Odoo 14 book

Introduction

Odoo is noted as an outstanding ERP solution for all types of business operations. Providing with a comprehensive solution for big, medium or small business, Odoo extends you complete support. Odoo offers total solution for all functional operations with specially designed modules. The key modules of Odoo are CRM, Sales, Purchase, Point of Sale, Inventory, Accounting, Human Resource, Manufacturing, E-commerce website, Payroll, Project and Email marketing. Odoo offers you a user-friendly platform and operational excellence with easy integration of the Odoo modules.

Odoo 14 Book is an online guide based on Odoo Enterprise Edition. The Odoo Book describes the best practices for the implementation popular Odoo applications including Sales, Purchase, Inventory, Accounting, Manufacturing and CRM.

You can get a clear picture on the implementation by reading the online book or by clicking the relevant links.

Table Of Content

1. CRM 1.1 Odoo CRM workflow 1.2 Activities in CRM 1.2.1 Activity type 1.2.2 Schedule a chain of activities 1.2.3 Activity tracking 1.3 Managing lost opportunities 1.4 Lead Acquirement 1.4.1 Automated lead assignation 1.4.2 Lead mining 1.4.3 Lead enrichment 1.4.4 Outlook CRM extension 1.4.5 Lead scoring 1.5 Operations on Leads 1.5.1 Send messages 1.5.2 Log note 1.5.3 Attachments 1.6 Sales team management 1.6.1 Sales team creation 1.6.2 Adding members to Sales team 1.6.3 Managing multiple sales teams 1.6.4 Reporting 1.6.5 Converting leads into opportunities 1.6.6 Creating a lead 1.6.7 Creating Sales quotations 1.7 Generating leads/ opportunities from emails 1.8 Generating leads/ opportunities from website 2. Sales and Invoice 2.1 Products 2.1.1 Under Variant Tab 2.1.2 Under Sales Tab of product 2.1.3 Invoicing Policy 2.1.4 Under POS tab 2.1.5 Available in POS 2.1.6 Under eCommerce Tab 2.1.7 Under the Purchase Tab of Products 2.1.8 Under Inventory Tab of Product 2.1.9 Under Accounting tab 2.2 Product variants 2.3 Customers 2.3.1 Create New Customer 2.3.2 Under Contact and Address tab 2.3.3 Under Sales and Purchase Tab 2.3.4 Under Accounting Tab 2.3.5 Sales quotations 2.3.6 Create New Quotation 2.3.7 Under the Orderline 2.3.8 Quotation template 2.3.9 Create Template 2.3.10 Create first template 2.3.11 Set Expiration date 2.3.12 Editing Quotation Template 2.3.13 Use a quotation template 2.3.14 Pricelists 2.3.15 Pricelists Under Multiple prices per product 2.3.16 Discounts 2.4 Coupons and promotions 2.4.1 Promotions 2.4.2 Coupons 2.4.3 Terms and conditions 2.5 Shipping costs 2.5.1 Sending sales quotation and sales orders 2.6 Sending quotations by email 2.6.1 Confirming the sales order 2.7 Online signature 2.7.1 Validate an order with a signature 2.7.2 Confirming order via getting paid 2.8 Activate online payment 2.8.1 Registering the payment 2.8.2 chatter 2.9 Invoices 2.9.1 Invoicing policy 2.9.2 Automatic invoice 2.9.3 Refund 2.10 Setting different addresses to delivery and invoice 2.11 Sending Pro-Forma Invoice to Customer 2.11.1 Lock confirmed sales 2.11.2 Sales warnings 2.12 Product And Taxes 2.12.1 Applying taxes conditioning customer status or localization 2.12.2 Adapt Taxes To Your Customer Status 2.12.3 Adapt Taxes To Your Customer Address 2.12.4 Sale and Purchase in Different Unit of Measure 2.12.5 Reporting 3. Purchase 3.1 Purchase Management 3.2 Product management 3.3 Product category 3.4 Product attributes 3.5 Vendor management 3.6 Quotation purchase order 3.7 Purchase agreements 3.7.1 Creating a purchase agreement type 3.7.2 Creating a new purchase agreement 3.8 Purchase orders 3.9 Receiving products 3.10 Warning messages 3.11 Vendor bills 3.11.1 Control policy 3.12 3 way matching purchase receptions and bills 3.13 Drop shipping 3.14 Unit of measure 3.15 Unit of measure categories 3.16 Reporting 4. Accounting and Finance 4.1 Accounting dashboard 4.2 Configurations 4.2.1 Bank accounts 4.2.2 Chart of accounts 4.2.3 Taxes 4.2.4 Fiscal positions 4.2.5 Journals 4.2.6 Journal types 4.2.7 Intercoms 4.2.8 Payment terms 4.2.9 Payment follow ups 4.2.10 Fiscal year 4.2.11 Budgetary positions 4.3 Deferred revenue