Odoo Administration: Key Modules for Business Operations

• Basic understanding of enterprise resource planning (ERP) systems
• Familiarity with business operations and workflows

Audience

• System administrators responsible for Odoo implementations
• Business managers overseeing Odoo operations
• Technical staff tasked with configuring and maintaining Odoo modules

Odoo is an all-in-one management software that includes a suite of business applications. This course focuses on the Project, Planning, Sales, Accounting (Analytics Accounting Plan), Employee, Contact, and Settings modules to equip administrators with the skills needed to manage and optimize these modules effectively.

This instructor-led, live training (online or onsite) is aimed at intermediate-level participants who wish to understand the configuration, management, and customization of Odoo modules to support business operations.

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

• Configure and customize the Project and Planning modules to streamline task and resource management.
• Set up and manage Sales and Accounting modules, including Analytics Accounting Plan, to enhance financial tracking and reporting.
• Administer the Employee and Contact modules for improved HR and CRM processes.
• Leverage the Settings module to implement system-wide customizations and integrations.
• Optimize Odoo's functionality to align with organizational needs.

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 for Administrators

• Overview of Odoo architecture and modules
• Administrator roles and responsibilities
• Navigating the Odoo interface

Project Module Administration

• Configuring projects and task workflows
• Assigning and tracking project resources
• Generating project reports and analytics

Planning Module Administration

• Setting up planning tools for resource allocation
• Managing schedules and timelines
• Integrating planning with other modules

Sales Module Administration

• Customizing sales workflows and pipelines
• Managing quotes, orders, and invoices
• Analyzing sales performance and trends

Accounting Module Administration

• Setting up and managing the Analytics Accounting Plan
• Tracking expenses, revenues, and budgets
• Generating financial reports and compliance documentation

Employee Module Administration

• Configuring HR settings and employee records
• Managing leaves, appraisals, and payroll integration
• Automating employee management workflows

Contact Module Administration

• Organizing and managing customer and vendor data
• Integrating contacts with sales and accounting modules
• Leveraging CRM features for better customer engagement

Settings Module Administration

• Configuring system-wide settings
• Managing users, roles, and permissions
• Integrating third-party applications and customizations

Best Practices and Optimization

• Streamlining workflows across modules
• Ensuring data integrity and security
• Planning for scaling and future enhancements

Summary and Next Steps