Learn Odoo ERP for Absolute Beginners 2019

Explore Odoo ERP’s open source, modular apps, and MVC architecture that separates data from view, with community and enterprise editions and 10,000+ apps for scalable hosting.

Learn how to set up Odoo by choosing between online and installation on your machine or cloud, and understand community and enterprise editions, pricing, migration, and the 15-day online trial.

Learn how to set up Odoo online, with cloud data management and security, no installation required, start a free 15-day crm trial in your browser, and manage subscriptions.

Install Odoo on your local machine by downloading the community edition, running the installer, and setting up localhost:8069 with demo data; manage Odoo and PostgreSQL services on Windows.

Install and set up Odoo on Ubuntu server cloud, update and upgrade the system, install PostgreSQL and Python libraries, configure the Odoo server, and compare apps with modules.

Configure Odoo basics by managing databases—create, delete, replicate, and rename—then set up company details, create users and groups with access rights, and configure external email servers like Gmail or Yahoo.

Explore Odoo database management, including online and localhost access, backup, restore, duplicate, and delete with a master password, and create new databases by entering email and password.

Configure your company details in Odoo ERP using the Sorted Pixel example, including name, logo, address, tagline, website, phone, email, fax, currency, report footers, and document templates with previews.

Create and manage multiple companies within a single Odoo database, share contacts and products by default, and switch between companies with ease.

Create and manage users in Odoo ERP, assign access rights, and tailor permissions for each application, including sales, with developer mode and preferences such as language and time zone.

Configure external email servers in Odoo to send and receive emails with Gmail or Yahoo. Set up outgoing and incoming servers, SMTP details, ports, and SSL/TLS, then test the connection.

Learn how to load and apply a preferred language in Odoo by loading translations, setting the administration language, and adjusting the time zone.

Configure your Odoo application for your business by setting up company details, creating users with access rights, and enabling multi-company, Gmail or Yahoo email servers, and translation.

Learn how to configure Odoo ERP for your business, including multi-company setup, company data, and external email servers. Manage contacts with import/export, create new contacts, schedule activities, and use chatter.

Explore Odoo ERP interfaces by switching between kanban and list views, applying predefined and custom filters, saving favourites with group by to access contacts efficiently.

Import and export your contacts in Odoo using CSV or Excel, map fields to match Odoo's fields, validate the data, and export selected contacts from the list view.

Create a new contact in Odoo from the contact dashboard by clicking create, choosing company or individual, then fill name, address, tags, and sales or purchases details.

Learn to use Odoo Open Chatter to send messages, log notes, and schedule activities, then view and filter upcoming and late tasks in a contact's calendar.

Explore how the contact application manages data with filters and views, and how to import and export records, then create and manage contacts with notes and shared activity.

Explore the Odoo discuss app to manage team communication through public and private channels, enable direct messaging, create and invite users, join conversations, follow discussions, and share messages and attachments.

Explore sending direct messages in the Discuss app, manage conversations via chat, inbox, and emails, and stay updated by following public channels or joining private channels.

Learn to create events in the Odoo calendar, add attendees, and set recurring meetings with reminders and attendee notifications; optionally sync with Google calendar.

Explore how to use Odoo ERP for CRM, defining customers, leads, opportunities, and the sales pipeline, and learn to create and analyze pipeline stages.

Explore customer relationship management (CRM) as a tool to manage customer interactions and analyze purchase history for better business relationships. Drive retention and sales through targeted marketing, upsell, and cross-sell.

Explore how customers, leads, and opportunities flow through the CRM sales funnel—from a potential lead at a trade show to a converted customer, including verification, qualification, and quotation steps.

Learn to manage the Odoo ERP CRM by creating a salesperson, generating leads, converting them to opportunities, and handling the sales pipeline with channels, descriptions, revenue, and closing dates.

Explore managing your sales pipeline in Odoo using the kanban view to move leads and opportunities through stages, adjust stage names and probabilities, schedule activities, and track expected revenue.

In a real world Odoo ERP example, schedule activities to send catalogs to Mr Ross, convert a lead to opportunity, and prepare a quotation in the sales pipeline.

Explore Odoo CRM reporting to visualize the pipeline with pie and line charts, track opportunities by stage and leads from Europe and America.

Explore basic Odoo CRM configuration, including creating sales channels, defining channel leaders and emails, and setting activity types, lead tags, and lost reasons to manage opportunities.

Discover how the CRM application unlocks benefits for organizations by managing customers, leads, and opportunities through a sales funnel, converting leads to opportunities, using drag-and-drop and pipeline analysis.