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Read "Working with Odoo 11 Configure, manage, and customize your Ross Mistry. Free · Drupal For Dummies ebook by Lynn Beighley. Read "Working with Odoo" by Greg Moss available from Rakuten Kobo. Sign up today Free · Drupal For Dummies ebook by Lynn Beighley, Seamus Bellamy. I'm required to learn OpenERP for my work and I'd prefer a pdf book over the There is mention about free ebooks but all links just direct me to the version of the docs for OpenERP 7 and if there is where can I download it?.


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Working with Odoo Learn how to use Odoo, a resourceful, open source As well as being a business-minded free software evangelist, Alan's areas of more For support files and downloads related to your book, please visit tetraedge.infoub. com. Did you know that Packt offers eBook versions of every book. Working with OpenERP"" is written to make it easy for even a Ebook Library OpenERP browser requirements; Accessing the OpenERP free online trial;. A fierce defender of free software in the enterprise, he is in constant demand Els acquired ERP knowledge and decided to start working as a functional ERP consultant .. The first step is to download the OpenERP installer.

Ebook Library. ProQuest Ebook Central. Safari Books Online. Please choose whether or not you want other users to be able to see on your profile that this library is a favorite of yours. Finding libraries that hold this item You may have already requested this item. Please select Ok if you would like to proceed with this request anyway.

He has worked for start-ups that were some of the pioneers of the early Internet and before! For the last 15 years or so, Alan has been building and running Linux systems both for business and pleasure. In , he cofounded the open source consulting company Libertus Solutions http: As well as being a business-minded free software evangelist, Alan's areas of expertise include Ubuntu Linux and several popular open source business applications including Odoo and vtiger CRM.

Alan occasionally writes blogs at http: You can upgrade to the eBook version at www. Get in touch with us at service packtpub. At www. TM https: PacktLib is Packt's online digital book library. Here, you can search, access, and read Packt's entire library of books. Why subscribe? Simply use your login credentials for immediate access. Installing Your First Application 21 Gathering requirements 22 Implementing Odoo using a modular approach 22 Introducing Silkworm — our real-world case study 22 Using Odoo online — installing your first application 23 Creating a new database in Odoo 24 Specifying the master password 25 Selecting a database name 25 Loading demonstration data 26 Specifying our default language 26 Choosing a password 26 Managing databases in Odoo 26 Installing the Sales Management module 27 Configuring accounting data 28 Setting your accounting options 29 Knowing the basics of the Odoo interface 30 Using the search box 30 Picking different views 30 Creating your first customer 31 Is this customer a company?

Table of Contents [ v ] Using Odoo's OpenChatter feature 74 Changing the status of an opportunity 75 Following a business document 76 Modifying the stages of the sale 77 Closing the sale 79 Your opportunity converted to a quotation 80 Managing multiple sales teams 80 Creating custom stages through Sales Teams 82 Creating a new sales team 83 Using Odoo to schedule calls, meetings, and events 84 Scheduling an event 85 Adding attendees to your meeting 87 Specifying the meeting details 88 Specifying tags for your meeting 88 Setting up reminders for your meeting 89 Specifying additional meeting options 89 Summary 90 Chapter 4: Purchasing with Odoo 91 Understanding the overall purchasing process 91 Setting up a supplier 92 Setting up warehouse locations 92 Generating quotations and purchase orders 92 Receiving the product 92 Settling the invoice 93 Installing the purchasing application 93 Setting up your first supplier 94 Designating supplier companies versus individuals 95 Configuring your product for procurement 96 Supply chain information 97 Setting the cost price of the product 98 Purchasing information 98 Product type 98 Setting records to active 99 Assigning suppliers to the product 99 Establishing the supplier 99 Designating supplier product name and product code Setting minimal quantity Calculating delivery time Creating your first purchase quotation Adding products to your request for quotation Printing RFQs and updating the status Promoting the status to RFQ sent Confirming a purchase order Receiving products Getting ready to receive Making Goods with Manufacturing Resource Planning Creating manufacturing orders Producing the product Delivering the order Defining the workflow for your business A real world example — producing a custom printed T-shirt Installing manufacturing resource planning Creating your first manufacturing order What product are we going to manufacture?

