Odoo 10 Implementation Cookbook电子书

Title Page

Copyright

Odoo 10 Implementation Cookbook

Credits

About the Author

About the Reviewer

www.PacktPub.com

Why subscribe?

Customer Feedback

Preface

What this book covers

What you need for this book

Who this book is for

Sections

Getting ready

How to do it…

How it works…

There's more…

See also

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

Getting Started with Odoo Online

Introduction

Creating, activating, and using Odoo online instance

Getting ready

How to do it...

There's more...

Accessing Odoo on your Android mobile and tablet

Getting ready

How to do it...

There's more...

Real-time push notifications

Built-in barcode scanner

Sync contacts

Multiple account support

Accessing, duplicating, and renaming an instance

How to do it...

There's more...

Managing features and users

Getting ready

How to do it...

There's more...

Setting up your domain name and website theme

Getting ready

How to do it...

Email integration

Getting ready

How to do it...

There's more...

Moving your instance from onsite to online

How to do it...

There's more...

Uptime

Security

Backups

Download database backup from Odoo online

How to do it...

Quickstart Implementation Methodology

Introduction

Installing a new application and enabling additional features

Getting ready

How to do it...

There's more...

Entering the technical settings

There's more...

Implementing Odoo CRM using the Odoo implementation tool

Getting ready

How to do it...

There's more...

Adding more features

Customization using Odoo studio

Managing your implementation to-do list

Installing Odoo studio and adding a new field to a view

Getting ready

How to do it...

There's more...

Debug mode

Creating a computed field

Organizing the menu structure

Gaining access to the code editor

Creating a new business application using Odoo Studio

Getting ready

How to do it...

There's more...

Setting the default view

Setting up an access control list

Exporting and importing a custom application

How to do it...

Traceability - Leads to Cash

Introduction

Creating and managing your customers

Getting ready

How to do it...

There's more...

Searching a customer

Achieve and restore your customer

Communication history on customer

Invite your customer to online portal

Generate and qualify leads, convert to opportunity and follow-ups

Getting ready

How to do it...

There's more...

Multiple sources to generates the leads

Getting customer's approval online for a sales proposal

Getting ready

How to do it...

Invoice to your customer and get paid

How to do it...

Modern way of doing sales and managing sales contracts

Introduction

Create and configure your products

Getting ready

How to do it...

How it works...

There's more...

Managing your sales quotation

How to do it...

There's more...

Multiple addresses on quotation

Set up terms and conditions

Compute margins on the quotation

Sale Order Modification

Adding delivery cost to quotation

Getting ready

How to do it...

Getting approval of order online

How to do it...

There's more...

Suggested products

Payment option

Setup recurring sales and invoicing

Getting ready

How to do it...

There's more...

Create subscription from sales order

Upselling in subscription

Change contracts through customer portal

Adding products to subscription

Closing contract through portal

Time Tracking and Invoicing Policy

Introduction

Set up the product to track time and invoice policies

Getting ready

How to do it...

How it works...

Time tracking while delivering a service

How to do it...

There's more...

Working with projects and tasks

Working with timesheet

Timesheet view

Entering the timesheet entry

Timesheet validation

Invoicing the timesheet

Working with the Timesheet application

Getting ready

How to do it...

There's more...

Invoicing based on time and material

Getting ready

How to do it...

Advance invoicing before delivery

Getting ready

How to do it...

How it works...

Start Selling Online with Odoo eCommerce

Introduction

Set up and configure an online shop

Getting ready

How to do it...

There's more...

Multiple product images

Magnify image

Configure products and their variants

Getting ready

How to do it...

There's more...

Use Pricelist to compute the variants price

Search product by its attributes

Deactivate some variants

Set up delivery integration and payment gateway

Getting ready

How to do it...

Review and checkout order

Getting ready

How to do it...

There's more...

Payment status

Print delivery label and track shipment

Discount coupon

Extra step to checkout process

Access orders and payments

How to do it...

Setting up Financial Management with Odoo

Introduction

Setting up financial management in Odoo

Getting ready

How to do it...

There's more...

Odoo Localization

Accounting Dashboard

Bank synchronization

Customer invoices and payments

How to do it...

There's more...

Payment Terms

Payment follow-ups

Get paid through a bank or cash and reconciliation

Getting ready

How to do it...

There's more...

Import Bank Statement

Fixing the counterpart manually

Advance payment and invoicing

Cash discount - Reconciliation model

Batch Deposit

Create and configure tax, apply on invoices and print tax report

How to do it...

There's more...

Group of taxes

Tax grouping on an invoice

Tax included in price

Apply tax based on customer location

Tax report and auditing

Manage vendor bills and payments

How to do it...

There's more...

