
Configure Odoo accounting for small and medium businesses by setting up chart of accounts, journals, taxes, and localization. Prepare for go-live with onboarding and legal reports.
Explore the double-entry system, where every debit must equal credit, and learn how active and passive accounts, assets, liabilities, expenses, and income shape journal entries and reports.
Explore how Odoo categorizes transactions into sales, purchase, bank and cash, and miscellaneous journals, and how to configure them with default accounts, sequences, and aliases.
Learn how Odoo handles taxes with country-based localization, default taxes, and fiscal positions; configure vat, tax computation, tax distribution, and tax report on invoices and products.
Learn how odoo 17 automates basic journal entries from customer invoices to vendor bills by configuring receivables, payables, taxes, default income accounts on products and product categories, and invoice layout.
Learn how fefo, first expired, first out, optimizes perishable inventory by using expiration dates, lots, and removal dates in Odoo, and auto-selects the freshest stock at sale.
Master vendor price lists in the Odoo purchase app to manage product prices, vendors, and discounts, with both product form and configuration menu setups guiding rfq creation.
Master vendor bill workflows in Odoo 17 using three-way matching, received-quantities build policy, and bill creation after delivery, with batch bills for multiple orders.
Enable consignment in Odoo 17, receive consignment stock from a vendor via a manual receipt, assign the owner, and note that on-hand stock is not counted toward inventory valuation.
Explore the three Odoo 17 product types—storable, consumable, and service—and learn how stock management, reporting, and practical examples like office lamps, bolts, and furniture assembly illustrate their use.
Explore how reordering rules in Odoo automate replenishment, generate RFQs, and maintain stock levels, enabling efficient purchasing, inventory visibility, and smoother sales and manufacturing processes.
Explore how the Odoo sales app streamlines sales by creating quotations, configuring products, adding optional items, sending emails, and turning quotations into orders with delivery and invoicing.
Explore configuring product variants in Odoo 17 by activating variance creation mode, defining attributes like color and size, and selecting display types to give customers selectable product options.
Learn how to apply and customize product variants in Odoo 17 Commerce using attributes like color and size, configure price, exclusions, and sales channels from website to quotes.
Learn to close the fiscal year in Odoo 17 by validating invoices, reconciling accounts, and posting a year-end closing entry that allocates current year earnings to the next year.
Configure budgets by setting the period and creating budget lines tied to budgetary positions and analytic accounts, then monitor planned, practical, and theoretical amounts.
Learn how Odoo automates unit of measure conversions from bulk rolls to sellable units, manages stock by length categories, and handles purchases and sales of fabric.
Explore smart warehouse operations in construction using Odoo, including quality control at reception and tracking lots and serial numbers. Optimize picking, packing, and configuring operation types with the inventory dashboard.
Learn how to implement automatic reordering rules in Odoo, setting minimum and maximum quantities, vendors, and delivery lead times, then trigger RFQs and purchase orders via the scheduler.
Configure FIFO and LIFO removal strategies using lots to rotate stock by arrival dates. Enable traceability, storage locations, and force removal by product category to override location rules.
Explore two-step reception in Odoo, enabling storage locations and multi-step routes, directing incoming shipments from input locations to designated shelves via putaway rules, and validating receipts and transfers.
Learn to configure odoo inventory for three-step receipts—input, quality, and stock—enabling multi-step routes and validating shipments through internal transfers.
Learn how push and pull rules drive product movement through routes in Odoo, from sales orders and stock checks to replenishment, packing, picking, and shipping.
Enable and use lots and serial numbers for end-to-end traceability in Odoo, covering receiving, assigning, selling tracked items, generating serials, and reviewing traceability reports.
Enable consignment in the Odoo inventory settings, then receive consignment stock with manual receipts, assign ownership to vendors, and understand how consignment affects stock valuation.
Explore manufacturing orders and their work orders in Odoo's manufacturing app, including selecting a product, BOM options, required components, and the steps from confirmation to producing one unit.
Learn to manage multiple work centers in Odoo by creating an alternative assembly line for manufacturing orders with the same equipment, enabling production without downtime and tracking usage.
Explore configuring work centers in Odoo 17 by adjusting time efficiency, capacity, and setup and cleanup times to enable parallel production and create realistic short term manufacturing plans.
