Odoo 10 Implementation Cookbook: Explore the capabilities of Odoo and discover all you need to implement it
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Автор: Mantavya Gajjar
Категория: Программирование
Страниц: 443
1. Preface
2. What this book covers
3. What you need for this book
4. Who this book is for
5. Sections
6. Getting ready
7. How to do it…
8. How it works…
9. There's more…
10. See also
11. Conventions
12. Reader feedback
13. Customer support
14. Downloading the example code
15. Errata
16. Piracy
17. Questions
18. Getting Started with Odoo Online
19. Introduction
20. Creating, activating, and using Odoo online instance
21. Getting ready
22. How to do it...
23. There's more...
24. Accessing Odoo on your Android mobile and tablet
25. Getting ready
26. How to do it...
27. There's more...
28. Real-time push notifications
29. Built-in barcode scanner
30. Sync contacts
31. Multiple account support
32. Accessing, duplicating, and renaming an instance
33. How to do it...
34. There's more...
35. Managing features and users
36. Getting ready
37. How to do it...
38. There's more...
39. Setting up your domain name and website theme
40. Getting ready
41. How to do it...
42. Email integration
43. Getting ready
44. How to do it...
45. There's more...
46. Moving your instance from onsite to online
47. How to do it...
48. There's more...
49. Uptime
50. Security
51. Backups
52. Download database backup from Odoo online
53. How to do it...
54. Quickstart Implementation Methodology
55. Introduction
56. Installing a new application and enabling additional features
57. Getting ready
58. How to do it...
59. There's more...
60. Entering the technical settings
61. There's more...
62. Implementing Odoo CRM using the Odoo implementation tool
63. Getting ready
64. How to do it...
65. There's more...
66. Adding more features
67. Customization using Odoo studio
68. Managing your implementation to-do list
69. Installing Odoo studio and adding a new field to a view
70. Getting ready
71. How to do it...
72. There's more...
73. Debug mode
74. Creating a computed field
75. Organizing the menu structure
76. Gaining access to the code editor
77. Creating a new business application using Odoo Studio
78. Getting ready
79. How to do it...
80. There's more...
81. Setting the default view
82. Setting up an access control list
83. Exporting and importing a custom application
84. How to do it...
85. Traceability - Leads to Cash
86. Introduction
87. Creating and managing your customers
88. Getting ready
89. How to do it...
90. There's more...
91. Searching a customer
92. Achieve and restore your customer
93. Communication history on customer
94. Invite your customer to online portal
95. Generate and qualify leads, convert to opportunity and follow-ups
96. Getting ready
97. How to do it...
98. There's more...
99. Multiple sources to generates the leads
100. Getting customer's approval online for a sales proposal
101. Getting ready
102. How to do it...
103. Invoice to your customer and get paid
104. How to do it...
105. Modern way of doing sales and managing sales contracts
106. Introduction
107. Create and configure your products
108. Getting ready
109. How to do it...
110. How it works...
111. There's more...
112. Managing your sales quotation
113. How to do it...
114. There's more...
115. Multiple addresses on quotation
116. Set up terms and conditions
117. Compute margins on the quotation
118. Sale Order Modification
119. Adding delivery cost to quotation
120. Getting ready
121. How to do it...
122. Getting approval of order online
123. How to do it...
124. There's more...
125. Suggested products
126. Payment option
127. Setup recurring sales and invoicing
128. Getting ready
129. How to do it...
130. There's more...
131. Create subscription from sales order
132. Upselling in subscription
133. Change contracts through customer portal
134. Adding products to subscription
135. Closing contract through portal
136. Time Tracking and Invoicing Policy
137. Introduction
138. Set up the product to track time and invoice policies
139. Getting ready
140. How to do it...
141. How it works...
142. Time tracking while delivering a service
143. How to do it...
144. There's more...
