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Odoo (Open ERP) Basics

Gain a comprehensive Understanding of Odoo ERP To Work With The System On A Daily Basis & Educate Others.
4.4 (144 ratings)
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1,714 students enrolled
Last updated 5/2015
English
$10 $75 87% off
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Includes:
  • 7 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What Will I Learn?
GAIN A COMPREHENSIVE UNDERSTANDING OF ODOO To Work With The System On A Daily Basis & Educate Others. Save Money & Time, You Would Normally Spend On Training Sessions & Insular Software Solution and their Cross-linking!
SALES: Manage Leads & Turnover Opportunities Of Existing Customer & Prospects In Customized Sales Funnels. Use Your Full Sales Potential!
SALES: Set Up A Well Structured Contact Data Base To Analyze & Categorize Your Customers. Get To Know Your Customers To Not Waste Money On Blind Marketing & Sales Activities!
SALES: Create & Manage Multiple Price Lists For Different Customer Groups. Start Rewarding Loyal Customers With High Turnover To Build Engagement
SALES: Handle Multiple Currencies (With Daily Updated Rates) For Sales & Purchase To Work Internationally. The World Is Your Market!
WAREHOUSING: Create & Process Arrival, Internal Transfer & Shipping Of Goods Working With Multiple Warehouses. Save A Lot Of Time By Using Odoos Simple Steps.
WAREHOUSING: Manage unlimited Number Of Individual Serialnumbers or Lot-Numbers + Corresponding Delivery Tracking. Professionalize Individual Customer Service & Reveal Series Defect To Improve Product Quality!
ORGANIZATION: Set Up & Handle A Global Synchronized Company Calendar For All Employees. Improve Coordination Of Meetings & Appointments!
CONTROLLING: Gain Deep Insights Into Your Business Through Advanced Analytics, Compile Customized Reports & Share Them With Relevant Stakeholders
ADMIN: Set up & Edit Company & User Profiles With Corresponding Access Rights. Give Your Employees The Possibilities To Perform & Cooperate, But Still Keeping Controll Over Their Insights.
ADMIN: Construct Your Own Customized Version Of Odoo From The Ground Up By Installing Apps And Adjusting Settings. Concentrate On More Important Things And Let The Technique Support YOU! You & Your Employees Will Cherish The New, Simpler Daily Business.
ADMIN: Translate Your ERP In Any Language By Installing Language Packages & Individual Translations. Ease Communication With Customers & Suppliers By Processing Orders In Their Corresponding Language.
NO LIMIT: Understanding The Structure And Principles Of Odoo Enables You To Explore Even More Advanced Functionalities On Your Own. Lean Back With The Security Of A System, Wich Will Adapt According to Your Needs!
View Curriculum
Requirements
  • Computer, Browser
  • Free Odoo Test Account
Description

WHY HAVE A LOOK ON THIS COURSE AT ALL?
I worked with several software tools for different tasks within several companies.(Most of them were clients of my own company - a digital business consultancy). Most corporations are facing the same challenges - the better the business, the more employees and the faster the growth; but at the same time processes & internal organization become increasingly complex.

Due to organic growth all companies face one moment in their history, where they realize, that their digital structure, they once started with causes more problems, than it solves, because it is too static - too small. Or they find themselves in the middle of 30 insular software tools for certain tasks, that need to be connected via APIs to have a useful information flow within the company. This way of building a digital infrastructure is expensive, not transparent, complicated and far away from being stabile.

Odoo is one of the first All-In-One solutions, which is affordable & still easy to use. The best thing: It can be tailored to meet your company´s needs.
2.000.000 Odoo users have the same opinion.

WHY BUY EXACTLY THIS COURSE?
In 2014 I was in charge of finding a new ERP for a German, fast growing company. The solution should include warehouse management, accounting, website & shop plus a smart CRM. I guided the whole process of month of research, data transfer (databank mapping), establishing the system & new workflows in the daily business plus educating the other employees. Today I am working with Odoo on a daily basis and (unbelievable, but true) I still love it.

With well structured video tutorials I will teach you how to work with this amazing ERP by showing you the straight functionality of Odoo plus giving you advices on how to apply your knowledge for your own business.

