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- Herausgeber: Packt Publishing
- Kategorie: Fachliteratur
- Sprache: Englisch
Para 1: Take full advantage of the benefits of the Odoo module ecosystem whilst learning how to modernise your business with Working with Odoo 10. Covering everything from Odoo development essentials through to CRM and analytic accounting, this guide is a must-have for Odoo beginners. Para 2: A powerful set of open source enterprise management applications, Odoo 10 gives you access to a website builder, integrated e-commerce features, and a fast-growing community to allow you to transform your business. Para 3: With this Odoo book you?ll learn how to set up Odoo online, configure basic company settings, and then explore CRM in Odoo. You?ll cover all the Odoo development essentials and much more, including purchasing application, ERP systems, analytic accounting, and other recent Odoo features. Para 4: What?s Inside ? Understand Odoo installation & the basics of implementing Odoo in your business ? Explore accounting & finance setup and modules to help business efficiency ? Build a website with Odoo ? Customise and configure Odoo to an advanced level
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Table of Contents
Working with Odoo 10 Second Edition
Working with Odoo 10 Second Edition
Copyright © 2017 Packt Publishing
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: August 2015
Second edition: January 2017
Production reference: 1180117
Published by Packt Publishing Ltd.
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ISBN 978-1-78646-268-8
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Credits
Author
Greg Moss
Copy Editor
Safis Editing
Reviewer
Bruce Letterle
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Technical Editors
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About the Author
Greg Moss has been a Business and Information Systems Consultant for over 25 years. Starting in 1988, Greg began to work extensively in financial and accounting-related applications. He wrote his first custom billing system for a rehabilitation facility at the age of 20. He has worked extensively in the health care, point of sale, manufacturing, telecommunications, entertainment, and service industries.
Greg is a Certified Information Systems Auditor (CISA), a Certified Six Sigma Black Belt, and was the Chief Information Officer for Crownline Boats, Inc. In addition to both Music and Computer Science studies at Southern Illinois University, Greg completed a BS in Business Administration and Information Systems from Walden University. Greg also has an Information Assurance Certification from Carnegie Melon University.
In addition to Odoo, he has experience in a variety of ERP systems and was a Sage Pro partner for several years. Greg is the CEO of First Class Ventures, LLC; the owner of FirstClassComputerConsulting.com and OdooClass.com; and an Odoo Ready Partner.
In Greg’s spare time he enjoys playing trumpet, saxophone, keyboard, and guitar with local bands and taking cross-country road trips with his African Grey Parrot, Bibi.
Acknowledgments
I would like to thank my wonderful wife Kelly for all her love and support; my brother Eric, for his kindness, generosity, and always being there for when someone needs him, and my Mom, a lifelong public school teacher who never hesitated to support me in anything that involved learning or creativity.
Many thanks to the great team at Silkworm for being the absolute best.
Special thanks to Diogo Duarte for his professionalism and outstanding contributions to OdooClass.com.
Also, many thanks to all the reviewers, the great people at Packt, and the Odoo community for all their support.
About the Reviewer
Bruce Letterle is a veteran of the IT and web industries, and has worked in this field since 1979. He has graduated from the University of Pittsburgh with a degree in Business Accounting. He has been very active in his church and local youth sports in the Pittsburgh area. He is the founder and managing director of Red Lab Media, a Pittsburgh based provider of web development and marketing services, and he has managed a number of computer integration and web development companies that have always been involved with open source and leading-edge technologies. He has been active with Odoo products since 2010, when they were known as OpenERP.
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Preface
Working with Odoo 10, Second Edition provides a comprehensive walkthrough for installing, configuring, and implementing Odoo in real-world business environments. This book will assist you in understanding the value of Enterprise Resource Planning (ERP) systems and best practice approaches for getting a system up and running in your organization. For those that are new to ERP systems, this book will serve as an introduction so that you will be better prepared for understanding 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. We have done our best in this book to cover the most essential features of the Odoo applications you are most likely to use in your business. Unfortunately, there are just not enough pages to cover more advanced topics. In the Appendix we have included additional resources you can look to for more advanced subjects.
After the book is released, be sure to check for online updates in which we can cover more advanced subjects.
