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Duration 21 hours
Course Outline
Introduction to Odoo for Administrators
- Overview of Odoo architecture and module structure
- Administrator roles and duties
- Navigating the Odoo interface
Managing the Project Module
- Configuring projects and task workflows
- Allocating and monitoring project resources
- Creating project reports and analytics
Managing the Planning Module
- Establishing planning tools for resource allocation
- Overseeing schedules and timelines
- Integrating planning features with other modules
Managing the Sales Module
- Customizing sales workflows and pipelines
- Handling quotes, orders, and invoices
- Evaluating sales performance and trends
Managing the Accounting Module
- Setting up and controlling the Analytics Accounting Plan
- Monitoring expenses, revenues, and budgets
- Producing financial reports and compliance documentation
Managing the Employee Module
- Configuring HR settings and employee records
- Overseeing leaves, appraisals, and payroll integration
- Automating employee management processes
Managing the Contact Module
- Structuring and maintaining customer and vendor data
- Connecting contacts with sales and accounting modules
- Utilizing CRM features for enhanced customer engagement
Managing the Settings Module
- Adjusting system-wide settings
- Controlling users, roles, and permissions
- Integrating third-party applications and custom solutions
Best Practices and Optimization
- Simplifying workflows across modules
- Ensuring data integrity and security
- Planning for scalability and future upgrades
Summary and Next Steps
Requirements
- A foundational grasp of enterprise resource planning (ERP) systems
- Acquaintance with business operations and workflows
Target Audience
- System administrators handling Odoo deployments
- Business managers supervising Odoo operations
- Technical personnel responsible for configuring and maintaining Odoo modules
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.
