Table of Content¶
This book is dedicated for entrepreneur who wants to implement all-in-one business application out-of-the box for their business.
Odoo 10 Best Practices Book is an online book written based on Community and Enterprise Edition. This book covers best implementation practice for most used applications such as Sales, Purchase, Inventory, Financial Accounting and Manufacturing.
Note
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- About Odoo 10 Best Practices
- Start with Odoo Online
- Customer Relationship Management
- Sales and Invoicing
- Introduction
- Sales Quotation
- Quotation Template
- Discounts and Pricelist
- Apply discount on quotation
- Adapt product price based on customer segment (e.g. Retailer or Distributor)
- Adapt product price based on customer country or location (e.g. Price in € or $)
- Compute and apply discount automatically based on the pricelist
- Compute sell price and margin based on product cost price (AVCO costing method)
- Define the product sales price per company
- Unit of Measure
- Product and Tax
- Invoicing
- Delivery Charges
- Manage Inventory
- Service Product
- Subscription
- Customer Portal
- Accounting and Finance
- Odoo Accounting
- The Accounting behind Odoo
- Customer Invoice
- Payment Terms
- Payment and Followups
- Different ways to record a payment
- Track uncleared customer check in bank statement
- Create invoice, receive and register partial payment on invoice
- Automate customer follow-ups with plans
- Receive advance payment from customer and match against invoice later
- Print customer ledger
- Reconcile customer invoice vs vendor bill
- Setup Accounting
- Taxes and Duties
- Credit Notes
- Bank and Cash
- Multi Currency
- Vendor Bills and Payments
- Purchase order to vendor bill, payment through check
- Register cash sales and expense in account
- Pay vendor bills by check and print check from Odoo accounting
- Pay several vendor bills at once
- Register partial payment while paying to multiple vendor bills
- Forecast future vendor bills to pay
- Create single vendor bill from multiple purchase orders
- Manage advance payment, employee expenses and reconciliation
- Analytic Accounting (Cost center)
- Manual Inventory Valuation (Anglo-Saxons)
- Automatic Inventory Valuation (Anglo-Saxons)
- Indian Localization
- Inventory Management
- Purchase Management
- Point of Sale
- Point of Sale
- Use customers on point of sale and access the customer ledger
- Create a customer invoice for selected orders on Point of Sale
- Launch a limited period offers on Point of Sale
- Manage cash round-up or down at Point of Sale cash payment
- Apply discount on specific product price or on order value
- Retain your walk-in customers, setup customer retention program (loyalty program)
- Sales return through Point of Sale
- Session Management
- Barcode Scanner
- Accounting
- Point of Sale
- Project Management
- Manufacturing
- Human Resource
- Website and eCommerce