Also, PACKT offers other Odoo books that cover more advanced Odoo topics:
What this book covers
The book is divided into three sections:
Now let's discuss in some detail what each chapter will cover:
Chapter 1, Setting Up Odoo 10, gets you started right away by showing how you can use online without any setup. Just open up 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. Instruction is provided on finding the right download package and setting up Odoo on your own server. The chapter then goes into the basics for configuring Odoo. At the end of the chapter is a useful collection of tips on how to troubleshooting 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 learning 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 of entering 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 10, 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 module, a lead is entered for our sample company. We will demonstrate 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 using Odoo's meeting functionality. We also cover the Open Chatter feature that is used throughout Odoo to provide notes and messages associated with Odoo documents.
Chapter 4, Purchasing with Odoo, shows us how to install the purchasing module, setup suppliers, and begin purchasing and receiving products in Odoo. Later in the chapter we 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 functionality of ERP systems for manufacturing operations. You will learn how to setup your manufacturing orders and define 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 provide you more control in tracking time and resources.
Chapter 6, Configuring Accounting Finance, discusses the Accounts Receivable and Accounts Payable basic functions. 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.
Chapter 7, Administering an Odoo Installation, begins by discussing 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 setup security roles to manage access to various applications within Odoo. Finally we look how to implement Internationalization for multiple languages and currencies.
Chapter 8, Implementing the Human Resources Application, begins by installing the basic HR modules and going over the employee directory. Other topics in the chapter will include time-sheets, recruitment process, and leave management. At the end of the chapter we look at how to hire employees using the tools in Odoo.
Chapter 9, Understanding Project Management, covers the features of the Project Management module 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 module to more easily manage complex orders and customer needs. Finally we see how Project Management can be used along with analytic accounting 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, the reader with be able to create and save custom searches to re-use later as well as add search results to dashboards.
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 look at what a Content Management System (CMS) 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 website 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 adds additional flexibility to how you manage your products within Odoo. Finally we conclude by examining how to setup a payment processor to take payment online through PayPal.
Chapter 13, Customizing Odoo for Your Business, explains how to enter developer mode for making a variety of custom changes to Odoo. We will walk through how to make a backup of the Odoo database and how to restore that database using the manage database tools in Odoo. Next, we will go step-by-step on how to customize Odoo by adding fields to the database and ultimately to your forms and views.
Chapter 14, Modifying Documents and Reports, goes over the basic reporting options that allow you to change the footer and access the QWeb source for your internal and external reports. Next we see how to modify existing reports in Odoo.
Chapter 15, Discovering Custom Odoo Modules, introduces the process of developing custom solutions in Odoo. We build on what we have learned in customizing Odoo and create a module that will persist our custom field and views within our module. You will then learn how to create a simple web page that accesses the Odoo framework. Finally we go over the basics of how to utilize the Odoo API
Chapter 16, Comparative Analysis of Community vs Enterprise Edition, explains the primary differences between Odoo Community and Odoo Enterprise. Moving further we take a look at the powerful dynamic accounting reports as well as the bank account integration. Next, we examined the sales application and studied how Odoo Enterprise offers VoIP integration as well as a subscriptions application. Finally, we will learn about Odoo's new manufacturing applications that are only available in the Enterprise edition.
Appendix, Locating additional Odoo resources, includes a list of resources that can extend your knowledge in supporting an Odoo installation
What you need for this book
You should have Odoo version 10 installed on your system. It can be downloaded from the following link https://github.com/odoo/odoo.
Most often it is installed in VMware or on in the cloud like AWS.
Once Odoo is installed, no other software installation is required throughout the book.
To get the most out of this book you should understand basic business operations. For example, you should know the purpose of a sales order and a purchase order. The reader should also have basic computer skills for understanding file systems and installing software. For more advanced customization topics in the book, the reader 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 wish to get a comprehensive understanding of Odoo and 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: "We will now look at the Odoo configuration file so we can find the directory for our Odoo installation and modify the addons_path to contain our new directory."
A block of code is set as follows:
{ 'name': 'Screen Printing', 'version': '1.0', 'description': """ This module adds functionality for screen printing companies """, 'author': 'Greg Moss', 'depends': ['base','sale'], 'data': ['silkworm_view.xml'], 'demo': [], 'installable': True, 'auto_install': False, }Any command-line input or output is written as follows:
sudo nano /etc/odoo/odoo.confNew 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: "For our example, let's go ahead and install the CRM application by clicking on the CRM button."
Note
Warnings or important notes appear in a box like this.
Tip
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 for 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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Downloading the color images of this book
We also provide you with a PDF file that has color images of the screenshots/diagrams used in this book. The color images will help you better understand the changes in the output. You can download this file from https://www.packtpub.com/sites/default/files/downloads/WorkingwithOdoo10SecondEdition_ColorImages.pdf.
