1. Introduction

2. CRM

   2.1 Creating Leads and Lead Management in Odoo

  2.1.1 Creating leads from incoming emails

   2.1.2 Creating leads from Website form

   2.1.3 Generate lead through Visits to Leads feature

   2.1.4 Generate lead through Lead Enrichment feature

  2.1.5 Generate leads through Lead Mining feature

2.1.6 Outlook CRM Extension

2.1.7 Lead Scoring in CRM

2.2 Scheduling Activities to lead and Opportunities

2.3 Managing and Creating Activity in Odoo

2.4 Converting leads into Opportunities

2.5 Creating Sale order from CRM

2.6 Managing Rental Orders in Odoo CRM

2.7 Commission plan in Odoo CRM

2.8 Creating and editing stages in Odoo

2.9 Creating a Sales team and team overview

2.10 Creating Customers with Odoo CRM

2.11 Pipeline Management with Odoo CRM

2.12 Creating lost reasons in Odoo CRM

2.13 Creating Tags and Recurring plans with Odoo CRM

3. Marketing Automation

3.1 Creating Campaign in Odoo Marketing Automation module

3.2 Creating a parent activity and start to build a workflow in Odoo

3.3 Segment the database with filters in Odoo Marketing Automation

4 Social Marketing

4.1 Managing social media pages and creating content with Odoo Social Marketing

4.2 Adding New Social Stream and Posts with Odoo Social Marketing

4.3 Creating Campaign with Odoo Social Marketing

5. SMS Marketing

5.1 Build, Send and Get Reports from a SMS Mailing with Odoo SMS Marketing

5.2 Manage Contact list and blacklist with Odoo SMS Marketing

1. Introduction

2. Employee

2.1 Creating Employees and Contracts for Employees in Odoo

2.2 Managing Department for Employees in Odoo

2.3 Managing Job position with Odoo Employee module

2.4 Planning and creating Activity types with Odoo Employee

2.5 Setting Challenges and Badges for employees in Odoo

2.6 Employee Skill Management with Odoo

2.7 Employees presence control in Odoo

3 Recruitment

3.1 Creating different job positions with Odoo Recruitment

3.2 Setting Refuse reasons for application in Odoo

3.3 Managing applicant application with Odoo Recruitment

3.4 Online Job Posting with Odoo Recruitment module

3.5 Setting Interview forms for Recruitment process with Odoo

4 Attendance

4.1 Normal Check In / Check Out attendance management in Odoo

4.2 Setting Kiosk mode in Odoo Attendance module

4.3 Manage Employee PIN and Badge Id with Odoo Attendance module

4.4 Manage Employees attendance in Odoo

5. Time Off / Leave

5.1 Managing Leaves of Employees in Odoo

5.2 Creating different Leave types and allocating them in Odoo

5.3 Setting different approval for Time Off request in Odoo

5.4 Different mode for setting Allocation requests in Odoo Attendance module

6. Payroll

6.1 Employee and their Contract management with Odoo Payroll

6.2 Generating Payslip in Odoo Payroll module

6.3 Manage Payslip as batches in Odoo Payroll module

6.4 Setting different Salary types and structure with Odoo Payroll

6.5 Salary rules and Parameters in Odoo Payroll module

6.6 Work entry management in Odoo Payroll

6.7 Conflict Work entry management with Odoo Payroll

 

