Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Introduction to Odoo for Administrators
- Summary of Odoo architecture and available modules
- Key roles and duties of administrators
- Navigating the Odoo user interface
Project Module Management
- Setting up projects and task processes
- Distributing and monitoring project resources
- Producing project reports and analytical insights
Planning Module Management
- Establishing planning tools for resource distribution
- Oversight of schedules and timelines
- Connecting planning features with other modules
Sales Module Management
- Adapting sales processes and pipelines
- Handling quotes, orders, and invoices
- Evaluating sales metrics and trends
Accounting Module Management
- Implementing and overseeing the Analytics Accounting Plan
- Monitoring expenses, income, and budgets
- Creating financial reports and compliance records
Employee Module Management
- Setting up HR parameters and staff records
- Managing leave, performance reviews, and payroll connections
- Automating employee management processes
Contact Module Management
- Structuring and handling customer and supplier information
- Linking contacts with sales and accounting modules
- Utilizing CRM capabilities for enhanced customer interaction
Settings Module Management
- Configuring global system parameters
- Managing users, roles, and access rights
- Connecting third-party applications and custom solutions
Best Practices and Enhancement
- Improving workflows across different modules
- Maintaining data accuracy and security
- Planning for growth and future improvements
Summary and Path Forward
Requirements
- Fundamental knowledge of enterprise resource planning (ERP) systems
- Understanding of business operations and standard workflows
Target Audience
- System administrators in charge of Odoo deployments
- Business managers supervising Odoo operations
- Technical personnel responsible for configuring and maintaining Odoo modules
21 Hours
Testimonials (2)
the fact that it has folded our needs
mihaela
Course - Odoo for Managers
Exercises, and the fact that the trainer was able to answer all my questions.