Discover how to configure and optimize byproducts in Odoo, set cost shares and sales price for wood waste, and generate precise cost analysis across bill of materials and manufacturing orders.
Learn how back orders in a three-step manufacturing process (picking, manufacturing, transferring) let you finish tambourine production despite component shortages, with cross-app tracking and auto purchase orders.
Learn to use Odoo's scrap button to track production losses from damaged components or finished products in shipments and manufacturing orders, and log costs to a dedicated expense account.
Apply the standard price costing method in Odoo manufacturing to reflect component costs in the finished product, using BOM overview and cost analysis to update costs bottom-up.
Explore FIFO costing, where the oldest stock sets the item cost as you manufacture and sell. See how inventory valuation reports and BOM insights update costs when components vary.
Explore how to measure and boost manufacturing productivity with overall equipment effectiveness (OE) and ROI in Odoo, tracking work centers, losses, and fully productive time to optimize ROI.
Discover how to manage manufacturing lead times and delivery dates in Odoo ERP, using days to prepare manufacturing orders, zero reordering rules, and BOM lead times to ensure on-time production.
Synchronize sales, contracts, and on-site activities in Odoo by creating a quotation, confirming a contract, and automatically generating a project with four tasks, then schedule and track progress.
Track time and manage tasks in odoo by recording hours on timesheets and using the timer. Link work to sales orders, purchases, and invoices for construction projects.
Learn how to sell consulting services with flexible invoicing in Odoo, including prepaid fixed price, timesheets, and milestone invoicing policies, and understand when to deliver hours and invoice clients.
Learn how to implement milestone invoicing in Odoo 17, linking milestones to sales orders and project tasks, and adjust quantities by percentage to reflect cost changes.
Explain forming a partnership with a package of 300 hours training, eight store refits, and marketing campaigns for four products, all linked to a sales order and milestones.
Link sales orders to milestones and auto-create store-specific milestones. Plan training shifts, run marketing campaigns, and manage delivery and invoicing with project task dependencies.
Set up a restaurant point of sale in Odoo by configuring floors and tables, bar area, order printers, tips, and restricted product categories, while enabling offline operation and later resync.
Learn to set up product categories, create stockable products like a piece of chicken, configure attributes and variants (colors and sizes), add optional products, and run POS sessions.
Discover how to create and activate price lists in Odoo POS, applying fixed prices, discounts, or formulas to specific products, quantities, or time periods, and assign them to customers.
Master splitting bills in the restaurant point of sale to create separate invoices for guests, using the split feature, item selection, payment methods, and receipts.
Explore Odoo's point of sale ship later feature, enabling order payment upfront and delayed delivery, with customizable products, warehouse policies, and confirmed payments to boost sales and customer satisfaction.
Learn to use lots and serial numbers to track inventory in the point of sale system, configure tracking options, enable expiration dates, and understand stock updates at session closing.
Master cash control in a point-of-sale system by setting opening cash, tracking differences, handling cash outs, and generating receipts and invoices at session close.
Explore how Odoo ERP orchestrates food and beverage operations from central kitchen to stores, enabling inventory management, replenishment, manufacturing, and point-of-sale.
Learn how the Odoo sales app lets salespeople create and send quotations, configure products, add optional items, organize sections, and convert quotes into sales orders with delivery and invoicing.
Configure product variants in Odoo sales by defining attributes like color and size, choosing display types, and managing variance creation mode and visibility to enhance the customer shopping experience.
Apply and customize product variants by adding color values and setting per-variant price extras. Use the variant smart button to manage availability, exclusions for sizes, and view combinations in quotations.
Master creating and sending quotations in Oda's system, upselling with optional products and collecting online signatures and payments. Configure templates with a drag-and-drop builder and auto-install of the website app.
Learn how to set up a loyalty program in Odoo, awarding points on every order, allowing redemption for rewards like free shipping, with account-based tracking and coupon codes.
Configure delivery prices in Odoo using fixed and weight-based rules with FedEx, UPS, and local postal carriers, showing live shipping costs.
Configure customer lead time on products to auto-calculate the delivery date from order confirmation, and apply security lead time in inventory settings to ensure on-time delivery.
