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
  7 Hours
 

Testimonials

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