   1. Introduction to Odoo

  2 Sales

  2.1 Creating Customers in Odoo Sales

  2.1.1 Setting different Address types for customers in Odoo Sales

  2.1.2 Setting Fiscal position for customers in Odoo Sales

2.1.3 Assigning Payment terms to customers in Odoo Sales

2.1.4 Setting Pricelist for Customers in Odoo Sales

  2.2 Creating Sale Order in Odoo sales

2.3 Quotation Template in Odoo Sales

2.4 Upselling feature in Odoo Sales

2.5 Invoicing policies in Odoo Sales

2.6 Product and Attributes in Odoo Sales

2.6.1 Product Configurator and Variant Grid Entry feature in Odoo sales

2.7 Easy Variants creation for products in Odoo Sales.

2.8 Pricelists feature in Odoo Sales.

2.8.1 Multiple prices per product feature in Pricelist

2.8.2 Advanced price rules (discounts, formulas) feature in Pricelist.

2.9 Promotion and Coupon programs in Odoo Sales

  2.10 Granting discounts on sales order lines in Odoo Sales

2.11 Setting up Shipping methods in Odoo Sales

2.12 Sales team creation and Team Overview

2.13 Creating Unit of Measure and Categories in Odoo Sales

3 Purchase

3.1 Creating Vendors in Odoo Purchase

3.1.1 Setting different Address types for Vendors in Odoo Purchase

3.1.2 Setting Fiscal position for Vendors in Odoo Purchase

3.1.3 Setting Pricelist for Vendors in Odoo Purchase

3.2 Creating Purchase orders and Bills in Odoo Purchase

3.3 Billing policies in Odoo Purchase

3.4 Purchase Agreements Types in Odoo Purchase

3.5 Product and Product Variants in Odoo Purchase

3.6 Vendor Pricelists in Odoo Purchase

3.7 Product attributes and product categories in Odoo Purchase

3.8 Creating Unit of Measure and Categories in Odoo Purchase

3.9 Purchase Order Approval in Odoo Purchase

3.10 3-way matching: purchases, receptions and bills in Odoo Purchase

4 Inventory

4.1 Inventory Overview

4.2 Generating Batch transfer and transfers in Odoo Inventory

4.3 Inventory Adjustment in Odoo Inventory

4.4 Scrap Management in Odoo Inventory.

4.5 Product and Product Variants management in Odoo Inventory

4.5.1 Manage Packages with Odoo Inventory

4.5.2 Manage Lots & Serial Numbers with Odoo Inventory

4.5.3 Setting expiration dates on lots & serial numbers with Odoo Inventory

4.5.4 Unit of measure in Odoo Inventory

4.5.5 Reordering rule in Odoo Inventory

4.6 Replenishment in Odoo Inventory

4.7 Setting up Warning messages with Odoo Inventory

4.8 Landed cost in Odoo Inventory

4.8.1 Different split method for calculating landed cost

4.9 Consignment Management with Odoo Inventory

4.10 Operation Types in Odoo Inventory.

4.11 Warehouse Management with Odoo Inventory

4.11.1 Managing Incoming Shipment with Odoo Inventory

4.11.2 Managing Outgoing Shipment with Odoo Inventory

4.11.3 Resupplying feature in Odoo Inventory

4.12 Storage Location in Odoo Inventory

4.12.1 Tracking product location in your warehouse in Odoo Inventory

4.12.2 Put away  rule in Odoo Inventory

4.13 Multi-Step Routes in Odoo Inventory

4.14 Shipping Management in Odoo Inventory

4.14.1 Delivery Methods in Odoo Inventory

4.14.2 Shipping Connectors with Odoo Inventory

5 Accounting

5.1 Customer Invoice Management in Odoo Accounting

5.1.1 Credit note management with Odoo Accounting

5.1.2 Payment Management in Odoo Accounting

5.1.3 Receipts in Odoo Accounting

5.1.4 Batch payment management in Odoo Accounting

5.2 Customer Follow-Up Reports in Odoo Accounting Inventory

5.3 Customer creation in Odoo Accounting

5.4 Vendor Bill Management in Odoo Accounting

5.4.1 Refund feature in Odoo Accounting

5.5 Employee Expense management with Odoo Accounting

5.6 Payment terms in Odoo Accounting

5.7 Asset Management & Reports in Odoo Accounting

5.8 Cash Rounding in Odoo Accounting

5.9 Multi-Currencies in Odoo Accounting

5.10 Invoice Online Payment with Odoo Accounting

5.11 Analytic Accounting Management in Odoo Accounting

5.12 Budget Management in Odoo Accounting

5.13 Bank Reconciliation in Odoo Accounting

5.14 Automatic transfer with Odoo Accounting

5.15 Lock Dates in Odoo Accounting

5.16 Chart of account Management in Odoo Accounting

5.16.1 Types and Groups in chart of accounts in Odoo Accounting

5.17 Detailed Financial Reporting in Odoo Accounting

5.18 Budget management in Odoo Accounting

 

