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Odoo 12 Essentials - Learn the Sales Application
Rating: 4.4 out of 5(24 ratings)
128 students

Odoo 12 Essentials - Learn the Sales Application

Get a complete walkthrough of the Odoo Sales Application along with tips on using advanced configuration settings
Created byOdoo Class Videos
Last updated 11/2018
English
English [Auto],

What you'll learn

  • Students will feel comfortable implementing the Odoo Sales Application
  • You will be able to enter quotes, turn them into invoices, and collect payment
  • Students will be prepared for more advanced topics and integration of multiple Odoo applications

Course content

2 sections • 11 lectures • 1h 28m total length

  • Introduction: Creating the Odoo Database and Installing the Sales Application3:05

    Create a new community edition Odoo database and install the sales application. Set up a sales channel to demonstrate centralized discussions within the sales workflow.

  • Overview of the Odoo Sales Application Workflow12:47

    Create a sales quote in Odoo by adding a customer and products on the fly, convert to a sales order, then generate and validate the invoice and payment.

  • Using Odoo 12's New Configuration Bar5:29

    Explore configuring sales in Odoo 12 with the new configuration bar, set up company data and logo, customize quotes and payments, and send a sample quotation to test customer portal.

  • Detailed Walkthrough of the Customer Record in Odoo14:33

    Explore the Odoo sales app customer record, switching between views and using smart buttons to access quotes, sales, and invoices, while editing addresses and contacts.

  • Detailed Walkthrough of the Product Record7:26

    Explore the product record in Odoo 12, covering general information, pricing, taxes, inventory and purchasing settings, internal references and a barcode, and how invoicing depends on order vs delivery.

Requirements

  • Basic computer skills
  • Must have Odoo installed or access to an Odoo installation - Odoo 12 recommended
  • Basic familiarity with the Odoo interface is recommended

Description

Odoo 12 has a powerful Sales Application that is one of the primary applications that many companies install. Like many Odoo applications many of the advanced options and settings are hidden until you need them. This provides you a simple easy to use sales application that can grow with the needs of your company.

In this course we use a real-world example to demonstrate how to setup Odoo Sales.  Topics include

  • Creating a new Odoo database and Installing the Sales Application

  • Get a complete overview of the Odoo Sales cycle from creating a quote, to invoicing to receiving payment from the customer

  • Learn about all the options available in the customer and product records

  • Understand how to use product variants and options

  • Implement multiple units of measure

  • Learn how to use quotation templates

Learn with real-world examples

Unlike many Odoo functional courses that just walk you through menu items or provide contrived examples, OdooClass uses real-world cases that we have actually worked through with real clients using Odoo. Along the way you learn tips and tricks to configuring Odoo Sales that you simply won't find anywhere else.


Who this course is for:

  • Anyone who wishes to implement the Odoo Sales Application
  • Odoo users who wish to learn about variants, price lists and more advanced Odoo options

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