Working with odoo 10 second edition

《Working with Odoo 10 Second Edition》是目前很全很清晰的odoo百科学习，是对odoo文档的重要补充。

1. Setting Up Odoo 10

• Community and Enterprise Editions of Odoo
• Getting started with Odoo Online
• Taking advantage of Odoo online instant access
• Odoo browser requirements
• Odoo mobile phone and tablet support
• Accessing the Odoo free online trial
• Continuing to use the trial version of Odoo
• Subscribing to Odoo
• Using Odoo without subscription fees
• Getting to know the Odoo architecture
• Introducing the PostgreSQL database
• Writing code with Python
• Following the Model-View-Controller design
• Designing models
• Rendering views
• Authoring controllers
• Choosing your installation operating system
• Choosing a Microsoft Windows Odoo installation
• Learning Ubuntu is not required
• Introducing Ubuntu
• Choosing an Ubuntu Odoo installation
• Choosing another OS option for Odoo
• Understanding Odoo releases
• Upgrading Odoo
• Installing Odoo on Windows OS
• Performing an all-in-one Odoo installation on Windows
• Configuring Postgres on Windows
• Installing Odoo on Ubuntu
• Modifying the sources.list file
• Testing your Odoo installation
• Troubleshooting and Odoo management tips
• Checking your browser destination
• Verifying that the Odoo service is running
• Checking for the Odoo services running in Windows
• Checking for Odoo services running in Ubuntu
• Starting and stopping Odoo services in Ubuntu
• Finding the primary Odoo log file
• Modifying the Odoo configuration file
• Changing port numbers
• Accessing the database management tools
• Changing the admin password
• Finding additional resources on installing Odoo
• Summary

2. Installing Your First Application

• Gathering requirements
• Implementing Odoo using a modular approach
• Introducing Silkworm - our real-world case study
• Creating a new database in Odoo
• Selecting a database name
• Loading demonstration data
• Specifying our default language
• Choosing an e-mail and password
• Managing databases in Odoo
• Installing the Sales Management module
• Knowing the basic Odoo interface
• Using the search box
• Picking different views
• Creating your first customer
• Is this customer a company?
• Entering data into Odoo forms
• Editing customers sale and purchase
• Editing customer Accounting
• Entering a product in Odoo
• Creating products in Odoo
• Product Name
• Can be Sold
• Can be Purchased
• Product type
• Internal Reference
• Sale price
• Cost price
• Nothing in the Sales page
• Entering a product Invoicing page
• Invoicing policy
• Saving the product
• Setting the company information
• Saving company information
• Entering your first sales order
• Selecting the customer
• Expiration date
• Payment terms
• Entering line items on a quotation sales order
• Product field
• Description
• Delivered and Invoiced
• Ordered Qty
• Taxes
• Unit price
• Saving the quotation sales order
• Understanding the sales order workflow
• Send by Email
• Print
• Confirm Sale
• Cancel
• Invoicing the sale
• What do you want to invoice?
• Creating the invoice
• Summary

3. Exploring Customer Relationship Management in Odoo 10

• Using CRM as a business strategy
• Managing the customer experience
• Treating your customer like a real person
• Using your mission statements and company goals to drive the design of your CRM system
• Real-world case study - improving customer experience
• Installing the CRM application
• Your first look at the CRM Dashboard
• Assigning the sales representative or account manager
• Specifying the name of the user
• Email address
• Access Rights
• Sales application settings
• User: Own Documents Only
• User: All Documents
• Manager
• Language and Timezone
• Email Messages and Notifications
• Signature
• Manually setting the user password
• Assigning a salesperson to a customer
• Understanding Your Pipeline
• Creating a new opportunity
• Opportunity Title
• Customer
• Expected revenue
• Rating
• Looking at opportunities in your pipeline
• Next Activity
• Expected Closing
• Tags
• Email and Phone
• Internal Notes
• The Contact Information page
• Address and Contact Information
• Mailings
• Marketing
• An introduction to sales stages
• Viewing the details of an opportunity
• Actions you can take on an opportunity
• Using Odoo's OpenChatter feature
• Changing the status of an opportunity
• Managing the Opportunity
• Following a business document
• Modifying the stages of the sale
• Closing the sale
• Your opportunity converted to a quotation
• Leads and opportunities
• Turning on Leads in Odoo 10
• Creating Leads in Odoo
• Converting a lead into an opportunity
• Using Odoo to schedule calls, meetings, and events
• Scheduling an event
• Adding attendees to your meeting
• Specifying meeting details
• Specifying tags for your meeting
• Setting up reminders for your meeting
• Specifying additional meeting options
• Summary

