Taipei 226408, a master, shared a live broadcast on Odoo 13 installation and implementation tips in the Odoo community Chinese group. Let's take a look at the overall flow of the live broadcast. Taipei 226408 - Implementation Consultant
This is the Windows version, I have only installed Windows 2008 R2.
This is the Linux version, I only installed it on Ubuntu 18.04
1. The first thing after installing Odoo is to set the database master password.
2. Set the company name again
3. Set time zone
4. When installing the first module, which is the "Accounting Subject Module," remember to select "China - Standard Accounting Standards" for the subjects to be complete; the other one is no longer useful.
5. When installing accounting subjects, the system will also automatically install the "Invoicing" function module, ensuring that the accounting subjects are installed and installed correctly.
6. Change the date and time format to avoid report errors;
7. Re-enable the accounting function — display all accounting functions;
8. Check again whether the "accounting subject" has been applied, and then check the subject again.
9. When enabling "Developer Mode";
10. Edit the view to enable the "Anglo-Saxon" mode. If you are not familiar with editing the view, you can also enable Anglo-Saxon using import/export;
11. Let's change the backend theme again; this free theme is the best, and even paid ones aren't as good as it.
12. Next, install the reporting module. I choose this one because it has the most comprehensive reporting features, along with a BI interface.
13. Also, this one must be installed;
14. This so-called "dynamic report" also has a two-column report function, but it costs money. I bought it and tried it, but it's not comparable to the enterprise version.
15. Come on, just once more, install all the modules!
16. Next, turn off the annoying balloon (guide);
17. Enable "Multi-Currency" and change the local currency to "Yuan Zheng".
18. Next, change the sales preset invoicing strategy to "Invoice by shipment quantity";
19. Next, change the default tax rate to 13. If the selling price includes tax, enable the tax-inclusive option;
20. Remove the SMS function, as it causes delays in page and feature loading and requires higher system hardware resources (making you wait with a spinning circle);
21. Check and save the functions for landed cost, storage location, multi-warehouse, and multi-step routing — it only brings benefits, no drawbacks;
22. Furthermore, the categories for product classification have been added;
23. If you’re too lazy to add a subject, changing this level of subject is also fine; I guarantee it’s correct.
24. Next, change the warehouse name to avoid confusion with the company name;
25. Furthermore, setting up the accounts for the preset "Production Operation Location Area" and configuring these few items will also do no harm.
26. Install it, accounting items and tags; this cannot be missing, because they are a pair;
27. These three brothers also need to be installed;
28. Many people ask about the automatic operation rule function: "Why don't I have it?"
29. Alipay is enabled here
30. Lead user (if you want to standardize the contact ID, you need to first import the contact, and then map it to the user);
31. Re-import supplier contacts (remember to import from procurement suppliers to avoid not finding them when needed)
32. The customer will be guided from the sales customer.
33. Next, import the "material" data, which is the most important basic data, and import the "journal classification";
34. Import "Supplier Price". My import table includes external IDs to standardize the external ID numbers. The initial import does not require bringing in external ID numbers.
35. Let's create a purchase order process. After the purchase is confirmed, a "receiving note" for pending warehouse entry is automatically generated.
36. 10 incoming materials, 8 OK for warehousing, 2 defective, placed in the pending return area, to be replenished next time;
37. For those already in the warehouse, if one has an issue and is "executed to exit," there is no need to resend it later;
38. Two deliveries "spanning months", the supplier first requests payment for the first batch of goods 8-1=7, accounts payable aging "starts calculation"
39. Price difference, enter "difference account"
40. When it was time to pay for the first batch of goods, the boss said the quality of this batch was poor and deducted 10 yuan, and the supplier agreed.
41. After paying the final payment, the matter is concluded.
General Ledger
Balance Sheet (Two-Column Format)
Income Statement (Dynamic Format)
42. Continue with a sales process, sell 3 items, and give a 10% discount;
43. Since it is a new customer, a 30% deposit must be collected first;
44. Customer deposit payment completed;
45. Three shipments completed
46. The customer said, "Add 2 more for me, and put them on the same bill.
47. This order originally planned to sell 3 units, with a 30% deposit (tax included) already received, and 2 units oversold.
48. Finally, create accounts receivable (30 with 10% discount equals 27, plus 13% tax equals 31, minus 30% deposit equals 21, plus 2 oversold items also at 10% discount) total is 42 yuan;
49. Finally, this order was oversold by 2 units, closed
50. After procurement, a shipping cost of 9 yuan (excluding tax) was incurred, which needs to be allocated to the cost of the 9 items from the previous procurement. Among them, 4 items are in inventory (increasing the inventory value and the book inventory value), and 5 items have been sold (increasing the cost of goods sold).
51. Originally, the cost of 4 units in stock was 5 yuan each. After allocating 4 yuan to each, each increased by 1 yuan, and the direct inventory cost for each is now 6 yuan.
52. Sold 5 products, original cost was 5*5=25, after additional cost, the cost of goods sold becomes 5*6=30 yuan.
