Odoo for Trading Companies

The key objective behind Odoo Functional Webinar is to literate the Odoo users, Consultants, Partners and other public on Odoo. The webinar envisions sharing how Odoo functions in various modules and how Odoo’s incorporation at the business place improves the operational speed and effectiveness. The Webinar will cover the Sales, Purchase, Inventory, Accounting and CRM modules in Odoo 14 and create a strong knowledge base for attendees why Odoo is a best ERP for Trading Companies. The demonstration of the key app will provide participants an in-depth overview.


SEP 22,2021


Course Content
1. Introduction
2. CRM
a. Creating Leads and Lead Management in Odoo
b. Scheduling Activities to lead and Opportunities
c. Managing and Creating Activity in Odoo
d. Converting leads into Opportunities.
e. Creating Sale orders from CRM
f. Creating and editing stages in Odoo.
g. Creating a Sales team and team overview.
h. Creating Customers with Odoo CRM.
i. Pipeline Management with Odoo CRM.
j. Creating lost reasons in Odoo CRM.
3. Sales
a. Overview
b. How to Manage Products and Pricelists
c. Create a Customer in Odoo 14
d. How to create a Quotation and generate an invoice in Odoo 14
e. Quotation Templates in Odoo 14
f. Upselling Opportunities in Odoo 14 Sales.

g. Coupons and Promotion Programs in Odoo 14
h. Automated Sales Warnings in Odoo 14
i. Manage Sales Activities using Sales Teams
j. Sales Analysis Report

4. Purchase
a. Overview
b. Manage Vendors and Vendor Price Lists
c. How to create a request for quotation and generate bills
d. Create Purchase Agreements in Odoo 14
e. Control Supplier Bills in Odoo 14
f. Dropshipping in Odoo 14
g. Purchase Analysis Report

5. Inventory
a. Manage operations from Inventory Overview
b. Organize and Manage your Warehouses
c. Create Storage Locations
d. Routes and Rules in Odoo 14
e. Product Packagings in Odoo 14
f. Create automated Product Replenishment using Reordering Rules
g. Track Products using Lots and Serial numbers
h. Manage Damage products using Scrap Locations
i. Schedule deliveries and receivings using Lead Times
j. Batch Transfers in Odoo 14
k. Inventory Adjustments in Odoo 14
l. Landed Costs in Odoo 14
m. Inventory Reports

6. Accounting
a. Accounting Dashboard
b. Create a Bank Account in Odoo 14 Accounting
c. Setup your Chart of Accounts and Record initial balances
d. Follow-up on Customer Invoices
e. Manage Accounting Journal Entries
f. Configure Payment Terms in Odoo 14
g. How to set up taxes in Odoo 14
h. Manage Multi-currencies
i. Manage Fiscal Positions for Tax and Account Mapping
j. Budget Management Odoo 14
k. Payment terms in Odoo 14
l. Asset Management & Reports
m. Deferred Revenue & Deferred Expenses
n. Cash Rounding in Odoo 14
o. Invoice Online Payment
p. Analytic Accounting Management
q. Bank Reconciliation
r. Detailed Financial Reporting



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Kerala, India - 673635



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Kochi, India - 682030.



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Dickenson Road,
Bangalore, India - 560042

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