Odoo for Managers

• Business management experience

Audience

• Business managers
• End-users of CRM software

Odoo is an all-in-one enterprise management software that forms a full suite of solutions for various business applications including CRM, e-commerce, billing, accounting, manufacturing, warehouse and project management, and inventory.

This instructor-led, live training (online or onsite) is aimed at end-users who wish to use Odoo to enhance their business operations.

By the end of this training, participants will be able to:

• Understand how to implement an Odoo CRM system within their own organization.
• Plan, analyze and map business functions and processes to Odoo features.
• Integrate Odoo with other third-party tools and applications.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Odoo

Overview of ODOO Features and Architecture

• Odoo Community vs Odoo Enterprise Edition vs other commercial CRM systems

Setting up Odoo CRM (Customer Relationship Management)

• Understanding Pipelines
• Tracking Opportunities and Leads
• Analyzing performance

Managing Manufacturing Operations in Odoo

• Purchasing and inventory in Odoo

Managing Sales in Odoo

• Managing quotes, invoices and pricing
• Point of Sales

Accounting in Odoo

• Account receivables and payables
• Setting up and managing bank accounts
• Generating reports

Managing Users

• Assigning employee roles (managers, employees, sales teams, etc.)
• Integrating Odoo with existing HR applications

Setting up an E-Commerce Storefront in Odoo

• Managing a product line
• Processing payments online
• Designing a Website in Odoo

Troubleshooting

Summary and Conclusion