Policies & Procedures Manual – Accounting Control Odoo 18&19

Explore how the Odoo 18 accounting module manages chart of accounts, taxes, journals, and payments, including invoicing, vendor bills, credit notes, and fiscal position mapping.

Master multi-currency setup in Odoo 18, activate currencies, and manage auto or manual exchange rates in invoices. Explore journal entries, ledgers, and asset depreciation for robust financial control.

Explore Odoo 18 budgeting, analytic and financial budgets, deferred expenses and revenue, work-in-progress, and integrated reporting from balance sheet to tax.

Master Odoo 18 accounting: customize invoice sequences, execute batch payments, manage deferred revenue, and streamline bank reconciliation.

Configure opening balances in Odoo 18 to ensure accurate financial reports. Enable budgets, analytic budgets, transfers, and multi‑company sharing of accounts to streamline reporting.

Master Odoo 18 accounting's user rights for internal, portal, and public users, including invoicing and bank access. Leverage dynamic reports, analytic accounting, taxes in company currency, and automated asset management.

Explore the introduction to Odoo accounting, focusing on chart of accounts, journals, and taxes. See how localization packages, onboarding wizard, and Belgian localization drive go-live readiness and legal reporting.

Understand internal and external accounting roles in Odoo implementation, from senior accountants configuring charts to CFO reporting and year-end closing by chartered accountants and auditors.

Explore how the chart of accounts in Odoo classifies a company's records into equity, assets, liabilities, income, and expenses. See how account types influence reports and align with fiscal localization.

Master double-entry bookkeeping, ensuring debits equal credits. Understand active and passive accounts and how salaries, vendor bills, and sales entries shape the balance sheet and profit and loss statements.

Explore how odoo 17 uses journals to organize sales, purchases, bank and cash, and miscellaneous entries, with configurable accounts and sequences that feed general ledger for accurate invoicing and payments.

Explore how journal entries and journal items drive balance sheet and profit and loss, using debits, credits, and drill-down ledgers in Odoo.

Explore configuring Odoo tax localization by country, manage VAT and sales taxes, apply taxes to invoices, and use fiscal positions and tax grid to ensure accurate tax reports.

Configure basic setup to automate journal entries in Odoo, including receivables and payables, tax accounts, and default income accounts. Create and verify customer invoices, vendor bills, and doubtful receivables reclassification.

Explore the basics of accounting in Odoo accounting, covering implementation from a to z and mastering core features. Learn to manage master data, documents, and reporting for practical, real-world use.

Discover Odoo accounting roles from senior accountants configuring the chart of accounts and journals to CFOs overseeing reports, auditors verifying compliance, and authorities validating financial integrity.

Treat the chart of accounts as the company's dna, mapping every transaction to account types in Odoo and guiding country-specific reporting.

Explore the debit and credit concept as the foundation of double-entry bookkeeping, showing journal entries balance with debits and credits, and how bank, expense, supplier payable, and income accounts behave.

Learn how Odoo handles basic journal entries, including customer invoices, vendor bills, payments, credits, and bank reconciliations, by applying debit and credit rules to receivables, income, expenses, and payables.

Learn how balance sheets and income statements reflect journal entries, debits and credits, and the impact of vendor bills and payments on assets, liabilities, and equity.

Explore cash discounts in accounting with a practical Odoo use case. Apply a 2% discount for early payment, record journal entries, and configure reconciliation.

Discover how Odoo localizations configure country-specific charts of accounts, taxes, and fiscal positions, install localization packages, and ensure a compliant, ready-to-go database for Belgium and France.

Learn how to set up Odoo accounting live by updating the chart of accounts, preserving default receivable and payable accounts, and exporting for bulk updates.

Explore how to set up journals for production, configure default income and expense accounts, and manage bank, cash, salary, and depreciation journals to support accurate accounting workflows.

Learn to create and send quotations with the Odoo Sales app, configure product variations, add optional items, and convert quotations into sales orders with delivery and invoicing for customers.

Master product variants that let customers choose sizes and colors by configuring attributes and variance settings, and tailor display types and commerce visibility to boost sales.

Apply and customize product variants by adding new attribute values, setting price extras, and exclusions to offer color, size, and gender options across sales channels.

Explore how online quotations in the Odoo system streamline quotes, electronic signature, and online payments, while leveraging quotation templates and optional products to upsell and boost revenue.

Learn to create and configure coupons in Odoo sales, including a 20% discount on orders with two items, distinguish coupon codes from promotional codes, and email coupons to selected customers.

Learn how to configure a loyalty program in Odoo, set points per dollar, require customer accounts, track points on purchases, and redeem rewards like free shipping at checkout.

Learn how to configure delivery prices in Odoo using fixed and weight-based rules, integrate carriers, set destination availability, and update shipping costs in sales orders.

Configure customer lead times and delivery lead times, apply security lead times in inventory settings, and align order confirmations to schedule accurate delivery dates for timely, competitive delivery.