I hope this course will support you to become a good Odoo user within 14 days. But even more important: You can easily look up functions, you forgot about. You can do so much with Odoo, that it is impossible to keep everything in mind. This course will help you:

  • to make a profound decision, if you want work with this system in the future.
  • to avoid stress & save time (for yourself or your employees) working with Odoo, if your company is already using it.
  • save money, you would normally spend on training sessions & consultancy.


WHY BUY NOW?
The will never again be cheaper, than now. The more material I add, the higher the price.

My first goal is to compile a solid course with more than 7 hours of compact, effective video coaching sessions. But from that point on I won´t stop enhancing the course.

The earlier you buy, the less you pay.

Who is the target audience?
  • COMPANIES, WHO ALREADY USE ODOO & need cost-effective support with training their (new) employees & lack a comprehensive library to look up functionalities. Save money, you would have to spend on training sessions!
  • FAST GROWING STARTUPS, who are searching for a new way to organize their increasing complex daily business. Invest into structure before you totally loose it.
  • SMALL OR MIDDLE-SIZED CORPORATIONS, who became too big and complex to stick with the digital structure, they once started with. Choose a system you can build around your company & which will continiue to grow together with you. Save tons of time on research - All you need to know about the capabilities of Odoo is right here!
  • TECH-AGENCIES, that consider to offer Odoo installations, customization and support to their partners. Here you get a good overview about, what Odoo is able to do and what problems future clients might face. Odoo has over 2 Mio Users (and growing), but there is still only a small number of agencies, who provide Odoo services. This course is a great investment into your future!
  • EMPLOYEES OF COMPANIES, THAT WORK WITH ODOO ERP, who are fed up with spending to much time on standard processes, because they never received a proper training. Ask your company to split costs on this course - the price is not even a friction of what they lose, when everyday processes take too long!
  • This course is not developed to teach programmers how to customize the code or develop their own Odoo apps!
  • This course is not covering deep insight into the accounting app, due to big differences between the countries tax systems.
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Curriculum For This Course
Expand All 70 Lectures Collapse All 70 Lectures 07:12:24
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Introduction
2 Lectures 12:14

Odoo is an OpenSource ERP. The former name is "Open ERP". Here you get a brief overview of the spectrum of functionalities and which modules we will work with.

  • Website & eCommerce
  • Marketing
  • CRM & Sales
  • Project Management
  • Purchase
  • Billing & Accounting
  • Warehouse
  • Manufacturing
  • Human Resources

    I also give some advices how to get the free trial versions to actually work with Odoo while doing this course.
Preview 06:27

Get a free account at Odoo website to work along with the video lectures

Preview 05:47
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Basics to start with
9 Lectures 59:55

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

Set up your company info
03:20

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

Set up an additional user
05:29

This lecture will show you how messages & information are created in Odoo. You will also learn how to automate messaging by uning the Following function. This video is essential to understand how information are created spread in Odoo.
Messaging & Follower Functionality
07:37

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

Messaging Inbox & Archive
12:58

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.

DIY: Send Messages and add Follower
06:09

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.

Calendar
04:29

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.

Set Up an appointment
08:10

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.

Groups
05:10

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.

Search Functionality & Dashboards
06:33
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Customer
5 Lectures 34:24
Introduction Sales (Difference between Customers, Leads and Opportunities)
02:15

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

Create A Customer
10:51

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

Create A Customer II
11:45

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

DIY: Create A Customer
02:48

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.

Search in Customer Database
06:45
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Sales I
3 Lectures 29:02

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

Leads
08:29

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

Opportunities
10:02

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.

Build your own customized sales funnel
10:31
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Product I
10 Lectures 52:20

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

Stockable, Consumable Products and Service
07:16

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

Units of Measure
02:42

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

Activation, sales price and internal description
03:19

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.

Procurement introduction
02:59

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

Product: Inventory: Stock and Expected Variations
04:13

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).

Product: Inventory: Stock Location, Status & Tracability
06:47

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

Product: Inventory: Packaging
04:06

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.

Product: Sales
04:47

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.

Product Variants
07:57

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.