Configuring Accounting Finance Defining the chart of accounts for your business Installing the Accounting and Finance application Viewing the current chart of accounts How were the transactions created in Account Payable? Table of Contents [ vii ] Where are my taxes? Table of Contents [ viii ] Manager and Coach An employee's personal information Timesheets Looking at your current timesheet An introduction to analytic accounting Adding a new analytic account to Odoo Configuring the employee to enter timesheets Tracking employee hours with the timesheet Validating timesheets Leave Management Creating a leave request Leave Type Duration Mode Employee Department Submitting for approval Approving leave requests Leaves Summary Recruitment Process Defining the recruitment stages Recruiting for a new job The Print Interview hyperlink Creating an employment application Hiring employees Summary Chapter 9: Understanding Project Management The basics of Project Management Installing the Project Management application The real-world project example Creating our first project Assigning project teams Setting other project information Understanding project stages Defining project stages for a specific project Defining project tasks Defining additional task information Creating additional tasks Completing project tasks Calculating project costs and time Summary Table of Contents [ ix ] Chapter Creating Advanced Searches and Dashboards 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 an advanced search Specifying multiple advanced searches Saving your advanced searches Adding information to your custom dashboard Summary Chapter Implementing E-Commerce with Odoo Odoo and e-commerce Table of Contents [ x ] Popular e-commerce platforms Magento Volusion Shopify Yahoo Small Business Odoo as an e-commerce platform Installing Odoo e-commerce The 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 in 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 Chapter Customizing Odoo for Your Business Activating the developer mode Getting out of the developer mode Backing up your database Restoring a database in Odoo Adding a custom field to Odoo Adding another field to the sales order form Adding a field to an existing view Customizing search operations in Odoo Specifying additional fields you wish for Odoo to use in the search Editing the search view Examining the models in Odoo Summary Chapter Modifying Documents and Reports Getting the skills required to modify reports Company report configuration Determining your report configuration Examining the configuration Report Markup Language Understanding Workflows Planning the changes to our workflow An example of the Odoo workflow Activating the developer mode Looking at the Odoo workflow in detail Looking at the sales orders workflow inside the workflow designer Workflow nodes Looking closer at the sales order workflow Examining a workflow node in detail Transitions in workflows Ending a workflow Modifying workflows Adding a step into the workflow for art approval Editing the sales order workflow Summary of the steps to changing the workflow Adding a new activity node to a workflow Modifying the transitions to include art approval Restricting the art approval to the sales manager Summary Chapter Discovering Custom Odoo Modules Exploring the Odoo application and module directory Building our first Odoo module Specifying a custom directory to hold our Odoo modules The contents of your module directory Creating and editing the files Extending an Odoo model in silkworm.

Table of Contents [ xii ] Seeing it all come together Using a module to add a filter to a search view Adding the code to create the rush order filter Creating the filter Summary Appendix: This book will help you to understand the value of Enterprise Resource Planning ERP systems and the best practices and approaches for getting a system up and running in your organization. For those who are new to ERP systems, this book will serve as an introduction so that you will be better prepared to understand more advanced ERP concepts.

If you are already experienced in ERP systems, this book will give you an overview of the primary applications for Odoo and how those applications can be used in a real business environment. Odoo is a very feature-filled business application framework with literally hundreds of applications and modules available.

Silkworm, Inc. Silkworm has been serving its customers, team members, and community for more than 30 years.

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Silkworm has been kind enough to allow us to include some basic aspects of their business processes as a set of real-world examples on implementing Odoo into a manufacturing operation. While the examples in this book are extremely simplified, using real-life examples will assist in understanding how to utilize Odoo to solve real-world business problems.

Although Silkworm is actively implementing Odoo, Silkworm, Inc. Every company must carry out their own research to determine if Odoo is a good fit for their operation. We have done our best in this book to cover the most essential features of the Odoo applications that you are most likely to use in your business. Unfortunately, there are just not enough pages to cover more advanced topics.

In Appendix, Locating Additional Odoo Resources, we have included additional resources that you can look to for more advanced subjects. Preface [ xiv ] After the book is released, be sure to check for online updates in which we can cover more advanced subjects. Also, Packt Publishing offers other Odoo books that cover more advanced Odoo topics.

What this book covers The book is divided into three sections: Chapter 1, Setting Up Odoo, gets you started right away by showing you how to use Odoo online without any setup.

Just open your browser and you are ready to get going. Next, the chapter goes on to cover the different installation types and prerequisites for both Windows and Ubuntu.

Instructions are provided to find the right download package and set up Odoo on your own server. The chapter then goes into the basics of configuring Odoo. At the end of the chapter is a useful collection of tips on how to troubleshoot your Odoo installation. Chapter 2, Installing Your First Application, begins by introducing you to the real-world case study that will be used as an example throughout the book.

We continue by showing you how to create the company database and configure the basic company settings required to quickly get your first Odoo system up and running.

