Odoo 18 Certification Exam Preparation

Explore multi-company visibility in Odoo 18 by leaving the contact's company field empty; the record becomes visible for all companies.

Install multiple languages in an Odoo 18 database via the settings language section, with no limit, and add languages by selecting them. Review existing languages and expand language support.

Archive a company in Odoo 18 by navigating to internal settings, select manage companies, choose the company from the list, and pick archive from actions.

Learn how archiving hides a record from the regular view and marks it as no longer active, with practical checks in the contact app and archived item filters.

Create WhatsApp templates in the WhatsApp app and submit them for approval to Meta. Urdu docs show that Meta is the approver for these templates.

Identify the two types of contacts in Odoo, individual and company, and verify them in the database when creating a contact.

Learn how to toggle between light and dark color themes in Odoo 18 by default, using the profile icon to switch between modes, and identify the available themes.

Identify the icon that shows an overview of your assigned activities, with the correct answer being the middle icon, and verify it in Odoo as you view all activities.

Identify which address type cannot be selected on a content record, noting that payment address cannot be added alongside invoice and follow up addresses in the contacts app.

Identify the solid round icon in the top right as a button that starts a timer to track hours for the day and links to the attendances app.

Explore how building blocks are shared across all teams, with the same features like intro, columns, content, image, people, and text.

Learn how to hide specific content blocks when editing your website, choosing to hide them on desktop or on mobile using the customize option.

Explore customizing the website search bar to control what visitors search for, choosing between products, web pages, blogs, events, jobs, forums, and courses.

Click the header, enter edit mode, and customize it with the elements you want to tailor your website header.

The optimize seo tab generates a page title and description for search engine results, improving website visibility and ranking. Explore the tab to generate the title and description.

Learn that you cannot hide a building block by language, only by country, and how to set a country-based visibility condition in the customize tab.

Learn how to save a customized building block in edit mode and reuse it anywhere on your website, using the customize tab, with guidance from the documentation.

Learn how to use Google Fonts in Odoo by editing the website app, opening the theme section, and selecting the font family to apply Google Fonts.

Learn to switch themes in the website app using edit mode, the theme tab, and the switch theme option to select a different look.

Change color presets in edit mode within the theme to see how shapes adapt automatically to new colors, demonstrated with an orange background.

Delve into the e-commerce section to understand how attributes like color generate variants; multiply item counts to derive variants, and confirm with a six-variant example in Odoo.

Automate the 100 price difference between attribute values A and B by changing the default extra price value in the backend for that attribute, using the e-commerce variant configure section.

Enable the tax included option in settings to display prices with taxes included. Set the shop's products configuration to show prices with or without taxes.

Upload product images from the backend; they are automatically converted to the web format for optimized display on the website.

Add a custom internal reference for each product variant by navigating to the e-commerce products section, selecting variants, and editing the internal reference to reflect updates.

Use accessory products to show customers related items just before checkout; configure them in the sales tab, add them to the cart, and proceed to checkout.

Enable click and collect to allow online ordering with pay on site, by activating the feature and configuring a pickup location in delivery settings.

Confirm that a quotation is created when a product is added to the cart by testing with an item such as a desk and reviewing the orders page.

Enable alternative products to display similar items on a product page by selecting alternative products in the product form's sales tab and saving.

Learn to add a sale ribbon on a product from the catalog page in the front end by selecting a product image and using the customize tab.

Activate quick answers in the live session survey to grant a bonus for fast responses, and enable them in the options tab of the live session survey.

Identify that the questionnaire option is not available when creating a survey; the system shows only survey custom, making questionnaire the correct answer.

Discover how the allow roaming option in an Odoo 18 survey lets participants go back to previous pages to review and adjust their answers.

Odoo 18 certification exam preparation, survey 4 highlights that linking a sales order to a survey is not available; you can customize in the options tab and monitor real-time responses.

Configure randomized question selection in surveys by setting the number of random questions per section, verify via the surveys app, and note the mode is ignored for live session surveys.

Learn how to end a survey with a custom end message by entering it in the message tab of the survey form within the surveys app.

Inherit the same user access: new sub articles share the parent article's user. Verify this in the database using the Abigail and Akka example.

