Odoo Getting Started
What You Will Learn: How to install App in our database & activate the developer mode. Navigate on the documents/records views (List, Kanban, Calendar, Pivot, Graphs, and Activity). How to create &do an action on existing activity. How to manage meeting audience & time through calendar. How to install and work with LifeChat app. Exploring […]
What You Will Learn:
- How to install App in our database & activate the developer mode.
- Navigate on the documents/records views (List, Kanban, Calendar, Pivot, Graphs, and Activity).
- How to create &do an action on existing activity.
- How to manage meeting audience & time through calendar.
- How to install and work with LifeChat app.
- Exploring main contact information and configuration.
How to:
- Import/Export contacts.
- Create company website using website app.
- Manage leads using CRM app.
- Manage sale order using sales app.
- Manage quantities using inventory app.
- Manage Purchases using Purchase app.
- Control payments using Accounting app.
- Manage company work using Project app.
- Manage company requests using Sales app.
- Manage progress using Timesheet app.
- Manage employee expenses using Expense app.
- Organize documents using Document app.
- Organize the team work using planning app.
- Manage orders using the Point of sales app.
- Manage online order using e-commerce app.
Section 1
In this lesson we will cover:
1. How to create online DB in Odoo website.
2. How to configure company information.
3. How to create and manage users.
4. How to install App in our database.
5. How to activate the developer mode.
6. How to install demo data in our database.
In this lesson we will cover:
1. Navigate on all interfaces and know the common features.
2. Navigate on dashboard icons and tabs (Conversations, Activities, etc.).
3. How to activate language.
4. How to set language to specific user.
5. Navigate on Home/previous view.
6. How to make action on the records.
7. How to work with search bar.
8. How to create custom filter and make it default.
9. How to make group by feature on the records.
10. Navigate on the documents/records views (List, Kanban, Calendar, Pivot, Graphs, and Activity).
11. Navigate on the form (required fields, notes, messages, and Activity).
Section 2
In this lesson we will cover:
1. How to create a new activity.
2. How to create a call activity.
3. How to create a meeting activity.
4. How to do an action on existing activity.
5. How to configure a new activity type.
In this lesson we will cover:
1. How to work with odoo calendar.
2. How to manage meeting audience through calendar.
3. How to manage meeting time through calendar.
4. How to manage meeting options.
5. How to create reminders.
In this lesson we will cover:
1. How to create a new Channel/Group chat.
2. How to join a channel.
3. How to send a direct message.
4. How to install and work with LifeChat app.
In this lesson we will cover:
1. How to create and manage contacts.
2. Exploring main contact information and configuration.
3. How to Import/Export contacts.
Section 3
In this lesson we will cover:
1. How to create company website using website app:
a. How to install and use website app.
b. How to add and edit the website theme.
c. How to add and manage blocks to website.
d. How to add pages to website.
e. How to link the “submit” button with Odoo action (i.e. creating sales order).
2. How to manage leads using CRM app:
a. How to work with lead until become sale order.
3. How to manage sale order using sales app:
a. How to work with sales order.
b. How to check the available quantities.
c. How to deliver the requested equities to the customer.
d. How to create customer invoice.
4. How to manage quantities using inventory app:
a. How to create auto purchase orders with configuring minimum and maximum product quantities.
b. How to receive and validate products.
c. How to configure the products (type, price, vender info, etc.).
5. How to manage Purchases using Purchase app:
a. How to create a purchase order.
b. How to create a vender bill.
6. How to control payments using Accounting app:
a. How to create/pay customer invoice.
b. How to create/pay vender bill.
In this lesson we will cover:
1. How to manage company work using Project app:
a. How to create a project.
b. How to create a template project.
c. How to manage and add tasks to the project.
d. How to assign employee to the task.
e. How to change the task progress.
f. How to make a recurrent task.
g. How to change the task status.
2. How to manage company requests using Sales app:
a. How to create a quotation and share it through e-mail with the customer.
b. How to create a project tasks form the sales order lines.
c. How to create a customer invoice based on completed tasks.
d. How to configure product as a service.
3. How to manage progress using Timesheet app:
a. How to add progress on the task.
b. How to add a new task from timesheet.
4. How to manage employee expenses using Expense app:
a. How to create a new expense.
b. How to reinvoice customer with the expense.
In this lesson we will cover:
1. How To organize documents using Document app:
a. How to create and manage workspace.
b. How to manage and make an action on the document.
c. How to handle emails and documents through specific workspace.
d. How to create a bill from a document.
e. How to split a document.
f. How to share a contract and sign.
g. How to create a new action.
In this lesson we will cover:
1. How to organize the team work using planning app:
a. How to create and manage a shift.
b. How assign and managing shift resources.
c. How share and publish shifts with assigned resources.
2. How to manage orders using the Point of sales app:
a. How to design the layout (tables numbers, shape, color, number of guests, name, etc.)
b. How to add order into specific table.
c. How to pay order.
d. How to manage multiple orders.
3. How to manage online order using e-commerce app:
a. How to request an orders though website.
b. How to pay for that order.
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