Manual tax computation on vendor bills

Asset management

Check printing

Closing financial year and printing financial reports

Getting ready

How to do it...

There's more...

Chart of account report

Compare profit and loss account

Compare balance sheets

The Executive Summary report

The General Ledger report

Cash flow statement report

The Aged Payable and Aged Receivable report

Scale Your Business

Introduction

Manage multi-currency transactions

Getting ready

How to do it...

There's more...

Multi-currency journal entry

Forex bank account

Multi-currency Pricelist

Foreign exchange gain or loss

Multi-company and intercompany transactions and rules

Getting ready

How to do it...

There's more...

Consolidation of the profit and loss statement and balance sheet

Subsidiary company

Inter-company invoicing

Analytic accounting and reporting

How to do it...

There's more...

Analytic account on the sales order

Record working hours on analytic account

Default analytic account

Department-wise reports

Using revenue recognition

How to do it...

There's more...

Creating deferred revenue entries manually

Deferred Revenue Analysis

Asset management and depreciation

How to do it...

There's more...

Depreciation - accounting entries

Scrap or resell the asset

Purchase Management

Introduction

Complete the purchase cycle

How to do it...

There's more...

Supplier pricelist

Level of approval

Lock purchase order

Warnings on vendors or products

Make to Order versus Make to Stock

Tenders, choose the best offer

Getting ready

How to do it...

There's more...

Purchase agreements

Controlling invoicing and payments

Getting ready

How to do it...

Multiple units of measures

How to do it...

How it works...

Base Unit of Measure

Pack of 1000 and Unit of Measure conversion

There's more...

Warehouse and Inventory Management

Introduction

Delivery Orders and incoming shipments

Getting ready

How to do it...

There's more...

Partial delivery

Schedule date

Purchase Lead Time

Sales Safety Days

Initialize inventory and periodic verification

Getting ready

How to do it...

How it works...

Real quantity is greater than the theoretical quantity

Theoretical quantity is greater than the real quantity

There's more...

Setting up the warehouse and locations

Getting ready

How to do it...

There's more...

Types of location

Reorder rules at location level

Put away strategy

Multiple warehouses and resupply warehouse

Three-step delivery

Three-step reception

Traceability, tracking serials, lots, and packs

Getting ready

How to do it...

There's more...

Serial numbers

Track expired inventory

Setting up the removal strategy

Tracking packages

Set up and working with the barcode interface

Getting ready

How to do it...

There's more...

Internal transfer using the barcode Interface

Initialize or adjust inventory using the barcode Interface

Reference barcodes

Advanced Warehouse Management

Introduction

Product costing and inventory valuation

Getting ready

How to do it...

How it works...

Standard costing

Real-time costing

Average costing

There's more...

Periodic (manual) Inventory Valuation

Perpetual (automated)

Managing transportation costs

Getting ready

How to do it...

How it works...

Equal method

By Quantity

By Current Cost

Quality control in Warehouse

Getting ready

How to do it...

There's more...

Quality check using measure

Return product

Setup your Manufacturing Process

Introduction

Complete the first manufacturing order

Getting ready

How to do it...

How it works...

Procurement

Bill of Materials

There's more...

Traceability in manufacturing

Quality check in Manufacturing

Finished product costing

Unbuild Order

Configuring assembly line and work centers

How to do it...

There's more...

Worker view (tablet view)

Scheduling and planning

Operation time

Cost of operations - operating cost

Component consumption

Workorder messages

Master production schedule

Getting ready

How to do it...

There's more...

Selling combo products using kit

How to do it...

There's more...

Product Life Cycle Management and Maintenance

Introduction

Product lifecycle management

How to do it...

There's more...

Maintenance management

Getting ready

How to do it...

There's more...

Implement Project Management

Introduction

Set up a project and manage tasks

How to do it...

There's more...

Create a task from an incoming e-mail

State versus Stage of Tasks

Managing customer projects

Deadline on the task

Managing time on tasks

Ratings on the task

Project forecasting

Getting ready

How to do it...

There's more...

Managing project issues and rating

Getting ready

How to do it...

There's more...

Timesheet on issue

Implement Human Resource Applications

Introduction

Launch employee recruitment

Getting ready

How to do it...

There's more...

Launching a job campaign and tracking

Managing employees' leave

Getting ready

How to do it...

There's more...

Fix leave allocation

Double validation

Allow overriding the limit

Absent today

HR expense and reimbursements

Getting ready

How to do it...

There's more...

Record expenses by e-mail

Expenses paid by company card

Reinvoicing expenses to the customer

Installation of Odoo on Ubuntu

Introduction

Using Odoo onsite for custom needs

Getting ready

How to do it...

There's more...

Install the wkhtmltopdf tool

Odoo configuration parameters