1. Introduction to Odoo

2 Sales

2.1 Creating Customers in Odoo Sales

2.1.1 Setting different Address types for customers in Odoo Sales

2.1.2 Setting Fiscal position for customers in Odoo Sales

2.1.3 Assigning Payment terms to customers in Odoo Sales

2.1.4 Setting Pricelist for Customers in Odoo Sales

2.2 Creating Sale Order in Odoo sales

2.3 Quotation Template in Odoo Sales

2.4 Upselling feature in Odoo Sales

2.5 Invoicing policies in Odoo Sales

2.6 Product and Attributes in Odoo Sales

2.6.1 Product Configurator and Variant Grid Entry feature in Odoo sales

2.7 Easy Variants creation for products in Odoo Sales.

2.8 Pricelists feature in Odoo Sales.

2.8.1 Multiple prices per product feature in Pricelist

2.8.2 Advanced price rules (discounts, formulas) feature in Pricelist.

2.9 Promotion and Coupon programs in Odoo Sales

2.10 Granting discounts on sales order lines in Odoo Sales

2.11 Setting up Shipping methods in Odoo Sales

2.12 Sales team creation and Team Overview

2.13 Creating Unit of Measure and Categories in Odoo Sales

3 Purchase

3.1 Creating Vendors in Odoo Purchase

3.1.1 Setting different Address types for Vendors in Odoo Purchase

3.1.2 Setting Fiscal position for Vendors in Odoo Purchase

3.1.3 Setting Pricelist for Vendors in Odoo Purchase

3.2 Creating Purchase orders and Bills in Odoo Purchase

3.3 Billing policies in Odoo Purchase

3.4 Purchase Agreements Types in Odoo Purchase

3.5 Product and Product Variants in Odoo Purchase

3.6 Vendor Pricelists in Odoo Purchase

3.7 Product attributes and product categories in Odoo Purchase

3.8 Creating Unit of Measure and Categories in Odoo Purchase

3.9 Purchase Order Approval in Odoo Purchase

3.10 3-way matching: purchases, receptions and bills in Odoo Purchase

4 Inventory

4.1 Inventory Overview

4.2 Generating Batch transfer and transfers in Odoo Inventory

4.3 Inventory Adjustment in Odoo Inventory

4.4 Scrap Management in Odoo Inventory.

4.5 Product and Product Variants management in Odoo Inventory

4.5.1 Manage Packages with Odoo Inventory

4.5.2 Manage Lots & Serial Numbers with Odoo Inventory

4.5.3 Setting expiration dates on lots & serial numbers with Odoo Inventory

4.5.4 Unit of measure in Odoo Inventory

4.5.5 Reordering rule in Odoo Inventory

4.6 Replenishment in Odoo Inventory

4.7 Setting up Warning messages with Odoo Inventory

4.8 Landed cost in Odoo Inventory

4.8.1 Different split method for calculating landed cost

4.9 Consignment Management with Odoo Inventory

4.10 Operation Types in Odoo Inventory.

4.11 Warehouse Management with Odoo Inventory

4.11.1 Managing Incoming Shipment with Odoo Inventory

4.11.2 Managing Outgoing Shipment with Odoo Inventory

4.11.3 Resupplying feature in Odoo Inventory

4.12 Storage Location in Odoo Inventory

4.12.1 Tracking product location in your warehouse in Odoo Inventory

4.12.2 Put away rule in Odoo Inventory

4.13 Multi-Step Routes in Odoo Inventory

4.14 Shipping Management in Odoo Inventory

4.14.1 Delivery Methods in Odoo Inventory

4.14.2 Shipping Connectors with Odoo Inventory

5 Accounting

5.1 Customer Invoice Management in Odoo Accounting

5.1.1 Credit note management with Odoo Accounting

5.1.2 Payment Management in Odoo Accounting

5.1.3 Receipts in Odoo Accounting

5.1.4 Batch payment management in Odoo Accounting

5.2 Customer Follow-Up Reports in Odoo Accounting Inventory

5.3 Customer creation in Odoo Accounting

5.4 Vendor Bill Management in Odoo Accounting

5.4.1 Refund feature in Odoo Accounting

5.5 Employee Expense management with Odoo Accounting

5.6 Payment terms in Odoo Accounting

5.7 Asset Management & Reports in Odoo Accounting

5.8 Cash Rounding in Odoo Accounting

5.9 Multi-Currencies in Odoo Accounting

5.10 Invoice Online Payment with Odoo Accounting

5.11 Analytic Accounting Management in Odoo Accounting

5.12 Budget Management in Odoo Accounting

5.13 Bank Reconciliation in Odoo Accounting

5.14 Automatic transfer with Odoo Accounting

5.15 Lock Dates in Odoo Accounting

5.16 Chart of account Management in Odoo Accounting

5.16.1 Types and Groups in chart of accounts in Odoo Accounting

