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Mantavya Gajjar - Odoo 10 Implementation Cookbook: Explore the capabilities of Odoo and discover all you need to implement it

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Odoo 10 Implementation Cookbook: Explore the capabilities of Odoo and discover all you need to implement it: summary, description and annotation

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Comprehensive tasks covering Odoo 10 in the right way

About This Book
  • Reduce implementation costs and improve major benchmarks relating to storage space and speed.
  • Implement the approval hierarchy and user and access rights, configure the company and language, and so on.
  • Cover all platforms such as mobile, web, content management, and e-commerce.
Who This Book Is For

This book is targeted towards Odoo functional users and project managers who would like to use it for their organization. No expertise in Odoo is required.

What You Will Learn
  • Learn the modern way of doing sales and managing sales contracts.
  • Create and configure your products and manage your sales quotations
  • Set up an online shop and start selling online with Odoo eCommerce
  • Manage multi-currency transactions and create a deferred revenue plan and link it with products
  • Administer vendors and products and request quotations, confirm orders, and get them delivered
  • Manage quality control in the warehouse and manual and real-time inventory stock valuations.
  • Manage projects and project forecasting via grid and Gantt views
  • Implement Human Resource apps and manage the employee appraisal process
  • Manage Workcenters and the product lifecycle
  • Track worker activity with tablets and launch new changes in production
In Detail

Odoo is a Python-based ERP system and is completely open source. Odoo is a comprehensive suite of business applications offering a wealth of functionalities that can be deployed to meet your business needs.

This book will help you manage the different functionalities of your business and optimize it. You will learn in detail about the various facets of the business process such as sales, accounting, purchases, manufacturing, and inventory. We will cover each of these topics in detail and learn how Odoo handles all these tasks with much ease. With its modular approach, you will be able to build customized solutions, take advantage of the Odoo 10 system in your organization, and master basic administration. We will cover modules and applications in Odoo that will help optimize quality checks. You will also be able to customize major reporting functions for your teams and set up forms and documents for sales, purchase, inventory, and so on.

By the end of the book, you will be able to use the major functionalities of Odoo 10 and fully implement them into your business.

Style and approach

The book follows a recipe-based format; the recipes are filled with real-world use cases and various functional topics.

Mantavya Gajjar: author's other books


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Odoo 10 Implementation Cookbook Explore the capabilities of Odoo and - photo 1
Odoo 10 Implementation Cookbook
Explore the capabilities of Odoo and discover all you need to implement it
Mantavya Gajjar
BIRMINGHAM - MUMBAI Odoo 10 Implementation Cookbook Copyright 2017 Packt - photo 2

BIRMINGHAM - MUMBAI

Odoo 10 Implementation Cookbook

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: October 2017

Production reference: 1031017

Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.

ISBN 978-1-78712-342-7

www.packtpub.com

Credits

Author


Mantavya Gajjar

Copy Editor


Karuna Narayanan

Reviewer


Nikunj Jani

Project Coordinator


Prajakta Naik

Commissioning Editor


Kunal Parikh

Proofreader


Safis Editing

Acquisition Editor


Nitin Dasan

Indexer


Pratik Shirodkar

Content Development Editor


Lawrence Veigas

Production Coordinator


Nilesh Mohite

Technical Editor


Mehul Singh

About the Author

Mantavya Gajjar has 10+ years of experience in Odoo, starting from TinyERP and OpenERP. He started his career as a developer and has developed many features in TinyERP, OpenERP, and Odoo. He initiated a mobile application project at the Indian office. He has a graduate and postgraduate degrees in computer science from Gujarat Vidyapith. He completed his studies in May 2006. On 1st June 2006, he started working for Axelor and TinyERP at Ahmedabad.

He was the first international employee, appointed to establish a branch of Tiny ERP in India (Ahmedabad, Gujarat). He has done everything, from registering a legal company to setting up the physical office and recruitment. He has interviewed more than 8,000 candidates in the past 10 years, selecting 300 candidates and training them for the Indian branch. Most professionals working on Odoo in India are trained by him. As a result, today India (Ahmedabad, Gujarat) is called the Hub of Odoo Developers. Today, there are over 1,000 Odoo developers in Gujarat alone.

Mantavya is actively engaged with many universities to prepare and review the syllabus for computer applications and computer science courses. As a reviewer, he has reviewed thousands of academic student projects. Being 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 Computer Science Alumni Association. He has been a reviewer for the book, Working with OpenERP, by Packt.

In his spare time, he likes to play cricket with friends and drives to new destinations by road with his wife and daughter.

I would like to thank my wonderful daughter, Hetvi, and wife, Minal, for all their love and support. I would also like to thank my mom, a lifelong housewife, for having encouraged me always to keep moving forward in life, and my father for being my guru and philosopher, and for always being there to support me.
Many thanks to the great team at Odoo.
Also, many thanks to all the reviewers, the great people at Packt, and the Odoo community for all their support.
About the Reviewer

Nikunj Jani earned a masters degree in computer applications from Gujarat, India. He began his career in 2007 as a software engineer with an MNC called SATYAM COMPUTERS. In 2009, he joined TinyERP, a division of Odoo, S.A. in India as a team lead. During his tenure of 8+ years with Odoo, he has worked with several versions, including 5.0, 6.0, 6.1, 7.0, 8.0, 9.0, 10.0, and 11.0. He has worked as a functional consultant (business analyst), training manager, and project manager.

Currently, he is the product owner and heads a usability and testing team at Odoo (India) for the upcoming versions. Nikunj is an open source enthusiast who has given 35+ international functional trainings/consultancies to Odoo partners, prospects, and end customers.

Nikunj has a total of 10 years of IT experience, and his specialties include training, consultancy, analysis, project management, usability, and testing new features of Odoo.

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Preface

Odoo 10 Implementation Cookbook provides a list of essential recipes and steps to configure and implement Odoo for your business, either on the Odoo online (SaaS) platform or installed locally on your hardware. This book will help you understand the value of Enterprise Resource Planning (ERP) systems and the best practices and approaches for getting a system configured and using it in your organization. This book is only focused on the implementation of the Odoo applications in an organization. For new users or already experienced users, it can be a complete reference to major Odoo applications, such as sales, purchase, inventory, finance, and accounting, and manufacturing. New users or already experienced users can use this book to configure and implement the Odoo application the Odoo Studio, an application used to configure existing views, reports, and automated business processes. It allows you to create a new application from scratch without entering any code; a non-developer can create and configure a new application using this studio.

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