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Odoo 9 order of configuration tasks

Michael Scorpio
on 5/30/16, 2:03 PM 225 views

I've got a fresh install of Odoo 9 with a clean database. What is the correct order for configuration and module install?

I expected the first task to be edit company data (accessed by hovering over the Odoo logo). When I do this however, only two currencies are available for accounting currency; EUR, and USD. Looking at the res_currency table I can see an attribute "active" which through experimenting controls availability of currencies for accounting currency. It's not possible to set currencies to active through the UI, so I have to assume that there are other steps required prior to setting company data (perhaps installing the accounting module). What is the correct order of configuration and installation tasks?

I've also found that I can't set a user for multi-currency. This would appear to be another example of module installation and configuration dependency.


Ermin Trevisan

--Ermin Trevisan--
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Walchwil, Switzerland
--Ermin Trevisan--

Ermin Trevisan
On 5/31/16, 4:02 AM

A good start is the new planner functionality which you can find by clicking on the small progress bar in the top navigation bar

I'm afraid I don't have a progress bar.

Michael Scorpio
on 5/31/16, 4:37 AM

You have to activate the developer mode for that purpose.

Ermin Trevisan
on 5/31/16, 4:57 AM

Developer mode activated; got the debug menu, but still no progress bar.

Michael Scorpio
on 5/31/16, 5:24 AM

It is not available for all modules, but click on accounting or website, these for sure have a planner progress bar, I don't know what other modules at the moment.

Ermin Trevisan
on 5/31/16, 5:40 AM

I think I may have found what you're refering to. There's a panel titled "Implementtion" under Settings that indicated progress in setting up accounting. Presumably as I install other modules, I'll get thier progress too.

Michael Scorpio
on 5/31/16, 7:28 AM

Ok, now that i've started the config, the progress bar is showing in the navigation header. Thanks for the tip..!

Michael Scorpio
on 5/31/16, 7:59 AM
Nicholas DeMarco
On 5/30/16, 5:31 PM

This question is far too large for a single post because it depends on how much of Odoo you are configuring. I suggest you search for & ask about:

My business is primarily x. What good books and tutorials help me start configuring Odoo?

If you find my answer indirectly helpful, please upvote me.

A fair comment. Our business is purchasing product from suppliers in several currencies. We band and package that product (applying our EAN13 barcodes). This is the "finshed product" if you like. Our product is held by a 3PL (third party logistics) company who fulfil delivery orders and handle returns for us. We sell our product online with a store built on Magento 2. We will be importing sales order into Odoo 9. If the payment method is "immediate" (ie; PayPal, Credit Card, etc) then the invoices is raised and paid. Other payment methods (COD, bank transfer) will apply in future for wholesale orders. When an order is paid, and the delivery order raised, it will be forwarded via an API to the 3PL.We will later recieve the status update and mark the order as filled/partly filled, etc. It's a pretty simple business model in the whole scheme of things. For day one, I expect we'll need; Accounting and Finance; We'll need multi-currency Inventory Management; We'll want to track stock at supplier, 3PL, and internal locations, both virtual (eg; for QA) and physical. Sales Management; We'll be importing sales orders from Magento 2 and will need to have invoicing to support credit control, cashflow, etc Purchase Management; We'll be purchasing from multiple suppliers in multiple currencies. Later on, I expect we might need MRP to track our product packaging process, but we're looking to keep it simple at the moment. CRM is also something that we're insterested in, but it's not critical. I'm a little concerned about the order in which I should be installing and configuring. I appreciate that Odoo handles dependency management in the module installation. I recall that in Odoo 8 that some options only became available for configuration once an option was set elsewhere. I'm also not sure what might be configured out of the box versus requiring configuration. Eg; Multi-currency, forex gains/losses, chart of account config for credit control, etc. Any tips would be greatly appreciated.

Michael Scorpio
on 5/31/16, 4:57 AM

Sorry, Odoo seems to have removed my carriage returns.

Michael Scorpio
on 5/31/16, 5:05 AM

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Asked: 5/30/16, 2:03 PM
Seen: 225 times
Last updated: 5/31/16, 4:02 AM