Verify that a user without accounting rights cannot access the embedded accounting view or accounting module by simulating with the Mark user.

The knowledge app allows a record to function as both a folder and an article; you can create an article with sub articles, and the answer is yes.

Verify access controls in the knowledge app; only MySQL admin can edit articles, as shown by the share button.

Learn how articles are moved to trash and retained for 30 days before permanent deletion, and verify this workflow by creating an article and checking the trash.

Identify the button's purpose as opening the knowledge article search in the CRM app, and verify that clicking it reveals the knowledge article search—the second option.

Learn how to send a mailing to multiple mailing lists at once using the email marketing app, create a new mailing, enter a subject, and select several lists.

Identify which social media outlet is missing from Odoo 18's social marketing configurations, noting that Facebook and X exist but TikTok is not.

Navigate the mailing template editor in the mailing marketing app. Use the design tab to adjust headings, links, and buttons, and verify the first option.

Identify the non-child activity in marketing automation by inspecting a campaign’s child activity options, confirming that sign up is not a child activity.

Explore how the A/B test tab in SMS marketing selects winners by highest click rate or revenues, noting that opportunities is not an available option.

Discover how to manage event stages in Odoo, including adding and editing stages on the fly in the event tab to fit your organizational needs.

Identify available question types in the events tab of Odoo 18 during attendee registration, and confirm that matrix is not an option.

Clarify that utm stands for origin tracking model and verify in odoo docs that origin tracking model is used for utm, guiding marketing exam prep.

Identify the two reporting pages in the email marketing app: mass mailing analysis and opt out report, by verifying them in the database's email marketing reporting section.

Learn how to insert dynamic placeholders into the subject line of mailings, using fields from the email marketing app to customize each message.

Clicking a color bar in a Kanban stage filters opportunities by color code, showing only those with the same status. Selecting red shows two of four opportunities.

Discover how to generate unlimited quotations and sales orders from a single opportunity in the CRM app, by adding and confirming new quotations.

Navigate to configuration settings, click update probabilities under predictive lead scoring, and customize criteria; verify the changes in the CRM app by following the configuration steps.

Identify the source variable to automatically compute the probability of winning an opportunity in the crm app, and learn to configure and update it in the predict screen.

Learn how converting a lead works in Odoo 18 CRM: transform a lead into an opportunity, enable leads in settings, and practice converting in the CRM app.

Learn how the close date signals whether an opportunity is won or lost, and how to filter by close date in the CRM app to identify won and lost opportunities.

Understand why a loss stage is unnecessary in the CRM pipeline, since lost opportunities are hidden by default and viewable via the loss filter in the CRM app.

Explore the CRM settings to identify lead enrichment options and confirm that enriching leads based on customer behavior is not available.

Learn how to create leads and opportunities from website interactions, Odoo 18, using the contact us form and appointment app settings, while the shop form action cannot create an opportunity.

Identify which CRM pipeline views are available in Odoo 18, including kanban, list, calendar, pivot graph, and activity, and recognize that timesheets are not available.

Marking an opportunity as lost archives it and hides it from the main dashboard, accessible via the loss filters. See it appear under Filters Loss in the CRM demo.

Mark a call as done, schedule the next reminder seven days after completion, and verify the activity timing in the Odoo 18 CRM database.

Activate the multi teams feature in CRM configuration to allow a salesperson to belong to multiple sales teams, and verify the setup in the CRM app.

Link an existing sales order to an existing opportunity via the Order Info tab in the sales app.

In Odoo 18 CRM 16, add a property to an opportunity form by clicking gear icon, selecting add properties, and customizing fields like manager's name, then verify in CRM app.

Learn how the probability of success on an opportunity signals the likelihood of closing a deal, and how Odoo docs guide rule creation to prioritize high-probability prospects.

Identify that a yellow activity icon on an opportunity card in the conform view indicates a due today status, verified by the top bar and the CRM database.

Learn how to configure a price list in the Odoo 18 sales app, apply it to a sale, and understand how a 10% discount yields a final price of 90.

Configure a price list to apply a 20% discount on all products, then verify the discount in the database using the new price list settings.

Calculate the scheduled delivery date by applying five days of customer lead time and two days of security lead time after confirming a sales order; September 1 yields September 4.

