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Herausgeber: Packt Publishing
Kategorie: Wissenschaft und neue Technologien
Sprache: Englisch

Beschreibung

Comprehensive tasks covering Odoo 10 in the right way

About This Book

Reduce implementation costs and improve major benchmarks relating to storage space and speed.
Implement the approval hierarchy and user and access rights, configure the company and language, and so on.
Cover all platforms such as mobile, web, content management, and e-commerce.

Who This Book Is For

This book is targeted towards Odoo functional users and project managers who would like to use it for their organization. No expertise in Odoo is required.

What You Will Learn

Learn the modern way of doing sales and managing sales contracts.
Create and configure your products and manage your sales quotations
Set up an online shop and start selling online with Odoo eCommerce
Manage multi-currency transactions and create a deferred revenue plan and link it with products
Administer vendors and products and request quotations, confirm orders, and get them delivered
Manage quality control in the warehouse and manual and real-time inventory stock valuations.
Manage projects and project forecasting via grid and Gantt views
Implement Human Resource apps and manage the employee appraisal process
Manage Workcenters and the product lifecycle
Track worker activity with tablets and launch new changes in production

In Detail

Odoo is a Python-based ERP system and is completely open source. Odoo is a comprehensive suite of business applications offering a wealth of functionalities that can be deployed to meet your business needs.

This book will help you manage the different functionalities of your business and optimize it. You will learn in detail about the various facets of the business process such as sales, accounting, purchases, manufacturing, and inventory. We will cover each of these topics in detail and learn how Odoo handles all these tasks with much ease. With its modular approach, you will be able to build customized solutions, take advantage of the Odoo 10 system in your organization, and master basic administration. We will cover modules and applications in Odoo that will help optimize quality checks. You will also be able to customize major reporting functions for your teams and set up forms and documents for sales, purchase, inventory, and so on.

By the end of the book, you will be able to use the major functionalities of Odoo 10 and fully implement them into your business.

Style and approach

The book follows a recipe-based format; the recipes are filled with real-world use cases and various functional topics.

Details

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Leseprobe

Odoo 10 Implementation Cookbook

Explore the capabilities of Odoo and discover all you need to implement it

Mantavya Gajjar

BIRMINGHAM - MUMBAI

Odoo 10 Implementation Cookbook

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: October 2017

Production reference: 1031017

Published by Packt Publishing Ltd.

Livery Place

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Birmingham

B3 2PB, UK.

ISBN 978-1-78712-342-7

www.packtpub.com

Credits

Author

Mantavya Gajjar

Copy Editor

Karuna Narayanan

Reviewer

Nikunj Jani

Project Coordinator

Prajakta Naik

Commissioning Editor

Kunal Parikh

Proofreader

Safis Editing

Acquisition Editor

Nitin Dasan

Indexer

Pratik Shirodkar

Content Development Editor

Lawrence Veigas

Production Coordinator

Nilesh Mohite

Technical Editor

Mehul Singh

About the Author

Mantavya Gajjar has 10+ years of experience in Odoo, starting from TinyERP and OpenERP. He started his career as a developer and has developed many features in TinyERP, OpenERP, and Odoo. He initiated a mobile application project at the Indian office. He has a graduate and postgraduate degrees in computer science from Gujarat Vidyapith. He completed his studies in May 2006. On 1st June 2006, he started working for Axelor and TinyERP at Ahmedabad.

He was the first international employee, appointed to establish a branch of Tiny ERP in India (Ahmedabad, Gujarat). He has done everything, from registering a legal company to setting up the physical office and recruitment. He has interviewed more than 8,000 candidates in the past 10 years, selecting 300 candidates and training them for the Indian branch. Most professionals working on Odoo in India are trained by him. As a result, today India (Ahmedabad, Gujarat) is called the Hub of Odoo Developers. Today, there are over 1,000 Odoo developers in Gujarat alone.

Mantavya is actively engaged with many universities to prepare and review the syllabus for computer applications and computer science courses. As a reviewer, he has reviewed thousands of academic student projects. Being an alumnus of the Gujarat Vidyapith Computer Science Alumni Association, he contributes his free time to various social activities. He also plays the role of a trustee member and treasurer at Gujarat Vidyapith Computer Science Alumni Association. He has been a reviewer for the book, Working with OpenERP, by Packt.

