Odoo 19 Financial Leadership Program™

Learn to structure the chart of accounts with automatic grouping and customize account groups in Odoo 19, and design flexible financial reports, including 1099 boxes and fiscal categories.

Configure online synchronization to automatically import bank transactions and manage all bank accounts from the accounting dashboard, while defining payment terms and follow-up levels to optimize cash flow and collections.

Explore automating payments in Odoo 19 by configuring providers, methods, tokens, and transactions, while aligning inventory valuation, accounting accounts, and analytic plans for compliant financial management.

Explore how Odoo 19 automates asset creation and depreciation through asset models and chart of accounts configuration. Understand depreciation methods and lifecycle management for transparent, compliant financial reporting.

Learn how Odoo 19 streamlines bank reconciliation by automatically matching transactions in a dedicated bank matching view, while supporting manual adjustments, partial and full reconciliations, and batch payments.

Explore how to automate VAT and tax returns in Odoo 19 by configuring tax return periodicity, managing output and input tax, and enforcing lock dates for accurate, compliant filing.

Master fiscal localization in Odoo 19 by applying country-specific localization packages that align taxes and reporting with local laws, automatically adapting per company.

Learn how Odoo 19 automates receivables with default and customer-specific credit limits, enforces terms on invoices, and supports online payments, QR codes, and automated vendor bill validation.

Enhance tax compliance and audit readiness in Odoo 19 with predictive vendor bill product suggestions, SIPA credit transfer ISO 20022, and document digitization via OCR.

Explore how Odoo 19 manages financial operations and payments, including bank and internal transfer accounts, deferred revenue, revenue recognition methods, and dynamic reports.

Master advanced reporting and analytics in Odoo 19, including balance sheet, profit and loss, cash flow, trial balance, general ledger, and executive summary for informed decision-making.

Explore how Odoo 19 unifies quotations, orders, invoicing, and customer management to streamline sales operations. Learn to draft quotations, convert them to orders, and manage deliveries, invoicing, and tracking.

Learn to manage quotations to invoices in Odoo 19 by sending, attaching, and confirming quotes, then converting them to sales orders with delivery, payments, and customer portal interactions.

Learn to generate invoices from confirmed orders, select invoice types, and manage pay workflows in Odoo 19. Explore how smart buttons connect invoicing, payments, and sales teams.

Learn to manage invoicing in Odoo 19 sales using to invoice options: orders to invoice and orders to upsell, including delivery-based invoicing and upsell adjustments, plus product management.

Configure price lists and pricing rules in Odoo 19 to apply fixed prices, discounts, or formulas to products and sales orders.

Learn to configure discount and loyalty programs in Odoo 19 sales, linking price lists, defining rules and rewards, and managing gift cards, e-wallets, and vendor purchasing controls.

Explore how Odoo 19 Enterprise's sales commission system enables adaptable, measurable plans with targets, achievements, and levels. Learn to configure plans, assign sales people, and apply adjustments.

Learn to configure sales teams and quotations in Odoo 19, set up quotation templates and builders, manage delivery methods and pricing rules, and organize with tags and attributes.

Master configuring combo choices, categories, units and packaging, product tags, and inventory valuation methods; link Amazon/Shopee connectors, manage payment providers, methods, tokens, and automate activities and plans.

Explore how the Odoo 19 sales settings define pricing, variants, units, discounts, online payments, quotations, shipping, and invoicing to optimize sales operations.

Explore advanced sales analytics in Odoo 19, including sales reporting, measures, pivot and graph views, and salesperson, product, and customer analysis to drive informed decisions and growth.

Configure Odoo purchase with approvals, warnings, and receipt reminders to align procurement with organizational workflows, and enable variant grids, drop shipping, and three-way matching for accurate vendor bill evaluation.

Configure and manage products in the Odoo inventory module, tracking stock levels and movements across warehouses. Link data with sales and purchases and use variants.

Explore how the Odoo inventory module coordinates receipts, deliveries, internal transfers, manufacturing and drop shipping, with batch and wave transfers, physical inventory, landed costs, and replenishment for real-time stock control.

Configure stock flows in Odoo 19 inventory: define supply methods, routes, and lead time, set storage categories and put away rules, and manage categories, attributes, units, packagings, and delivery methods.

Explore configuring delivery methods, pricing, and availability in Odoo 19, including routes, destinations, max weight and max volume, packaging, zip prefixes, and printer integration for streamlined warehouse operations.

Explore the Odoo 19 manufacturing module as the central brain of production, managing manufacturing orders, plan orders, and work orders with bills of materials. Experience real-time dashboards and traceability.