Segmenting products by categories
08:14
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Price lists
7 Lectures 29:21

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

Preparation for using pricelists
02:19

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

Create and edit a price list
09:24

Learn how to create your own pricelist with product variations

DIY: Create a dealer price list
02:43

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

Apply price list to customer & check functionality
05:13

Reward customers who buy big amounts by reducing the price.

Mass discount
02:55

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.

Price settings without connection to base price
02:12

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.

Dublicate price lists
04:35
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Warehouse I
9 Lectures 58:30

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

Overview
04:03

See what kind of settings a warehouse has - brief overview

Warehouses
05:23

Create your own warehouse for an external locistic partner

DIY- Create a new warehouse
03:39

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

Locations
06:34

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

Difference between Physical and virtual locations
02:36

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

DIY: Create locations
05:27

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

Serial, batch & lot numbers
15:37

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.

Set Minimum amounts for products
12:35

Types of Operation

Procurement Rules

Routes

Incoterms

Other warehouse settings
02:36
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Warehouse-Processes
8 Lectures 01:10:51

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

Receiving goods
17:49

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.

Problems with serial numbers and wrong locations
09:09

Delivering goods
05:45

Reversing a delivery
07:37

You transfer goods from one internal location to another.

Internal transfer
03:24

DIY: Run all 3 major warehouse processes
01:16

The best overviews to keep track of your stock
15:07

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.

Inventory & inventory valuation
10:44
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Sales II
8 Lectures 37:55
Prepartation for sales order: tax settings
08:19

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

Create an bank account
02:31

Sending out Proposals via Email
06:37

Turning a quotation/proposal into an order
01:29

Invoices
05:31

Finishing the sales order process
05:10

Refund and Reverse a whole sales order
06:37

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.

DIY - The whole PROCESS
01:41
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Admin & miscellaneous
7 Lectures 42:03

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.

Reports
14:34

Automate shipping costs for sales orders
12:13

Customize invoice numbers
02:57

Handling multi currencies
01:07

Load language packages and translate single expressions

Translations
07:41

Attach Terms and Conditions to Sales Orders
02:06

How does a log in look like
01:25
1 More Section
About the Instructor
4.4 Average rating
144 Reviews
1,714 Students
1 Course
Marketing & Process Architect

My background is the international music industry. Project management was one of my first fields of responsibility. Later on I started to book artists and took over some parts of radio, print and TV promotion. In the end marketing became my business.

I guess I was a little headache for some people, because I was always trying to optimize (especially ease) processes - although it wan´t my job (in the first place). Put it in other words: when you gave me a schedule to enter the artist bookings, I would´t start to use your spreadsheet to organize my daily business - NO. I would build an improved schedule template and convince you, that shifting all schedules company wide would be an idea worth thinking of..

This obsession for planing & structure plus my approach to solve issues by getting a vast overview before getting into details led me to a new idea: Founding my own company - a digital business consultancy. My experiences as founder & CEO gave me deep insights into the brought spectrum of online marketing & process optimizing for different clients.

2014 i was assigned to proceed a global switch of a European corporation with 10 employees to a new ERP-Software: I started with developing a list of requirements based on the companies processes & needs to begin my research. I tested plenty of software solutions to finally find my favorite answer: Odoo. The following month i was in charge of implementing this ERP & customize it together with a specialized tech-agency. Teaching the employees how to work with the new system was the most ambitious and also most underestimated part of the whole project. Today I work for this company, having the nickname "Mr. Odoo" - (Would have preferred something cooler, to be honest)

The intention to create a more sustainable & cost-effective way of teaching people to work with this system made me ponder for quite a while. My enthusiasm for this software and it´s solution for countless problems many companies face were the final kick-off for creating my first video course.

At the different stations of my diversified professional life, I developed an extraordinary perception & learning aptitude, to master ambitious challenges. I use my comprehensive knowledge about marketing, value chains and corresponding structures to link and intermesh individual measures of different disciplines. Since over an decade i am fascinated by decoding customer needs, their motivations and process optimization.

I love innovation driven quality. I want to share this excitement.

- PATRICK KÖRTING -
#LOVE WHAT YOU DO

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