Approving leave requests
Recruitment process
Recruiting for a new job position
Creating an employment application
Hiring employees
Summary
Understanding Project Management
What s New in Odoo 11?
Basics of Project Management
Installing the Project Management application
Understanding the Project dashboard
A real-world project example for a customer
Creating our first project
Understanding project stages
Defining project tasks
Creating additional tasks
Completing project tasks
Scheduling an activity
Monitoring task completion
Calculating project costs and time
Summary
Creating Advanced Searches and Dashboards
What s New in Odoo 11
Determining the search requirements for your business
Creating a database with demonstration data
Accessing the database manager
Searching in Odoo
Using filters in list views
Grouping information
Performing a custom search
Specifying multiple advanced searches
Saving your favorite filters
Creating custom dashboards in Odoo 10
Looking at Odoo s Business Intelligence Features
Summary
Building a Website with Odoo
What s new in Odoo 11?
What is a CMS?
WordPress
Joomla
Drupal
Evoq or DotNetNuke
Why use Odoo website builder for your CMS?
Potential advantages to using Odoo as a CMS
Current limitations of using Odoo as a CMS
Backing up the website you make in your Odoo database
Installing the Odoo website builder
Saving your web page
Previewing our website on a mobile device
Adding new pages and menus to your website
Adding a new page
Creating our Frequently Asked Questions web page
Managing menus on your website
Adding a new menu to your website
Changing themes in Odoo
Promoting your website
Specifying keywords for your website
Creating a title and description for your website
Summary
Implementing E-Commerce with Odoo
E-commerce and Odoo
Popular e-commerce platforms
Magento
Volusion
Shopify
Yahoo Small Business
Odoo as an e-commerce platform
Installing Odoo e-commerce
Basics of Odoo e-commerce
Setting the product price from the e-commerce page
Adding a picture to your product
Describing the product
Publishing your product
Additional configuration options for your Odoo shop
Modifying the order of the products on the store
Setting up product variants
Advanced e-commerce product options
Alternative products
Accessory products
Looking at the shopping cart
Seeing the draft sales order in Odoo
Checking out
Adding PayPal as a payment processor
Summary
Customizing Odoo for Your Business
What s new in Odoo 11?
Understanding the Odoo architecture
Models
Views
Actions
Activating developer mode
Getting out of developer mode
Backing up your database
Restoring a database in Odoo
Adding a custom field to Odoo
Viewing the model in Odoo
Creating a new field in the sale order model
Editing the form view
Customizing search operations in Odoo
Specifying additional fields
Editing the search view
Understanding actions
Creating a new menu
Summary
Modifying Documents and Reports
What s new in Odoo 11?
Getting the skills required to modify reports
What is the QWeb template engine?
Company report configuration
Problems with the Wkhtmltopdf installation
Specifying the paper format for your reports
Modifying the internal report header using QWeb
Making our first simple change
Learning how Odoo organizes reports
Understanding the report types
Looking at the definition for the Sales order form
Creating a new QWeb report in Odoo
Learning more about the power of QWeb templates
Using a t-if to create a dynamic QWeb template report
Summary
Discovering Custom Odoo Modules
Exploring the Odoo application and module directory
Building our first Odoo module
Preparing your basic development environment
Finding your Odoo configuration file and installing it
Specifying a custom directory to hold our Odoo modules
Contents of your module directory
Creating and editing the files
The __init__.py file
The __manifest__.py file
Extending an Odoo model in silkworm.py
Using a module to add custom fields to a model
Inheriting from the sales application in Odoo
Python conventions
Adding the fields to our sales order view
Getting ready to install our module
Troubleshooting your module installation
Using a module to add a filter to a search view
Adding the code to create the rush order filter
Creating the filter
Using Odoo to create websites and web services
Creating an XML template
Integrating with the Odoo API
Connecting to the API
Filtering and returning records through the API
Using the search_read method
Creating custom themes in Odoo
Basic architecture of Odoo themes
Creating an Odoo theme using scaffolding
Modifying the default Odoo theme header
Creating a custom page layout
Summary
Comparing Community and Enterprise Edition
Getting an overview of the Community and Enterprise editions
Using the Odoo runbot to compare Odoo versions
Launching Odoo Community edition from Odoo runbot
Launching Odoo 11 Enterprise from Odoo runbot
Examining the Odoo Enterprise interface
Examining Odoo 11 Enterprise Accounting
Looking at Odoo 11 s dynamic Accounting reports
Using the bank integration features of the Enterprise edition
Sales-related enhancements
Automating calls with VOIP integration
Understanding the Subscriptions application
Understanding the available shipping connectors in Enterprise
Understanding the available manufacturing applications in Odoo
Product Lifecycle Management
Handling maintenance requests
Managing production quality in Odoo
Using Odoo Studio
Modifying the Sales application with Odoo Studio
Summary
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Working with Odoo 11（Third Edition）