Working with odoo 10 second edition

来自开放百科 - 灰狐
2017年8月30日 (三) 02:44Allen (讨论 | 贡献)的版本

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《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。

目录

简介

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

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