Odoo Functional Training

Course Content

Here is the list of the content available in each package offered by us take a look at it and choose accordingly.

Odoo CRM

1. Introduction
2. CRM
2.1 Creating Leads and Lead Management in Odoo
2.1.1 Creating leads from incoming emails
2.1.2 Creating leads from Website form
2.1.3 Generate lead through Visits to Leads feature
2.1.4 Generate lead through Lead Enrichment feature
2.1.5 Generate leads through Lead Mining feature
2.1.6 Outlook CRM Extension
2.1.7 Lead Scoring in CRM
2.2 Scheduling Activities to lead and Opportunities
2.3 Managing and Creating Activity in Odoo
2.4 Converting leads into Opportunities
2.5 Creating Sale order from CRM
2.6 Managing Rental Orders in Odoo CRM
2.7 Commision plan in Odoo CRM
2.8 Creating and editing stages in Odoo
2.9 Creating a Sales team and team overview
2.10 Creating Customers with Odoo CRM
2.11 Pipeline Management with Odoo CRM
2.12 Creating lost reasons in Odoo CRM
2.13 Creating Tags and Recurring plans with Odoo CRM
3. Marketing Automation
3.1 Creating Campaign in Odoo Marketing Automation module
3.2 Creating a parent activity and start to build a workflow in Odoo
3.3 Segment the database with filters in Odoo Marketing Automation
4 Social Marketing
4.1 Managing social media pages and creating content with Odoo Social Marketing
4.2 Adding New Social Stream and Posts with Odoo Social Marketing
4.3 Creating Campaign with Odoo Social Marketing
5. SMS Marketing
5.1 Build, Send and Get Reports from a SMS Mailing with Odoo SMS Marketing
5.2 Manage Contact list and blacklist with Odoo SMS Marketing

Odoo HR

1. Introduction
2. Employee
2.1 Creating Employees and Contracts for Employees in Odoo
2.2 Managing Department for Employees in Odoo
2.3 Managing Job position with Odoo Employee module
2.4 Planning and creating Activity types with Odoo Employee
2.5 Setting Challenges and Badges for employees in Odoo
2.6 Employee Skill Management with Odoo
2.7 Employees presence control in Odoo
3 Recruitment
3.1 Creating different job positions with Odoo Recruitment
3.2 Setting Refuse reasons for application in Odoo
3.3 Managing applicant application with Odoo Recruitment
3.4 Online Job Posting with Odoo Recruitment module
3.5 Setting Interview forms for Recruitment process with Odoo
4 Attendance
4.1 Normal Check In / Check Out attendance management in Odoo
4.2 Setting Kiosk mode in Odoo Attendance module
4.3 Manage Employee PIN and Badge Id with Odoo Attendance module
4.4 Manage Employees attendance in Odoo
5. Time Off / Leave
5.1 Managing Leaves of Employees in Odoo
5.2 Creating different Leave types and allocating them in Odoo
5.3 Setting different approval for Time Off request in Odoo
5.4 Different mode for setting Allocation requests in Odoo Attendance module
6. Payroll
6.1 Employee and their Contract management with Odoo Payroll
6.2 Generating Payslip in Odoo Payroll module
6.3 Manage Payslip as batches in Odoo Payroll module
6.4 Setting different Salary types and structure with Odoo Payroll
6.5 Salary rules and Parameters in Odoo Payroll module
6.6 Work entry management in Odoo Payroll
6.7 Conflict Work entry management with Odoo Payroll

Odoo Trading

Odoo Trading with POS

Odoo Manufacturing

Odoo Website & E-commerce

1. Introduction
2. Website & E-Commerce
2.1 Managing multiple Websites with Odoo Website module
2.2 Managing multiple language support on a website with Odoo
2.3 Setting and Managing website domain in Odoo
2.4 Managing pages and menu with Odoo website
2.5 Managing and setting Blogs and forums with Odoo website
2.6 Managing website visitors and views in Odoo website module
2.7 Customizing the website with Odoo
2.8 Website builders in Odoo
2.9 Managing the way to sort out products in Odoo E-Commerce
2.10 Generating lead form website in Odoo
2.11 Website form builder in Odoo Website module
2.12 Managing Search Engine Optimization (SEO) in Odoo
2.13 Managing Accessories and Optional products with Odoo E-Commerce module
2.14 Managing Alternative products with Odoo E-Commerce
2.15 Selling digital content with Odoo
2.16 Managing the way to adapt prices to the website visitors with Odoo Ecommerce
2.17 Creating and sharing Promotional codes in Odoo
2.18 Managing product availability with Odoo E-Commerce module
2.19 Managing Unpaid orders with Odoo E-Commerce module
2.20 Managing Abandoned cart with Odoo
2.21 Setting Payment acquires with Odoo E-Commerce module
2.22 Listing Products based on E-Commerce Categories in Odoo

Packages of Functional Training

Odoo CRM

Odoo HR

Odoo Trading

Odoo Trading with POS

Odoo Manufacturing

Odoo Website & E-commerce

How to Enroll

Prerequisite Knowledge

Importance of Functional Training

Prefered Audience

Course Content

Odoo CRM

Odoo HR

Odoo Trading

Odoo Trading with POS

Odoo Manufacturing

Odoo Website & E-commerce