In his spare time, he likes to play cricket with friends and drives to new destinations by road with his wife and daughter.

I would like to thank my wonderful daughter, Hetvi, and wife, Minal, for all their love and support. I would also like to thank my mom, a lifelong housewife, for having encouraged me always to keep moving forward in life, and my father for being my guru and philosopher, and for always being there to support me. Many thanks to the great team at Odoo. Also, many thanks to all the reviewers, the great people at Packt, and the Odoo community for all their support.

About the Reviewer

Nikunj Jani earned a masters degree in computer applications from Gujarat, India. He began his career in 2007 as a software engineer with an MNC called SATYAM COMPUTERS. In 2009, he joined TinyERP, a division of Odoo, S.A. in India as a team lead. During his tenure of 8+ years with Odoo, he has worked with several versions, including 5.0, 6.0, 6.1, 7.0, 8.0, 9.0, 10.0, and 11.0. He has worked as a functional consultant (business analyst), training manager, and project manager.

Currently, he is the product owner and heads a usability and testing team at Odoo (India) for the upcoming versions. Nikunj is an open source enthusiast who has given 35+ international functional trainings/consultancies to Odoo partners, prospects, and end customers.

Nikunj has a total of 10 years of IT experience, and his specialties include training, consultancy, analysis, project management, usability, and testing new features of Odoo.

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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…

Preface

Odoo 10 Implementation Cookbook provides a list of essential recipes and steps to configure and implement Odoo for your business, either on the Odoo online (SaaS) platform or installed locally on your hardware. This book will help you understand the value of Enterprise Resource Planning (ERP) systems and the best practices and approaches for getting a system configured and using it in your organization. This book is only focused on the implementation of the Odoo applications in an organization. For new users or already experienced users, it can be a complete reference to major Odoo applications, such as sales, purchase, inventory, finance, and accounting, and manufacturing. New users or already experienced users can use this book to configure and implement the Odoo application— the Odoo Studio, an application used to configure existing views, reports, and automated business processes. It allows you to create a new application from scratch without entering any code; a non-developer can create and configure a new application using this studio. Out of the two implementation approaches available, the big-bang approach is suitable for an enterprise with more than 50 users. For an enterprise with less than 50 users, Odoo offers an out-of-the-box approach on its online (SaaS) platform to implement Odoo using the Odoo Studio, by configuring the available enterprise application and customizing the views or reports if required for localization. In this book, we have tried our best to cover most features of the Odoo enterprise applications that you are likely to use in your business. Unfortunately, there are just not enough pages to cover all topics. In Appendix, we have included an additional recipe that helps you install Odoo 10 on Ubuntu Linux, for using it onsite for customer needs, which cannot be achieved on Odoo online using the Odoo studio. After the book is released, make sure to check for online updates in which we cover more advanced subjects. Packt also offers other Odoo books that cover more advanced Odoo topics.

What this book covers

Chapter 1, Getting Started with Odoo Online, guides you how to set up your online instance without any setup; you just need a web browser, and you can create an instance later that can be accessed on Android tablet or mobile. The chapter covers the management of the online instances and managing the users and features for the instances. The chapter then guides you through setting up your website theme and email integration. At the end of the chapter, it also guides you on how you can move from an onsite to an online instance, or download the database from an online instance and start using it locally on your server.

Chapter 2, Quickstart Implementation Methodology, shows you how to activate the new features and installing an application in your instance. Next, the chapter guides you through the implementation planner; using this, you will be guided to implement the Customer Relationship Management application. The later part of the chapter describes how to customize a view, create new fields, and add them to the view. The chapter also guides you to create a new application using Odoo Studio and shows you how you can export and import a customization into your instance.

Chapter 3, Traceability – Leads to Cash, begins with creating and managing customers, and managing your leads and opportunities. The chapter guides you to create a proposal and send it to the customer for online negotiation and approval. The chapter ends with describing the steps to deliver the product and service, prepare an invoice based on the delivered product, and get paid by the customer.