management 4.4 Payment methods 4.5 Asset management 4.6 Analytical accounting 4.6.1 Analytical account groups 4.6.2 Analytical tags 4.6.3 Analytical reports 4.6.4 Profit and loss report of analytical account 4.7 Budget management 4.8 Analytical Account 4.9 Customer Invoice to Payments 4.9.1 Reporting 4.10 Vendor bills to payment in Odoo 4.10.1 Aged payable balance 4.10.2 Cash Rounding Methods 4.10.3 Bank Statement and Reconciliation 4.10.4 Create an Invoice 4.10.1 Bank statement reconciliation case 4.11 Reconciliation models 4.11.1 Registering payments based on reconciliation model 4.11.2 Multi-currencies in Odoo 4.12 Exchange gain or loss journal 4.12.1 Automatic Currency Rates in Odoo 5. Inventory 5.1 Product configuration 5.1.1 Product creation 5.2 Product variants 5.3 Units of measure 5.3.1 Assigning units of measure to a product 5.3.2 Unit of measure transfer from one unit to another 5.4 Product packing 5.5 Product traceability 5.5.1 Operational Types 5.5.2 Tracking and traceability based on lot and serial numbers 5.5.3 Product Expiry 5.6 Inventory operations 5.6.1 Transfer 5.6.2 Batch Transfer 5.6.3 Incoming transfer 5.6.4 Immediate transfer 5.6.5 Planned transfer 5.7 Inventory adjustments 5.7.1 Update quantity 5.8 Scrap management 5.8.1 Scrap the products or operations 5.9 Landed cost 5.10 Scheduler 5.11 Warehouse management 5.12 Locations 5.13 Rules and Routes 5.13.1 Rules 5.13.2 Routes 5.13.3 Put away rules
5.14 Product categorization 5.15 Delivery 5.15.1 Shipping Methods 5.16 Integrating third party Shipper into Odoo 5.17 Deliver packages 5.18 Email confirmation on delivery 5.19 SMS confirmation at delivery 5.20 Scheduling times 5.20.1 Scheduling lead times for sales 5.20.2 Days of purchase 5.20.3 Security lead time for the purchase 5.21 Warnings 5.22 Reporting 5.22.1 Warehouse analysis 5.22.2 Inventory reports 5.22.3 Forecasting reports 5.22.4 Inventory valuation 5.22.5 Product moves 6. Point of Sale 6.1 Products 6.1.1 Product creation 6.1.2 Product variants 6.1.3 Pricelist 6.1.4 Loyalty programs 6.2 Payment terminals 6.3 Payment methods 6.3.1 POS product category 6.4 Attributes 6.5 POS configuration 6.6 Configuration options for your POS sessions 6.6.1 Cash rounding 6.6.2 Payment terminals 6.6.3 Inventory management 6.7 New POS creation 6.8 Orders 6.9 Session 6.10 Payments 6.11 Customers 6.12 Create sales in a POS session 6.13 Creating restaurant POS session 6.13.1 Product category 6.13.2 Connected devices 6.13.3 Configuring Taxes 6.13.4 Price list and loyalty programs 6.13.5 Payments 6.13.6 Bills and receipt 6.14 Table management 6.13.1 Register table orders 6.13.2 Order Transfer 6.13.3 Order management 6.13.4 User login and logout 6.15 Reporting 7. Human Resource 7.1 Employee 7.1.1 Timesheet 7.1.2 Contracts 7.1.3 Documents 7.1.4 Configurations under employee module 7.1.5 Settings 7.1.6 Job position 7.1.7 Departments 7.1.8 Planning 7.1.9 Gamification 7.1.10 Badges 7.1.11 Challenges 7.1.12 Employee reporting 7.2 Attendance 7.2.1 Kiosk mode 7.2.2 Manger option in Attendance module 7.2.3 Attendance reporting 7.3 Recruitment 7.3.1 Applications 7.3.2 Reporting 7.4 Employee leaves / Time Off 7.4.1 Time off types 7.4.2 Create a time off request 7.4.3 Approve time offs 7.4.4 Time off reporting 7.5 Employee payroll 7.5.1 Contracts 7.5.2 Work entry types 7.5.3 Salary structure 7.5.4 Salary rules 7.5.5 Salary rule parameters 7.5.6 Payslip other input types 7.5.7 Employee payslips 7.5.8 Payslip batches 7.5.9 Work entries 8. Project Management 8.1 Project creation 8.2 Task creation and allocation 8.2.1 List view 8.2.2 Kanban view 8.2.3 Calendar view 8.2.4 Pivot view 8.2.5 Graph view 8.2.6 New task creation 8.2.7 Recording the time on each task 8.3 Sub tasks 8.4 Tags 8.5 Activity 8.6 Invoicing a project 8.6.1 Project planning 8.6.2 Project privacy 8.6.3 Reporting 8.6.4 Task analysis 8.6.5 Timesheet and planning analysis 8.6.6 Project cost and revenue and customer rating reports 9. Website 9.1 Website Builder 9.2 Managing multiple website 9.3 Managing multi languages 9.4 Build your own website page 9.4.1 Snippet tools 9.5 Customize menu and appearances 