Odoo Functional Course [En] | v17

Learn to set up a chart of accounts in Odoo v17, import client master data via templates, and configure localization, currencies, and journals for accurate ledgers.

Define fiscal periods and fiscal years to match the operating cycle, typically January to December, or a custom start date in Odoo.

Explore how to configure journals and bank accounts in Odoo v17 to generate and link journal entries, set currencies, and manage incoming and outgoing payments.

Configure country taxes in Odoo, archive inactive taxes (including UK taxes), and manage currencies with manual or automatic rates, using GBP as base and monitoring USD and EUR.

Learn to manage customers and vendors as a single partner in Odoo, with on-the-fly creation, addresses and tags, payment terms, and Excel imports.

Learn to configure and test versatile payment terms in Odoo, calculate due dates for invoices and vendor bills, and apply early payment discounts across customers and vendors.

Master vendor bills and refunds in odoo by recording supplier invoices as vendor bills, posting journal entries, and processing payments. Reconcile credits, apply early payment discounts, and manage payment terms.

Learn to issue and modify customer invoices, configure company data and invoice layouts, create products on the fly, and process payments, refunds, and credit notes with journal entries.

Reconcile customer invoices and vendor bills in the same partner ledger to settle balances, using partial payments, write offs, and journal entries across debtors and creditors control accounts.

Learn cash operations in Odoo, using cash journals and cash boxes to manage liquidity, process cash and bank payments, and reconcile with customers and vendors.

Explore bank operations in Odoo, including recording payments from customers and vendors, importing transactions from Excel, managing multiple currencies, and reconciling with suspense and outstanding accounts.

Learn how to perform liquidity transfers between journals in Odoo by using an intermediary liquidity transfer account, creating two payments, and reconciling cash and bank balances.

Explore analytic accounting in Odoo, using cost centers and analytic accounts to allocate expenses and revenues by departments and branches, with distribution models and mandatory applicability.

Learn how to configure and apply fiscal positions in Odoo to map income and tax rules for local and foreign customers, including automatic detection by country or country group.

Activate budget management in accounting settings and define budgets for SG and A, departments, and projects; track practical versus theoretical amounts with budgetary positions and analytic accounts.

Learn to manage deferred expenses in Odoo by allocating prepaid costs monthly, matching the accrual basis, using the current asset prepaid expense account, and posting automatic entries.

Learn how deferred revenue and revenue recognition are handled in Odoo, via prepaid income and cutoff to allocate multi-month service revenue.

Explore how unrealized currency gains and losses arise in Odoo, how to calculate them using exchange rates, and how end-of-period adjustments and reversals affect the balance sheet and P&L.

Explore how realized foreign currency gains and losses are calculated and posted in Odoo v17, using automatic exchange entries and reconciliation of debtor and creditor control accounts.

Learn how to manage fixed assets in Odoo by configuring asset models, applying straight-line or declining depreciation, and tracing life cycles from purchase to disposal with analytic accounts.

Learn how to configure and import opening balances in Odoo, including balance sheet and profit and loss treatment, journal entries, and inventory integration.

Learn how to perform monthly and fiscal year closing in Odoo, using look dates, lock dates, and manual journal entries to manage unallocated and allocated earnings.

Explore financial statements in Odoo, including balance sheet and profit and loss with depreciation and asset calculations. Access cash flow, general ledger, trial balance, and analytic reports for insights.

Configure product categories in Odoo to govern stock across purchase, inventory, and sales, and learn to import master data and define subcategories like chemicals, woods, finished products, and scrap.

Activate the unit of measure feature to enable cross-functional tracking in sales, purchase, and inventory, then define categories and reference units with ratios for converting between units.

learn to create products in odoo v17 via the product menu, starting manually and then importing via excel, configuring category, internal reference, unit of measure, price, barcode, image, and taxes.

Learn to issue a request for quotation and a purchase order in Odoo v17, manage vendors and products, share rfqs by print or email, and confirm orders for delivery.

Learn how purchase orders lead to vendor bills, with billing before delivery or after receiving, and manage received versus built quantities using create bill and multi BO vendor bills.

Activate purchase agreements and blanket orders in the purchase module to secure long-term supply, then run RFQ and call for tender, compare quotations, and manage delivery dates and prices.

Explore Odoo's purchase reporting features, including graph and pivot views, filters, and group by vendor or product, to track ordered, received, built quantities and their impact on accounting.

Configure a main warehouse with internal and child locations for finished items, chemicals, and woods in Odoo. Use put away rules to route receipts and deliveries by category.

Master inventory adjustments in Odoo: count stock on ground, set opening balances at go live, update item costs, and post journal entries to reconcile inventory with accounting balances.

