Free Odoo online course

The easy way to learn odoo is from their free online course, its link is https://www.odoo.com/zh_TW/slides/all

I list those topic and content as below list for your reference


Topic/Module
1. Getting Start
Create an odoo database
Navigate in odoo
Business Flow: Furniture Store
Business Flow: Consulting Services
Business Flow: Administrative Department
Business Flow: Construction Project
Business Flow: Restaurant
Business Flow: Events and Marketing
Schedule activities
Odoo Discuss
Contacts and Importing data
2. Advanced Features and Settings
Access Rights
Multi company
3. CRM
CRM Basics and Pipelines
Sales Teams
Leads
Lead Generation
Lead Enrichment
Lead Mining
4. Sales
Sales Basics and Your First Quotation
Product Variants
Online Quotation
Delivery Price
Delivery Lead Times
Dropshipping
Pricelists – Multiple
Pricelist – Computed
5. Purchase
Purchase Basics and Your First Request for Quotation
Purchase Lead Times
Reordering Rules
Call for Tenders
Blanket Orders
3-Way Matching
6. Rental
Rental Basics
Planning and Reporting
7. Invoicing
Invoicing Basics – Sales Invoice
Terms and Conditions (T&C) and Payment Terms
Invoice Payment Methods
OR Code on Invoices for European Customers
Sales Tax and VAT
Fiscal Positions
Extra Taxes (ecotax, alcoloh luxury…)
SEPA Direct Debit Mandates (SDD)
8. Accounting
Accounting Overview
Accounting Basics
Payment Follow up
Bank Statements and Reconcilation
Reconciliation of Invoices with a Cash Discount
Vendor Bills Data Payment (Checks and SEPA Credit Transfer)
Batch Desposit of Checks
Vendor Bill and Rounding Methods
Multi-currencies
Reports and Financial Statements
Analytic Accounting
Closing the Fiscal Year
9. Subscription Basic
Subscription Basics
Upsell Subscriptions
Subscription Reports
Automatic Alerts
10. Point of Sale
PoS Configuration for Retail
PoS Configuration for Restaurant
Return and Refund Products
Control your Cash
11. Project and Timesheets
Get started with Project
Tasks & Sub-tasks
Collaborate on Tasks
Get started with Timesheets
Measuring Project Profitability
12. Documents
Documents Basics
Using Documents With Your Accounting App
13. Sign
Sign Basics
14. Survey
Survey Essentials
15. Planning
Planning Basics and Your First Shift
Manage Shifts and Give Employees Autonomy
16. Field Service
Field Service Basics
Invoice Time and Materials + Worksheets
Advanced Settings
17. Inventory
Inventory Basics & Your First Warehouse Operations
Inventory Adjustment Techniques
Units of Measure
Integrate Landed Costs
Using Routes
Push & Pull Rules
Managing Lots
Managing Serial Numbers
Removal Strategies
Picking Methods
18. MRP
MRP Overview
MRP Basics & Your First Manufacturing Order
Create Your Own Advanced BoMs
WorkCenters & Routings
Use an Alternative Work Center
From Sales Order to Manufacturing Order
Subcontracting
Use the Master Production Schedule
Overall Equipment Effectiveness
Product Lifecycle Management
Managing Quality Checks
Managing Maintenance
19. Barcode
Barcode Basics
Scanning Products in PoS
Scanning Order Receipts and Delivery Orders
Scanning Inventory Adjustments and Internal Transfers
20. Website
Website Basic
Create New Content for your Website
Domain, Language, Website Name and Favicon
Form builder
Search Engine Optimization
Multi-Website
Multi-Language
URL Management
21. eCommerce
Product variants – Frontend
Alternative, Accessory and Optional Products
Managing Your Website Catalog Price
Promotion Programs
Coupon Programs
Allow Several Payment Methods in eCommerce
Configure Your Delivery Methods
22. eLearning
eLearning Basics
23. Events
Events Basics and Your First Event
Create an Agenda for Your Event
Track Your Attendees
24. Marketing
SMS Marketing
Manage Social Media Pages
Compaigns
Push Notifications and Live Chat
Email Marketing
Marketing Automation
25. Human Resources
Human Resources Basics
Attendances
Time Off
Emplyees’ Appraisal
Manage Skills and Resumes
Recruit People
Referral Recruitment
Expenses
Manage Payroll
Fleet Basics
Manage Your Fleet
26. Helpdesk
Helpdesk Overview
Manage SLAs
Receiving Tickets
27. Studio
Studio Basics
Create a New App – Entries Form
Create a New App – Reservation Module
Create a New Report to Print
Studiio: Advanced Tips & Tricks
28. Business Cases
Branded T-shirts: Case
Branded T-shirts: Solution
Motorcycle Company: Case
Motorcycle Company: Solution
AirProof Drones: Case
AirProof Drones: Solution
TecPro 2.0: Case
TecPro 2.0: Solution
Superstar Logistic: Case
Superstar Logistic: Solution
29. Technical training – Backend Development
Introduction
Models, Fields and Relations
Computed Fields, Onchange and Constraints
Actions, Menus and Views
Model Inheritance
View Inheritance
Business Flow
Action, Wizard and Context
Access Rights
Play with the ORM
Reports and Financial Statements
Controllers
Paid Course
30. Partnership Knowledge Base     (US$3964.03  – 3 days throughout 3 weeks)
I am a new partner, what’s next
Getting my first prospect
Demo Techniques
How to do a good qualification
Template – Progress Report
31. Training Technical   (3 days private course throughout 3 weekss)
32. OIM Project Leader – On Boarding Partners    (2 days private course throughout 3 weeks)
33. Odoo Certifications v14       (US$250)

