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Course Outline

Introduction to Odoo

Overview of Odoo Features and Architecture

  • Odoo Community vs Odoo Enterprise Edition vs other commercial CRM systems

Setting up Odoo CRM (Customer Relationship Management)

  • Understanding pipelines
  • Tracking opportunities and leads
  • Analysing performance

Managing Manufacturing Operations in Odoo

  • Purchasing and inventory management in Odoo

Managing Sales in Odoo

  • Managing quotes, invoices, and pricing
  • Point of Sale

Accounting in Odoo

  • Accounts receivable and payable
  • Setting up and managing bank accounts
  • Generating reports

Managing Users

  • Assigning employee roles (managers, employees, sales teams, etc.)
  • Integrating Odoo with existing HR applications

Setting up an E-Commerce Storefront in Odoo

  • Managing a product line
  • Processing online payments
  • Designing a website in Odoo

Troubleshooting

Summary and Conclusion

Requirements

  • Experience in business management

Target Audience

  • Business managers
  • End-users of CRM software
 7 Hours

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Provisional Upcoming Courses (Require 5+ participants)

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