Learn how the Odoo 19 manufacturing module turns production data into actionable insights with work orders, Oee, and production analysis.

Explore Odoo 19 Enterprise point of sale for retail and hospitality, featuring offline operation, multi-location support, advanced analytics, loyalty tools, and integrated dashboards for data-driven retail management.

Discover how to master Odoo 19 pos orders, payments, and sessions with the orders dashboard, advanced filters, and preparation displays for kitchen coordination and customer management.

Configure and manage products in Odoo 19 POS, including creating items, variants, combo choices, price lists, discounts and loyalty programs, gift cards, e-wallets, and Urban Piper integration.

Define discount rules and rewards in Odoo 19 POS, setting minimum quantity and purchase conditions, and apply promotions through rules, coupons, loyalty cards, gift cards and eWallets.

Configure and manage a scalable Odoo 19 point-of-sale system for restaurants by mastering payment methods, presets, floor plans, notes, pricer integration, categories, attributes, tags, store timings, and taxes.

Explore Odoo 19 POS for restaurants and bars, integrating kitchen screens, inventory sync, CRM, menu customization, takeout and kiosk self-ordering, QR menus, and bill splitting to streamline operations.

Open a pos session in Odoo 19, enter the opening cash balance, and manage products, customers, deposits, invoices, and payments before closing with a daily sales report.

Configure and launch a bar-restaurant pos in odoo 19, manage tables and bookings from the restaurant session interface, add orders, apply notes, process payments, and customize floor layouts.

Explore Odoo 19 pos reports to analyze orders, sales details, and preparation time. Generate real-time, customizable reports to maximize sales and optimize operations.

Explore how the Odoo 19 kitchen display (preparation display) streamlines real-time orders from the POS to kitchen, with stages like to cook, ready, completed, color-coded alerts, and live status.

Streamline expense submission, approval, and automatic accounting entries in the Odoo 19 expenses module, integrating with accounting and HR for transparent reimbursement.

Explore how the Odoo 19 expense module streamlines card management, OCR receipts, and reimbursement workflows, including prepaid expense cards, spending policies, and comprehensive reporting.

Discover how Odoo 19 enterprise rental module streamlines rental orders—from quotations, rental period and duration to delivery and pickup, invoices and payments—with catalog, quote builder, and flexible billing.

Master the Odoo 19 rental schedule and product management, including daily to yearly views, editing bookings, and handling inventory, pricing, reservations, and accounting.

Explore how to configure Odoo 19 rental module, including settings, delay costs, padding time, and rental transfer; set up quotation templates, rental periods, and reporting to analyze performance.

Automate procurement in Odoo 19's purchase module with rfqs, purchase orders, vendor pricing, variant grid entry, packaging, and inventory and accounting integration.

Explore how Odoo 19 Purchase Management streamlines vendor management with kanban views, activity scheduling, and customizable lists, then configure vendor price lists for automated, consistent procurement.

Learn to create and manage RFQs in Odoo's purchase module, compare vendor offers, and convert approved RFQs into purchase orders while tracking status and performance.

Create, validate, and pay vendor bills in Odoo while applying ordered or received quantities billing policies and managing related purchase orders and payments.

Discover how dropshipping works in Odoo 18 and how enabling it in purchase and sales automates supplier-to-customer delivery through product route and supplier settings.

Explore how to set up and manage Odoo inventory, including warehouses, locations, routes, operation types, and put-away rules, to streamline stock control and order fulfillment.

Explore transfers in the Odoo inventory module, including receipts, deliveries, internal, manufacturing, and drop shipping, and apply batch and wave transfers, filters, and inventory adjustments for accurate stock.

Odoo enables precise inventory control through adjustable quantities, scrap management, landed costs, replenishment, and automated reordering rules, all tracked with detailed records and configurable settings.

Learn how Odoo 19 inventory automates replenishment with reordering rules and Run Scheduler, and enables precise traceability through lots and serial numbers, with reception and expiration date management.

Configure expiration dates and tracking in Odoo inventory, including removal time, best before time, expiration date, and alert time, then manage serials, lots, and shipments.

Enable and manage dropshipping in Odoo 19 by configuring the dropship route at the product level, enabling dropship in purchase, and applying landed costs and consignment workflows.

Explore Odoo's inventory reporting capabilities, from the stock report and valuation to moves history and analysis, using filters, group by, and pivot views for real-time stock insights.

Explore how the Odoo manufacturing module streamlines planning, scheduling, and tracking of manufacturing orders, BOMs, and work centers to ensure quality and productivity.

Streamline work orders and material flow in Odoo by managing bills of materials, product variants, and lot traceability, while leveraging routing, by-products, and overall equipment effectiveness reporting for efficiency.