Procedure to automate the creation of vendor bill function from invoice pdf file in Odoo

Step 1) Save an invoice pdf file to odoo Document workspace

Step 2) select an invoice from Document workspace, and press the play button of “Create Vendor Bill” as below:

Step 3) Press the “SEND FOR DIGITALIZATION” to auto-read and import the invoice to a payment bill.

Step 4) The invoice info will be import as below, then you can validate it to confirm the bill, which you can prepare its payment in future.

Appendix:

I. What kind of document can be auto-import:

  • Create Bill
  • Create Customer Invoice
  • Create Credit Note

II. The cost of auto-import for each file as below, around HK$1.5 each import :

Diary of IT Man – I start to work as freelance odoo consultant

I kept an eye on odoo application for many years (starting from its openerp time in year 2010). Recently, I realized that it became mature and very active in the business application market. The following are several web site which developed by odoo as:

https://hkcin.org/

https://isaboutique.com/

http://www.officeox.com/

https://www.trippen.com.hk/

http://cmaaustralia.hk:8069/

It is a right time for me the join this odoo job market now. Hope I can get its full time/part time/freelance job soon.

Then, it is the right time for me to join in.

odoo Setup Tips

1. How to commend out coding in qewb xml files?

 use <!– cccccccc –> like html

2. How to redirect company(Internal User) to website home page

as above link described

3. Setup to redirect all user to home page after logon:

Setting -> Technical -> User Interface -> Views -> Search Login -> Edit -> redirect value= “‘/'”

4. Delete the Odoo Promotion Message in footer

WebSite Setting -> Customize -> HTML/CSS/JS Editor -> Find “… Promotion Message” -> comment out the Power by message as     <!–                    ..>

5.  3 user types

  1. Internal users can have full access to Odoo applications
  2. Portal users could be customers or suppliers (with access only to relevant documents)
  3. Public users can only access the website

6.  User Groups

There are three groups for sales

  1. Sales Administrators (Managers)
  2. Sales / User: All Documents
  3. Sales / User: Own Documents Only

7.  POS Start Session Error

Validation Error

All available pricelists must be in the same currency as the company or as the Sales Journal set on this point of sale if you use the Accounting application.

