OdooERP Functional Training from Beginner to Expert

Learn to configure taxes in OdooERP, including creating taxes, repartition for invoices, and mapping tax receivables to chart accounts, plus include in price options for tax impact.

Create local and foreign bank accounts from the chart of accounts, assign currencies like dollar, name banks such as Zenith Bank, and save accounts to support journals and reports.

Explore how journals act as folders for transactions in Odoo, create journals by type (cash, bank, miscellaneous), post balances, and reverse or draft corrections as needed.

Learn to manage partners—customers, vendors, and employees—in Odoo ERP by creating customers and vendors, processing payments and refunds, issuing invoices, and tracking follow-ups.

Perform internet transfers between bank accounts, set transfer details, monitor balances, and apply exchange rates, then explore analytic accounting to monitor transactions by department.

Enable analytic accounting in settings, create analytic accounts linked to projects, and post expenses to appropriate accounts to track project costs, monitor department spending, and generate cost and revenue reports.

Explore configuring fixed assets, including asset models by category, depreciation methods (linear, degressive, accelerated), durations, and start dates, with related purchases, accounts, journals, and disposals.

Learn to create a budget in order, using budgetary positions, analytic accounts, and budget lines to link accounts and departments for project budgeting and monthly tracking.

Explore how to set up petty cash in Odoo, create a petty cash account and budget, record and validate transactions, reconcile and post journal entries, and perform internal transfers.

Configure and manage multiple warehouses and internal locations in Odoo ERP to organize inventory, receipts, deliveries, and manufacturing workflows.

Configure unit of measure and product categories in OdooERP, defining a category and reference unit, and applying rules for bigger or smaller units, packs, and decimal precisions.

Learn to create and configure products in Odoo ERP, using create or import, set whether they can be sold or bought, categories, cost methods, and inventory controls.

Master configuring product variants in Odoo ERP by creating color and size attributes, setting base and per-variant pricing, and managing inventory, vendors, and tracking for accurate sales orders.

Configure products for PoS and e-commerce, controlling visibility, categorization, and website sequencing. Manage SKUs, alternative and accessory products, and media to optimize storefront presentation.

Initiate inventory adjustments to update on-hand quantities across selected warehouses or all locations, by editing specific products or multiple items, then validate and reference for audit and accounting.

Learn the best practice for importing products into Odoo from Excel or CSV by exporting a template, mapping fields, testing the import, and handling images.

Learn to import products to a specific warehouse or location in Odoo ERP, including bulk imports, setting locations and warehouses, and transfers via inventory adjustments.

Learn how to perform internal transfers of stock between warehouses and locations, including immediate and planned transfers, selecting source and destination, and verifying current stock.

Configure a sales team in Odoo ERP by creating or editing a team, assigning a team leader, defining access to leads and pipeline, and adding members with email domain settings.

Create and customize quotation templates in OdooERP by selecting products, quantities, optional items, and unit prices, preview designs, and send quotes by email or online signature.

Configure shipping methods in OdooERP, choosing fixed price or rules based on weight, volume, price, or quantity. Attach methods to products, destinations, and inventory attributes to ensure accurate delivery costs.

Learn how to create quotations in OdooERP, send them to customers, and convert them to invoices and orders, with flexible payment terms such as immediate or percentage down payments.

Learn how to create and manage promotions and coupons in OdooERP, configuring customer and product-based conditions, automatic vs manual application, and promotion validity.

Explore how to generate sales reports in Odoo ERP, using customizable views, analytics accounts, and grouping to analyze sales by category, region, and discounts for actionable insights.

Learn how to create purchase agreement types, including tender RFQ, to request quotations from vendors, compare prices, select outcomes, and manage receiving, invoicing, and payments in Odoo ERP.

Learn how to set up and manage blanket purchase orders in OdooERP, including creating a purchase agreement with negotiated price and quantities, processing orders, receipts, quotations, and journal entries.

Explore three-way matching policies in Odoo ERP, learning to configure pay-before or receive-before billing, generate vendor bills, and align receiving, invoicing, and payments within inventory and accounting.

Learn to configure multi-step routing in Odoo ERP inventory, from receiving to raw materials to semi-finished and finished goods, with pull/push rules and category-specific routes across warehouses.

Explore how to configure routes and delivery steps in OdooERP, defining source and destination locations, and routing stock from semi-finished to finished goods through sales orders and warehouse movements.

Set up reordering rules to automatically trigger purchase orders when stock hits minimum, assign vendors, optimize delivery times, and maintain target stock levels across warehouses for inventory, manufacturing, and sales.

Configure operation types for dropship in Odoo, test products, attach vendors, and generate purchase orders to fulfill customer orders, then track shipments and verify delivery.

Configure barcode settings in OdooERP by enabling barcode scanning, selecting nomenclature, units of measure, and encoding, and connect USB, Bluetooth, or mobile computer scanners to streamline inventory adjustments.

Analyze inventory reports in OdooERP to assess warehouse performance, delivery cycles, and backorders; view charts, group by product category or vendor, and export to Excel.

Configure work centers and routings to manage manufacturing processes in OdooERP, define operations, set up routings, work centers, and packaging steps for biscuit production.

Learn to create a bill of materials and manufacturing orders, plan production with work orders, manage components, variants, and stock across manufacturing, finished goods, packing, and inventory.

Explore manufacturing in OdooERP: create a bill of materials, produce 2000 units with 1000 sold, configure inventory for traceability, and set up outside-in subcontracting via manufacturing orders.

Enable subcontracting in settings, set up a bill of materials, select components and a contractor, transfer materials to the subcontractor, and validate receipts to update inventory and complete production.

Explore real-time manufacturing reports built from work orders and manufacturing orders, viewable as lines, charts, or road view, to analyze production rate, quantity produced, and workload for planning.