Errata
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To view the previously submitted errata, go to https://www.packtpub.com/books/content/support and enter the name of the book in the search field. The required information will appear under the Errata section.
Piracy
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Questions
If you have a problem with any aspect of this book, you can contact us at [email protected], and we will do our best to address the problem.
Chapter 1. Setting Up Odoo 10
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:
Community and Enterprise Editions of Odoo
Beginning with Odoo 9, Odoo SA started releasing two versions of Odoo; a Community Edition and an Enterprise Edition. The Community Edition is free, open source, and primarily supported by the Odoo community. Odoo Enterprise, while also open source, requires a license based on the number of users. More recently, Odoo pricing for the Enterprise version varies depending on region.
Odoo Enterprise offers an alternative (arguably better) user interface. Additionally, there is better functionality in some applications as well as support by SA, and perhaps most critical of all, migration to the new releases of Odoo. More information on the differences between Odoo Community Edition and Odoo Enterprise Edition is available in the Odoo Enterprise Chapter 16,Comparative Analysis of Community vs Enterprise Edition .
This book primarily targets the Community Edition of Odoo.
Getting started with Odoo Online
Not long ago, nearly all companies kept their primary information systems in-house. 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 called the cloud. Odoo allows you the flexibility of both options--either hosting on your own hardware, or utilizing Odoo's online software services.
Taking advantage of Odoo online instant access
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, you will verify that your web browser is up-to-date and compatible with the latest version of Odoo. 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.
Tip
Use the Odoo trial 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:
Tip
Macintosh users will need to make sure they are running Mac OS X or above. 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.
Odoo mobile phone and tablet support
Beginning with Odoo 8, Odoo includes native support for mobile phones and tablets. This has been further improved in Odoo 10. 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. The 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://www.odoo.com/trial.
Tip
Please be aware that Odoo online's trial is the Enterprise Edition of Odoo. While very similar to the Community Edition, the interface will be slightly different.
You will then be prompted to choose one of Odoo's primary business applications as shown in the following screenshot:
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.
For our example, let's go ahead and install the CRM application by clicking on the CRM button:
Next you will be taken to a simple sign up page:
After filling out the form, simply click Start Now. 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:
The screen now contains the Odoo dashboard for the Enterprise Edition. Please be aware that this will look a lot different to the Community Edition of Odoo even though they are very similar in terms of functionality.
We will discuss the CRM application in detail in Chapter 3, Exploring Customer Relationship Management in Odoo 10.
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.
Note
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.
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 of 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 Activate by email link will send an e-mail to the e-mail address that you have filled out with a link to activate your Odoo database. Currently, Odoo lets you use Odoo for free as long as you only install one application.
Tip
Odoo SA has experimented quite a bit with different trial terms so do not be surprised if the trial options are slightly different by the time you are reading this.
Subscribing to Odoo
You can use one Odoo application for free without subscribing. If you wish to install more applications (as you likely will), 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. For additional users, the current pricing is $25 per month, per user at the time of writing. Each application you use will also incur a monthly cost depending upon the specific application.
Below is the Odoo Online Pricing calculator in December 2016 in the United States:
You can locate the Odoo Online Pricing page at: https://www.odoo.com/pricing-online.
Tip
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.
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.
Using Odoo without subscription fees
If you choose not to pay the subscription fee, do not fear! 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.
Tip
In this book, we provide a basic overview of the Odoo architecture. If you wish to get more detailed documentation on the Odoo architecture and technical documentation visit https://www.odoo.com/documentation/10.0/.
Introducing the PostgreSQL database
Like most ERP systems, Odoo has specific database requirements. In this case, it is PostgreSQL. PostgreSQL is an open source, cross-platform Object Relational Database Management System (ORDMS). While not popular on the scale of Microsoft SQL Server or MySQL, PostgreSQL is an enterprise-class database server with many advanced features. In fact, PostgreSQL stacks up very well against far more expensive databases such as Microsoft SQL Server and Oracle database.
PostgreSQL runs on every major operating system. For most Odoo installations, Ubuntu is the operating system of choice. However, PostgreSQL will also run quite well under other versions of Linux, Microsoft Windows, and even Mac OS X.
You can learn more about PostgreSQL at: http://www.postgresql.org/.
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://python.org/.
Following the Model-View-Controller design
Odoo is built upon a Model-View-Controller (MVC) architecture. 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 essentially is 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 of 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.