Explore how to implement a drop shipping strategy within Stealthy Wood's database, enabling suppliers to ship directly, reduce stock risk, expand product variety, and streamline purchasing, order, and delivery workflows.

Create and manage multiple prices per product with tailored price lists for loyal customers, applying discounts, variants, and currencies, auto-applying to customer records and quotations with start and end dates.

Configure price lists in Odoo with advanced price rules, discounts, rounding, and minimum margins. Create a price list named superheroes, apply it to customers, and observe computed prices.

Explore how to create and manage a request for quotation (RFQ) in the purchase app, negotiate prices with vendors, and track orders from issuance to receipt and billing.

Explore how purchase order lead time drives scheduling and delivery by setting vendor and customer lead times in the product template and inventory to meet customer expectations.

Set up reordering rules in Odoo 17 inventory to automate replenishment based on minimum and maximum stock levels and generate RFQs.

activate call for tender in Odoo 17 purchase settings, configure agreement type and RFQ rules, include exclusive option, create and send RFQs, compare quotations, and finalize a single purchase order.

Learn to set up blanket orders as long-term purchase agreements with vendors that deliver on a recurring basis at predetermined pricing, enabling automated replenishment and bulk savings.

Learn to manage vendor bills in Odoo 17 Purchase by enforcing receive quantities and three-way matching to ensure payment only after receipt of goods.

Explore how manufacturing works, from sourcing and producing with work orders, moas, and work centers, to automation, subcontracting, and the master production schedule, plus kit-enabled product variants.

Explore how manufacturing works from computer aided design to bill of materials, procurement, and inventory, through to production, quality checks, and delivery within the Odoo platform.

Learn the basics of setting up manufacturing orders and work orders in Odoo, including BOM creation, scheduling operations, managing stock and replenishment, and splitting or merging orders for efficient production.

Learn to build a bill of materials in Odoo, adding components, operations, and in-house manufacturing. Configure work centers, dependencies, and unit measures to track costs and inventory.

Learn how to set up and manage work centers in Odoo, assign equipment and staff, configure hours and costs, and route work orders to alternatives to prevent bottlenecks.

Learn how to set up and customize work centers in Odoo manufacturing, configuring time efficiency, capacity, and setup and cleanup times to generate realistic production schedules and plans.

Explore how to create advanced bills of materials and routings to plan manufacturing, specify components, define operations and durations, attach instructions, perform quality checks, and analyze costs.

Enable the work orders feature and create an alternative work center in Odoo to distribute workload across multiple centers, track which center handles each order, and optimize production efficiency.

Explore product lifecycle management by using engineering change orders to manage BOM versions, approvals, and stage transitions, ensuring controlled updates, routing changes, and streamlined product development.

Analyze internal and customer feedback to generate quality alerts. Perform root cause analysis and implement corrective and preventive actions with new control points to maintain high product quality.

Learn how overall equipment effectiveness (oee) measures manufacturing productivity by tracking productive time, losses, and efficiency with automated calculations in the odoo dashboard, including work centers and roi impact.

Within the policies and procedures manual for accounting and control, schedule preventive maintenance to keep equipment efficient, reduce downtime, and track mean time between failure and mean time to repair.

Learn how byproducts emerge in manufacturing, and how to configure, track, and cost them within a bill of materials using Odoo's byproducts and cost analysis features.

Learn to manage scrap orders in Odoo 17 manufacturing using the scrap button to track production losses and costs via virtual locations and journal entries for profit and loss insight.

Define finished products as kits in Odoo 17 Manufacturing, create a bill of materials with components, mark the product as consumable, and process sales and delivery of the kit.

Master how to keep opportunities within view in Odoo CRM by automating tasks, tracking pipeline stages, and integrating calls, emails, calendar sync, and reporting for better sales pipeline analysis.

Leverage Odoo CRM to analyze sales pipelines, manage stages, automate workflows, schedule activities, and track opportunities and revenue.

Learn how to track wins and losses in Odoo, analyze loss reasons, and use reporting to optimize your sales pipeline and boost revenue.

Learn how to configure and manage sales teams in Odoo CRM by creating region- or market-based teams, setting separate pipelines, and automating lead assignments.

activate leads in Odoo CRM, record new leads, nurture interest, and convert to opportunities while merging duplicates and assigning to the right sales team.

Discover how Odoo crm generates leads and converts them to opportunities via website forms, email, events, and appointments, automating lead creation and pipeline management.

Learn how to enrich leads from a single email using the Chrome lead enrichment feature in Odoo, with external data and hourly automation to update contact details.

Learn to use the Odoo CRM lead mining feature to generate targeted leads by size, industry, location, and other criteria, then convert them to opportunities in the sales pipeline.

Learn how Odoo uses predictive lead scoring to automatically rank open leads, using stage, team, country, and email quality to improve success rates and drive revenue.