4. Purchasing with Odoo

• Understanding the overall purchasing process
• Setting up a vendor
• Setting up warehouse locations
• Generating quotations and purchase orders
• Receiving the product
• Settling the invoice
• Installing the purchasing application
• Setting up your first vendor
• Designating vendor companies versus individuals
• Configuring your product for procurement
• Supply chain information
• Using buy routes
• Using Make To Order
• Purchasing information
• Product type
• Setting records to active
• Setting the cost price of the product
• Assigning vendors to the product
• Establishing the vendor
• Designating vendor product name and product code
• Setting minimum quantity
• Calculating delivery time
• Setting price and validity
• Creating your first purchase quotation
• Adding products to your request for quotation
• Printing RFQs and updating status
• Confirming a purchase order
• Receiving products
• Getting ready to receive
• Receiving our goods
• Paying vendor bills
• Summary

5. Making Goods with Manufacturing Resource Planning

• Creating manufacturing orders
• Producing the product
• Delivering the order
• Defining the workflow for your business
• A real-world example of producing a custom-printed t-shirt
• Installing Manufacturing Resource Planning
• Creating your first manufacturing order
• What product are we going to manufacture?
• Building your bill of materials
• Confirming production
• Checking availability
• Producing the product
• Analyzing stock valuation
• Managing production by work orders
• Creating a work center
• Setting General Information
• Efficiency Factor
• Capacity
• Overall Equipment Effectiveness (OEE) target
• Time before and after production
• Creating routing orders
• Assigning the routing to a bill of materials
• Creating a manufacturing order with routing and a work center
• Summary

6. Configuring Accounting Finance

• Defining the chart of accounts for your business
• Installing the Accounting and Finance application
• Viewing the current chart of accounts
• Getting more information on a specific account
• Learning how transactions in Odoo get posted to accounts
• Following transactions through the sales and accounts receivable process
• Viewing the transactions created by validating the invoice
• Practice posting transactions and tracking the results
• Setting up your own accounts
• Specifying a new account for your product category
• Examining the available legal reports in Odoo
• Creating journal entries
• Summary

7. Administering an Odoo Installation

• Basic considerations for an Odoo administration
• Have an implementation strategy
• Development, staging, and production servers
• Clear documentation of all Odoo configurations
• Focusing on business continuity
• Backing up your Odoo database
• Restoring an Odoo database
• Administering users in Odoo
• Selecting a user to administer
• Managing user preferences
• Understanding groups in Odoo
• Understanding group inheritance in Odoo
• Defining menus for your group
• Understanding Access Rights in Odoo
• Understanding group rules in Odoo
• Internationalization in Odoo
• Configuring language translation
• Using translation features to customize Odoo for your business
• International currencies
• Purchasing in a different currency
• Managing supplier price lists
• Managing sequences in Odoo
• Multiple companies in Odoo
• Setting up a second company in Odoo
• Implementing a multi-company solution
• Summary

8. Implementing the Human Resources Application

• Modular approach to Human Resources
• Installing the Employee Directory
• Creating a new employee
• Department
• Job Title
• Manager and Coach
• Employee personal information
• HR Settings
• Managing departments
• Timesheets
• Leave Management
• Creating a leave request
• Leave Type
• Duration
• Mode
• Employee
• Department
• Submitting for approval
• Approving leave requests
• Recruitment Process
• Recruiting for a new job position
• Creating an employment application
• Hiring employees
• Summary

9. Understanding Project Management

• Basics of Project Management
• Installing the Project Management application
• Understanding the Project dashboard
• Real-world project example for a customer
• Creating our first project
• Understanding project stages
• Defining project tasks
• Creating additional tasks
• Completing project tasks
• Calculating project costs and time
• Summary

10. Creating Advanced Searches and Dashboards

• Determining the search requirements for your business
• Creating a database with demonstration data
• Accessing the database manager
• Searching in Odoo
• Using filters in list views
• Grouping information
• Performing a custom search
• Specifying multiple advanced searches
• Saving your favorite filters
• Creating custom dashboards in Odoo 10
• Summary

11. Building a Website with Odoo

• What is a CMS?
• WordPress
• Joomla
• Drupal
• Evoq or DotNetNuke
• Why use Odoo Website Builder for your CMS?
• Potential advantages to using Odoo as a CMS
• Current limitations of using Odoo as a CMS
• Deciding what is best for your company
• Backing up the website you make in your Odoo database
• Installing the Odoo Website Builder
• Saving your web page
• Previewing our website on a mobile device
• Adding new pages and menus to your website
• Adding a new page
• Creating our frequently asked questions web page
• Managing menus on your website
• Adding a new menu to your website
• Changing themes in Odoo
• Promoting your website
• Specifying keywords for your website
• Creating a title and description for your website
• Summary