Create a new price list for loyal customers in Odoo, with currency and price rules. Apply discounts to products and variants, and test in quotations.
Learn to create and apply Odoo price lists with advanced rules, discounts, rounding, and computed prices using fixed, percentage, or formula methods.
Discover how the Odoo purchase app streamlines procurement from creating RFQs and negotiating prices with vendors, to receiving goods, handling back orders, and generating vendor bills for efficient purchasing.
Automate inventory replenishment by setting reordering rules in odoo. Trigger rfqs and purchase orders from inventory levels, with vendors and accountants ensuring accuracy and streamlined warehouse operations.
Learn how to manage supplier bills in odoo with a received quantities build policy, three way matching, and the should be paid status to ensure accurate invoicing and payments.
Configure and manage project phases in odoo by enabling customized stages, such as construction, procurement, and inspection, and track progress with the kanban view.
Track and manage tasks within projects in Odoo by creating tasks, assigning assignees, setting deadlines, and moving work through stages from design to printing to done in a Kanban flow.
Configure Odoo to auto-create tasks from sales orders with scheduled workflow, emails, and website forms, linking them to projects and billable services to optimize kanban workflows.
Learn how to set and manage task dependencies in the Odoo project module, using blocked by relationships, Gantt and Kanban views, and start-end dates to schedule and adjust tasks.
Learn to enable subtasks in the Odoo projects module, add subtasks with titles, assignees, deadlines, and stages, nest subtasks within subtasks, and review progress with kanban views and filters.
Learn to implement project budgets in odoo, linking budgets to analytic accounts, creating budget lines and periods, and tracking planned, practical, and theoretical amounts through budgetary analysis.
Learn how to add and manage expenses in Odoo, link them to projects via analytic accounts, set up billable expenses, and reflect them in project gross margins through journal entries.
Unlock the full potential of Odoo 17 ERP with this comprehensive functional course designed for professionals, managers, and business owners who want to master every aspect of ERP implementation and optimization. Whether you are an accountant, project manager, HR professional, warehouse supervisor, or entrepreneur, this course provides the practical knowledge and step-by-step guidance to implement, configure, and optimize Odoo 17 for your business.
Dive deep into financial management, accounting automation, inventory control, manufacturing operations, project management, sales, purchasing, and human resources with hands-on examples and real-world applications. Learn how to leverage Odoo’s AI-powered tools to enhance sales, automate workflows, optimize inventory, manage projects efficiently, and create intelligent websites that drive business growth.
Through this course, you will gain expertise in:
Accounting & Finance: Build a fully functional accounting system tailored to your business, define charts of accounts, handle journals, apply taxes, manage vendor bills and payments, close fiscal years, and generate accurate financial statements. Learn advanced costing methods such as FIFO, LIFO, FEFO, AVCO, and standard costs to streamline manufacturing and inventory valuation.
Warehouse & Supply Chain: Optimize inventory management, track perishable goods, implement barcode systems, manage lot and serial numbers, and apply pull/push rules for effective supply chain operations. Gain strategies for construction and manufacturing warehousing to reduce costs and improve efficiency.
Manufacturing & Production: Master the creation of Bills of Materials, manufacturing orders, and work centers. Learn to plan production, schedule workflows, track byproducts, manage scrap orders, and optimize machine efficiency. Understand costing methods, Engineer-to-Order workflows, and strategies for sustainable production.
Services & POS Management: Implement consulting services, AI-driven sales, and cloud solutions. Set up restaurant POS systems, manage menus, pricing, tips, split bills, and delivery orders. Transform service delivery with automation and intelligence.
Sales & E-Commerce: Configure product variants, quotations, loyalty programs, delivery pricing, and dropshipping. Harness AI tools to create websites, newsletters, SEO-optimized content, and multilingual content to attract and retain customers.
Purchasing & Procurement: Automate purchase orders, manage supplier bills, set up blanket orders, create calls for tender, and optimize procurement lead times.
Project Management: Track tasks, create dependencies, manage budgets, automate workflow from sales orders, and leverage AI insights to improve project execution and profitability.
Human Resources: Streamline HR operations with recruitment, attendance, leave management, performance appraisal, payroll, and employee expense management. Utilize Odoo analytics to monitor workforce performance and make data-driven decisions.
