Odoo 18 Webinar for the Trading Company

In this webinar, we’ll walk through a real-world example of a company that sells its goods through both wholesale (B2B) and retail (B2C) channels.

Date

MAY 30,2025

Syllabus

Learn how trading companies can run their entire business in Odoo — from lead capture to in-store sales.

In this webinar, we’ll walk through a real-world example of a company that sells its goods through both wholesale (B2B) and retail (B2C) channels. We'll use six key Odoo modules — CRM, Sales, Purchase, Inventory, Accounting, and Point of Sale (PoS) — to show how each step in the trading process is handled within a single platform

1. CRM: Lead Capture and Opportunity Management

Create leads automatically from website forms and incoming emails.

Use tools like lead mining, enrichment, and scoring.

Manage opportunities through pipeline stages and scheduled activities.

2. Sales: Quotation and Order Management

Build and send sales quotations with templates and product configurations.

Apply price lists, product variants, and discounts.

Use PDF quote builder and quote calculator for more efficient quoting.

3. Purchase: Restocking and Vendor Coordination

Trigger purchase orders when products are out of stock.

Create RFQs and manage vendor pricelists and receipts.

4. Inventory: Stock Tracking and Delivery

Check stock availability and track movements.

Handle delivery orders, barcode scanning, packaging, and lot tracking.

5. Accounting: Billing and Financial Reports

Generate invoices and vendor bills from sales and purchases.

Review payment status, tax setup, and financial reports like Profit & Loss.

6. POS: Retail Sales for B2C

Use PoS for in-store transactions with barcode support and payment handling.

Manage promotions, loyalty programs, and offline sales.

Stock and accounting are updated automatically.

You’ll gain a clear view of how Odoo supports both B2B and B2C trading workflows, keeps all departments connected, and helps you stay on top of orders, stock, and finances.

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location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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