Discover how an invoicing policy of order quantities on a storable product allows generating a draft invoice for a confirmed quotation while the delivery order is waiting or ready.

Verify that for a goods product with delivery-quantities invoicing, you can only generate a draft invoice after processing the delivery order, as demonstrated in the sales app.

Explore how a price list configuration in Odoo 18 adds an extra 10% to all product prices, demonstrated by a 100 price becoming 110 when applied to an order.

Identify that the purchase unit of measure must belong to the same unit of measure category as the default unit of measure, and that you can only switch to other units in the same category.

Enable end users to choose a price list in online shopping by activating the selectable option in the e-commerce tab of the database sales app settings.

Activate the promotions, loyalty and gift cards feature in the sales app configuration settings to manage promotion coupons, loyalty cards, gift cards, and e-wallets.

Identify which variant creation mode is not available for product attributes in Odoo 18; the options are instantly, dynamically, and never, as automatically is not present.

Learn why a forecast quantity higher than on hand signals new products arriving in stock in Odoo 18, and verify forecast, on hand, and incoming units in the sales app.

Learn how to generate gift cards for anonymous and selected customers in the sales gift cards section, and understand that both options are correct.

Only products marked for sales on the product form can be used in a sales order; enable the sales option, then add the product to the order to verify.

Learn how to configure invoicing policy based on milestone in Odoo 18, where sales orders update delivery quantity automatically when milestones are completed and linked to the project app.

Learn how to reopen a console subscription in Odoo by navigating to the subscription app, opening the console subscription, and clicking the reopen button at the top.

Set separate invoice and delivery addresses for contacts by using the Contacts and Address tab to add distinct addresses for each purpose.

Explore how a storable product configured with make-to-order (MTO) behaves when a sales order is confirmed, resulting in an RFQ generation in the Odoo 18 sales workflow.

Publish the product to the e-commerce shop by toggling the is published option in the sales tab or on the website, then verify in the sales app database.

Configure a subscription without an end date by leaving the recruiting plan field blank in the subscription quotation, then create the quotation by selecting the customer and adding the product.

Identify that upsell is not a route option on the product form under the inventory tab, with buy and dropship shown as available options for Odoo 18 certification exam preparation.

Identify the vendor delivery lead time in the product template form under the purchase tab on each vendor line, and verify the setting on the product record.

When a reordering rule triggers in Odoo 18, the automatically generated rfq uses the first vendor matching the minimum quantity, illustrated by Azure Interior.

Demonstrates standard price costing in Odoo 18 by purchasing two units at $10 to show the cost stays at $100 per unit, with inventory rising from eight to ten units.

Set the on order quantities control policy to auto-fill quantity and price from the purchase order to the vendor bill, demonstrated by creating a purchase order.

Discover that you can still add purchase order lines as long as the purchase order is not locked; locking prevents adding or editing lines.

Learn how an rfq is automatically generated when a reordering rule triggers and stock is depleted, demonstrated by creating a sales order for a product with zero on hand.

Explore how you override a vendor price list discount on an rfq and edit it directly on the purchase order line during rfq creation, illustrated by an azure interior example.

Activate the three way matching feature, create a purchase order, and confirm that the second vendor build should be paid, with the paid field reading yes under other info tab.

In Odoo 18, learn how a five-to-fifteen unit reordering rule triggers a purchase order, selecting the last vendor at 470 per unit.

Learn how moving the top vendor in a product's price list affects RFQ generation in Odoo 18, defaulting to the top vendor when no preferred vendor is set.

In Odoo 18, reordering rules apply to goods, not to services, as shown by a service with no reordering option and a goods product with rules.

Create an alternative request for quotation for multiple vendors by using the alternatives tab and copy products to compare prices and find the best price.

Link a new request for quotation to an existing RFQ as an alternative via the alternatives tab after activating the feature in the purchase app.

Discover how the order product build control policy affects a purchase order with receive quantities and no goods received, yielding a billing status nothing to build.

In Odoo 18, activate the purchase agreement feature and configure a blanket order to expire on a specific day by entering the date in the agreement deadline field.

Learn how in Odoo 18, the average cost method updates a product’s unit cost when receiving stock via a purchase order with a different cost.