Chapter 4, Modern Way of Doing Sales and Managing Sales Contracts, starts with a detailed configuration of the product, preparing and sending a sales quotation, applying a discount, and calculating the margin. This chapter also guides you through the configuration of the delivery cost and how to add this to the sales quotation. To speed up the sales process, the chapter also guides you through the preparation of an online quotation using templates, sending it to the customer, getting online approval, and negotiating. The chapter ends with the management of the recurring sell and invoicing through sales contracts.

Chapter 5, Time Tracking and Invoicing Policy, begins with the configuration of the product to track the delivery of the service and material, and the configuration of the invoice policy to create an invoice based on the delivery of time and material. The chapter also shows you how to track the delivery of the service using the timesheet application and how to create an invoice based on the delivery of time and material. It also shows how to create an advance invoice before the delivery of the service.

Chapter 6, Start Selling Online with Odoo eCommerce, guides you to activate the Odoo eCommerce application and configure your online shop, configure prices for the products and their variants that are created automatically using a combination of attributes. The chapter also shows you how you can integrate the payment gateway and shipping services to automate the shipping and payment process. The chapter ends with configuring the checkout process, and in case you would like to add an extra step to the checkout process, you will be shown how to access the orders and their payments from the eCommerce control panel.

Chapter 7, Setting up Financial Management with Odoo, starts with activating the full accounting feature on top of the invoicing application, along with a detailed customer invoice and receipt of payment through cash, bank cheque, and bank reconciliation. The chapter also demonstrates the configuration of tax, printing the tax invoice, and how to get the tax report. The chapter also demonstrates the management of vendor bills, due dates for payment, and paying vendor bills by cheque printing. The chapter also gives you details about how to access the financial statements, along with closing and opening a new financial year.

Chapter 8, Scale Your Business, shows you in-depth features related to accounting, beginning with activating and configuring multi-currency and multi-company features, managing invoicing and payment in different currencies, and grouping financial statements from multiple companies. The chapter also demonstrates the management of cost centers using analytic accounts and helps you to compute profit and loss by customer or project. The chapter also describes the management of assets by category and computing depreciation and allows you to see revenue recognition to manage advances.

Chapter 9, Purchase Management, begins with the purchase cycle, starting from a request for a quotation to the receipt and payment of vendor bills. You will see the two different ways of making a purchase using a standard purchase or the purchase through a tender. The chapter also demonstrates the management of multiple units of measuring and controlling the vendor bills.

Chapter 10, Warehouse and Inventory Management, covers the setting up of a warehouse and locations within the warehouse, initializing the inventory, and verifying the inventory periodically. You will also see efficient ways of managing delivery orders and incoming shipments. The chapter also demonstrates traceability using serial or lot numbers. You will see the most efficient ways of managing the warehouse operation through a single screen called a barcode interface, and using just a barcode scanner you will be able to manage all inventory operations.

Chapter 11, Advance Warehouse Management, demonstrates product costing and valuation method in the beginning of the chapter. The chapter also guides how the transportation cost can be added to the incoming shipment to calculate the actual cost of product purchased and shows the quality control in the warehouse to help you set up the quality test and check the quality of the product in incoming shipments.

Chapter 12, Setup your Manufacturing Process, begins with setting up the bill of material, creating the first manufacturing order, and processing it. The chapter also describes the configuration of the assembly line and work centers and computes the cost of the manufactured product. You will see an efficient way of managing procurements through the master production schedule. The chapter also demonstrates selling and purchasing kit products that combine multiple products into a single product without a manufacturing process.

Chapter 13, Product Life Cycle Management and Maintenance, explains the engineering change order and getting approval on the change for a bill of materials or assembly line. The chapter also demonstrates corrective and preventive maintenance plans for equipment and computes overall equipment efficiency.

Chapter 14, Implement Project Management, explains the setting up of the project management application and managing the tasks in the project pipe. The chapter also shows how to create forecasting for long-term projects, for better planning and availability of resources. It demonstrates how to manage the project issues and ratings on the issues.

Chapter 15, Implement Human Resource Applications, demonstrates launching recruitment, receiving an application, and scheduling interviews. The chapter also demonstrates leave allocation for employees or group of employees, leave requests and approval, and checks the leaves statics at the end. The chapter also describes the management of employee expenses and reimbursements and how to re-invoice employee expenses to the customer.

