View Odoo Product Analysis Series - Catalog
1. Set up an account
1.1 Setting up a company
When setting company data, you can use this form to change the company's logo, name, slogan, address, contact information and other basic information. The tax ID number related to accounting is the taxpayer identification number, which is the number on the tax registration certificate. Here, the currency is changed to RMB CNY, and the new currency needs to be activated:
1.2 Activate new currency
Activate the current currency:
1.3 Setting up a bank account
After setting company information, you can set up bank account: in Sales Module –> Configuration –> Contact –> Bank Account.
1.4 Chart of Accounts
The Chinese Chart of Accounts has been installed and additional accounts can be checked and added. It is recommended not to delete any account, even if it is not used, it can be set as invalid.
Accounting Module -> Configuration -> Settings
Click to install more modules, install the following, you can choose by yourself
2. Customers
The form is basically general information:
here focus on the sales and purchasing page and the accounting page: (accounting settings)
2.1 Sales and Purchasing
All Odoo personnel information is stored in the res_partner table, identified by some boolean fields:
| Identifies whether it is a supplier | Whether the logo is a company | Identifies whether it is an employee | Whether the identification is a customer |
|---|---|---|---|
| supplier(Boolean) | is_company(Boolean) | employee(Boolean) | customer(Boolean) |
The bank account and credit card cannot be edited in the payment and receipt, only by setting the corresponding bank account (1.3) and credit card information, here these two fields are just a statistical value. The same object can be both a customer and a supplier.
You can choose a salesperson alignment service:
through the following two fields, you can set whether the customer receives Email information, whether to unsubscribe and the number of unsubscribed
2.2 Accounting
"Customer/Vendor Payment Terms" can be set, choosing the customer or supplier's payment rules:
and the customer's trust level:
2.3 Display
On the main page displayed by the customer, the user list is displayed through the Kanban view by default:
each item of data shows: avatar, name, address and email address, as well as the label set for the user (distinguished by different colors at the top):
when the list is displayed When the view is displayed, only the name, phone number and email address are displayed, and can be imported in this view
2.4 Filtering, Grouping and Favorites
The objects to be displayed can be filtered out by "Filter" and "Group", and you can also customize the filter or group. Filtering is to filter each field or field of fields, and the grouping is directly divided according to each field:
Favorites can save some filter conditions to make it convenient for the next use:
3. Products
This form corresponds to the product_template data table:
sale_ok/purchase_ok: available for sale/purchase
3.1 General information
Product type: type, which is divided into two types: consumable and service. Consumable means products such as mouse and keyboard used for use; service is used for service-type products such as consultation and maintenance.
Internal reference: default_code, as an internal identification of the product within the company
Barcode : barcode, which requires hardware support. (There is no such field in the database)
Internal Category: Internal Category, as a category of the product within the company.
Selling price and cost: list_price/standard_price.
3.2 Billing
Among them, customer tax and supplier tax are associated with the chart of accounts configured in 3.3.4; the invoicing strategy indicates how to submit the quantity of goods when invoicing.
3.3 Remarks
Quote Note, a description communicated to the customer about the product; this note will be copied to every sales order, delivery note and customer invoice/refund note.
3.4 Filtering, Grouping and Favorites
Consistent with 2.4, I will not repeat it. All the following forms have this function, so I will not repeat it.