9.5.1 Menu customization 9.5.2 Create a new menu 9.5.3 Manage pages 9.5.4 Appearance customization 9.6 Listing products 9.7 Product catalog customization 9.7.1 Product comparison 9.7.2 Wishlist 9.7.3 Add to cart 9.8 Publish specific content for the website 9.8.1 Customizing your product catalog page 9.9 Multiple companies 9.10 Configure E-commerce website 9.10.1 Product accessibility 9.10.2 Pricelist 9.10.3 Payment acquirers and delivery method 9.10.4 Customer accounts 9.10.5 SEO integration 10. E-commerce 10.1 Ecommerce dashboard 10.1.1 Analytics 10.2 Order management 10.2.1 Order tracking 10.2.2 Unpaid orders 10.2.3 Abandon carts 10.2.4 Customer 10.3 Product management 10.3.1 Products 10.3.2 Product variants attributes 10.4 Additional product description tools 10.4.1 Digital content 10.4.2 Optional products 10.4.3 Wishlist 10.5 Pricelists 10.6 Promotions and coupon programs 10.7 Payment acquires 10.8 Shipping methods 10.9 Ecommerce categories 11. Lunch 11.1 Products 11.2 Product Category 11.3 Generate Alerts 11.4 Creating Order 11.5 Today’s Order 11.6 Order History 11.7 My Account History 11.8 Managers 11.9 Create Vendor 11.10 Control Vendors 11.11 Control Accounts 11.12 Cash Moves 11.13 Lunch Locations
12. Calendar 12.1 Online appointments 12.2 Google calendar integration 12.3 Reporting 13. Referral 14. Approval 15. Fleet 16. Notes 17. Contact 17.1 Contact and Address Tab 17.2 Sales and Purchase Tab 17.3 Accounting Tab 17.4 Internal Note Tab 17.5 Overview of Meetings 17.6 Filter Data 17.7 Overview 18. Email Marketing 18.1 Mailings 18.2 Dynamic Placeholder Generator 18.3 Mailing Lists 18.4 Blacklist 19. SMS Marketing 19.1 Contact List 19.2 Contacts 19.3 Create SMS Mailings 19.4 SMS content 20. Marketing Automation 20.1 Configure mail template 20.2 Report Generation 21. Expense Management 21.1 Generate An Expense 21.2 My Expense to Report 21.3 My Reports 21.4 Reports to Approve 21.5 Expense approval by manager 21.6 Reports to Post 21.7 Reports To Pay 21.8 All Reports 21.9 Expense Products 21.10 Expense Analysis 22. Events 23. Documents 23.1 Creating a spreadsheet 23.2 Request for a document 23.3 Add link 23.4 Share 23.5 Files centralization 23.6 Workspace 23.7 Tags 23.8 Spreadsheet template 23.9 Shares and emails 23.10 Document details editing 24. Subscription 24.1 Subscription Template 24.2 Subscription Product 24.3 Subscription Stages 24.4 Subscription Alert 24.5 Quotation Creation 24.6 Closing Reasons 24.7 Reporting 24.8 Subscription Analysis 24.9 Retention analysis 24.10 Salesperson Dashboard 24.11 Revenue KPI 25. Employee Appraisal 25.1 Resume Tab 25.2 Work Information Tab 25.3 Private information 25.4 HR Settings 25.5 Create Appraisal 26. e-Learning 26.1 Creating a new course 26.2 Course Group 26.3 Content tags 26.4 Certifications 26.5 Forums 26.6 Reporting 27. Helpdesk 27.1 Configure Helpdesk Team 27.2 Self-Service 27.3 After Sales 27.4 Tickets 27.5 Enhanced Communication 27.6 Ticket Types 27.7 Stages 27.8 SLA policies 27.9 Target 27.10 Reporting 27.11 Ticket Analysis 27.12 SLA Status Analysis 28. Members 28.1 Membership Products 28.2 Creating Member 28.3 Member Types 29. live chat 29.1 Prepare automatic messages 29.2 Channel Rules 29.3 Chatting with customers 29.5 Canned responses 30. Rental 30.1 Products 30.2 Create Orders 30.3 Pick up 30.5 Schedule 30.6 Return 30.7 Rental Pricing 30.8 Reporting 31. Sign 31.1 Upload a PDF template 31.2 Sign a document 31.3 Configuring Roles 32. Discuss 32.1 Creating Channels 32.2 Direct Messages 32.3 How to follow a discussion thread? 32.1 Notifications and Responses 33. Field service 33.1 Dashboard Overview 33.2 Create a task 33.3 Projects 33.4 Worksheet template 33.5 Reporting 34. Planning 34.1 Schedule 34.2 Open Shifts Management 34.3 My Planning 34.4 Roles Configuration 34.5 Notion of Roles 34.6 Report 34.7 Planning Analysis 34. Barcode 34.1 How to validate barcode for a product 35.2 Set Location Barcodes 35.3 Operations 35.4 Receipt 35.5 POS Orders 35.6 Dropship 35.7 Internal Transfer 35.8 Delivery Orders 35.9 Inventory Adjustment 35.10 Batch Transfer
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