Appendix, Installation of Odoo on Ubuntu, demonstrates the installation of the Odoo on an Ubuntu server operating system in a step by step fashion. This is important as it is recommended to setup the Odoo server on a Linux operating system.

What you need for this book

In order to successfully practice what is demonstrated in this book, you will need the following:

Odoo Version 10.0 (Online)

Odoo Version 10.0 (Enterprise/Onsite)

Odoo Version 10.0 (Community)

Who this book is for

This book is targeted at Odoo functional users and project managers who would like to use it for their organization. No expertise in Odoo is expected or assumed.

Sections

In this book, you will find several headings that appear frequently (Getting ready, How to do it…, How it works…, There's more…, and See also). To give clear instructions on how to complete a recipe, we use these sections as follows:

Getting ready

This section tells you what to expect in the recipe, and describes how to set up any software or any preliminary settings required for the recipe.

How to do it…

This section contains the steps required to follow the recipe.

How it works…

This section usually consists of a detailed explanation of what happened in the previous section.

There's more…

This section consists of additional information about the recipe in order to make the reader more knowledgeable about the recipe.

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: "Create a new user for JIRA in the database and grant the user access to the jiradb database we just created using the following command." A block of code is set as follows:

<Contextpath="/jira"docBase="${catalina.home} /atlassian- jira" reloadable="false" useHttpOnly="true">

Any command-line input or output is written as follows:

mysql -u root -p

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "Select System info from the Administration panel."

Warnings or important notes appear like this.

Tips and tricks appear like this.

Reader feedback

Feedback from our readers is always welcome. Let us know what you think about this book-what you liked or disliked. Reader feedback is important to us as it helps us develop titles that you will really get the most out of. To send us general feedback, simply e-mail [email protected], and mention the book's title in the subject of your message. If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide at www.packtpub.com/authors

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Questions

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Getting Started with Odoo Online

In this chapter, we will cover the following recipes:

Creating, activating, and using Odoo online instances

Accessing Odoo on your Android mobile and tablet

Accessing, duplicating, and renaming an instance

Managing features and users

Setting up your domain name and website theme

Email integration

Moving your instance from onsite to online

Downloading database backup from Odoo online

Introduction

Odoo (On Demand Open Object) is an open source suite of business applications; it became the world's most downloaded and used business application software; with 2 million users worldwide. On a standard installation of Odoo, you will see the Apps icon that allows you to install the apps you need. Odoo has a great apps architecture that allows you to install new apps on demand.

Today, more and more companies are choosing to host their business applications on an online cloud platform. It is too costly for the companies to host their business applications on local hardware. This approach requires not only a lot of capital to buy hardware and software licenses, but also creates a lot of responsibility and risk in backing up data and ensuring the stability of the business application. The best thing about the Odoo online platform is that you can start using Odoo online instance in a few clicks. You don't have to choose the operating system or perform installation steps.

Creating, activating, and using Odoo online instance

Accessing the Odoo online version is simpler than all its previous versions. You can start with a single application, which is free for unlimited users. The instance created with the first application needs to be activated, as it expires in 4 hours if it is not activated, and all the changes made in the instance will be lost. You will not be able to go back to the free subscription plan on the installation of the second application; you will be notified when you are about to install the second application.

Getting ready

We assume that you are ready and have a computer with an internet connection, and you have connected to the Odoo cloud platform at https://www.odoo.com. You will be asked for your name, email, company name, and contact information, which will be used to create an Odoo instance.

The first application is free, so select it carefully if you wish to use it for free for unlimited users. You can add more applications later, once your instance is ready.

How to do it...

Open your browser and navigate to

https://www.odoo.com/trial

Choose the first application you would like to start with. Clicking on that application will redirect you to the signup form in case you are not logged in at odoo.com. For our example, let's start with the Odoo CRM application:

You will be asked for your name, email, company name, and contact information, which will be used to create an Odoo instance. Fill the required information in on the signup form and click on the

START NOW

button:

The signup form information is used to create your instance; your email address will be your username and on activation of your email you will be asked to set a new password at Odoo. Details filled on this form can be changed later athttps://odoo.com/my/home.

