Odoo Trainer Consultant

Odoo offers an all-in-one, customizable sales management ERP. customizable. It covers all key business functions thanks to its functions thanks to its various modules (sales, marketing, crm, finance…). Odoo is available in three versions: Odoo Online: the cloud (SaaS) version, offering an out-of-the-box out-of-the-box solution, ideal for SMEs with fewer than than 50 users. This version is enhanced and updated several times a year

Odoo Community: the open source version, downloadable and entirely free of charge. Odoo Enterprise: the on-premise solution (installed locally) recommended for companies with more than 50 users.

Odoo is a business management program with an extensive a long list of features designed to provide an easy-to-use, professional solution for businesses of all sizes and sectors. size and sector. It brings together all the essential essential business functions, thanks to a range of modules tailored for every type of business. Its interface has been designed to enable companies to promote collaborative working to improve productivity and responsiveness. and responsiveness. It is one of the most modern, high-performance and and most comprehensive on the market

Here is a list of the main advantages of this software package :

• ERP accounting
• Business intelligence
• Customer relationship management
• Human resources
• Inventory management
• Manufacturing
• Supply chain management
• Purchasing management
• Business intelligence
• Detailed statistics

Here’s a list of the software’s main features; features of this software :

• CRM
• Sales management
• Slides
• Online chat
• Helpdesk
• Online support (forum, tutorials, etc.)
• Technical support (phone, mail, chat …)

Users: user roles and permissions Discovery view

Find objects File structure

Work process Report

Wizards XML data

Purchasing with customers (CRM) Inventory management (Production)

Accounting and finance Human resources in marketing

Backup and restore databases Online services (XML/RPC) Importing and exporting CSV data

Begin migration to Odoo (steps to follow)

Introduction to key concepts

• Prospects
• Leads
• Opportunities
• Appointments
• Phone calls
• Process
• Customization
• Rules
• Sections

Introduction to key concepts

• Charts of accounts
• Journals
• Fiscal year
• Closing
• From invoices to payments
• Financial analysis and reporting

Introduction to the main concepts Contracts

Customer project with tasks Project-based invoicing

Static and dynamic directories Generate dynamic reports

Indexing and searching

To install Odoo v8, you must first install the necessary necessary software dependencies. Then you can download the Odoo source code and install it on your server. Finally, you need to create a configuration file and configure the database. Installing Odoo v8 from the source code is the simplest way to to install it on a computer. No additional software or required. Simply download the Odoo Odoo v8 source code, unzip it and run the ./run script in the unzipped unzipped directory. This will launch the Odoo v8 application on the desktop desktop. From here, you can connect to Odoo and start using it.

Another way to install Odoo v8 is to download it from a .deb file. These self-extracting packages are generally available via the Ubuntu software repository. Once downloaded and extracted, you can double-click on the odoo* application icon and and enter your user account details. After that, Odoo will open in the default user interface. The version of Odoo v8 you download must be must be compatible with your operating system. In some cases, users may need to manually compile manually compile Odoo v8 from source code to run on the specific specific computer configuration. Odoo v8 can also be installed by downloading an .rpm file or .tgz file and running an installer on their computer. computer. This method is only necessary in rare cases where the above methods cannot be used due to incompatible incompatible software or hardware drivers. For example, some some computers may not support the use of deb files when attempting to install Odoo v8. The installation program should automatically detect which driver is is required to run Odoo and install it accordingly.

Inventory can be configured in Odoo by going to the Settings menu and selecting the Inventory module. À here, you can add products, define warehouses and configure and configure inventory rules. You can also inventory valuation methods and create reports. create reports. Inventory is a crucial part of any business. It helps companies companies track and manage all the different items they sell. Since inventory is used to determine a company’s financial a company’s financial performance, it’s essential to make sure it’s it is properly maintained. This includes ensuring that adequate and up-to-date inventory records are kept. However, this can be difficult, as there are many ways to create an inventory in Odoo. inventory in Odoo. The only way to ensure optimal inventory management is to use the most efficient method for your business.

Many people think that creating inventory from mobile devices mobile devices is the best way to do it. The reason is it’s the easiest way to create inventory. In fact, the default setting in odoo for the creation of new items is to use device location settings on mobile devices. mobile devices. This makes it very easy for workers to create without having to spend time learning how to use the system. system. What’s more, this method enables workers to enter item data item data when needed. This means that that mobile device inventory is a simple and effective way to create an inventory in odoo. Another way of creating an inventory is to take photos of the products and manually entering the data into the system. This method is suitable for companies that require a great deal of visual visual documentation of their products or their serial numbers. However, this method can be tedious and time-consuming, since workers have to scan each product separately. In addition, this may not work properly if employees frequently move products between products between locations, which would require workers to re-enter workers to re-enter serial numbers.

To set a default value, go to the Settings menu and select the Default values module. Settings menu and select the Default values module. À you can add or modify default values for fields such as product for fields such as product, customer and supplier. You can also specify whether the default value is to be be used for new or existing records. records. Default values are useful for many reasons. They help users enter information quickly, reduce the amount of data the amount of data entered and make the data more useful. However, there are a few disadvantages to be considered when defining default values. Default values are not always the best data, limit creativity and may not be sufficiently precise. may not be precise enough. The definition of default values should be a strategic decision, with the aim of providing valuable information to users.