The first module, Sales Management, will be installed, and we will walk through the steps to enter a customer and a product. The chapter concludes by entering a sales order and completing the sale and producing an invoice. Chapter 3, Exploring Customer Relationship Management in Odoo, starts with a basic overview of CRM systems and their importance in today's modern business environment.

After we cover the installation of the CRM application, a lead is entered for our sample company.

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We will demonstrate the CRM workflow by turning the lead into a customer. Next, a quote is generated for our newly acquired customer, and a call is scheduled for follow-up by using Odoo's meeting functionality. We also cover the OpenChatter feature that is used throughout Odoo to provide notes and messages associated with Odoo documents.

Preface [ xv ] Chapter 4, Purchasing with Odoo, shows us how to install the purchasing application, set up suppliers, and begin purchasing and receiving products in Odoo. Later in the chapter, you learn how to tie purchasing into sales orders to automatically generate draft purchase orders based on your business requirements. Chapter 5, Making Goods with Manufacturing Resource Planning, begins to explore some of the primary functionalities of ERP systems for manufacturing operations.

You will learn how to set up your manufacturing orders and define the bill of materials to specify the raw materials that will go into your final products. Manufacturing operations can then be extended with routing and work centers to give you more control over tracking time and resources. Next, we will introduce the Chart of Accounts and discover how to set up fiscal periods.

This chapter will also include the basic accounting reports and how to close a period. Chapter 7, Administering an Odoo Installation, begins by discussing the overall considerations for implementing Odoo into a business environment.

This includes advice on server configurations, documenting your processes, and the importance of considering business continuity. We then go into how to manage users, groups, and set up security roles to manage access to various applications within Odoo.

Finally, we look at how to implement Internationalization for multiple languages and currencies. Chapter 8, Implementing the Human Resources Application, begins by installing the basic HR applications and goes over the employee directory. Other topics in the chapter will include timesheets, the recruitment process, and leave management. At the end of the chapter, we will look at how to create online interviews and hire employees using the tools in Odoo.

We will create a project, see how to enter tasks and tie a project to a specific customer. Next, team members are assigned to the project, and we configure task stages. We then will go over real-world examples of using the Project Management application to more easily manage complex orders and customer needs.

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Finally, we see how Project Management can be used along with analytic accounting to provide better reporting. Chapter 10, Creating Advanced Searches and Dashboards, demonstrates how to utilize the advanced search features and configure custom dashboards in Odoo.

By the end of the chapter, you will be able to create and save custom searches to reuse later, as well as add search results to dashboards. Preface [ xvi ] Chapter 11, Building a Website with Odoo, is dedicated to exploring Odoo's powerful new website building platform.

At the beginning of the chapter, we will look at what a CMS Content Management System is and some of the other popular website building platforms. We follow along with Odoo's website building tutorial and then look at the features that can be used to promote your website right from within Odoo.

Chapter 12, Implementing E-Commerce with Odoo, builds on the previous chapter by adding a fully functioning online shopping cart to the website. We see how to publish products to the website and the various options to change their appearance. Midway through the chapter, we cover product variants that add additional flexibility to how you manage your products within Odoo. Finally, we conclude by examining how to set up a payment processor to take payment online through PayPal.

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Chapter 13, Customizing Odoo for Your Business, explains how to enter the developer mode for making a variety of custom changes to Odoo. We will walk through the steps to add fields to the sales order form and then include the fields in tree views for sorting and reporting. From here, we will get into advanced configuration topics to better customize Odoo for your specific business requirements.

Chapter 14, Modifying Documents and Reports, goes over the basic reporting mechanisms available in Odoo and weighs up the advantages and disadvantages of the various options. We learn how to use the powerful qWeb template language to modify the default Odoo sales order form. Chapter 15, Understanding Workflows, introduces the workflow editor and analyzes the basic sales order workflow. Using our case study example, the workflow is modified to improve the flow of information through the business.

By the end of the chapter, you should have a basic understanding of modifying workflows to better handle unique business processes. Chapter 16, Discovering Custom Odoo Modules, introduces the process of developing custom solutions in Odoo. We build on what we learned in Chapter 13, Customizing Odoo for Your Business and create a module that will persist our custom field and views within our module.

Next, we build on the workflow modifications we made in the previous chapter and upgrade our module to approve art designs for our real-world example. Appendix, Locating Additional Odoo Resources, covers a list of resources that can extend your knowledge in supporting an Odoo installation. Preface [ xvii ] What you need for this book You should have Odoo version 8 installed on your system.