5.17 Detailed Financial Reporting in Odoo Accounting

5.18 Budget management in Odoo Accounting

6 Point Of Sale (PoS)

6.1 Retail Management in Odoo PoS

6.2 Restaurant Management in Odoo PoS

6.2.1 Floor and Table Management with Odoo PoS

6.2.2 PBill Splitting in Odoo PoS

6.2.3 Order Printer management with Odoo PoS

6.3 Managing Orders in Odoo PoS

6.4 Managing PoS session with Odoo Point of Sale

6.5 Setting Payment methods in Odoo PoS

6.6 PoS Product categories and Product in Odoo PoS

6.7 Inventory Management with Odoo PoS

6.8 Cash control method in Odoo PoS

6.9 Pricelist and Fiscal position Management with Odoo PoS

6.10 Customer reward with Odoo PoS

6.11 Global discount management with Odoo PoS

1. Introduction to Odoo

2 Sales

2.1 Creating Customers in Odoo Sales

2.1.1 Setting different Address types for customers in Odoo Sales

2.1.2 Setting Fiscal position for customers in Odoo Sales

2.1.3 Assigning Payment terms to customers in Odoo Sales

2.1.4 Setting Pricelist for Customers in Odoo Sales

2.2 Creating Sale Order in Odoo sales

2.3 Quotation Template in Odoo Sales

2.4 Upselling feature in Odoo Sales

2.5 Invoicing policies in Odoo Sales

2.6 Product and Attributes in Odoo Sales

2.6.1 Product Configurator and Variant Grid Entry feature in Odoo sales

2.7 Easy Variants creation for products in Odoo Sales.

2.8 Pricelists feature in Odoo Sales.

2.8.1 Multiple prices per product feature in Pricelist

2.8.2 Advanced price rules (discounts, formulas) feature in Pricelist.

2.9 Promotion and Coupon programs in Odoo Sales

2.10 Granting discounts on sales order lines in Odoo Sales

2.11 Setting up Shipping methods in Odoo Sales

2.12 Sales team creation and Team Overview

2.13 Creating Unit of Measure and Categories in Odoo Sales

3 Purchase

3.1 Creating Vendors in Odoo Purchase

3.1.1 Setting different Address types for Vendors in Odoo Purchase

3.1.2 Setting Fiscal position for Vendors in Odoo Purchase

3.1.3 Setting Pricelist for Vendors in Odoo Purchase

3.2 Creating Purchase orders and Bills in Odoo Purchase

3.3 Billing policies in Odoo Purchase

3.4 Purchase Agreements Types in Odoo Purchase

3.5 Product and Product Variants in Odoo Purchase

3.6 Vendor Pricelists in Odoo Purchase

3.7 Product attributes and product categories in Odoo Purchase

3.8 Creating Unit of Measure and Categories in Odoo Purchase

3.9 Purchase Order Approval in Odoo Purchase

3.10 3-way matching: purchases, receptions and bills in Odoo Purchase

4 Inventory

4.1 Inventory Overview

4.2 Generating Batch transfer and transfers in Odoo Inventory

4.3 Inventory Adjustment in Odoo Inventory

4.4 Scrap Management in Odoo Inventory.

4.5 Product and Product Variants management in Odoo Inventory

4.5.1 Manage Packages with Odoo Inventory

4.5.2 Manage Lots & Serial Numbers with Odoo Inventory

4.5.3 Setting expiration dates on lots & serial numbers with Odoo Inventory

4.5.4 Unit of measure in Odoo Inventory

4.5.5 Reordering rule in Odoo Inventory

4.6 Replenishment in Odoo Inventory

4.7 Setting up Warning messages with Odoo Inventory

4.8 Landed cost in Odoo Inventory

4.8.1 Different split method for calculating landed cost

4.9 Consignment Management with Odoo Inventory

4.10 Operation Types in Odoo Inventory.

4.11 Warehouse Management with Odoo Inventory

4.11.1 Managing Incoming Shipment with Odoo Inventory

4.11.2 Managing Outgoing Shipment with Odoo Inventory

4.11.3 Resupplying feature in Odoo Inventory

4.12 Storage Location in Odoo Inventory

4.12.1 Tracking product location in your warehouse in Odoo Inventory

4.12.2 Put away rule in Odoo Inventory

4.13 Multi-Step Routes in Odoo Inventory

4.14 Shipping Management in Odoo Inventory

4.14.1 Delivery Methods in Odoo Inventory

4.14.2 Shipping Connectors with Odoo Inventory

5 Accounting

5.1 Customer Invoice Management in Odoo Accounting

5.1.1 Credit note management with Odoo Accounting

5.1.2 Payment Management in Odoo Accounting

5.1.3 Receipts in Odoo Accounting

5.1.4 Batch payment management in Odoo Accounting

5.2 Customer Follow-Up Reports in Odoo Accounting Inventory

5.3 Customer creation in Odoo Accounting

5.4 Vendor Bill Management in Odoo Accounting