The instance is ready with Discuss, Calendar, and CRM applications. You can manage internal and external communication using chatter, calendar to manage the meetings with customers, and your sales activity using leads and opportunities in the CRM application:

We will discuss the CRM application in detail in Chapter 3, Traceability – Leads to Cash.

This is an Odoo trial instance; it will be available for only 4 hours. If you close the browser, you will lose changes made to the instance and you will have to start again.

At the top of the application icons, you will see a message that informs you how long your trial version will run before you need to activate it. You should not see this message if you have successfully verified your email address; you should get an email with an activation link in your inbox, to activate your Odoo instance. It is possible to lose the Odoo instance before the time runs out:

If you don't receive an email, you can click on the

Activate by email

link to resend the activation email. You will get a popup to confirm your email address or change it, in case you entered the wrong email address at the time of creating an online instance:

As soon as you receive an email in your mailbox, clicking on the

Click to activate your database

button will redirect you to your instance. It should be activated, and if you have installed only one application it will be free for lifetime use, or for 15 days only if you have installed more than one application:

To subscribe to Odoo online and continue using it, click on the

Subscribe to keep it running!

the link at the top of the page:

You will be redirected to a payment page; where you can see the current plan you are about to opt for; it is monthly when you start your subscription, but later it can be switched to yearly to avoid monthly bills:

It can be quite convenient to have an Odoo subscription, so you can focus on the implementation, rather than setting up the production environment and maintaining it.

If your online instance is deactivated, you can still get back the last changes you made and continue using it until Odoo permanently drops your instance. Typing the URL

yourcompany.odoo.com

will redirect you to the blocked instance page as follows:

Clicking on

Renew Subscription

will redirect you to a payment page; on confirmation of payment your instance will be unblocked and you can continue using it or download the backup in case you would like to move it onsite.

There's more...

All the instances created with the first app are running under the free subscription plan for unlimited users. However, on the installation of the second application, your instance will be converted to a non-free instance. You will be notified when you are about to install the second application:

On the installation of the second application, your instance will lose the free subscription plan and convert to billing-based subscription. You will get 15 days to subscribe for your instance—once your 15 days run out, you will lose your Odoo online instance.

Before you proceed with the payment, please identify the number of active users within your organization and the number of applications you have installed. The following screenshot is the Odoo online pricing calculator for the month of January--2017. You can locate the Odoo online pricing at https://www.odoo.com/pricing-online, which you can use to calculate the approximate price that the online subscription will cost you:

Depending on your needs, an Odoo subscription might be a good decision to start with. Installing and maintaining an Odoo instance on your server requires deep knowledge and has a high risk for the production system. You must maintain adequate disaster recovery procedures in case your server crashes or in case of hard drive failure. There is also complexity in applying the bug fixes and in migration to a new version of Odoo.

The price for the Odoo online instance is payable depending on the customer location. Asian customers pay $16 per month, while customers from the USA pay $25 per month. European and the Middle East customers pay €20 per month.

Accessing Odoo on your Android mobile and tablet

Odoo has released an official Android mobile application along with the release of version 10. At the beginning of Odoo 9, Odoo started to use mobile compatible design. Apps and menus were designed to flow and format properly on mobiles and tablets. You can download the Odoo official mobile application from the Google Play store.

The Odoo team is working on the development of the iOS application for iPhone and iPad; it will be available on Apple app store with the release of Odoo version 11.

Getting ready

We assume that you have created and activated your online instance successfully.

How to do it...

Open the Play store on your mobile and search for Odoo; you will be able to see the first application developed by Odoo - S.A. is the correct one. Install that application on your mobile. It takes a few seconds depending on your network speed.

The Odoo mobile official application looks like the following screenshot:

Downloading the app may incur mobile data charges; we advise you to connect to a Wi-Fi network before installing or connecting. The application size is comparatively small; it should not take more than a minute to install. The application is compatible with Android Ice Cream Sandwich 4.0 and above. Lastly, the application was updated on 27th October 2016 at the time of writing. The Odoo mobile application works well for Odoo Enterprise version 10. It will also work for Odoo version 9, but some legacy features; such as push notifications and optimizing view for mobile may not be supported.

