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Course Outline
Introduction to the Odoo Platform
Comprehensive Examination of Odoo Capabilities and System Architecture
- Comparative Analysis: Odoo Community, Odoo Enterprise, and Alternative Commercial CRM Systems
Configuration of the Odoo Customer Relationship Management (CRM) Module
- Understanding Sales Pipeline Mechanics
- Monitoring Opportunities and Lead Progression
- Evaluating Operational Performance
Oversight of Manufacturing Processes within Odoo
- Management of Procurement and Inventory Systems
Administration of Sales Activities in Odoo
- Management of Proposals, Invoicing, and Pricing Structures
- Point of Sale (POS) Operations
Financial Accounting Functions in Odoo
- Management of Accounts Receivable and Payable
- Establishment and Administration of Banking Connections
- Generation of Financial Reporting Documents
User Administration and Role Assignment
- Definition of Staff Roles (e.g., Managers, Agents, Sales Personnel)
- Integration of Odoo with Existing Human Resources (HR) Platforms
Establishment of an E-Commerce Interface in Odoo
- Management of Product Catalogs and Lines
- Processing of Digital Payments
- Web Interface Design and Implementation
Diagnostic and Troubleshooting Procedures
Summary and Concluding Remarks
Requirements
- Demonstrated experience in business or organizational management
Target Audience
- Senior business and operational managers
- End-users responsible for CRM software administration
7 Hours
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