This is the most restrictive access to the sales application. A user with this access level is only allowed to see the documents they have entered themselves or which have been assigned to them. They will not be able to see Leads assigned to other salespeople in the sales application.
- Title Page
- Copyright and Credits
- Packt Upsell
- Contributors
- Preface
- Setting Up Odoo 11
- What's new in Odoo 11?
- Community and Enterprise Editions of Odoo
- Getting started with Odoo Online
- Getting to know the Odoo architecture
- Choosing your installation operating system
- Understanding Odoo releases
- Installing Odoo on Windows OS
- Installing Odoo on Ubuntu
- Troubleshooting and Odoo management tips
- Summary
- Installing Your First Application
- What's new in Odoo 11?
- Gathering requirements
- Creating a new database in Odoo
- Installing the Sales Management module
- Getting to know the basic Odoo interface
- Creating your first customer
- Entering a product in Odoo
- Setting company information
- Entering your first sales order
- Invoicing the sale
- Summary
- Exploring CRM in Odoo 11
- 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
- Assigning the sales representative or account manager
- Understanding Your Pipeline
- Leads and opportunities
- Using Odoo to schedule calls, meetings, and events
- Specifying meeting details
- Summary
- Using CRM as a business strategy
- Purchasing with Odoo
- What's new in Odoo 11
- Understanding the overall purchasing process
- Installing the purchasing application
- Configuring your product for procurement
- Creating your first purchase quotation
- Receiving products
- Summary
- Making Goods with Manufacturing Resource Planning
- What's new in Odoo 11?
- 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
- Building your Bill of Materials
- Producing the product
- Creating a work center
- Creating routing orders
- Assigning the routing to a bill of materials
- Creating a Manufacturing Order with routing and work center
- Creating routings based on product variants
- Using Unbuild Orders or reverse bill of materials
- Creating a kit using a bill of materials
- Summary
- Configuring Accounting and Finance Options
- Administering an Odoo Installation
- Implementing the Human Resources Application
- Understanding Project Management
- What's New in Odoo 11?
- Basics of Project Management
- Installing the Project Management application
- Understanding the Project dashboard
- A real-world project example for a customer
- Creating our first project
- Defining project tasks
- Scheduling an activity
- Monitoring task completion
- Calculating project costs and time
- Summary
- Creating Advanced Searches and Dashboards
- Building a Website with Odoo
- What's new in Odoo 11?
- What is a CMS?
- Why use Odoo website builder for your CMS?
- Installing the Odoo website builder
- Summary
- Implementing E-Commerce with Odoo
- Customizing Odoo for Your Business
- Modifying Documents and Reports
- What's new in Odoo 11?
- Getting the skills required to modify reports
- What is the QWeb template engine?
- Company report configuration
- 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
- Summary
- Discovering Custom Odoo Modules
- Exploring the Odoo application and module directory
- Building our first Odoo module
- Troubleshooting your module installation
- Using a module to add a filter to a search view
- Using Odoo to create websites and web services
- Integrating with the Odoo API
- Creating custom themes in Odoo
- Summary
- Comparing Community and Enterprise Edition
- Another Book You May Enjoy
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