By the end of this course, you will be able to implement and customize Odoo 17 ERP solutions confidently, drive operational efficiency, and leverage advanced tools like AI to grow your business. This is more than a course—it’s a complete blueprint for mastering Odoo ERP and transforming your organization’s processes.
From setting up accounting software, managing inventory and production, to leveraging AI-powered tools for sales and website building, this course covers every functional area necessary for business efficiency and growth.
Who This Course is For
Accountants, finance professionals, and bookkeepers seeking to master Odoo 17 financial management.
ERP consultants and business analysts looking to expand functional expertise.
Managers and business owners who want to optimize operations across accounting, manufacturing, inventory, sales, and HR.
IT professionals and developers aiming to customize Odoo ERP solutions.
Entrepreneurs wanting to implement AI-driven tools for business growth.
Why Join This Course
Gain hands-on experience in Odoo 17 with real-world examples.
Learn step-by-step configuration and customization of accounting, manufacturing, inventory, and sales modules.
Understand advanced concepts like costing methods, financial statement analysis, AI-driven sales, and project management automation.
Enhance your career opportunities by acquiring comprehensive ERP functional expertise.
Course Curriculum
Advanced Financial Management
Cash Flow and Daily Financial Operations
Advanced Financial Reporting and Analysis
Linking Accounting with Inventory, Sales, and Manufacturing
Global and Country-Specific Tax Strategies
Smart Inventory & Supply Chain
Multi-location and Multi-branch Inventory Management
Optimizing Reordering Based on Demand and Forecasts
Tracking Raw Materials, Semi-Finished, and Finished Goods
Warehouse Automation and Efficiency Optimization
Advanced Manufacturing & Production
Multi-stage and Complex Production Workflows
Production Planning and Scheduling Optimization
Engineer-to-Order (ETO) and Custom Product Manufacturing
Cost Analysis and Resource Efficiency Improvements
AI-Powered Sales, Services, and POS
Automating Quotations, Promotions, and Loyalty Programs
Managing Consulting Services and Smart Product Sales
Advanced POS Setup for Retail, Restaurants, and Services
AI-Driven Marketing, E-commerce, and Customer Engagement
Professional Project Management
Organizing Projects by Phases and Milestones
Task Dependencies, Subtasks, and Workflow Automation
Project Budget Tracking and Cost Analysis
Using AI for Resource Allocation and Performance Forecasting
Human Resources & Workforce Management
Automating Recruitment, Onboarding, and Performance Evaluation
Attendance, Leaves, and Payroll Management
Employee Performance Tracking and HR Analytics
Integrating HR with Accounting and Project Management
Procurement & Vendor Management
Automating Purchase Orders, Tenders, and Blanket Orders
Controlling Supplier Bills and Payment Optimization
Smart Purchasing Based on Inventory Levels and Demand
Linking Procurement with Inventory, Accounting, and Manufacturing
Business Intelligence & Decision Support
Generating Reports Across Finance, Sales, Inventory, and Projects
Forecasting Budgets, Revenue, and Resource Needs
Custom KPI Dashboards for Real-Time Insights
Leveraging AI for Predictive Analytics and Decision-Making
End-to-End ERP Integration
Connecting Accounting, Inventory, Manufacturing, HR, and Projects
Streamlining Workflows and Eliminating Redundancies
Real-Time Accuracy Across Departments
Full Operational Control through Integrated ERP
Hands-On Practice & Real-World Applications
Practical Exercises Across Accounting, Inventory, Manufacturing, and HR
Applying AI Tools for Websites, Marketing, and E-commerce
Real Business Scenarios for End-to-End ERP Implementation
Structured Practical Tests and Performance Assessments
Practice & Assessment
Practice Test 1: Part 1
Practice Test 2: Part 2
Learning Outcomes
By the end of this course, you will be able to:
Build, configure, and manage a full-fledged Odoo 17 ERP system
Automate accounting, inventory, manufacturing, sales, HR, and project workflows
Implement AI-driven solutions for business automation and analytics
Optimize supply chains, production, and service management
Generate reports and dashboards for strategic decision-making
Integrate all business processes into a single, efficient ERP system