Aim
Welcome to “Mastering Odoo Basics: A Beginner Guide to Odoo’s Open-Source Business Apps”, a comprehensive training program designed to provide you with a solid foundation in using Odoo, one of the leading integrated business management software. Our program has been updated to include the latest features & functionalities of Odoo, ensuring that you stay ahead in today’s dynamic business environment. Whether new to Odoo or seeking to deepen your understanding, this course will equip you with the essential skills needed to navigate Odoo’s core modules, optimise workflows, & maximise your productivity. Join us & unlock the full potential of Odoo for your business success.
Outline
1. Odoo Basics & User Interface, Shortcuts & the Chatter: Gain a thorough understanding of Odoo’s interface, including navigation, view types, and customisation options. Learn to use keyboard shortcuts and the Chatter tool for efficient internal communication and collaboration.
2. User Management & Permissions: Learn to create & configure user profiles, assign user groups, & set permissions to ensure data security & proper access levels.
3. Introduction to Inventory Management: Understand the basics of inventory management, including stock management, warehouses and locations, product categories, and inventory tracking and reporting.
4. Customer Relationship Management (CRM): Discover Odoo’s CRM module to manage leads, opportunities, & customer interactions & streamline your sales processes with CRM tools.
5. Sales Management in Odoo: Learn to create and manage quotes, sales orders, and invoices. Track sales performance and pipeline & integrate sales processes with other modules.
6. Purchasing & Supplier Management: Get an overview of the purchasing process, including setting up products, suppliers, & prices & managing purchase orders & vendor relationships.
7. Introduction to Odoo Accounting: Explore Odoo’s accounting features, including managing invoices, bills, & payments. Learn to generate financial reports & analyse financial data.
8. Manufacturing in Odoo: Gain insights into Odoo’s manufacturing module, including setting up BoMs, Work Centers, & Operations & processing Manufacturing Orders & Work Orders.
By the end of this course, you will have a solid understanding of Odoo’s core functionalities & be ready to leverage its powerful features to streamline your business processes & drive growth. Join us on this journey as we master the basics of Odoo together.
We provide training by real people, allowing you to ask questions and interact with the trainer directly. Our courses are designed as standard modules, but we can adjust the content to suit your needs, covering specific subjects in more detail or omitting those that don’t apply.
If you prefer a tailored course specific to your business, we would be delighted to offer that. This includes extra preparation time and an optional initial session to discuss your business and how you use your ERP system.
We also offer the possibility of onsite training and would be happy to discuss this with you.
| No | Seminar | Agenda |
|---|---|---|
| 1 | Odoo Basics and User Interface, Shortcuts & the Chatter | - Introduction to Odoo & its interface (Screen structure, menus, control elements) - Navigation & basic functionality (filters, groups, breadcrumb navigation) - Understanding different view types in Odoo (list view, form view, Kanban view, pivot view) - Switching between view types for optimal data visualisation - Customising the user interface (language, favourite views) - Quick create (when it’s good, when it’s bad?) - Utilising keyboard shortcuts for faster navigation - Leveraging Odoo's Chatter for internal communication and collaboration (Send message vs Log a note vs Schedule an activity) - Discuss groups, channels and their usage - Best practices for efficient workflow management (Not using back-button, using multiple tabs) |
| 2 | User Management & Permissions | - Import / Export - Creating & configuring user profiles - Assigning user groups & understanding their access levels - Reviewing data security through proper permission settings. |
| 3 | Introduction to Inventory Management | - Basics of Inventory Management in Odoo - Managing stock, warehouses, locations, & product categories - Overview of inventory tracking and reporting features |
| 4 | Customer Relationship Management (CRM) | - Understanding Odoo's CRM module & its functionalities - Managing leads, opportunities, & customer interactions - Using CRM tools to streamline sales processes |
| 5 | Sales Management in Odoo | - Creating & managing quotes, sales orders, & invoices - Tracking sales performance & pipelines - Integrating sales processes with other modules |
| 6 | Purchasing & Supplier Management | - Overview of the purchasing process in Odoo - Setting up products, suppliers, & prices - Managing purchase orders & vendor relationships |
| 7 | Introduction to Odoo Accounting | - Overview of accounting features in Odoo - Managing invoices, bills, & payments - Generating financial reports & analysing financial data |
| 8 | Manufacturing in Odoo | - Overview of manufacturing module in Odoo - Setting up BoMs, Work Centers & Operations - Processing Manufacturing Orders & Work Orders |
We provide training by real people, allowing you to ask questions and interact with the trainer directly. Our courses are designed as standard modules, but we can adjust the content to suit your needs, covering specific subjects in more detail or omitting those that don’t apply.
If you prefer a tailored course specific to your business, we would be delighted to offer that. This includes extra preparation time and an optional initial session to discuss your business and how you use your ERP system.
We also offer the possibility of onsite training and would be happy to discuss this with you.
