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Course Outline
Introduction to Odoo for Administrators
- Overview of Odoo architecture and modules
- Administrator roles and responsibilities
- Navigating the Odoo interface
Project Module Administration
- Configuring projects and task workflows
- Assigning and tracking project resources
- Generating project reports and analytics
Planning Module Administration
- Setting up planning tools for resource allocation
- Managing schedules and timelines
- Integrating planning with other modules
Sales Module Administration
- Customizing sales workflows and pipelines
- Managing quotes, orders, and invoices
- Analyzing sales performance and trends
Accounting Module Administration
- Setting up and managing the Analytics Accounting Plan
- Tracking expenses, revenues, and budgets
- Generating financial reports and compliance documentation
Employee Module Administration
- Configuring HR settings and employee records
- Managing leaves, appraisals, and payroll integration
- Automating employee management workflows
Contact Module Administration
- Organizing and managing customer and vendor data
- Integrating contacts with sales and accounting modules
- Leveraging CRM features for better customer engagement
Settings Module Administration
- Configuring system-wide settings
- Managing users, roles, and permissions
- Integrating third-party applications and customizations
Best Practices and Optimization
- Streamlining workflows across modules
- Ensuring data integrity and security
- Planning for scaling and future enhancements
Summary and Next Steps
Requirements
- Basic understanding of enterprise resource planning (ERP) systems
- Familiarity with business operations and workflows
Audience
- System administrators responsible for Odoo implementations
- Business managers overseeing Odoo operations
- Technical staff tasked with configuring and maintaining Odoo modules
21 Hours
Testimonials (3)
the fact that it has folded our needs
mihaela
Course - Odoo for Managers
Trainer knowledge and friendly
Chachchai Tongthavornsuwan - SIAM KUBOTA Corporation Co., Ltd.
Course - Odoo for Developers
Content is breifly and easy to understand.
