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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
- Analyzing performance
Managing Manufacturing Operations in Odoo
- Purchasing and inventory in Odoo
Managing Sales in Odoo
- Managing quotes, invoices and pricing
- Point of Sales
Accounting in Odoo
- Account receivables and payables
- 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 payments online
- Designing a Website in Odoo
Troubleshooting
Summary and Conclusion
Requirements
- Business management experience
Audience
- Business managers
- End-users of CRM software
Testimonials
Possibility of practical application of knowledge in everyday work
Dominika Kryszyłowicz - FLSmidth MAAG Gear sp. z o.o.
Extensive knowledge of the teacher, an accessible way of talking about the system, willingness to help the participants of the training.
Małgorzata Gutowska - FLSmidth MAAG Gear sp. z o.o.
It gave me a new perspective on CRM the last time I had training on this was 10 years ago and this was a brilliant opportunity to refresh and see some new skills
Marc Wilson - Urenco
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