Run the Odoo mobile application and get ready to connect to your Odoo instance. You will be asked for the URL, username, and password in order to connect to your instance. You can connect to any Odoo instance provided it is running on Odoo online. Make sure you use the correct URL

https://yourcompany.odoo.com

to connect to the Odoo instance:

You may create a new online instance from the Odoo mobile application too - we advise you to connect to an existing instance with a valid username, password, and connection URL.

On successful login, you will get all your Odoo applications on your mobile including the custom applications that you may have installed:

Odoo mobile takes a few minutes the first time you connect to Odoo instance. Once it is connected you can keep the application in memory using Android settings, so it will load faster later.

There's more...

Odoo has developed a native application for mobile which connects to the Odoo instance and fetches the web application. Integration with mobile components makes Odoo useful even on small devices on the go.

This is the biggest advantage of the Odoo mobile application you don't need any development skills on mobile to make it compatible with customization you have done through Odoo Studio.

Real-time push notifications

Odoo mobile provides real-time notifications using the Google cloud notification platform. For online users, it is already activated:

When you see the device registration message on the related partner for the login user, it confirms that your device is successfully registered to obtain the real-time push notifications from your instance.

Push notifications are dependent on your devices and on Android; most of the standard devices get the notifications even if the application is not running. On some devices, you will get notifications only if the Odoo mobile application is running in the background. If your phone is rooted, and you have installed the custom Android without the Google Play service, notifications may not work.

Built-in barcode scanner

Odoo mobile supports scanning barcodes on picking lists. The barcode scanning works for the Warehouse Management Barcode Scanning apps; it manages your inventory movement using a barcode scanner.

Click on the barcode app icon and you will be able to get the barcode scanning interface. This screen is based on the device from which it is accessed. It is different on desktops - on mobile you will get the button to TAP TO SCAN. By clicking on that, the camera will be activated and you can scan barcodes on the picking list; the same picking operation will be open on mobile:

Sync contacts

You can add your Odoo contacts to your mobile address book using the Odoo mobile application. To add a contact to your mobile, click on the Contacts app and open the contact you would like to add to mobile. You will get the Add to Contact button beside the Active button:

Click on the Add to Mobile button; on successful contact creation on mobile, you will be notified below the screen. Click on View to open the created contact in your mobile phone book.

Multiple account support

You may connect with multiple Odoo instances on the same mobile device. When you connect to an instance the first time, the Android application creates an account on mobile. To connect with other Odoo instances you have to log out; you will be redirected to select the account or given the option to create a new account:

Accessing, duplicating, and renaming an instance

You may have multiple instances created on the Odoo online platform. Odoo's customer portal is designed in such a way that it can be used by customers to manage their instances or by Odoo partners to manage their customers' instances.

On the database management page, you can control access to other instances you were connected to, or you may revoke your access with those instances when they are no longer in use.

How to do it...

Managing your Odoo instance requires you to sign-in to the Odoo customer portal. Visit

https://www.odoo.com/web

and enter your username and password to manage your instances. Visit the

My Databases

page at

https://accounts.odoo.com/my/databases

. You will be able to see other instances as well, such as help and apps, besides your own instance:

As I am connected to the HELP and ODOO apps, they appeared in my databases; there are some instances hosted by Odoo to manage their online forum and the Odoo app store.

Odoo supports single sign-in to connect to Odoo instances; by clicking on an instance you will enter into your instance and you will not be asked for the username and password. Odoo considers one instance as equal to one database. You can see the instances you have created or connected to, or you can create a new instance too, from your portal account.

Clicking on MANAGE YOUR DATABASES will redirect you to the database management page:

Make sure you select the correct instance in the preceding image to duplicate it. Click on the

DUPLICATE DATABASE

button available to the right of the name to create a duplicate instance, enter the suffix name for the duplicated instance, and click on the

DUPLICATE DATABASE

button:

Choose the purpose of the new database. If you select For testing purpose it will create a test database, otherwise, you will have a new master database. A duplicated database has the same behavior as a real one: 1. Emails are sent 2. Payments are processed (in e-commerce, for example) 3. Delivery orders (shipping providers) are sent It is strongly advised to test behavior using sample customers/products (with a disposable e-mail address, for example).

