Odoo is a comprehensive set of open-source enterprise management applications. Now with Odoo 10, you have access to a powerful website builder, integrated e-commerce features, and a fast-growing community to help transform and modernize your business.
We will start with how to set up Odoo online and on your own server. You’ll then configure the basic company settings required to quickly get your first Odoo system up and running. Later, you’ll explore Customer Relationship Management in Odoo and see its importance in today's modern business environment.
Next, we'll deep dive into a purchasing application with Odoo and you'll learn some of the primary functionalities of ERP systems for manufacturing operations. Then you'll use analytic accounting to provide better reporting. Finally, we'll walk you through the recent Odoo 10 features with respect to the community and enterprise edition, giving you the complete understanding of what Odoo can do for you!
About The Author
Greg Moss has been a Business and Information Systems Consultant for over 25 years. Starting in 1988, Greg began to work extensively in financial and accounting-related applications. He wrote his first custom billing system for a rehabilitation facility at the age of 20. He has worked extensively in the health care, point of sale, manufacturing, telecommunications, entertainment, and service industries.
Greg is a Certified Information Systems Auditor (CISA), a Certified Six Sigma Black Belt, and was the Chief Information Officer for Crownline Boats, Inc. In addition to both Music and Computer Science studies at Southern Illinois University, Greg completed a BS in Business Administration and Information Systems from Walden University. Greg also has an Information Assurance Certification from Carnegie Melon University.
In addition to Odoo, he has experience in a variety of ERP systems and was a Sage Pro partner for several years. Greg is the CEO of First Class Ventures, LLC; the owner of FirstClassComputerConsulting and OdooClass; and an Odoo Ready Partner.
In Greg’s spare time he enjoys playing trumpet, saxophone, keyboard, and guitar with local bands and taking cross-country road trips with his African Grey Parrot, Bibi.
Learn the basics of Odoo and its browser requirements.
The ability to set up and manage an Odoo installation with a basic components.
Discuss some of the advantages and disadvantages of choosing Ubuntu or Windows for your first Odoo installation.
The ability to install Odoo on Windows OS and Ubuntu.
Discuss some of the most common installation issues and provide some troubleshooting tips for diagnosis problems with an Odoo installation.
The ability to start and stop Odoo service using Ubuntu.
The ability to gather requirements to create an Odoo database.
Learn to install the Sales Management module to begin setting up our business selling t-shirts.
The ability to enter data in forms.
The ability to create a new product in Odoo and will set a sales price and cost price
Learn to create an invoice policy.
The ability to configure your company data.
The ability to understand the sales order workflow.
Learn to know about the purpose of invoice and will create an invoice.
The ability to understand your customer and exactly how you wish to shape their customer experience.
Learn to install the CRM application and assign the sales representatives.
Set up your sales people in Odoo 10, where you have three different options on how much access an individual user has to the sales system.
Learn to create a new opportunity and expected revenue and rating.
Setting up new opportunities in your pipeline.
Learn to know about viewing the details and changing the status of an opportunity.
The ability to provide primary documents for managing interactions with your customers.
Setting up schedule meetings and calls using lead and opportunity.
The ability to specify tags for your meetings and learn how to setup reminders for your meetings.
Putting a purchasing system which requires several steps, and understand overall purchasing process using ERP systems.
The ability to create and install a new application to Odoo.
Learn to assign vendors to the product for setting the cost price.
Learn to create our first Request for Quotation.
This is just showing us the details on the product that we are ready to receive and about paying vendor bills.
Define the product you wish to build, the resources required, and when you wish to produce the product.
Understand the modular nature of Odoo and install the MRP applications with the other Odoo applications.
The ability to make many products to make a sub-product and then several sub-products to make a final product.
Analyze stock valuation and manage production by work orders.
The ability to create a work center and we will learn about setting general information.
We will use routing to send our manufacture order to the printing work center for the finished product to be produced.
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