Defining default values helps users to enter important information important information quickly, reduces the amount of data entered and makes the data more useful. One of the reasons why users why users appreciate default values is that they they enable them to enter important information quickly. important information. For example, a user might enter a job application where the first question asks for the applicant’s address. In this this case, the user can enter his or her address without having to do so in every all the applications they use. Setting a default value allows users to enter more important information while ignoring less important details. What’s more, users easily switch between applications without having to re-enter having to re-enter all previously entered values. This makes much easier and more efficient for everyone involved. involved.

The account types in Odoo are : Assets, Liabilities, Equity, Income and Expense. Each account type has a different different purpose and is used to record transactions in the financial statements. For example, assets are used to record the value of property, plant and equipment. equipment. Liabilities are used to record debts and other other obligations. One type of account in Odoo is the contact account. Contact accounts accounts are used to store people’s contact information, such as such as e-mail addresses and telephone numbers. This information is very useful when managing a customer service team or communicating with customers. For example, when when a customer enquires about a particular product or service, a company representative will use the contact information stored in this account to communicate with the customer. This type of account is also useful for storing employee contact information, such as telephone numbers and contact details. This can be very useful for companies with many employees or who need to easily need to communicate easily with their employees about various issues.

Another type of account in Odoo is the opportunity account. The Opportunity accounts are used to track business opportunities such as e-commerce orders or hotel bookings. hotel reservations. These accounts help companies to better manage their resources and increase profits. For example, an administrator can create an opportunity account to track hotel reservations so that the hotel manager can easily see all the rooms see all the rooms booked at any given time. In this way, the manager can assign staff to rooms more efficiently and ensure that rooms and ensure that all guests are satisfied with their stay.

Products can be configured in Odoo by going to the the Settings menu and selecting the Products module. À here, you can add products, define product categories and product categories and configure product attributes. You can also set up pricing rules and manage stock levels. manage stock levels. The product module offers a wide range of configuration options, allowing you to to modify the way it works. You can change the categories and sub-categories, add new ones or hide some. or hide some of them. You can also modify the number of product lines per category or sub-category. You can further customize the layout of categories and sub-categories with different background colors and images. The product module module features a number of configuration options that allow you to modify the way it works. You can change the number of categories and sub-categories, add new ones or hide some. categories. You can also change the number of product lines per category or sub-category. You can further customize the layout of categories and sub-categories with different different background colors and images.

You can group items within a category or sub-category by sub-category by selecting an item and pressing Enter. This creates a new group under that category or sub-category with all the selected items inside. You can then categorize each group further by selecting another group and pressing Enter again. This creates a new group under this category or sub-category with all selected items inside. inside. You can then further categorize each group by selecting another group and pressing Enter again. This creates a new group under that category or sub-category with all the selected items inside, making grouping a very useful way useful for categorizing your products.

Odoo can be implemented in your company by following these steps

1. Choose the right Odoo version for your company
2. Install the necessary software dependencies
3. Download the Odoo source code and install it on your server
4. Create a configuration file and configure it

Configuring odoo is very simple, thanks to its intuitive interface. All you have to do is create a user account and link various systems to the application. This process takes less than five minutes, so even even inexperienced users can do it themselves. Creating content for your company is as simple as clicking a few buttons a few buttons; you don’t even need to be a computer expert. expert. Since most users only need to configure odoo once need to configure odoo only once a year, this makes it an excellent solution for companies of all sizes. Another advantage of using odoo is that it comes with a mobile application that lets you access your data anywhere, whatever the circumstances. You can easily access your information from your phone or tablet when you’re on the move. This feature makes it much easier to manage your especially if you work in different locations throughout the week. throughout the week. You don’t need to carry a laptop wherever you go, you can access all your company’s information right from your pocket! What’s more, odoo supports multiple currencies and languages, making it an excellent solution for international companies. This means that your users can easily communicate with communicate with customers from different countries and speak their language. Thanks to this expansion functionality, your company will be able to expand its market base and communicate with more customers worldwide! the world!

In Odoo, you can manage your contacts and calendar using the Contacts and Calendar applications.

1. Contacts:
   • In the Contacts application, you can create and manage your contacts. This includes storing contact details such as name, email, phone number, address, etc.
   • You can organize your contacts into different categories or tags for easier management.
   • Odoo allows you to track communication history, such as emails and calls, with each contact.
   • Additionally, you can set reminders or schedule activities related to contacts, such as meetings or follow-ups.
2. Calendar:
   • In the Calendar application, you can view and manage your schedule.
   • You can create events, appointments, or meetings directly in the calendar.
   • Odoo’s calendar supports various views, including day, week, month, or agenda view, to help you visualize your schedule.
   • You can invite contacts to events and manage RSVPs.
   • Additionally, you can set reminders or notifications for upcoming events to ensure you don’t miss any important appointments.

Overall, Odoo provides integrated tools for managing contacts and calendars, allowing you to streamline communication and scheduling within your organization.