It can be downloaded from https: Many people use this guide for a more manual Odoo installation http: Once Odoo is installed, no other software installation is required throughout the book. To get the most out of this book, you should have an understanding of basic business operations. For example, you should know the purpose of a sales order and a purchase order. You should also have basic computer skills to understand file systems and how to install software.

For more advanced customization topics in the book, you should have a basic knowledge of databases and programming concepts. Who this book is for This book is for everyone who is interested in implementing an ERP system in a business organization.

If you are an IT professional looking to get a functional understanding of Odoo, then this book is for you. This book is also appropriate for business and operations managers who want to get a comprehensive understanding of Odoo and know how it can be used to improve business processes.

Conventions In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning. Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: Preface [ xviii ] A block of code is set as follows: Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: Tips and tricks appear like this.

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Customer support Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase. Preface [ xix ] Errata Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you could report this to us.

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Questions If you have a problem with any aspect of this book, you can contact us at questions packtpub. Chapter 1 [ 1 ] Setting Up Odoo Odoo is a powerful set of open source business applications built on the OpenObject framework.

When you first install Odoo, the only functionality you will have is limited messaging options between users. From there, Odoo allows you to install the modules you need as you need them. This flexibility makes Odoo much more accessible than many business software solutions.

In this chapter, we will get started working with Odoo by covering the installation and the basics of setting up an Odoo database. The topics we will cover include: This approach requires not only a lot of capital expense in purchasing servers and software licenses, but also creates a lot of responsibility and risk in backing up data and ensuring business continuity.

Today, more and more companies are choosing to host their business applications in online networks commonly known as the cloud. Odoo allows you the flexibility of both options—either hosting on your own hardware, or utilizing Odoo's online software services. Setting Up Odoo [ 2 ] Taking advantage of Odoo online The best thing about accessing Odoo online is that you can jump in and start using the software right away.

You don't have to decide what operating system to use. You don't have to install any software at all. Just enter the URL into your web browser and you are ready to get started. Another added benefit of taking this approach is that you will verify that your web browser is up to date and compatible with the latest version of Odoo.

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So, even if you intend to install Odoo on your own hardware, it is still worth taking a minute to test out the online trial version of Odoo. Expect to put a great deal of time into determining which Odoo applications are right for your company. Taking a few hours to use the Odoo online version is time well spent and you can put off installing Odoo until you are more certain it is the right software for your business.

Use the Odoo free edition to verify browser compatibility with any older machines. Odoo browser requirements Odoo is designed to run on a variety of modern web browsers. Supported browsers include: Users running older Macintosh systems are currently having difficulties running Odoo version 7. Also, in my experience, Google Chrome tends to offer the best experience in working with Odoo.

Firefox is also often recommended by others in the Odoo community. Chapter 1 [ 3 ] Odoo mobile phone and tablet support Beginning with Odoo 8, Odoo has native support for mobile phones and tablets. Menus are designed to flow and format properly. The new website application even includes a preview within the portal administration to emulate how the site would appear on a mobile phone. While you still suffer many of the limitations that come with a small screen size, the applications are functional and make it even easier for developers to create mobile Odoo applications.

Odoo's mobile application support covers both the Android and Apple iOS platforms. Make sure, however, that for any processes you intend to implement for your business, you test all processes thoroughly for both desktop and any mobile solutions.

Smaller screen sizes might make some data unreadable or very awkward to work with. Accessing the Odoo free online trial Accessing the online trial version of Odoo online could not be simpler. Just open up your browser and navigate to https: You will then be prompted to choose one of more than 20 business applications, as shown in the following screenshot: Setting Up Odoo [ 4 ] Don't worry, you can add more applications later: Clicking on the appropriate button for the application immediately begins installing your own unique Odoo instance.

Chapter 1 [ 5 ] Be patient as it can take thirty seconds or longer for the servers to build the database and bring up the starting page. When the installation is complete, Odoo automatically signs you in so you can begin trying out the software.

The goal of this approach is to get users to directly start using the software right away and avoid having to fill out lengthy forms or create logins and passwords to begin using the software. It really is just one click and you have your own version of Odoo to play with. In the preceding screenshot, you can see the screen that appears after installing the CRM application. With it, you can manage your customers, leads, and opportunities.

Take a few minutes to look around in Odoo to get familiar with the interface. You don't have to worry about breaking anything or doing anything wrong. If you run into problems or get confused, just close your web browser and try again. This is a demonstration and will only last for one four-hour session.

