This is the documentation for older versions of Odoo (formerly OpenERP).
Table of Contents¶
- OpenERP Book
- Foreword
- First steps with OpenERP
- Subscribe & Start
- Installation and Initial Setup
- Guided Tour
- Database Creation
- To Connect to OpenERP
- Installing New Functionality
- What's New in OpenERP
- Getting Started with OpenERP
- Basic Concepts
- Boost your Sales
- Manage your Books
- Lead & Inspire your People
- Drive your Projects
- Driving your Sales
- Driving your Purchases
- Organise your Warehouse
- Get Manufacturing Done
- Share your Knowledge through Efficient Document Management and Being Mobile
- Measure your Business Performance
- Track your Process Flows
- Need More?
- Tips & Tricks
- How does it apply to your Business?
- Managing Customer Acquisition
- Managing your Address Book
- Managing your Leads
- Optimizing your Sales Cycle through Opportunities
- Connecting with your Email and Accessing from your Mobile Device
- Managing your Indirect Sales
- Keeping Track of your Communications
- Analysing your Sales Performance
- Driving your Marketing Campaigns
- Manage your Books
- Customer Invoicing & Payments
- From Invoice to Payment
- Financial Analysis
- Configuring Accounts from A to Z
- Effective Management of Operations
- Analytic Accounts
- Key Features HR
- Managing Human Resources
- Link employees and OpenERP users to facilitate the management of rights
- Define employees' billing prices and costs
- Define employee categories to assign different Holiday’s rights to different employee groups
- Define contract types and wage types with start and end dates for contracts as well as trial periods
- Manage attendance (Sign in / Sign out)
- Talent Acquisition
- Create applicants automatically based on incoming mail and keep track of attachments such as resumes and cover letters
- Define stages to track the progress in the recruitment process
- Define next action and next action dates
- Track the history of the e-mail communication with the applicant
- Plan phone calls or appointments
- Fill questionnaires for each applicant (for instance preliminary questionnaires)
- Holiday Management
- Inspire your People through Assessments
- Attendances and Timesheet Management
- Keeping Track of Expenses
- Managing Human Resources
- Deliver Quality Services
- Drive your Projects
- Manage your Warehouse and Get your Manufacturing Done
- Your Warehouse
- Understanding Double-Entry Stock Management
- Managing Physical Inventory Structure
- Keeping Track of Stock Movements
- Scheduling Procurements
- Managing Lots and Traceability
- Scrapping Products
- Identifying Products and Locations with Barcodes and RFID Devices
- Financial Inventory Management
- Organize your Deliveries
- Estimating Delivery Dates
- Incoming and Outgoing Products Planning
- Managing Inventory Reconciliation
- Building Reports to Track Activity
- Import / Export
- Stock Location Example
- Defining your Master Data
- Bill of Materials and Components
- Work Centers
- Routings
- Manufacturing Orders
- Complete Production Workflow
- Logistics and Manufacturing
- Managing Repairs: from Repair to Invoicing and Stock Movements
- Forecasting and Supplying
- Working with Subcontractors
- Matching Sales Orders and Bills of Materials
- Production and Services
- Your Warehouse
- Multi-Company Environment
- Manage your Business
- Driving your Sales
- Driving your Purchases
- Process and Document Management
- Process
- Integrated Document Management
- Management System
- Synchronizing your Calendars (CalDAV)
- System Administration and Implementation
- Google Modules
- Conclusion
- Developer Book
- Forewords
- Getting Started with OpenERP
- Module Development
- Module development
- Introduction
- Module Structure
- OpenERP Module Descriptor File : __openerp__.py
- Module creation
- Action creation
- Objects, Fields and Methods
- Views and Events
- Menu and Actions
- Module development
- Business Process Development
- Workflow-Business Process
- Creating Wizard - (The Process)
- Guidelines on how to convert old-style wizard to new osv_memory style
- Reports
- I18n - Internationalization
- Business Process Advance Configuration
- Serialization, Migration, Upgrading, Testing
- OpenERP Web Client v6.0
- Service base Integration
- Other Topics
- Build and deploy
- Appendices
- Installation
- Get started with the OpenERP Online Offer (SAAS)
- OpenERP Installation on Linux
- OpenERP Installation on Windows
- OpenERP All-In-One Installation
- PostgreSQL Server Installation and Configuration
- OpenERP Server Installation
- OpenERP Client Installation
- OpenERP Web Installation
- Troubleshooting and Windows Complementary Install Information
- Updating your OpenERP Installation
- OpenERP Publisher Warranty Migration
- How To Contribute
- Introduction
- Launchpad, Community Platform
- Working in teams
- The Planets and announcements
- Bazaar, the version control system
- Developing modules
- Documentation Process
- Translating OpenERP in your language
- Bug Reports and Bug Processing
- Feature Requests
- Communication
- OpenERP Release Policy FAQ
- OpenERP Guidelines
- Coding Guidelines
- 1 Python style guide
- 1.1 magic methods
- 1.2 .clone()
- 1.3 the "clone and update"
- 1.4 "manual update"
- 1.5 Java dictionary creation
- 1.6 "temporary kwargs"
- 1.7 deprecated methods (formally or informally)
- 1.8 useless intermediate variables
- 1.9 3 strikes, and the code's out
- 1.10 Multiple return points are OK, when they're simpler
- 1.11 Try to avoid type-testing
- 1.12 Don't use type if you already know what the type you want is
- 1.13 But really, if you need type testing just use the tools python provides
- 1.14 Don't create functions just to call callables
- 1.15 Know your builtins
- 1.16 Learn list comprehensions
- 1.17 Learn your standard library
- 1.18 Collections are booleans too
- 1.19 You can append a single object to a list, it's ok
- 1.20 Add lists into bigger lists
- 1.21 Learn your standard library (2)
- 1.22 Iterate on iterables
- 1.23 Chaining calls is ok, as long as you don't abuse it (too much)
- 1.24 Use dict.setdefault
- 1.25 Use constants and avoid magic numbers
- 2 OpenERP Specific Guidelines
- 2.1 Bazaar is your historian
- 2.2 Call your fish a fish
- 2.3 Do not bypass the ORM
- 2.4 No SQL injections, please!
- 2.5 Factor out the code
- 2.6 The infamous context
- 2.7 There is better than lambda, sometimes
- 2.8 Keep your methods short/simple when possible
- 2.9 Never commit the transaction
- 2.10 Use the gettext method correctly
- 3 Automated YAML Tests Guideline
- 3.1 Syntax
- 3.2 Tests are run on the server side
- 3.3 Be precise about the goal of the test
- 3.4 Avoid relying on data that can be changed by the user before launching the test
- 3.5 Write things in test that can be easily tested by the YAML system
- 3.6 Avoid relying on existing demo data if the user can change it.
- 3.7 Don't check the full text of an exception
- 3.8 Be more functional, explain what the user means to do, not where she clicks
- 3.9 You can use "onchange" calls in your tests, to simulate the client interface
- 1 Python style guide
- Documentation Guidelines
- Contribution Guidelines
- Useability Guidelines
- Localization Guidelines
- Contents of a localization module
- Generic Guidelines
- Account Types Guidelines (account.account.type)
- Chart of Accounts Guidelines (account.account.template)
- Chart of Tax Codes Guidelines (account.tax.code.template)
- Chart Template Guidelines account.chart.template
- Taxes Guidelines (account.tax.template)
- Fiscal positions Guidelines (account.fiscal.position.template)
- Modules dependencies Guidelines
- Specific reports Guidelines
- Coding Guidelines
- Licenses and copyrights
- Usability Book
- List of Frequently Asked Questions