Odoo 10 implementation cookbook : explore the capabilities of Odoo and discover all you need to implement it / Mantavya Gajjar.

Format:

Book

Author/Creator:

Gajjar, Mantavya, author.

Language:

English

Subjects (All):

Management information systems--Handbooks, manuals, etc.

Management information systems.

Industrial management--Computer programs.

Industrial management.

Physical Description:

1 online resource (774 pages) : color illustrations

Edition:

1st ed.

Place of Publication:

Birmingham, England ; Mumbai, [India] : Packt, 2017.

Biography/History:

Gajjar Mantavya: Mantavya Gajjar has 10+ years' experience in Odoo, starting from TinyERP and OpenERP. He started his career as a developer and developed many new features in TinyERP, OpenERP, and Odoo. He has initiated a mobile application project at the Indian office. He has graduate and postgraduate degrees in Computer Applications from Gujarat Vidyapith. In June 2006, he started working for Axelor and Tiny ERP at Ahmadabad. He was the first international employee appointed to establish a branch of TinyERP in India (Ahmadabad, Gujarat). He has done everything from registering a legal company to setting up the physical office and recruitment. He has interviewed more than eight thousand candidates in the last 10 years, and he has selected and trained three hundred candidates for the Indian branch. Most professionals working on Odoo in India are trained by him. As a result, today India (Ahmadabad, Gujarat) is called the Hub of Odoo Developers, and over a thousand Odoo developers are available only in Gujarat. Mantavya is actively engaged with many universities in preparing and reviewing the syllabus for the Computer Applications and Computer Science courses. He has reviewed thousands of academic student projects. As 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. In his spare time, he enjoys playing cricket with friends and driving to new destinations by road with his wife and daughter.

Contents:

Cover

Copyright

Credits

About the Author

About the Reviewer

www.PacktPub.com

Customer Feedback

Table of Contents

Preface

Chapter 1: 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

Real-time push notifications

Built-in barcode scanner

Sync contacts

Multiple account support

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

Uptime

Security

Backups

Download database backup from Odoo online

Chapter 2: Quickstart Implementation Methodology

Installing a new application and enabling additional features

Entering the technical settings

Implementing Odoo CRM using the Odoo implementation tool

Adding more features

Customization using Odoo studio

Managing your implementation to-do list

Installing Odoo studio and adding a new field to a view

Debug mode

Creating a computed field

Organizing the menu structure

Gaining access to the code editor

Creating a new business application using Odoo Studio

Setting the default view.

Setting up an access control list

Exporting and importing a custom application

Chapter 3: Traceability - Leads to Cash

Creating and managing your customers

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

Multiple sources to generates the leads

Getting customer's approval online for a sales proposal

Invoice to your customer and get paid

Chapter 4: Modern way of doing sales and managing sales contracts

Create and configure your products

How it works...

Managing your sales quotation

Multiple addresses on quotation

Set up terms and conditions

Compute margins on the quotation

Sale Order Modification

Adding delivery cost to quotation

Getting approval of order online

Suggested products

Payment option

Setup recurring sales and invoicing

Create subscription from sales order

Upselling in subscription

Change contracts through customer portal

Adding products to subscription

Closing contract through portal

Chapter 5: Time Tracking and Invoicing Policy

Set up the product to track time and invoice policies

Time tracking while delivering a service

Working with projects and tasks.

Working with timesheet

Timesheet view

Entering the timesheet entry

Timesheet validation

Invoicing the timesheet

Working with the Timesheet application

Invoicing based on time and material

Advance invoicing before delivery

Chapter 6: Start Selling Online with Odoo eCommerce

Set up and configure an online shop

Multiple product images

Magnify image

Configure products and their variants

Use Pricelist to compute the variants price

Search product by its attributes

Deactivate some variants

Set up delivery integration and payment gateway

Review and checkout order

Payment status

Print delivery label and track shipment

Discount coupon

Extra step to checkout process

Access orders and payments

Chapter 7: Setting up Financial Management with Odoo

Setting up financial management in Odoo

Odoo Localization

Accounting Dashboard

Bank synchronization

Customer invoices and payments

Payment Terms

Payment follow-ups

Get paid through a bank or cash and reconciliation

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

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

Manual tax computation on vendor bills

Asset management

Check printing

Closing financial year and printing financial reports

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

Chapter 8: Scale Your Business

Manage multi-currency transactions

Multi-currency journal entry

Forex bank account

Multi-currency Pricelist

Foreign exchange gain or loss

Multi-company and intercompany transactions and rules

Consolidation of the profit and loss statement and balance sheet

Subsidiary company

Inter-company invoicing

Analytic accounting and reporting

Analytic account on the sales order

Record working hours on analytic account

Default analytic account

Department-wise reports

Using revenue recognition

Creating deferred revenue entries manually

Deferred Revenue Analysis

Asset management and depreciation

Depreciation - accounting entries

Scrap or resell the asset

Chapter 9: Purchase Management

Complete the purchase cycle

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

Purchase agreements

Controlling invoicing and payments

Multiple units of measures

Base Unit of Measure

Pack of 1000 and Unit of Measure conversion

Chapter 10: Warehouse and Inventory Management

Delivery Orders and incoming shipments

Partial delivery

Schedule date

Purchase Lead Time

Sales Safety Days

Initialize inventory and periodic verification

Real quantity is greater than the theoretical quantity

Theoretical quantity is greater than the real quantity

Setting up the warehouse and locations

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

Serial numbers

Track expired inventory

Setting up the removal strategy

Tracking packages

Set up and working with the barcode interface

Internal transfer using the barcode Interface

Initialize or adjust inventory using the barcode Interface

Reference barcodes

Chapter 11: Advanced Warehouse Management

Product costing and inventory valuation

Standard costing

Real-time costing

Average costing

Periodic (manual) Inventory Valuation

Perpetual (automated)

Managing transportation costs.

Getting ready.

Notes:

Includes index.

Description based on online resource; title from PDF title page (ebrary, viewed November 9, 2017).

OCLC:

1006408265