Similar to duplicating an instance, renaming an instance can be performed from the same page. Click on

RENAME DATABASE

, enter the new name of the instance, and click on

Rename Instance

; it is as simple as duplicating an instance:

There's more...

When you log into your duplicated database, you will notice that the URL uses the same name you chose for your duplicated database. Duplicate databases expire automatically after 15 days:

Instance duplication and renaming instance features are not available to free customers for Odoo online instances.

Managing features and users

As the administrator of your database, you are responsible for its usage. This includes the apps you install as well as the number of users currently in use. Odoo is many things (ERP, CMS, CRM application, e-commerce backend, and so on) and there is an application for every need, but it is not a smartphone. You should apply caution when adding/removing features, especially applications on your database, since this may impact your subscription amount significantly, or switch you from a free account to a paying one on the online platform.

Getting ready

Before carrying out any of these procedures, we strongly advise you to test them on a duplicated database. That way, if something goes wrong, your day-to-day business will not be impacted.

How to do it...

In your Odoo instance, click on

Settings

; in this application, you will be able to see how many applications you have installed. Look at the following screenshot; in my instance, there are 11 applications installed:

Click on

Browse Apps

to access the list of your installed applications. You will see all the applications available in your instance; those that are installed or available to install. To get the list of installed applications applies the

Installed

filter:

Click on the application you want to uninstall; I want to uninstall the

Sales

application. Then, on the form view of the application, click on the

UNINSTALL

button:

Some applications have dependencies, like invoicing, e-commerce, and so on. Therefore, the system will give you a warning message to advise you of what is about to be removed. If you uninstall your application, all its dependencies will be uninstalled as well and the data in them will permanently disappear. If you are sure you still want to uninstall it, then click

CONFIRM

Look at the preceding screenshot; it is asking you to check and confirm the number of applications that are going to be uninstalled.

The data will be lost for the uninstalled applications, so make sure that you have taken the data backup before you uninstall the application.

In your Odoo instance, click on

Settings

. You will have a section showing you the active users on your database. Click on

Manage access rights

You'll then see the list of your active users:

The pre-selected filterInternal Usersshows you are paying users (different fromPortal Userswhich are free). If you remove this filter, you'll get all your users (the ones you pay for and the portal ones).

In your list of users, click on the user you want to deactivate:

As soon as you are on the user form, go with your mouse cursor to the status

Active

(top right). Click on

Active

and you will notice that the status will change to

Inactive

immediately.

Never deactivate the main user in your instance. Inactive users are not able to log into the instance.

There's more...

Odoo releases a long-term support version every 12 to 18 months. A long-term support release comes with bugfixes, improvements, usability, and features. Odoo considers every major release such as V7, V8, V9, and V10 as long-term supported versions and provides support for latest 3 long-term releases under the Odoo enterprise contract in parallel. Odoo supports V8, V9, and V10 at the time of writing:

Odoo online customers benefit from the long-term release cycle as they have an early access to new features on Odoo subscription before they get released under the long-term version for enterprise customers. Odoo keeps its online version up-to-date. On the Odoo online platform the new version releases every 3 months with bug fixes, usability improvements and sometimes new apps, it will be available immediately for the online customers while onsite customers get those features when Odoo releases its long-term stable version. The long-term stable release will be available every 12 to 18 months.

The Odoo LTS version will be named as Odoo 9, Odoo 10, while the SaaS version will be named as saas~14, saas~15, and so on, Odoo supports last three LTS versions under maintenance and migration.

These are great benefits for companies running their business with standard needs; you can evolve quickly with the fast evolution of the Odoo online version.

Setting up your domain name and website theme

Odoo has many enterprise social features. It performs many activities online such as sending email, inviting your customers to a portal and sending a document to get it signed online. All these activities bring users or visitors to your instance. By default, Odoo assigns a sub-domain name based on your company name filled-in at the time of creating an Odoo instance: https://yourcompany.odoo.com.

Odoo allows you to personalize your instance, you can set up your personal domain name and website theme on the online instance. Once a visitor accesses your website by typing your company's domain name, https://yourcompany.com, they are immediately redirected to your instance.