If you close your browser, you will lose your setup and have to start over again. Setting Up Odoo [ 6 ] Continuing to use the trial version of Odoo At the very top of the Odoo application, just under the address bar in the browser, you will see a message that informs you about how much longer your trial version of Odoo will run before you need to register. Also, remember that it is possible to lose this instance of Odoo before the time runs out.

Clicking on the message will take you to the typical standard signup form to provide your name, e-mail, and other information to register your trial version of Odoo: Chapter 1 [ 7 ] After you have filled out the form and clicked on Start using, the Odoo application will once again reload. Now, you will see in the top-right-hand corner that you are logged in under the name you provided in the signup form.

Also, you will see at the top, a countdown of how many days are remaining in your trial version.

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Subscribing to Odoo For 15 days, you can use Odoo for free without subscribing. Once your 15 days run out, you must subscribe to Odoo in order to keep using their enterprise cloud-hosted version of the software.

The first two users of Odoo are free indefinitely. This means you can sign up and continue using Odoo with just two users without having to pay any monthly fees. Each application that you use also will incur a monthly cost depending upon the specific application.

The following screenshot is the Odoo Online Pricing calculator in July of You can locate the Odoo Online Pricing page at https: Odoo Online is priced for employees that use the applications. You are not charged for customers or suppliers that access Odoo through the web portal. Setting Up Odoo [ 8 ] Depending on your requirements, an Odoo subscription might be a good decision. Installing and maintaining an Odoo installation takes a degree of expertise and has risks for production systems.

You must maintain adequate disaster recovery procedures in case of server crashes or hard drive failures. There are also complexities in applying bug fixes and migrating to newer versions of Odoo. This book will help you with many of these tasks. Yet, it can be quite convenient to have an Odoo subscription so you can focus on the functional, rather than the technical, aspects of working with Odoo.

To subscribe to Odoo online and continue using Odoo past the 15 day trial period, click on the Subscribe to keep it running link at the top of the page: Using Odoo without subscription fees If you choose not to pay the subscription fee, do not fear!

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The remainder of this chapter will assist you with installing Odoo on your own hardware. Getting to know the Odoo architecture Setting up and managing an Odoo installation will require a basic understanding of the components that make up Odoo. Every business system has a set of technologies and underlying software platforms that are required for the system to function.

Fortunately, unless you plan to customize Odoo, you only need to understand the very basics of the Odoo architecture to complete a successful installation. In this book, we provide a basic overview of the Odoo architecture. If you wish to get more detailed documentation on the Odoo architecture, visit https: In this case, it is PostgreSQL. Chapter 1 [ 9 ] PostgreSQL runs on every major operating system. For most Odoo installations, Ubuntu is the operating system of choice.

You can learn more about PostgreSQL at http: Writing code with Python The primary programming language of Odoo is Python. Like the other technologies underlying Odoo, the Python language is open source and runs on all the major contemporary operating systems. It is an extremely popular programming language which makes it very easy to find resources to help you get started.

You can learn more about the Python programming language at http: One of the primary goals of this architecture is to separate the visual display of the information from the business rules and management of the underlying data.

For example, if you need to change the way data is organized in the model, it is desirable not to have to make dramatic changes to how you view the data. This is true for maintaining flexibility in viewing data. Today, it is common to have many different client applications sharing the same underlying data. Designing models The model is essentially the data that makes up your Odoo installation, which is stored in the PostgreSQL database.

Odoo is unique, in that, database structures are typically defined by the Odoo modules at the time they are installed. The Odoo framework takes the model definitions and automatically creates the necessary table structures inside the PostgreSQL database.

Furthermore, a web interface in Odoo allows administrators to easily extend the Odoo data model in a variety of ways without having to modify the Odoo source code. The Odoo framework is responsible for rendering these view files in a web browser. Alternative views can be built to render Odoo functionality upon other platforms such as mobile devices. Setting Up Odoo [ 10 ] Authoring controllers The controller component of the architecture is where the business logic and workflow rules of the Odoo application are applied.

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Learning Flex 4. Luis Filipe Castanheira. Comment Share. Buenos Aires , Argentina. Python developer, big fan of sailing. I understand the odoo website is under update right now, there are no links to the Technical Memento document: Richard Mathot rim. Hello, IT. Have you tried turning it off and on again? Ahmedabad , India. Ask a Question Writer 18 Samea. Tags pdf documentation ebook. Keep Informed Unsubscribe Subscribe Thanks for your subscription!

About This Community This platform is for beginners and experts willing to share their Odoo knowledge. Test it now. Watch now.