Introduction
  • What Is Odoo? -An Overview
  • Set up free Odoo test account
Basics to start with
  • Set up your company info
  • Set up an additional user
  • Messaging & Follower Functionality
  • Messaging Inbox & Archive
  • DIY: Send Messages and add Follower
  • Calendar
  • Set Up an appointment
  • Groups
  • Search Functionality & Dashboards
Customer
  • Introduction Sales (Difference between Customers, Leads and Opportunities)
  • Create A Customer
  • Create A Customer II
  • DIY: Create A Customer
  • Search in Customer Database
Sales I
  • Leads
  • Opportunities
  • Build your own customized sales funnel
Product I
  • Stockable, Consumable Products and Service
  • Units of Measure
  • Activation, sales price and internal description
  • Procurement introduction
  • Product: Inventory: Stock and Expected Variations
  • Product: Inventory: Stock Location, Status & Tracability
  • Product: Inventory: Packaging
  • Product: Sales
  • Product Variants
  • Segmenting products by categories
Price lists
  • Preparation for using pricelists
  • Create and edit a price list
  • DIY: Create a dealer price list
  • Apply price list to customer & check functionality
  • Mass discount
  • Price settings without connection to base price
  • Dublicate price lists
Warehouse I
  • Overview
  • Warehouses
  • DIY- Create a new warehouse
  • Locations
  • Difference between Physical and virtual locations
  • DIY: Create locations
  • Serial, batch & lot numbers
  • Set Minimum amounts for products
  • Other warehouse settings
Warehouse-Processes
  • Receiving goods
  • Problems with serial numbers and wrong locations
  • Delivering goods
  • Reversing a delivery
  • Internal transfer
  • DIY: Run all 3 major warehouse processes
  • The best overviews to keep track of your stock
  • Inventory & inventory valuation
Sales II
  • Prepartation for sales order: tax settings
  • Create an bank account
  • Sending out Proposals via Email
  • Turning a quotation/proposal into an order
  • Invoices
  • Finishing the sales order process
  • Refund and Reverse a whole sales order
  • DIY - The whole PROCESS
Admin & miscellaneous
  • Reports
  • Automate shipping costs for sales orders
  • Customize invoice numbers
  • Handling multi currencies
  • Translations
  • Attach Terms and Conditions to Sales Orders
  • How does a log in look like
Last words
  • What else is Odoo able to do?
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