Aim
Welcome to our management overview course, “Odoo for Managers: Optimising Business Operations with Odoo” In today’s fast-paced business landscape, staying ahead requires mastering the tools that drive efficiency and productivity. This course offers a strategic overview tailored for management, focusing on how Odoo can revolutionise your business operations.
Throughout this comprehensive journey, we’ll explore critical facets of your business operations, demonstrating how Odoo’s integrated suite of applications empowers you to achieve your organisational goals. Each module provides actionable insights and practical strategies, from inventory management to sales optimisation, procurement efficiency to production control, financial management to service delivery, and reporting excellence.
Outline
1. Introduction to Inventory Management: Understanding inventory management fundamentals, exploring key concepts such as stock management and product categorisation, and navigating Odoo’s inventory module and its core functionalities.
2. Sales Overview: Provide an overview of the sales process within Odoo, including leads and opportunities (CRM), and create and manage sales orders, quotations, and invoices.
3. Purchasing Overview: Introducing the purchasing process in Odoo, managing purchase orders, vendor relationships, procurement workflows, configuring product catalogues, supplier information, pricing structures, and streamlining supplier management and price negotiations.
4. Overview of Manufacturing: Understanding the manufacturing process in Odoo, including creating and managing manufacturing orders, bills of materials (BoMs), and work centres, as well as optimising production workflows and resource allocation.
5. Introduction to Odoo Accounting: Exploring accounting principles and practices supported by Odoo, managing sales and vendor invoices, payments, other financial transactions, and key reports such as P&L, Balance Sheet, and Executive Summary.
6. Exploring Odoo Services: Providing an overview of Odoo’s services module, including projects, help desk, and timesheets, managing project lifecycles, tickets, and support inquiries, and tracking time and resource utilisation for effective project management.
7. Management Reporting: Analysing sales performance and tracking key metrics, generating financial reports, analysing financial data for informed decision-making, and designing custom dashboards to visualise key metrics and monitor business performance.
Whether you’re new to Odoo or seeking to deepen your understanding, join us as we embark on this journey to unlock the full potential of Odoo and propel your business towards unparalleled success. Let’s dive in!
| No | Seminar | Agenda |
|---|---|---|
| 1 | Introduction to Inventory Management | - Understanding the fundamentals of inventory management - Exploring key concepts such as stock management and product categorisation - Navigating Odoo's inventory module and its core functionalities |
| 2 | Sales Overview | - Overview of the sales process within Odoo - Leads and Opportunities (CRM) - Creating and managing sales orders, quotations, and invoices |
| 3 | Purchasing Overview | - Introduction to the purchasing process in Odoo - Managing purchase orders, vendor relationships, and procurement workflows - Configuring product catalogues, supplier information, and pricing structures - Streamlining supplier management and price negotiations |
| 4 | Overview of Manufacturing | - Understanding the manufacturing process in Odoo - Creating and managing manufacturing orders, bills of materials (BoMs), and work centres - Optimising production workflows and resource allocation |
| 5 | Introduction to Odoo Accounting | - Overview of accounting principles and practices supported by Odoo - Managing sales and vendor invoices - Payments - Other financial transactions - Key reports: P&L, Balance Sheet, Executive Summary |
| 6 | Exploring Odoo Services | - Overview of Odoo's services module, including projects, help desk, and timesheets - Managing project lifecycles, tickets, and support enquiries - Tracking time and resource utilisation for effective project management |
| 7 | Documents & Spreadsheets | - Leveraging Odoo's document management system for centralised file storage and collaboration - Creating and analysing data using Odoo's spreadsheet functionality |
| 8 | Management reporting | - Analysing sales performance and tracking key metrics - Generating financial reports and analysing financial data for informed decision-making - Designing custom dashboards to visualise key metrics and monitor business performance |
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.