Learn how to process a purchase cycle in Odoo v17: receive goods from a confirmed purchase order, handle two- or three-step receipts, manage back orders, returns, and related accounting entries.

Learn how to manage assets stock in Odoo, including receiving assets into stock, transferring to fixed assets, or purchasing directly as assets, with depreciation timing and impact on reports.

Explore how to enable traceability in Odoo by activating lot and serial tracking, then manage lot-based quantities and unique serial numbers across purchases, receipts, and manufacturing.

Activate traceability in the inventory module, then define expiration dates for lots or serials, set best before, removal, and alert dates, and manage expirations through lot tracking and alerts.

Learn how to configure reordering rules in Odoo to maintain safety stock, set minimum and maximum quantities, and automate purchases or manufacturing orders with vendor lead times.

Explore consignment: stock without ownership, owned by a client or vendor, with zero value until sale. Activate consignment in settings, process purchases, and manage sale, return, and vendor billing.

Learn how landed cost in Odoo affects item valuation by allocating shipping, customs duties, taxes, and handling costs to inventory, ensuring accurate cost of goods sold.

Scrap items in the inventory module using virtual and damage locations to record losses, generate journal entries, and manage raw material and finished goods scrap with optional replenishment.

Explore how consumables differ from storable items in Odoo, including purchasing, receiving, and expensing consumables, and how internal transfers and deferred expenses allocate costs.

Learn to configure attributes and variants in Odoo, create color and material options, choose display types, and manage instantly and dynamically created variants in purchasing and selling.

Activate batch transfer in settings to process combined receipts, internal transfers, and deliveries; schedule, assign a responsible user, and confirm all items in one bulk operation.

Explore Odoo v17 inventory reporting, including stock and on-hand views, replenishment and reordering rules, locations and aging, inventory at date, and move analysis with graphs.

Install and use the CRM module to manage leads, convert them to opportunities, issue quotations, and generate sales orders through a structured pipeline and activities.

Learn how quotations serve as draft sales orders and convert to confirmed orders when sent or signed, with product lines, pricing, and payment options.

Create and apply predefined quotation templates in the sales module to auto-fill client offers with services like interior design, 2D/3D design, notes, terms, and delivery timelines.

Define and apply multiple prices per product and variant with default and advanced price lists, cost-based pricing, discounts, and promotions across currencies and customer groups.

Explore how to manage product delivery and returns in Odoo v17, including stock reservation, delivery orders, back orders, invoicing, returns, and two-step delivery with batching.

Learn how to implement make to order in Odoo v17, ordering from vendors only after a customer order, using on-demand replenishment, lead times, and configuring the make-to-order route.

Enable dropshipping in the sales and purchase modules to deliver directly from the vendor. Explore make to order with vendor delivery, white label branding, zero valuation, no journal entry.

Learn how to subcontract a service in Odoo by configuring subcontracting, defining a vendor, and processing a service-based purchase order and bill with interior design and construction examples.

Automate resupply between multiple warehouses, including a main warehouse and a Times Bank showroom, by configuring inventory routes and make-to-order transfers via a transit warehouse, enabling efficient middle mile operations.

Learn to issue invoices from sales orders or deliveries, choose between order quantity and delivered quantity, and apply down payments or prepaid income across multiple deliveries.

Learn to sell product variants in odoo using the product configurator, with variant attributes, price rules, and options like gifts and custom values.

Explore how to implement promotions, coupons, gift cards, and ewallet in Odoo v17—configuring discounts, loyalty programs, buy‑x‑get‑y offers, and next-order rewards.

Explore the main sales analysis report in the sales module, with graph views and pivots, filtering by product, category, and customer to track orders, deliveries, and invoicing.

Navigate Odoo's orders to invoice and orders to upsell menus to issue invoices, confirm deliveries, and capture upsell opportunities based on ordered quantities.

Learn how purchase price variance adjusts finished goods inventory when the vendor invoice differs from the purchase price, with automatic valuation through the stock valuation account in Odoo v17.

Perform a product revaluation to adjust inventory to current market value, updating unit costs and posting a journal entry debiting inventory and crediting the inventory revaluation gain or loss.

Explore configuring and applying taxes in Odoo, including 20% vat on sales and purchases, the tax control account, and the tax report. Learn monthly closing and reconciliation with tax authorities.

Compare continental and Anglo-Saxon accounting in Odoo v17, showing how inventory valuation, COGS, and revenue post through vendor receipts, sales, and invoices, with configuration steps.

Compare costing methods in Odoo, including average cost, FIFO, and standard cost, and review removal strategies—FIFO, LIFO, closest location, and first expired first out—to optimize inventory.