Getting ready

We assume that you have access to the Odoo online customer portal to access your instances and that you already bought your domain name If not, look at the recommended domain name provider here, http://www.mytipshub.com/top-ten-best-domain-registrar/.

To change your website theme, you should have access to the administrator account for the instance you are going to change the theme on. If you have not selected the theme, please go to https://www.odoo.com/apps/themes and choose the theme you would like to apply.

How to do it...

Go to your domain manager's website and search for the DNS Zones management page. Create a

CNAME

record that points to your domain (for example,

www.yourcompany.com

) and to your Odoo database (

yourcompany.odoo.com

). Please see your domain manager for specific directions on how to complete this task.

Access the database manager at

https://accounts.odoo.com/my/databases

. Click on

DOMAINS

to the right of the database you would like to redirect. A database domain prompt will appear. Type your custom domain (for example,

www.yourcompany.com

) and press

ADD

. Then click

Setting up a custom domain does not mean you will lose your sub-domain set by Odoo. You can use bothwww.yourcompany.comandyourcompany.odoo.comsimultaneously.

To test the settings, open your web browser and type

yourcompany.odoo.com

and go. You will see your instance page if all the settings are applied correctly.

It may take some time to apply changes depending on how your DNS propagates the changes.

If you have not installed the Odoo website application, let's go to the Odoo application list, search for the

Website Builder

application, and click on

Install it

On successful installation of the

Website Builder

application, it will redirect you to choose the website theme available on the Odoo online platform. You can look at the live preview before selecting the theme. There are twenty-five themes available to choose from, in various types of business categories:

Each theme comes with various out of the box snippets and customization options to change colors, fonts, layouts, and backgrounds. We will look into the theme controls in more detail in Chapter 6, Start Selling Online with Odoo eCommerce.

The only way to change the theme is to search for the

Website Theme Install

application responsible for proposing, installing, and replacing the website theme:

Upgrading the Website Theme Install application will redirect you to the theme selection view, allowing you to choose the new theme and install it.

It is advisable to select and set the theme you would like to keep for production use, as changing your theme after uploading the content to the website may mean losing some of the content format and may require re-working.

Email integration

Your incoming and outgoing emails are activated at the online instance; your default email domain is @yourcompany.odoo.com. As it is, it may not suit your company name, but you can change it to @yourcompany.com, and start getting and sending emails on your own domain. Let's see how you can configure your own domain in your online instance.

Getting ready

Refer to your server configuration to create the catch-all email address on your mail server. Refer to https://support.google.com/a/answer/33962 to configure the catch-all email address, in case you are using a Google business email application as your email server. What you need is the [email protected] email address and password.

Catch all email address refers to all those email addresses which do not exist on the email server. The email server pushes all emails to catch all, which are sent to the email address not existing on the server.

How to do it...

Activate the developer mode from

Settings

; clicking on

Activate the developer mode

will reload the page and your URL will be changed to

https://yourcompany.odoo.com/web?debug#home

Open the

General Settings

page from

Settings

General Settings

to change the default domain; on your instance, it will be

yourcompany.odoo.com

, so each email alias created in Odoo will use that domain. Look at the following screen; you have to change to

yourcompany.com

instead of

yourcompany.odoo.com

Next is to create an incoming email server; to read email coming to your domain. Use a catchall email address and password to read all emails coming to your domain. Go to

Settings

Technical

Emails

Incoming Mail Servers

and click on the

New

button to create a new incoming server:

To test your email server settings, send an email to

[email protected]

. If everything works well, you should get an opportunity in your direct sales team, as your alias for your direct sales team is

[email protected]

It may take 3 to 5 minutes to reflect the new opportunity in the system, as the Odoo server reads your incoming email periodically every 3 to 5 minutes. With the default configuration, you will start getting emails on @yourcompany.odoo.com. To test it, send an email to [email protected] address; it will create an opportunity in the Direct Sales team.

There's more...

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Odoo 10 Implementation Cookbook E-Book

Mantavya Gajjar

About This Book

Who This Book Is For

What You Will Learn

In Detail

Style and approach

Odoo 10 Implementation Cookbook

Credits

About the Author

About the Reviewer

www.PacktPub.com

Why subscribe?

Customer Feedback

Table of Contents

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...