145. Working with projects and tasks
146. Working with timesheet
147. Timesheet view
148. Entering the timesheet entry
149. Timesheet validation
150. Invoicing the timesheet
151. Working with the Timesheet application
152. Getting ready
153. How to do it...
154. There's more...
155. Invoicing based on time and material
156. Getting ready
157. How to do it...
158. Advance invoicing before delivery
159. Getting ready
160. How to do it...
161. How it works...
162. Start Selling Online with Odoo eCommerce
163. Introduction
164. Set up and configure an online shop
165. Getting ready
166. How to do it...
167. There's more...
168. Multiple product images
169. Magnify image
170. Configure products and their variants
171. Getting ready
172. How to do it...
173. There's more...
174. Use Pricelist to compute the variants price
175. Search product by its attributes
176. Deactivate some variants
177. Set up delivery integration and payment gateway
178. Getting ready
180. Review and checkout order
181. Getting ready
182. How to do it...
183. There's more...
184. Payment status
185. Print delivery label and track shipment
186. Discount coupon
187. Extra step to checkout process
188. Access orders and payments
189. How to do it...
190. Setting up Financial Management with Odoo
191. Introduction
192. Setting up financial management in Odoo
193. Getting ready
194. How to do it...
195. There's more...
196. Odoo Localization
197. Accounting Dashboard
198. Bank synchronization
199. Customer invoices and payments
200. How to do it...
201. There's more...
202. Payment Terms
203. Payment follow-ups
204. Get paid through a bank or cash and reconciliation
205. Getting ready
207. There's more...
208. Import Bank Statement
209. Fixing the counterpart manually
210. Advance payment and invoicing
211. Cash discount - Reconciliation model
212. Batch Deposit
213. Create and configure tax, apply on invoices and print tax report
214. How to do it...
215. There's more...
216. Group of taxes
217. Tax grouping on an invoice
218. Tax included in price
219. Apply tax based on customer location
220. Tax report and auditing
221. Manage vendor bills and payments
222. How to do it...
223. There's more...
224. Manual tax computation on vendor bills
225. Asset management
226. Check printing
227. Closing financial year and printing financial reports
228. Getting ready
229. How to do it...
230. There's more...
231. Chart of account report
232. Compare profit and loss account
233. Compare balance sheets
234. The Executive Summary report
235. The General Ledger report
236. Cash flow statement report
237. The Aged Payable and Aged Receivable report
238. Scale Your Business
239. Introduction
240. Manage multi-currency transactions
241. Getting ready
242. How to do it...
243. There's more...
244. Multi-currency journal entry
245. Forex bank account
246. Multi-currency Pricelist
247. Foreign exchange gain or loss
248. Multi-company and intercompany transactions and rules
249. Getting ready
250. How to do it...
251. There's more...
252. Consolidation of the profit and loss statement and balance sheet
253. Subsidiary company
254. Inter-company invoicing
255. Analytic accounting and reporting
256. How to do it...
257. There's more...
258. Analytic account on the sales order
259. Record working hours on analytic account
260. Default analytic account
261. Department-wise reports
262. Using revenue recognition
263. How to do it...
264. There's more...
265. Creating deferred revenue entries manually
266. Deferred Revenue Analysis
267. Asset management and depreciation
268. How to do it...
269. There's more...
270. Depreciation - accounting entries
271. Scrap or resell the asset
272. Purchase Management
273. Introduction
274. Complete the purchase cycle
275. How to do it...
276. There's more...
277. Supplier pricelist
278. Level of approval
279. Lock purchase order
280. Warnings on vendors or products
281. Make to Order versus Make to Stock
282. Tenders, choose the best offer
283. Getting ready
284. How to do it...
285. There's more...
286. Purchase agreements
287. Controlling invoicing and payments
288. Getting ready
289. How to do it...
290. Multiple units of measures
291. How to do it...
292. How it works...
