NET2DO-Odoo Functional Training-V.0.02

Odoo-ERP Online Training / Presentation

Odoo Functional Training

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15. Thank You

1. Odoo-ERP Functional Training Ahmed Hassan info@net2do.com +201111123480

2. Odoo Introduction ● Introduction ● Discuss & Users ● Send Messages , Internal note & Schedule Activity.

9. Project Management ● Create Project ● Create task. ● Create task from Sales Order ● Create Issues on Projects

3. CRM ● Register Sales leads ● Convert Leads To Opportunities ● Assign Sales to leads. ● Create DashBoard

14. Manufacturing ● Bill of material ● Routing ● Workcenter ● Manufacturing Order

13. Project Management ● Create Project ● Create task / Subtasks ● Create task from Sales Order ● Different tasks views ● Manage Issues on Projects

8. Purchase ● Create RFQ , and PO. ● Force two levels of approvals ● Managing Call of Bids ● Manage currency per supplier ● Invoice & Delivery.

6. ● Publish product to your website ● Design home page and make a sale. ● Set Product Attributes and Manage Variants ● Checkout , favorite & compare feature ● Shop Filtration product & category. E-Commerce (Online Shop)

4. Sales Management ● Create Customer Quotation ● Send By mail and create mail templates ● Set default currency to customer. ● Set Portal Access to Customers ● Sales Reporting .

11. Human Resource & Payroll ● Employee Directory ● Create Contract. ● Recruitment cycle ● Create Leaves ● Create Expenses ● Salary Structure & Payroll

5. ● Create your First Pages ● Choose Website Theme ● Promote The Website ● Translate The Website to multi language. ● Online Chat. Website Builder

7. Point Of Sale ● Odoo POS Configuration ● Sell your Product. ● Create Invoice, Refund. ● Cash Control. ● Restaurant ● Take many In and Out ● Reports.

12. ● Create an Inventory ● Delivering the products ● Receiving the products ● Receiving the products (Quality Control) ● Dropshipping ● Track Lots/ Serial Numbers/ Packaging ● Warehouse strategy: ○ Last Input First Output ○ Last In First Out ○ First Expiry First Out ● Landed Cost ● Internal Transfer ● Create Reordering Point Warehouse

10. ● Introduction for Accounting. ● Creating Chart of Account ● Creating Journals ● Invoice and Journal. ● Create Customer Invoice ● Invoice Refund Options ● Customer Payment ● Create Supplier Invoice ● Bank Statement . ● Managing Mutli-Currecies ● Managing Fixed Assets ● Creating Analytical Accounts ● Tax Management ● Deferred Revenue ● Payment Terms Accounting

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