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Odoo 10 Implementation Cookbook

You're reading from   Odoo 10 Implementation Cookbook Explore the capabilities of Odoo and discover all you need to implement it

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Product type Paperback
Published in Oct 2017
Publisher Packt
ISBN-13 9781787123427
Length 806 pages
Edition 1st Edition
Tools
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Author (1):
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Mantavya Gajjar Mantavya Gajjar
Author Profile Icon Mantavya Gajjar
Mantavya Gajjar
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Toc

Table of Contents (17) Chapters Close

Preface 1. Getting Started with Odoo Online FREE CHAPTER 2. Quickstart Implementation Methodology 3. Traceability - Leads to Cash 4. Modern way of doing sales and managing sales contracts 5. Time Tracking and Invoicing Policy 6. Start Selling Online with Odoo eCommerce 7. Setting up Financial Management with Odoo 8. Scale Your Business 9. Purchase Management 10. Warehouse and Inventory Management 11. Advanced Warehouse Management 12. Setup your Manufacturing Process 13. Product Life Cycle Management and Maintenance 14. Implement Project Management 15. Implement Human Resource Applications 16. Installation of Odoo on Ubuntu

Managing features and users

As the administrator of your database, you are responsible for its usage. This includes the apps you install as well as the number of users currently in use. Odoo is many things (ERP, CMS, CRM application, e-commerce backend, and so on) and there is an application for every need, but it is not a smartphone. You should apply caution when adding/removing features, especially applications on your database, since this may impact your subscription amount significantly, or switch you from a free account to a paying one on the online platform.

Getting ready

Before carrying out any of these procedures, we strongly advise you to test them on a duplicated database. That way, if something goes wrong, your day-to-day business will not be impacted.

How to do it...

  1. In your Odoo instance, click on Settings; in this application, you will be able to see how many applications you have installed. Look at the following screenshot; in my instance, there are 11 applications installed:
  1. Click on Browse Apps to access the list of your installed applications. You will see all the applications available in your instance; those that are installed or available to install. To get the list of installed applications applies the Installed filter:
  1. Click on the application you want to uninstall; I want to uninstall the Sales application. Then, on the form view of the application, click on the UNINSTALL button:
  1. Some applications have dependencies, like invoicing, e-commerce, and so on. Therefore, the system will give you a warning message to advise you of what is about to be removed. If you uninstall your application, all its dependencies will be uninstalled as well and the data in them will permanently disappear. If you are sure you still want to uninstall it, then click CONFIRM:

Look at the preceding screenshot; it is asking you to check and confirm the number of applications that are going to be uninstalled.

The data will be lost for the uninstalled applications, so make sure that you have taken the data backup before you uninstall the application.
  1. In your Odoo instance, click on Settings. You will have a section showing you the active users on your database. Click on Manage access rights:
  1. You'll then see the list of your active users:
The pre-selected filter Internal Users shows you are paying users (different from Portal Users which are free). If you remove this filter, you'll get all your users (the ones you pay for and the portal ones).
  1. In your list of users, click on the user you want to deactivate:
  1. As soon as you are on the user form, go with your mouse cursor to the status Active (top right). Click on Active and you will notice that the status will change to Inactive immediately.
Never deactivate the main user in your instance. Inactive users are not able to log into the instance.

There's more...

Odoo releases a long-term support version every 12 to 18 months. A long-term support release comes with bugfixes, improvements, usability, and features. Odoo considers every major release such as V7, V8, V9, and V10 as long-term supported versions and provides support for latest 3 long-term releases under the Odoo enterprise contract in parallel. Odoo supports V8, V9, and V10 at the time of writing:

Odoo online customers benefit from the long-term release cycle as they have an early access to new features on Odoo subscription before they get released under the long-term version for enterprise customers. Odoo keeps its online version up-to-date. On the Odoo online platform the new version releases every 3 months with bug fixes, usability improvements and sometimes new apps, it will be available immediately for the online customers while onsite customers get those features when Odoo releases its long-term stable version. The long-term stable release will be available every 12 to 18 months.

The Odoo LTS version will be named as Odoo 9, Odoo 10, while the SaaS version will be named as saas~14, saas~15, and so on, Odoo supports last three LTS versions under maintenance and migration.

These are great benefits for companies running their business with standard needs; you can evolve quickly with the fast evolution of the Odoo online version.

You have been reading a chapter from
Odoo 10 Implementation Cookbook
Published in: Oct 2017
Publisher: Packt
ISBN-13: 9781787123427
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