Thursday 15 October 2015

Odoo 9 Helpful Tips !


Odoo 9 just released with huge changes in views and settings. Let see the overview.

We start with database management.

When you start your Odoo 9 server  you will be prompted with list of databases available. Like the image below.







Then you can select your version 9.0 database and click on it. You will be prompted for user name and password to login.



You can manage your database by clicking on Manage databases or using this url http://localhost:8069/web/database/manager . You can Create, Restore or set master password directly from here itself. You can also backup,Duplicate or delete a database directly from here.




If you want to change the database you can click on [1] as shown in the image below.


When you click on Settings you will see the dashboard. Which shows you all information together. Like how many apps are installed on your database. How many active users you have in your database. How much you have configured the installed apps and last but not least the social share to spread the word.



You can directly invite new users from here itself.



Then you have General Settings where you can define the settings like email servers, import / export etc..all individual apps settings are moved under their respective menus. Check image



All your apps can be accessed from the Apps menu. See image below


To activate the debug mode just on the right side on top menu click on the icon (?) as shown in image below and click on About and Activate the developer mode.










you can then have different options in the debug view(a bug icon) drop down on each model view



You can also directly compose a new mail from clicking on mail icon on top right
in the menu bar.




you can also check notifications received by clicking on notification icon next to mail icon on top menu right side.





You can change your preferences from the drop down menu that occurs when clicking on your login name on top menu right side.






Tuesday 18 August 2015

Linkedin Integration !


Hi Odooist's 




Let see today the most helpful feature of Odoo i.e Linkedin Integration

we need to first install the module Linkedin Intergration from Settings/Modules



Once you have installed the module go to Configuration/Sales you can see Social Network Integration under which tick on the option Get
contacts automatically from linkedIn. Also you will need to generate an API key for this follow the steps as:




  • Log into LinkedIn.
  • Add a new application and fill the form:
    • Website URL: http://localhost:8069
    • The programming tool is Javascript
    • Website URL inside "JavaScript API Domains" field

 
copy the API key generated and paste it here as shown in the image. 



Then finally click the Apply button to set the configuration.




Now open Customers list and enter a name as an  example shown below




and you will see the linkedin contact being poped up as




This way you can import your linkedin contacts in to your system.


If you want a live demo of odoo contact us info@cozybizs.com !




Monday 17 August 2015

Odoo Installation !


Do you Want to use Odoo on your own premise ? If yes then this blog is meant for you.


Let see how we can install Odoo 8.0 on our own premise. 
 
There are mainly 3 components 
 1: Odoo server 
 2: Odoo Client 
 3: Postgres Database.

Odoo had two clients GTK (Thick Client Desktop) and Web Client. 
As of now the GTK client is no more used nor maintained. 
All latest Odoo applications is recommended to access via web client.

As of latest Odoo Version the web client is now embedded in the main 
Odoo Server and it does not require to be deployed separately.

Now, let's see the installation procedure for linux distribution
we wil first need to install PostgreSQL, the database engine used by Odoo, 
then we will install Odoo itself.

Installation of PostgreSQL
 
We use the following command on command prompt to install the postgresql package:
 sudo apt-get install postgresql
 For example:
 Odoo@cozybizs-desktop:/$ sudo apt-get install postgresql

Then next we will also install the a graphical user interface of postgresql,for this we will use the 
following command:
 sudo apt-get install pgadmin3
 For example:
 Odoo@cozybizs-desktop:/$ sudo apt-get install pgadmin3

after we finished the instaltion we will need to create a postgreSQL user, This user needs to be same as our
system user because odoo will use this user to connect to the database. If we do not create this user then
we want be able to create a database from the Odoo Client.

There are two methods to create this user:

Method 1: 
We may first need to login as default superuser of postgreSQL called as postgres.

          Odoo@cozybizs-desktop:/$ sudo su postgres

Now we create a PostgreSQL user odoo by following command:
postgres@cozybizs-desktop:/$ createuser odoo
Shall the new role be a superuser? (y/n) y

we will need to make this new user a superuser,as this user is the owner of all the tables 
created by Odoo Client.Next, connect to the default table template1
using the command as:
postgres@cozybizs-desktop:/$ psql template1

now we need assign  access rights to the role odoo for the database which will be created 
from Odoo Client, for this use the command as under

template1=# alter role odoo with password 'postgres';

Method 2:
 
postgres@cozy-desktop:/$ createuser --createdb --username postgres –no-createrole --pwprompt odoo
Enter password for new role: ********
Enter it again: *********
Shall the new role be a superuser? (y/n) y
CREATE ROLE