Pycharm configuration error for odoo 14

Problem I got the following error when I configured odoo 14 under Pycharm

——

C:\Users\Administrator\PycharmProjects\odoo1Project\venv\Scripts\python.exe “C:/Program Files/Odoo 14.0.20210331/server/odoo-bin” –conf C:\Users\Administrator\PycharmProjects\odoo1Project\odoo.conf

Traceback (most recent call last):

  File “C:/Program Files/Odoo 14.0.20210331/server/odoo-bin”, line 5, in <module>

    import odoo

  File “C:\Program Files\Odoo 14.0.20210331\server\odoo\__init__.py”, line 75, in <module>

    import PyPDF2

ModuleNotFoundError: No module named ‘PyPDF2’

Process finished with exit code 1

Solution:  Try to install those following and re-run, which should solve the problem

pip3 install werkzeug==0.16.0

pip3 install pypiwin32

pip3 install libsass==0.12.3

pip3 install Babel decorator docutils ebaysdk feedparser gevent greenlet html2text Jinja2 lxml Mako MarkupSafe mock num2words ofxparse passlib Pillow psutil psycogreen psycopg2 pydot pyparsing PyPDF2 pyserial python-dateutil python-openid pytz pyusb PyYAML qrcode reportlab requests six suds-jurko vatnumber vobject Werkzeug XlsxWriter xlwt xlrd

pip3 install PyPDF2

pip3 install polib

Result: I can successfully start odoo under Pycharm as below diagram

Comparison on odoo online, odoo.sh, On-Premise for community and enterprise versions

Recently, I re-picked up the odoo application. I started to use it five years ago, and at that time, its performance was slow and not quite well for usage. Currently, I found that it had a lot of improvement; its function covers many different area from HR, CRM, ERP, e-commerce, POS, helpdesk, project management, online booking, etc. I just got a cert on completed an odoo course. I think it is the right time to invest my time on odoo now, and hope that I can become a freeance on odoo support.

Odoo.sh is an advanced platform compared to Odoo online. Odoo online provides an instance of Odoo basics constraining the users with the usage of same level features provides by Odoo ERP. In Odoo Online platform, there is no provision to use any custom add-ons or custom development of the software which is required by almost every client on this earth as their processes are different, their business workflows are different. Odoo online is not that flexible compared to odoo.sh, as the installation of custom modules is not supported in Odoo online. We can only make the availability of Odoo pre-set modules here. Odoo.sh is scalar in nature allowing the installation of custom modules and further customizations.

FunctionOn-lineOn-PremiseOdoo.sh
Quick/Easy SetupYESYES
Easy maintenance of certified AppsYESYES
Guaranteed 99.9% uptimeYESYES
Automated backupsYESYES
Email ServerYESYES
Odoo certified AppsYESYESYES
Third-party AppsYESYES
Server ControlYESYES
Built-in Developer and System Administration toolsNOT NEEDEDYES

For on-premise installation, it has Odoo Community and Enterprise version. Odoo Community Edition is the free basic version of Odoo supported by open source software. Odoo Enterprise Version, on the other hand is a paid and upgraded version that is more suitable for high value, niche market. Odoo Enterprise Version offers unlimited functional support, version upgrade and Public or Private Cloud hosting in contrast to Odoo Community Version. High speed and performance also differentiate Odoo Enterprise version from Community version.