5.4.1 Refund feature in Odoo Accounting

5.5 Employee Expense management with Odoo Accounting

5.6 Payment terms in Odoo Accounting

5.7 Asset Management & Reports in Odoo Accounting

5.8 Cash Rounding in Odoo Accounting

5.9 Multi-Currencies in Odoo Accounting

5.10 Invoice Online Payment with Odoo Accounting

5.11 Analytic Accounting Management in Odoo Accounting

5.12 Budget Management in Odoo Accounting

5.13 Bank Reconciliation in Odoo Accounting

5.14 Automatic transfer with Odoo Accounting

5.15 Lock Dates in Odoo Accounting

5.16 Chart of account Management in Odoo Accounting

5.16.1 Types and Groups in chart of accounts in Odoo Accounting

5.17 Detailed Financial Reporting in Odoo Accounting

5.18 Budget management in Odoo Accounting

6 Manufacturing

6.1 Managing Manufacturing orders in Odoo

6.2 Managing Bill of Materials for the products in Odoo Manufacturing module

6.3 Managing Unbuild orders with Odoo Manufacturing module

6.4 Scrap Management in Odoo

6.5 Process operation management with Odoo Manufacturing

6.6 Creating and Managing Work centers in Odoo Manufacturing

6.2.1 Setting Alternative work centers with Odoo Manufacturing

6.2.2 Setting efficiency and productivity of Work centers in Odoo

6.7 Planning Manufacturing order based on forecast in Odoo

6.8 Subcontract the production of products with Odoo

6.9 Managing Overall equipment efficiency with Odoo Manufacturing module.

6.10 Assigning Lot & serial numbers to products in Odoo Manufacturing

7 Maintenance

7.1 Creating a Maintenance team with the Odoo Maintenance module.

7.2 Managing maintenance requests with Odoo

7.2.1 Different Maintenance type in Odoo Maintenance module

7.2.2 Creating and Managing Work centers with Odoo Maintenance

7.3 Equipment Management with Odoo Maintenance module

7.3.1 Mentioning the Maintenance duration and Frequency with Odoo

7.3.2 Managing the equipment efficiency with Odoo

7.3.3 Setting equipment Category wise classification in Odoo

7.4 Managing Maintenance requests through different Process or stages in Odoo

8 Quality

8.1 Setting and managing Quality teams with Odoo Quality module

8.2 Different Quality control methods with Odoo

8.3 Setting Quality alerts and mentioning root causes in Odoo

8.4 Managing different quality control types with Odoo

8.5 Managing quality alert stages with Odoo Quality module

9 PLM

9.1 Product life cycle management with Odoo PLM module

9.2 Setting and managing Engineering change orders with Odoo

9.3 Creating different ECO stages with Odoo PLM

9.4 Managing and creating ECO types in Odoo

9.5 Setting approvals on different ECO stages in Odoo PLM module

10 Repair

10.1 Managing repair orders with Odoo

10.1.1 Setting different invoice methods on the repair order in Odoo.

10.1.2 Setting the operations for the Repair Orders in Odoo

10.2 Creating and managing repair order tags with Odoo

1. Introduction

2. Website & E-Commerce

2.1 Managing multiple Websites with Odoo Website module

2.2 Managing multiple language support on a website with Odoo

2.3 Setting and Managing website domain in Odoo

2.4 Managing pages and menu with Odoo website

2.5 Managing and setting Blogs and forums with Odoo website

2.6 Managing website visitors and views in Odoo website module

2.7 Customizing the website with Odoo

2.8 Website builders in Odoo

2.9 Managing the way to sort out products in Odoo E-Commerce

2.10 Generating lead form website in Odoo

2.11 Website form builder in Odoo Website module

2.12 Managing Search Engine Optimization (SEO) in Odoo

2.13 Managing Accessories and Optional products with Odoo E-Commerce module

2.14 Managing Alternative products with Odoo E-Commerce

2.15 Selling digital content with Odoo

2.16 Managing the way to adapt prices to the website visitors with Odoo Ecommerce

2.17 Creating and sharing Promotional codes in Odoo

2.18 Managing product availability with Odoo E-Commerce module

2.19 Managing Unpaid orders with Odoo E-Commerce module

2.20 Managing Abandoned cart with Odoo

2.21 Setting Payment acquires with Odoo E-Commerce module

2.22 Listing Products based on E-Commerce Categories in Odoo