Installation of Odoo Server
 
First we will need to get all packages installed. Use the following command to install 
all required packages in one shot.
 
sudo apt-get install python-dateutil
python-decorator python-docutils python-feedparser \
python-gdata python-gevent python-imaging
python-jinja2 python-ldap python-libxslt1 python-lxml python-mako
python-mock python-openid python-passlib python-psutil
python-psycopg2 python-pybabel python-pychart python-pydot
python-pyparsing python-pypdf python-reportlab python-requests
python-simplejson python-tz python-unittest2 python-vatnumber
python-vobject python-werkzeug python-xlwt python-yaml wkhtmltopdf

Note: The wkhtmltopdf has version issue with Ubuntu 14.04. To fix this follow the below steps:
sudo wget http://jaist.dl.sourceforge.net/project/wkhtmltopdf/0.12.1/wkhtmltox-0.12.1_linux-trusty-amd64.deb
sudo dpkg -i wkhtmltox-0.12.1_linux-trusty-amd64.deb
sudo cp /usr/local/bin/wkhtmltopdf /usr/bin
sudo cp /usr/local/bin/wkhtmltoimage /usr/bin

Update:If still you face erros while printing Qweb reports then just go to menu 
Settings/Technical/ System Parameters just create a new entry with:
Key:webkit_path
Value:/usr/bin/wkhtmltopdf ( This is the path of the binary installed on your system)

Next install Git to fetch Odoo latest source code.
sudo apt-get install git git clone https://www.github.com/odoo/odoo
--depth 1 --branch 8.0 –single-branch
 
now we have the latest source of Odoo.  Open the terminal and just go to the path where source 
is installed. 
For example cd /home/cozybizs/odoo/8.0 and you will have this.
odoo@cozybizs:~/workspace/odoo/8.0$
 
now start odoo server as under:
odoo@cozybizs:~/workspace/odoo/8.0$ ./openerp-server --addons-path=addons
Alternatively you can also specify the parameters on command line or edit the configuration file usually
saved with name and path as $HOME/.openerp_serverrc.You can also You can start the OpenERP 
server with the -s option to create a configuration file with default options.
You can download different packages like .exe,rpm, deb  from https://nightly.odoo.com/

For more details and having your own VPS setup and hosted contact us. Or drop an email at info@cozybizs.com

 

Friday 14 August 2015

Landed Cost Odoo 8.0 !




Let see how we can configure Landed Costs in Odoo 8.0 First of install necessary module stock_landed_costs. This module will allows you to easily add extra costs on pickings and decide the split of these costs among their stock moves in order to take them into account in your stock valuation.

After installing the module goto Settings > Configuration > Warehouse, in the Accounting options, tick the options Generate accounting entries per stock movement and Calculate landed costs on products.





then From the Settings > Configuration > Purchases, tick the option Use 'Real price' or 'Average' costing methods.




Now we will Start by creating specific products to define our various Landed Costs, like freight, customs duties etc. You can add these products either from Warehouse > Products > Products or from the Warehouse > Configuration > Landed Cost Type menu.



Tick the option Can constitute a landed cost for the product. Select the default split method used to attribute the landed costs.
The stockable products should have costing method set as Real Price on the Product Variant, because landed costs can only be applied to this costing method. The actual cost price is stored per quant.


Then set the Inventory Valuation (Accounting tab of the Product Variant) to Real Time (automated). Enter your Stock Input, Stock Output and Stock Valuation accounts in the product's Product Category to allow automatic stock entries to be posted.

Enter your landed cost invoices as normal supplier invoices or you can add them to existing draft invoices.
Now next is to assign these landed costs to one or more pickings, you can enter the landed costs from the menu Warehouse > Landed Costs > Landed Costs.
Select the picking(s) to which you want to attribute landed costs. Select the account journal in which to post the landed costs.
select a picking and press compute button, the product lines with the correct settings (real price costing and real-time inventory valuation), will be added automatically to the Valuation Adjustments block. In the Cost Lines block, select the Landed Costs products that apply to these pickings.
Click Validate to confirm the landed costs.
The landed cost will be deducted from the cost account linked to the landed costs product (this is the expense account defined in the product category) and transferred to the stock valuation account.
The Quant will be updated to the correct inventory value along with landed cost.
You can get an overview of the landed costs, go to the menu Accounting > Reporting > Legal Reports > Journals > Journals. Select the Landed Costs journal and the periods for which you want to print the landed costs overview.