View Odoo Product Analysis Series - Catalog
Continued from the previous article Odoo Product Analysis (5) - Customization Section (1) - Manage odoo Installation (1)
3 Internationalization
Regardless of which installation language environment is selected during installation, various languages, time zones and currencies can be configured in the system without downloading any plugins. Odoo has a very powerful function for configuring a global ERP system, which can meet the requirements of today's multicultural business environment.
3.1 Configuring Language Translation
Click the "Load Translation" option in the settings:
get the form for loading translations, corresponding to the base.language.install data table:
There are more than 80 languages in the language item, you can choose a language to be loaded:
Overwrite existing terms: If you choose If specified, the custom translation will be overwritten and replaced by the system translation. If you've made custom modifications to language translations, you now want to override them.
The website to be translated can be selected from localhost (local) and 0.0.0.0 (intranet). This option can only be set when the developer mode is turned on.
For example, we are now installing a traditional Chinese character:
After installation, the system prompts:
A new language pack has been installed in the system, and the environment language can be specified for users, even customers and suppliers. For example, the language of Tom is now set to Traditional Chinese, the time zone can also be set in odoo, here the time zone is set to Hong Kong:
Now log in to Tom's account to view, the system interface has been replaced with traditional Chinese characters:
3.2 Customize your business with translations
Even if you don't plan to use odoo's translation function, the translation function is very useful for changing the form to better suit a given business requirement.
As of odoo 10, the base language is no longer loaded into the translation framework. Therefore, if you wish to make any changes to the translations it uses, you will need to sync terminology for English. To synchronize terms, select the settings menu to find:
Click "Sync Terms", the form corresponds to base.update.translations Data table:
Select Simplified Chinese to update Synchronization:
After updating, select the "Translated Terms Options" option, you can see that there are 31261 records are translated, almost all messages, menus and labels are translated into this table, that's why odoo can easily adapt and support dozens of languages, but we can also use these translations to change terminology, make them more in line with our requirements.
4 International currencies
The configuration language in the Odoo system is very simple, but it is different for currencies. Multiple currencies can directly modify the amount of money you receive or pay. If the wrong currency settings are configured, some transactions are bound to be inaccurate. So, when using multiple currencies in your system, make sure you test all scenarios thoroughly.
To set up multi-currency, find the setting option under the accounting main menu:
check "Allow the use of multiple currencies", an option box for selecting the exchange rate difference journal account will appear:
After clicking Apply, the system will appear a new menu:
Now in the system Valid currencies are CNY, EUR and USD. You can also select other currencies for activation. Such as:
rounding factor: will be used for the conversion from BND to the base currency (currently CNY) in the odoo system.
4.1 Purchase with different currencies
Create a new purchase order under the purchase menu, there is a new currency selection in the form:
when a certain currency is selected, you can see the symbol at the bottom of the purchase order change, indicating the current selected currency:
However, if When adding a product in the product form, the problem arises that the unit cost is not automatically populated based on the specified product cost. Since multi-currency is now used, more detailed pricing information needs to be provided, or an amount must be entered for each purchase order created.
4.2 Supplier Price Management
Create price lists for different currencies so we don't have to enter costs again when we create purchase orders.
Open the supplier price list, click the list in the main menu of purchasing, select "Allow the use and import of supplier price list" in the configuration options under the settings menu, and click Apply:
After this switch is turned on, in the sales and purchasing of the supplier form Set the currency for the supplier in the options:
specify the supplier's currency and then create a purchase order, the currency will become the supplier's default currency. For example, set the currency of ASUSTeK to EUR:
set the supplier as the supplier in the new purchase order, and the currency field will be filled automatically.
You can see that the price here is different from the price we set in the product, because the price set in the product is different. The price is 154.50CNY, and the system automatically converts CNY to EUR according to the exchange rate:
To make corrections, go to "Supplier Price List" and change the price currency to EUR:
Recreate the purchase order to get the correct price:
Supplier price Tables are flexible, but you need to be careful when configuring them, and you need to test your configuration carefully.
5 Sequence management
When setting up a system for a business, using the default naming and numerical order of files may not be ideal. For example, you definitely don't want the serial number to start with 00001 when you already have thousands of invoices, the numbers should start where the old system was down.
In addition, the sequence in odoo not only manages the number of documents, but also manages how the document name is viewed in odoo. Select the Sequence Number option under the Sequence and Identifier menu under the Settings main menu to view the sequence number currently defined by odoo:
Here, we view the sequence of the sales order , which corresponds to the ir.sequence data table: The
sales order simply uses SO as The order prefix, which is also generic (i.e. the initials of Sales Order), may match other businesses' document identifiers. You can edit the form to change the prefix to whatever you want. In a business environment, you can put a mark in front of your documents to clearly identify your company's documents. In addition to prefixing the order, it may be suffixed.
Sequence size: odoo will automatically add a few 0's to the left of the "next number" to satisfy padding requirements.
There is also a " next number " field, which is the number that will be used next. This number is automatically incremented, so the currently displayed value may have been used or abandoned. The " step " field indicates that the next sequence number will be incremented by this number.
After saving changes to the sequence, any new documents will use the new sequence definition.
6 more companies
Odoo is able to manage multiple companies in one database. In this function, some system management and management of more complex operations can be unified. Generally speaking, multi-company configuration is an advanced feature. You should have a detailed understanding of single-company management before using multi-company management. In addition, Odoo's warehouse management and financial analysis capabilities are often better managed than by configuring multiple companies to manage them.
In general, if not a separate legal entity, then it's best not to use odoo's multi-company configuration. However, the requirements of every business are different, and using multi-company in Odoo makes it easy for you to implement a solution that would otherwise be quite difficult with only one company.
Open the multi-company management operation in the settings, and click the apply button:
First of all, by default, even if we configure the multi-company operation in the settings, odoo will not enable the multi-company operation for the usage, even if you are an administrator user, you It is also necessary to go in and set up multiple companies:
6.1 Setting up a second company
Now create a second company. In odoo, you can create multiple companies, which are independent of each other; you can also have subsidiaries to link accounts with other businesses and integrate them into the parent company. Create a company, set MyCompany as its parent company, and use EUR as the default currency. This form corresponds to the res.company data table:
After saving, you need to set the relevant information of the chart of accounts in the accounting:
Because the default chart of accounts for the parent company MyCompany It is the Chinese chart of accounts, and the default currency is CNY. But for subsidiaries, you can set up the company's own chart of accounts, and install a French chart of accounts for the subsidiary here.
6.2 Realization of the second company
As mentioned earlier, building a multi-company system is complex. While the system works the same way as before, it is important to understand how a multi-company system affects every operation within the system. Customers, users, suppliers, and charts of accounts are involved in the operations of multiple companies.
Only the basics of configuring a little more than a company setup are provided here, but the final configuration requires a lot of planning and fine-tuning for a truly successful installation.