General Support FunctionEnterpriseCommunity
Unlimited Functional supportYesNo
Upgrades (including your database)YesNo
Public and Private cloud hostingYesNo
User InterfaceEnterpriseCommunity
Desktop – Web BrowserYesYes
Mobile version – Android and Apple phonesYesNo
Studio AccessEnterpriseCommunity
Screen CustomizationYesNo
Report DesignerYesNo
Menus EditorYesNo
Apps CreatorYesNo
Sales ManagementEnterpriseCommunity
Relationship Management (CRM)YesYes
Sales quotations and ordersYesYes
Customer Portal and online paymentYesYes
Digital Phone (VoIP) IntegrationYesNo
Document ManagementYesNo
eSignaturesYesNo
Digital, Subscription and Rental ProductsYesNo
HelpdeskYesNo
Field servicesYesNo
Repair servicesYesNo
Cohort, Dashboard, and Map ViewEnterpriseCommunity
Kanban, list, calendar, and bar graph viewYesYes
new cohort, dashboard, and Map viewYesNo
Inventory ManagementEnterpriseCommunity
Purchase ManagementYesYes
Barcode supportYesNo
Shipping ConnectorsDHL Express, UPS, USPS, FedEx, BPost, EasyPostYesNo
Inter-company AutomationYesNo
Accounting ManagementEnterpriseCommunity
Invoicing & PaymentsYesNo
Full Accounting(Bank Statement Imports, Billing Digitalization, Budgets,Checks, Consolidation, Localizations, Reports, …) YesNo
Manufacturing ManagementEnterpriseCommunity
Resource Planning (MRP)YesYes
Advanced Resource Planning (MRP II)-Work center Control Panel and SchedulingYesNo
Internet of Things (IoT)- Cameras, Footswitches, Scales, Measurement ToolsYesNo
Product Lifecycle Management (PLM)YesNo
MaintenanceYesYes
QualityYesNo
Shipping Connectors- DHL Express, UPS, USPS, FedEx, BPost, EasyPostYesNo
Project ManagementEnterpriseCommunity
Projects and TasksYesYes
Timesheets and task logsYesYes
Planning and ForecastingYesNo
Human Resource ManagementEnterpriseCommunity
Employee DirectoryYesYes
ExpensesYesYes
LeavesYesYes
RecruitmentsYesYes
ExpensesYesYes
PayrollYesNo
AppraisalsYesNo
ApprovalsYesNo
Employee ReferralYesNo
Departments DashboardYesNo
Point of Sale ManagementEnterpriseCommunity
Retail Point of SaleYesYes
Restaurant Point of SaleYesYes
Loyalty Programs and Gift CardsYesNo
Website BuilderEnterpriseCommunity
Website BuilderYesYes
BlogsYesYes
PresentationsYesYes
ThemesYesYes
Form BuilderYesNo
Call-to-Actions BlocksYesNo
VersioningYesNo
A/B TestingYesNo
E-commerceEnterpriseCommunity
Web Store and Shopping CartYesYes
Shipping ConnectorsDHL Express, UPS, USPS, FedEx, BPost, EasyPostYesNo
Amazon ConnectorYesNo
Automatic Sales TaxYesNo
Marketing ManagementEnterpriseCommunity
Events ManagementYesYes
Email MarketingYesYes
Live ChatYesYes
Social media MarketingYesNo
SMS MarketingYesYes
Marketing AutomationYesNo
Lead ScoringYesNo
Email Marketing TemplatesYesNo
MiscellaneousEnterpriseCommunity
E-LearningYesYes
ChatYesYes
Google Integration- Accounts, Calendar, Docs, SheetsYesYes
Fleet ManagementYesYes
Web Services Integration (API)YesYes
Online Appointment SchedulingYesNo

Odoo System Schedule Backup and Restore Database Setup

This module will be work internally as command line interface (for Linux only) through linux crontab to backup and restore database.

  1. Backup database
  2. Restore as database _TEST
  3. Update image (i.e., with test logo) to _TEST

Just install this module, and it should work. Setup schedule time as you need it. Note: Itself, can also be used as scheduler instead of normal scheduler in OpenERP (you will see this backup and restore as one example).

Features

  • Add, Modify, Delete schedule
  • Direct process through command line interface

Setup Procedure

Menu -> Setting/Technical/Scheduler/Crontab Configuration

Fields:

  1. Crontab Name – name of crontab

  2. Description – more information

  3. Scheduling – crontab scheduling

    3.1 Minute: 0-59

    3.2 Hour: 0-23

    3.3 Day: 1-31

    3.4 Month: 1-12

    3.5 Weekday: 0-6, where 0 = Sunday

  4. Execute Directory – OpenERP’s root path to be used for log file, Temp File, DB Backup File and etc (depends on type of program)