12. Implementing E-Commerce with Odoo

• E-commerce and Odoo
• Popular e-commerce platforms
• Magento
• Volusion
• Shopify
• Yahoo's Aabaco Small Business
• Odoo as an e-commerce platform
• Installing Odoo e-commerce
• Basics of Odoo e-commerce
• Setting the product price from the e-commerce page
• Adding a picture to your product
• Describing the product
• Publishing your product
• Additional configuration options for your Odoo shop
• Modifying the order of the products on the store
• Setting up product variants
• Advanced e-commerce product options
• Alternative products
• Accessory products
• Looking at the shopping cart
• Seeing the draft sales order in Odoo
• Checking out
• Adding PayPal as a payment processor
• Summary

13. Customizing Odoo for Your Business

• Understanding the Odoo architecture
• Models
• Views
• Actions
• Activating developer mode
• Getting out of developer mode
• Backing up your database
• Restoring a database in Odoo
• Adding a custom field to Odoo
• Viewing the model in Odoo
• Creating a new field in the sale order model
• Editing the form view
• Customizing search operations in Odoo
• Specifying additional fields you want Odoo to use in the search
• Editing the search view
• Understanding actions
• Create a new menu
• Summary

14. Modifying Documents and Reports

• Getting the skills required to modify reports
• What is the QWeb template framework?
• Company report configuration
• Problems with Wktohtmlpdf installation
• Specifying the paper format for your reports
• Modifying the internal report header using QWeb
• Making our first simple change
• Learning how Odoo organizes reports
• Understanding the report types
• Looking at the definition for the Sales Order form
• Creating a new QWeb report in Odoo
• Learning more about the power of QWeb templates
• Using a t-if to create a dynamic QWeb template report
• Summary

15. Discovering Custom Odoo Modules

• Exploring the Odoo application and module directory
• Building our first Odoo module
• Preparing your basic development environment
• Finding your Odoo configuration file and installation
• Specifying a custom directory to hold our Odoo modules
• Contents of your module directory
• Creating and editing the files
• The __init__.py file
• The __manifest__.py file
• Extending an Odoo model in silkworm.py
• Using a module to add custom fields to a model
• Inheriting from the sales application in Odoo
• Python conventions
• Adding the fields to our sales order view
• Getting ready to install our module
• Troubleshooting your module installation
• Using a module to add a filter to a search view
• Adding the code to create the rush order filter
• Creating the filter
• Using Odoo to create websites and web services
• Creating an XML template
• Integrating with the Odoo API
• Connecting to the API
• Filtering and returning records through the API
• Using the search/read method
• Summary

16. Comparative Analysis of Community vs Enterprise Edition

• Getting an overview of Community and Enterprise Editions
• Using the Odoo runbot to compare Odoo versions
• Launching Odoo Community Edition from Odoo runbot
• Launching Odoo 10 Enterprise from Odoo runbot
• Examining the Odoo Enterprise interface
• Examining Odoo 10 Enterprise Accounting
• Looking at Odoo 10's dynamic Accounting reports
• Using the bank integration features of Enterprise Edition
• Sales Management enhancements
• Automating calls with VoIP integration
• Understanding the Subscriptions application
• Understanding the available shipping connectors in Enterprise
• Understanding the available manufacturing applications in Odoo
• Product Lifecycle Management (PLM)
• Handling maintenance requests
• Managing production quality in Odoo
• Summary

• appA. Locating additional Odoo resources
• Locating essential Odoo documentation
• Visiting the official Odoo help forum
• The Odoo Community Association (OCA)
• Finding Odoo applications and modules
• Getting the latest Odoo 10 release notes
• Downloading Odoo from GitHub
• Locating resources on Ubuntu
• Official Ubuntu website
• Direct download of the Ubuntu server or desktop
• Official Ubuntu documentation
• Getting access to additional developer documentation
• Getting quick access to Odoo installations using Odoo Runbot
• Finding Postgres resources
• Official Postgres website
• Downloading Postgres
• Postgres documentation
• Locating Python resources
• Official Python website
• Downloading Python
• Python documentation
• Finding XML resources
• World Wide Web Consortium XML resource page
• XML tutorials and documentation
• Alternative Reporting solutions
• OCA Alternative Reporting Engine
• Aeroo Reports
• Jaspersoft reports
• Community edition of JasperReports Server
• Community edition of iReport Designer
• Pentaho/Kettle