Learn Odoo

Cover
Title Page
Copyright and Credits
About Packt
Contributors
Table of Contents
Preface
Chapter 1: Setting Up Odoo 12
	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 OS
		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 Postgres 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
	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
		Choosing an email address and password
		Specifying a phone number
		Specifying our default language
		Specifying the country
		Loading demonstration data
		Managing databases in Odoo
	Installing the Sales application
	Knowing the basic Odoo interface
		Configuring company data
		Selecting your quotation layout
		Specifying payment options
		Sending a sample quotation
		Creating your first customer
		Specifying whether the customer is an individual or a company
		Entering data into an Odoo form
		Using multiple contacts and addresses
		Editing customer Sales & Purchases
		Editing customer accounting
	Entering a product in Odoo
		Creating products in Odoo
			Product name
			Can be sold
			Can be purchased
			Product type
			Internal reference
			Sale price
			The Cost price
		Checking out the Sales tab
		Entering a product Invoicing page
			Invoicing policy
		Saving the product
	Entering your first sales order
		Selecting the customer
		The Validity date
		Payment terms
		Entering line items on a quotation sales order
			The Product field
			Description
			Ordered quantity
			Taxes
			Unit price
			Saving the quotation sales order
			Understanding the sales order workflow
				Send by Email
				Print
				Confirm Sale
				Cancel
	Invoicing the sale
		What do you want to invoice?
		Creating the invoice
	Summary
Chapter 3: Exploring Customer Relationship Management in Odoo 12
	Using CRM as a business strategy
		Managing customer experience
		Treating your customer like a real person
		Using your mission statement to drive the design of your CRM system
		A real-world case study – improving customer experience
		Installing the CRM application
			Your first look at the Odoo CRM pipeline
		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
				Messaging and social – notification management
				Signature
				Manually setting the user password
			Assigning a salesperson to a customer
	Understanding your pipeline
		Creating a new opportunity
			Opportunity
			Customer
			Expected revenue
			Rating
		Looking at opportunities in your Pipeline
			Expected closing
			Tags
			Email and Phone
			Internal Notes
			Contact information
				Address and contact information
				Mailings
				Marketing
		An introduction to sales stages
			The Activities menu
			Viewing the details of an opportunity
			Using Odoo's Chatter 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 12
		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
	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 Purchase application
		Setting up your first vendor
			Designating a vendor as Individual or Company
		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 minimal 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
	Creating a vendor bill
		Paying vendor bills without the purchase order
	Handling complex units of measure
		Looking at the defined units of measure
		Examining a specific Unit of Measure
		Configuring a product to be purchased in dozens
	Summary
Chapter 5: Making Goods with Manufacturing
	Creating manufacturing orders
		Producing the product
		Delivering the order
		Defining the workflow for your business
	A real-world example of a custom product
		Installing Manufacturing 
		Creating your first manufacturing order
			What product are we going to manufacture?
		Building your Bill of Materials
		Setting a product as storable
		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
			Overall equipment effectiveness target
			Time before and after production
	Creating routing orders
		Assigning the routing to a BoM
	Creating a manufacturing order with routing and a work center
		Creating routings based on product variants
			Controlling the creation of variants
			Adding a size attribute
	Using unbuild orders or a reverse BoM
		Creating a kit using a BoM
	Summary
Chapter 6: Configuring Accounting - Finance Options
	Defining the chart of accounts for your business
	Configuring a user to see all Community Edition accounting options
		Using the configuration panel for accounting
		Reviewing the current chart of accounts
			Getting more information on a specific account
		Completing the accounting configuration
		Learning how transactions in Odoo get posted to accounts
	Following transactions through the sales and accounts receivable process
		Viewing the transactions that have been 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
		Have 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
		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
	Modular approach to HR applications
	Installing the Employee Directory
	Creating a new employee
		Department
		Job Title
		Manager and Coach
		Employee Private Information
		HR Settings
		Managing departments
	Timesheets
	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
Chapter 9: Understanding Project Management
	What's new in Odoo 12?
	The 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
Chapter 10: Creating Advanced Searches and Dashboards
	Determining the search requirements for your business
		Creating a database with demonstration data
			Accessing the database manager
	New demonstration data in Odoo 12
	Searching in Odoo
		Using filters in the list views
		Grouping information
		Performing a custom search
		Specifying multiple advanced searches
		Saving your favorite filters
	Creating custom dashboards in Odoo 12
	Looking at Odoo's business intelligence features
	Summary
Chapter 11: Building a Website with Odoo
	What is a CMS?
		WordPress
		Joomla
		Drupal
		Evoq or DotNetNuke
	Why use Odoo Website Builder as your CMS?
		Potential advantages of 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
	Changing themes in Odoo
	Promoting your website
		Specifying keywords for your website
		Creating a title and description for your website
	Summary
Chapter 12: Implementing E-Commerce with Odoo
	eCommerce and Odoo
		Popular eCommerce platforms
			Magento
			Volusion
			Shopify
			Yahoo Small Business
		Odoo as an eCommerce platform
	Installing Odoo eCommerce
	Basics of Odoo eCommerce
		Setting the product price from the eCommerce 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 eCommerce 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
Chapter 13: Customizing Odoo for Your Business
	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
	Integrating applications using Odoo's API
	Summary
Chapter 14: Modifying Documents and Reports
	Developing the skills that are 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
	Making our first simple change
		Modifying the internal report header using QWeb
	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
Chapter 15: 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 module
			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 Odoo Sales application
				Understanding 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
Chapter 16: Comparative Analysis of Community versus Enterprise Editions
	Getting an overview of the Community and Enterprise Editions
	Using the Odoo runbot to compare Odoo versions
		Launching the Odoo Community Edition from Odoo runbot
		Launching Odoo 12 Enterprise from Odoo runbot
		Examining the Odoo Enterprise interface
		Examining Odoo 12 Enterprise Accounting
		Looking at Odoo 12's dynamic accounting reports
	Finding out which options are only available for Enterprise
		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 (PLM)
			Handling maintenance requests
			Managing production quality in Odoo
	Using Odoo Studio
		Modifying the Sales application with Odoo Studio
	Summary
Locating Additional Odoo Resources
	Locating the essential Odoo documentation
		Visiting the official Odoo help forum
		The Odoo Community Association
		Finding Odoo applications and modules
		Getting the latest Odoo 12 release notes
		Downloading Odoo from GitHub
	Locating resources on Ubuntu
		Official Ubuntu website
		Directly downloading the Ubuntu server or desktop
		Official Ubuntu documentation
	Getting additional developer documentation
		Getting quick access to Odoo installations using Odoo Runbot
	Finding Postgres resources
		Official Postgres website
		Downloading Postgres
		Postgres documentation
	Locating Python resources
		Official Python website
		Downloading Python
		Python documentation
	Finding XML resources
		World Wide Web Consortium XML resource page
		XML tutorials and documentation
Other Books You May Enjoy
Index