  5. Command – command to run the program in command line interface pattern, require full path.

  6. Active – when True, will create crontab scheduler in OS. When False will delete it.

  7. Status

    7.1 Draft

    7.2 Confirmed

    7.3 Cancelled

  8. Attach File – Additional files, to be used in process (optional)

Note: crontab scheduler will be created only when State = Confirmed and Active = True

Technical Detail

Backup Database Script:

Use script, db_backup.py (written in Python)

 db_backup.py -u -d -p

Example:

 ‘/home/buasri/workspace/ecosoft_official_addons/ecosoft-addons/crontab_config/db_backup.py’ -u openerp -d TT -p ‘/home/buasri/workspace/openerp_tt’>>’/home/buasri/workspace/openerp_tt/crontab_oe.log’

Process:

  1. Create backup database as _dbbackup-YYYY-MM-DD hh:mm:ss.dmp
  2. Create file oe_db_last_bkup.txt to be used for restoration

Restore Database Process:

Use script, db_restore.py (written in Python)

 db_restore.py -u -d -p

-i id of crontab in OpenERP, from table crontab_config -c id of Company in OpenERP, from table res_company

Example:

 ‘/home/buasri/workspace/ecosoft_official_addons/ecosoft-addons/crontab_config/db_restore.py’ -u openerp -d TT_TEST -p ‘/home/buasri/workspace/openerp_tt’>>’/home/buasri/workspace/openerp_tt/crontab_oe.log’

Process

  1. Disconnect database to be restored
  2. Delete database
  3. Create new database
  4. Restore it.
  5. Read attached logo file
  6. Resize logo file
  7. Update logo file

Odoo 企业管理系统操作手册

我尝试这个Odoo企业系统,其功能相当齐全,我打算把其<<即时通讯>>、<<项目管理>>和<<论坛(Forum)>>功能介绍给大家尝试使用,Odoo 企业管理系统操作操作手册如下,供你们參考。

测试Odoo企业系统,请登陆 ..,先选 Database = Demo,然後输入账号 = Demo 和密码 = Demo,如有时间请尝试使用,给予意见。谢谢!

操作步骤:

1. 登入 http://54.169.174.119/,选 Database = test_odoo,然後输入账号和密码 = demo

odoo-oper0 odoo-oper01

2.  即时通讯功能

步骤1:按即时通讯图像

步骤2:选择通讯的对象

步骤3:输入及发送通讯内容

注: 虽然“绿色” 标示代表有效通讯,但是不表示对方一定会看到留言和回覆,因为对方可能把浏览器关闭,或是未有注意到电脑屏幕,所以若是紧急通讯,还是用电话比较好。

odoo-oper2

3.  发放群组讯息

步骤1:按“消息”图像

步骤2:选择“Whole Company (全公司)” 或 其它群组

步骤3:输入内容後按发放

odoo-oper3

注:在此输入群组发送讯息,用户将於其Foxmail电邮和群组讯息中看到,而不是在此系统的“收件箱”中收到电邮,敬请留意。


4.  项目管理

管理项目是组织活动、计划任务、跟踪问题,记录人力资源成本的组织形式。项目可以分为内部项目(研发活动,加快销售进度),私有项目或者客户参与的项目。 内部用户以项目成员的方式参与到项目中,分享项目的活动讯息。

odoo-oper4

项目活动预备以下阶段,用户也可按合式的运作需要来修改:

致於详细的项目管理运作,请參考以下Youtube的电影教材 (暂时只有英语版本):

国内网址:   https://infotechmanagefactory.com/odoo-project-management-training-video/

国外网址:   https://www.youtube.com/watch?v=Ij8IHJCdWkg

5.  Forum论坛管理

我们可用此功能张贴问题,然後等待同事支援,提出和记录解决方法,方便日後在这论坛(Forum) 内搜索。

5.1 选 “Website”

odoo-oper5

5.2 选 “Forum”

odoo-oper6

 

5.3 输入问题或回覆问题

odoo-oper7

总结

此Odoo为市场上新推出的公司管理软件,功能强大,希望大家共同合作去研究实施,为各人的工作带来便利。

谢谢!