Odoo for Managers Training Course

Course Code

odoomanager

Duration

7 hours (usually 1 day including breaks)

Requirements

  • Business management experience

Audience

  • Business managers
  • End-users of CRM software

Overview

Odoo is an all-in-one enterprise management software that forms a full suite of solutions for various business applications including CRM, e-commerce, billing, accounting, manufacturing, warehouse and project management, and inventory.

This instructor-led, live training (onsite or remote) is aimed at end-users who wish to use Odoo to enhance their business operations.

By the end of this training, participants will be able to:

  • Understand how to implement an Odoo CRM system within their own organization.
  • Plan, analyze and map business functions and processes to Odoo features.
  • Integrate Odoo with other third-party tools and applications.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.

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

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