Install the MRP manufacturing module and create a bill of materials that list components, quantities, and costs for producing items like desks, and assess stock, lead time, and production routing.

Configure work centers, from carpentry to painting, and define operations like cutting, assembly, and painting. Link bill of materials, manufacturing orders, and by-products to manage costs and flow.

Learn end-to-end manufacturing workflows in odoo, creating manufacturing orders and work orders, reserving components, producing finished goods, tracking moves and costs, and handling back orders and make-to-order scenarios.

Learn how to create a kit bill of material in Odoo, bundling desk, lamp, and chair as a single saleable unit, managing component availability and delivering as one order.

Learn how to consume components from multiple warehouses by using a work in process production warehouse and routes that supply wood, chemicals, and solvents.

Explore how to set up subcontracting in the manufacturing module, configure a subcontracting bill of materials, assign a subcontractor, deliver components, and track costs from components to finished goods.

Learn how to calculate manufacturing cost in Odoo by budgeting direct material, labor, and overhead, allocate costs via BOM and manufacturing orders, and close variances using landed cost.

Explain how to implement quality management in Odoo across manufacturing and inventory, create quality alerts, configure control points, and manage quality teams and alerts from receiving to delivery.

Explore how to configure and use the maintenance module in Odoo v17, including preventive and corrective maintenance, maintenance teams, equipment, work centers, and automated preventive tasks.

Explore how the BLM module manages updates to the bill of materials through engineering change orders, versioning, and approvals, with practical examples.

Create and manage the employee directory in Odoo 17, defining departments, positions, work locations, skills, contracts, and org charts, then import data and attach documents for centralized HR.

Explore how the recruitment module in Odoo guides hiring from screening calls through multiple interviews to contract signing, with role-specific stages, website publishing, and email alias tracking.

Explore the Odoo attendance module to track employee time via manual entry, kiosk mode, or badge and pin, with optional geo location and Excel import.

Explore how to allocate and request leaves in Odoo v17, covering paid, sick, unpaid, and compensatory time off, accrual plans, approvals, and department or tag-based allocations.

Explore how the Odoo expenses module handles employee expense requests for travel and maintenance. Configure expense categories, approvals, and postings to analytic accounts and cash journals, with email alias submissions.

Define a company payroll structure in the payroll module with fixed and variable components, apply rules for allowances, penalties, deductions, and loans, and generate payslips and accounting entries in Odoo.

Generate automatic salary journal entries from salary components, balancing debits and credits in Excel. Use Odoo salary rules and reconcilable accounts to process payroll and register trusted bank payments.

Explore how to use Odoo's project module to plan, execute, and track projects with tasks, milestones, dependencies, timesheets, and profitability, connecting sales, accounting, and timesheet validation.

Install and configure the helpdesk module to manage tickets, teams, visibility, followers, and email aliases; enable live chat, help center, knowledge, forum, and time tracking for after-sales and refunds.

Learn how to manage repairs in the Odoo repair module, including creating repair orders, assigning products, handling returns, warranty invoicing, scheduling, parts usage, quotations, and linking to the helpdesk tickets.

Configure admin settings and grant tested user access rights in Odoo v17 using developer mode, groups, and model restrictions, while hiding menus and testing in a demo database before go-live.

Learn how the admin configures and manages Odoo sequences across accounting and operations, including prefixes, suffixes, date ranges, resequencing, and language activation for multilingual interfaces.

Enable multi company in Odoo v17, create and switch between companies, and apply per-company localization and chart of accounts. Automate intercompany transactions with counterpart drafts for orders and invoices.

Explore the Odoo app store to find thousands of modules and third party apps, free or paid. Read module data, check dependencies, preview, and purchase.

Explore how Odoo Studio empowers admins to customize the database by adding fields, tabs, and reports, and to configure conditional visibility and print reports.

Discover how the document module serves as a company content library with project workspaces and ownership, and use the spreadsheet to create budgets, pivot reports, and graphs.

Explore Odoo's survey module (v17) to create surveys, questions, templates, interviews, and exams; install, configure access controls, timing, scoring, randomization, and conditional visibility for HR, recruitment, and e-learning.

Explore the knowledge module in Odoo v17 to create and share company articles using templates, with access controls, rich media, and revision history across teams.

Activate the website and WooCommerce apps in Odoo to build a landing page and online store, customize with themes, manage products and payments, and enable portal users.

Explore the Odoo point of sale module as an ERP solution, configure multi shops, cashiers, payment methods, inventory, and restaurant features like floor plans, tables, QR codes, and kitchen displays.