293. Base Unit of Measure
294. Pack of 1000 and Unit of Measure conversion
295. There's more...
296. Warehouse and Inventory Management
297. Introduction
298. Delivery Orders and incoming shipments
299. Getting ready
300. How to do it...
301. There's more...
302. Partial delivery
303. Schedule date
304. Purchase Lead Time
305. Sales Safety Days
306. Initialize inventory and periodic verification
307. Getting ready
308. How to do it...
309. How it works...
310. Real quantity is greater than the theoretical quantity
311. Theoretical quantity is greater than the real quantity
312. There's more...
313. Setting up the warehouse and locations
314. Getting ready
315. How to do it...
316. There's more...
317. Types of location
318. Reorder rules at location level
319. Put away strategy
320. Multiple warehouses and resupply warehouse
321. Three-step delivery
322. Three-step reception
323. Traceability, tracking serials, lots, and packs
324. Getting ready
325. How to do it...
326. There's more...
327. Serial numbers
328. Track expired inventory
329. Setting up the removal strategy
330. Tracking packages
331. Set up and working with the barcode interface
332. Getting ready
333. How to do it...
334. There's more...
335. Internal transfer using the barcode Interface
336. Initialize or adjust inventory using the barcode Interface
337. Reference barcodes
338. Advanced Warehouse Management
339. Introduction
340. Product costing and inventory valuation
341. Getting ready
343. How it works...
344. Standard costing
345. Real-time costing
346. Average costing
347. There's more...
348. Periodic (manual) Inventory Valuation
349. Perpetual (automated)
350. Managing transportation costs
351. Getting ready
353. How it works...
354. Equal method
355. By Quantity
356. By Current Cost
357. Quality control in Warehouse
358. Getting ready
359. How to do it...
360. There's more...
361. Quality check using measure
362. Return product
363. Setup your Manufacturing Process
364. Introduction
365. Complete the first manufacturing order
366. Getting ready
367. How to do it...
368. How it works...
369. Procurement
370. Bill of Materials
371. There's more...
372. Traceability in manufacturing
373. Quality check in Manufacturing
374. Finished product costing
375. Unbuild Order
376. Configuring assembly line and work centers
378. There's more...
379. Worker view (tablet view)
380. Scheduling and planning
381. Operation time
382. Cost of operations - operating cost
383. Component consumption
384. Workorder messages
385. Master production schedule
386. Getting ready
388. There's more...
389. Selling combo products using kit
390. How to do it...
391. There's more...
392. Product Life Cycle Management and Maintenance
393. Introduction
394. Product lifecycle management
395. How to do it...
396. There's more...
397. Maintenance management
398. Getting ready
400. There's more...
401. Implement Project Management
402. Introduction
403. Set up a project and manage tasks
404. How to do it...
405. There's more...
406. Create a task from an incoming e-mail
407. State versus Stage of Tasks
408. Managing customer projects
409. Deadline on the task
410. Managing time on tasks
411. Ratings on the task
412. Project forecasting
413. Getting ready
414. How to do it...
415. There's more...
416. Managing project issues and rating
417. Getting ready
418. How to do it...
419. There's more...
420. Timesheet on issue
421. Implement Human Resource Applications
422. Introduction
423. Launch employee recruitment
424. Getting ready
425. How to do it...
426. There's more...
427. Launching a job campaign and tracking
428. Managing employees' leave
429. Getting ready
430. How to do it...
431. There's more...
432. Fix leave allocation
433. Double validation
434. Allow overriding the limit
435. Absent today
436. HR expense and reimbursements
437. Getting ready
438. How to do it...
439. There's more...
440. Record expenses by e-mail
441. Expenses paid by company card
442. Reinvoicing expenses to the customer
443. Installation of Odoo on Ubuntu
444. Introduction
445. Using Odoo onsite for custom needs
446. Getting ready
447. How to do it...
448. There's more...
449. Install the wkhtmltopdf tool
450. Odoo configuration parameters
