Path :- Website → Book Publishing

Allow prospective authors and publishing clients to submit their book publishing requests through a user-friendly website form. The form captures essential author and manuscript information and automatically creates a CRM lead, enabling the publishing team to efficiently review inquiries and initiate the publishing process.

Path :- CRM → Sales → Pipeline

Every book publishing request submitted through the website is automatically converted into a CRM lead and added to the sales pipeline. This enables the publishing team to qualify inquiries, manage opportunities, track follow-up activities, and seamlessly progress each publishing request through the publishing workflow.

Path :- CRM → Sales → Pipeline → Opportunity → Sign Contract

Send publishing agreements directly from the CRM opportunity using Odoo Sign. The system automatically generates a signature request, allowing authors or clients to review and digitally sign the publishing contract. Once signed, the publishing workflow proceeds without manual intervention.

Path :- Settings → Technical → Emails → Signature Request Email

Automatically send professional signature request emails containing the publishing agreement. Authors receive a secure email with a direct link to review and electronically sign the contract, ensuring a fast and paperless approval process.

Path :- CRM → Sales → Pipeline → Opportunity → Create Book

Once the publishing contract is successfully signed, users can instantly create a book project from the CRM opportunity. All relevant author and publishing information is transferred automatically, eliminating duplicate data entry and streamlining the publishing process.

Path :- Project → Categories → New → Create Project

Create dedicated publishing projects for every book by enabling the Is Book option. This separates book publishing projects from standard projects, providing a structured workspace for managing chapters, editorial tasks, reviews, and the overall publishing lifecycle.

Path :- CRM → Pipeline → Open Lead → Create Book → Select Category → Submit

The Create Book button allows users to convert a CRM Lead into a Book project by linking it to an existing publishing category. In the popup, users select the required category from the Link to Category field and click Submit. Once submitted, the system automatically creates the Book, associates it with the selected category, and generates the corresponding publishing task for further editorial and production workflow management.

Path :- Project → Categories

All book publishing categories (projects) are listed here as cards, showing task/book counts, assignees, and timelines at a glance. Each category — such as "Fiction Publishing 2026" — represents a distinct book publishing project, making it easy to browse and manage multiple publishing lines from a single dashboard.

Path :- Project → Categories → [Category] → Book Task → Deliverables tab

Each book task's Deliverables tab lists individual chapters as line items, tracking key details like chapter name, page count, first draft date, layout status, finals status, author approval, final changes, publishing date, deadline, and current stage — all editable inline, giving editors a single view of every chapter's progress within a book.

Path:-Project → Categories → [Category] → Book Task → Publishing Details tab

A centralized view of everything related to a book's publishing lifecycle — Book Details (Book ID, author, activity status), the full Editorial Team (CM, CDE, CE, Indexer, TR), the Assigned Team (AE, TE, LC, PM), the Timeline (contracting, publishing, EPD, EDD, actual publication dates), and overall Progress with Book TTM (turnaround time) and completion percentage — giving publishers a single-page snapshot of who's responsible for what and how far along the book is.

Path :- Project → Categories → [Category] → Book Task → Book Inventory button → Update Quantity

Once a book reaches the Publishing stage, the Book Inventory button lets you register the physical/print stock quantity for that book. Odoo automatically creates a corresponding stock product (if one doesn't already exist) and updates its quantity, linking book publishing directly into inventory management for print-run tracking.

Path :- Sales → Products → [Book Product] (auto-created from Book Inventory action)

When a book's inventory is updated, the system automatically generates a corresponding Sales/Purchase product — tracked by quantity, linked back to the book via its Reference (Book ID), and ready for stock, sales, and purchase workflows. This bridges the publishing pipeline directly into Odoo's Sales and Inventory apps, so a published book can immediately be sold and stocked without manual product setup.