Odoo 18–19 Essentials: Sales, Purchase & Finance Mastery

Learn to configure sales teams, set up quotation templates and builders, and manage delivery methods, tags, and attributes in Odoo 19 for streamlined sales operations.

Explore configuring attributes, combo options, categories, units of measure, packaging, and inventory valuation in Odoo 19, while aligning delivery, payment providers, and activity plans for seamless sales fulfillment.

See how sales order confirmation automates procurement, generates linked purchase or manufacturing orders, tracks supplier billing and delivery, and enables replenish on order and drop shipping in Odoo ERP.

Create customers and manage product types in Odoo 18 sales, including goods, services, and combos, while tracking inventory by quantity or serial/lot numbers.

Learn to manage upselling in Odoo 18 sales, align ordered and delivered quantities, generate invoices, and create online payment links in Odoo 19 to close sales.

Learn how Odoo 18 handles product prices on sales orders, with a price list applied that is not recomputed when quantity changes, and enable automatic invoicing linked to online payment.

Master promotions, gift cards, and e-wallet management in Odoo 18 sales, including coupons, loyalty points, and 20% discounts on minimum purchases, plus gift card generation and use.

Explore how to consolidate subscription billing into a single invoice in Odoo 18, enable sales warnings, and process returns and refunds within the sales module for end-to-end order management.

Master Odoo 18 sales team management in the CRM, set quotation validity and template sequences, and use the Cod calculator to streamline quotes, orders, and pricing.

Master Odoo 18 sales workflows by configuring order sequences and reference numbers, revamping price lists with discounts and print formats, and handling combo products with inventory tracking.

Master margins in Odoo 18 sales by calculating sales price minus cost, then enable online payment links in Odoo 19. Explore the AI field in products to surface top customers.

Discover how to create vendors and contacts, explore purchase views and rfqs in odoo 18, and implement purchase templates and agreements to streamline repeat orders.

Explore new features in Odoo 18 purchase, including vendor currency pricing with automatic exchange rates, multi-currency supplier invoices, and purchase order approvals to enforce spend limits.

Explore the vendor catalog to centralize products and streamline procurement, use purchase alternatives with RFQs to compare prices, and apply blanket orders for long-term vendor agreements.

Explore vendor price lists and RFQ workflows in Odoo 18. Learn to draft RFQs, convert them to purchase orders, and manage locked orders.

Explore Odoo 18 price list revamp with a single price list, discounts, currency, and website integration, plus partial billing, back orders, partial receipts, vendor bills, and unit of measurement management.

Explore Odoo 18 costing methods—standard price, average cost, and FIFO—and learn inventory valuation, RFQ management via email or portal, and electronic signature requests to streamline procurement and sales.

Learn to enable dropshipping in Odoo, configure the drop ship route, and automatically create purchase orders from sales; use demand-based quantities and purchase analysis features to optimize purchasing.

Explore how Odoo 18 enables purchasing and invoicing in local currencies, set the company’s primary currency, apply exchange rates, and analyze currency-based purchase reporting.

Explore Odoo accounting setup for small and medium businesses, using the onboarding wizard to configure chart of accounts, journals, taxes, and localization for live, compliant reports.

Explore accounting roles across a company, from senior accountants configuring chart of accounts and taxes to assistants processing invoices, with CFOs needing rapid reports and auditors ensuring compliance.

Update the Odoo chart of accounts to go live, avoid deleting configurations, deprecate unused accounts, and keep default receivable and payable accounts aligned with country-specific taxes.

Explore how the chart of accounts groups a company’s assets, liabilities, equity, income, and expenses, and how account types and codes support reports and journal entries in Odoo.

Explore how double-entry bookkeeping uses debits and credits to keep accounts balanced, with active and passive accounts, and examples like salaries, vendor bills, and sales.

Explore how to configure accounting journals in Odoo, including sales, purchase, bank, cash, and miscellaneous journals, with defaults, sequences, short codes, and advanced settings for the general ledger.

Learn how to configure journals in Odoo for a live accounting setup, including default income and expense accounts, short codes, and bank and cash journals.

Learn how to configure Odoo 17 to automate basic journal entries, covering customer invoices, vendor bills, tax accounts, fiscal positions, default income accounts, and journal item construction.

Explore how to value inventory in Odoo using manual and automated inventory valuation, choosing costing methods (standard price, average cost, fifo), and managing landed costs and stock movements.

Master asset management in Odoo by applying depreciation methods such as straight-line over asset life, configuring asset models, and automating asset creation from vendor bills.

Explore how to configure and recognize deferred revenue and expenses in Odoo, using monthly revenue recognition, current liabilities, automatic postings, and cut off adjustments for subscriptions.

Enable consignment in the Odoo inventory settings and log a manual receipt from Wood Hut, assigning the vendor as owner; consignment stock is not owned and not counted toward value.

Explore the three Odoo 17 product types—storable, consumable, and service—and learn how they affect inventory, stock reports, and valuation.

Learn to create and send quotations in the Odoo Sales app, configure product variations, add optional items, preview for customers, and convert quotations to orders with delivery and invoicing.

Learn how to configure product variance in Odoo sales, create attributes like size and color, choose display types, manage variance creation mode, and expose color options for customers.

Apply and customize product variants by adding attribute values (color, size, gender) and configuring price extras and exclusions, so salespeople, storefronts, and online shops can offer tailored options.

Learn how to create and send online quotations with optional products, online signatures, and online payments in Odoo Sales, using quotation templates and a drag-and-drop template builder.

Create and configure coupons in Odoo sales, set up a 20% coupon with a minimum quantity, generate and email to selected customers, and redeem at checkout.

Set up an Odoo loyalty program that awards points for every purchase and redeems them for benefits like free shipping or discounts; customers must have an account.

Set up delivery prices in Odoo using fixed price or rules, and integrate carriers like Fedex, UPS, and the local postal service to show live costs.

Learn how to configure customer lead time and security lead time in the Odoo sales flow to accurately calculate delivery dates, prevent delays, and maintain on-time delivery.

Learn to implement drop shipping in Odoo by enabling the drop shipping route, linking vendors to products, and processing sales and purchase orders with delivery orders.

Create and apply a loyalty price list with multiple prices per product in Odoo, configuring currency, company scope, product variants, minimum quantities, and start-end dates for loyal customers.

Learn how to create and apply computed price lists in Odoo, using advanced price rules with discounts, rounding, and minimum margins to tailor prices for customers.

Explore how analytic accounting in odoo links revenue and expenses to departments, projects, and employees through analytic accounts, tags, and distribution rules to enhance reporting.

Learn to configure Odoo budget management with budgetary positions and analytic accounts across periods, track planned, practical, and theoretical amounts, and analyze achievement using pivot tables and spreadsheet reporting.