Odoo (Open ERP) Basics

You learn how to edit the company profile of your Odoo system.

You learn how to set up an additional user. This is important to test and learn about the communication functionality within Odoo

This lecture of the Odoo online course will teach you how to work with your messaging inbox for internal notifications and emails.

Now it is your turn: You have to apply, what you have learned in the past two lectures. Go and start writing messages in Odoo. Simply follow the instructions in my video.

Having a general company calendar is essential for coordinating appontments and meetings. This lecture shows you the basics how to deal with the Odoo calendar and share it with other users.

What would a calendar be without appointments you set. Here you learn how to set a simple meeting, plus inviting other users, customers and how to use the advanced setting options.

Groups help to improve and ease the internal information flow. Easily learn how to create a group and how to invite the right employees of your own company.

Informations is only worth something, if you can find it. Have a look on this lecture to see how to find the relevant bits. Learn to apply filters, groups and custom conditions all over the Odoo ERP. Search filters you need on a daily basis can be saved an put on your dashboard. Save time and customize your own dashboard.

Learn how to get your contact data into the system: company or single person, tags to categorize (very brief), fast search buttons (turnover, meetings, calls for this specific customer) contact data (name, adress, etc), additional shipping & inviocing adresses & Much more

Assign sales persons & sales teams, create supplier contacts, contact references, pricelist settings

1. Ceate a company (with contact data)

2. Crate 2 contact persons within this company

3. Create a shipping adress for company

4. Crate a single person customer

5. Create a supplier

6. Assign company customer to a sales person

Search for customers by filers or group them (e.g. by country). You will also get a quick insight into building customized Filters for your individual requirements.

How to handle new contacts (e.g.. prospects from trade shows) and keep them separated from your customer database.

Handle Opportunities for making sales with existing customers or new clients. Odoo lets you easily handle all chances of business.

Every company has its own process on how to approach customers. This is why I show you how to build your own sales funnel instead of working with the default settings.

Learn about the difference between stockable, consumable and service products.

Liters, kg or units - learn how to find the right measure for your products. Also see how to create new formats for measurement

Set products aktive/not active, enter EAN code & set sales price,

Your purchase price of products, descriptions for suppliers, add specific suppliers to order the product. Further Information will be delivered in lectures about warehouse & purchase.

See how much units of a certain product are in stock. Learn how to quick-edit the amount of available products.

Set a product manager to let others know, who to contact in case of any questions. Here you also see the basic settings for tracking serial numbers. See where advanced settings for production, procurement and inventories are made (quick info only).

Most of the time you receive items on pallets or other packaging methods. (not piece by piece). Here you see how to set the common packaging methods (per product) for your company within the Odoo Open ERP

Set warranty time frames and standard time frames for shippping your item to your customer. Unit of Measure lets you distinguish between the Packages you buy and sell items in. (Example: you buy socks in packages of 10 pairs, but you sell it in packages of 5 pairs) - Smart solutioin to keep track of stocks. You also see how to edit the official texts for products, which will later show up on proposals.

Enter different variants of your products: Red, green, blue shirts or different processing power for computers. Easily adapt the pricing for different variants in Odoo.

Categories help you to search for products and to create advanced reports to see which categories work best. Here you learn how to set up categories and how to assign each product.

Install the accounting & sales module to activate pricelists for sales orders

Learn to work with price lists and price list versions to give special sales conditions to certain customers.

Learn how to create your own pricelist with product variations

Set the proper price list in customer profiles and build a test sales order to check, if your price list settings work.

Reward customers who buy big amounts by reducing the price.

Sometimes the prices for a customer group are not clearly related to the base price. It would take hours to calculate the discount per product to type it into Odoo. I have a nice workaround for you.

A lot of companies offer seasonal prices. It would take too much time to create a complete new price lists every time - especially if you are working with +1000 products. The easy way is to dublicate the lists and make corresponding changes.

You get a brief overview of the functions of the Odoo Warehous-App

See what kind of settings a warehouse has - brief overview

Create your own warehouse for an external locistic partner

Locations are Areas within a warehouse, which could describe a room or even a part of a rag.
Learn how they work.

There are two kind of locations in Odoo. physical and virtual. Learn what the differences are and what they could be used for.

Learn how to build locations and get some suggestions on how to apply this function in your business.

Learn about the differences between the product identifiing numbers and how they are used to keep track of your goods.

Minimum amounts are important to not run out of stock without knowing it. Learn how to set up the reordering rules with min. amounts and max. amounts. See how easy Odoo creates a purchase order checklist for you and even converts it into a purchase request you can immeniately send to your factory or supplier.

Types of Operation

Procurement Rules

Routes

Incoterms

To start selling your products, you need a full warehouse. Here you learn how to move stock into your warehouse including serial numbers.

Odoo has a weak point: It lets you move products from a warehouse, where the goods have never been bevore. If you dont pay attention it creates chaos in your stock management. See what impact it has and how you solve that issue.

You transfer goods from one internal location to another.

Its good that you keep track of your goods with an digital ERP, but sometimes goods just vanish for some reason. Every company proceeds an inventory at least once a year to exactly know what they have on hand. Learn how to proceed the inventory in Odoo.

Create a company bank account in order to receive and make payments within the sales process

Create a prospect (lead) convert it into an opportunity - create a quotation for this customer including 2 products (one with serial number). Convert the quotation into an sales order -> deliver the goods -> reverse delivery & refund the invoice.

Learn how to compile business stats and visualize them within minutes. Save complex filters, you created the analysis with and have them available anytime. Incoming new data (sales, ect.) will be added automatically.

You also see how to compile dashboards to get the most frequently used information on one starting page in Odoo.

Load language packages and translate single expressions