This document provides an overview and agenda for an Odoo 14 functional training. The training will cover key Odoo modules like CRM, sales management, and inventory. For CRM, it will discuss concepts like pipelines, sales teams, leads, and activities. For sales, it will cover order management, pricing, discounts, and reporting. For inventory, it will include adjustments, replenishment, traceability, shipping, and advanced concepts like routing and costing methods. The goal is to help understand Odoo functionality and enhance productivity. The trainer is available for any Odoo help via Skype or email.
Dealing with Cultural Dispersion — Stefano Lambiase — ICSE-SEIS 2024
[V14] Odoo functional training Pinakin Nayi
1. Odoo 14
Functional Training
Pinakin Nayi
Techno-Functional Expert
Connect for any odoo help
Skype: pinakinerp
Email: nayi.pinakin@gmail.com
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2. Benefits of Training
❏ To understand the functional concepts of Odoo
❏ To offer the valuable suggestions to enhance the
productivity of an organization
❏ In performing a GAP Analysis and necessary
changes through the front-end Odoo GUI
❏ Helpful while developing any new feature
5. Introduction
● Open Source
○ Open source software is software with source code that
anyone can inspect, modify, and enhance.
● Online vs On premise
○ https://docs.google.com/document/d/1uvt8RKbaGEWHj117
bb-sd1FG5JVuem8rrjhUtfrY_HY/edit?usp=sharing
● Community vs Enterprise
○ https://www.odoo.com/editions
● IAP Services
7. Setup
● Create Online Odoo Instance
● SetUp Your Company
● Create/Invite New User
● Install System Second Language
● Populate your Address Book
● Internal & External Communication
● Manage your agenda (Meeting) from Activities
● Make notes, reminder in activities
8. CRM
● Basics and Pipelines
● Sales Teams
○ Split based on customer,
○ based on localization,
○ Split based on Market Segments (B2B, B2C)
● Leads , Advanced Lead generation
○ Email , Contact form, Live chat, Reveal IP,
● Activities
● Reporting
10. Way we can generate lead
New Lead
Visits to
Lead
Marketing
Contact us
Page
Emails
Qualify
Lead
Enrichment
Predictive
Lead
Scoring
Lead
Mining Phone Quality
State
Country
Email Quality
Source
Live Chat
11. CRM: Example of activities
New Lead Qualified Proposition Negotiation
Won
Call
Call for
Demo
Make
Quote
Follow
up
Not
Interested
5 days 10 days 15 days
5 days
Lost
12. Advance Tools
● Visits to Leads (IAP)
● Lead Enrichment
● Lead Mining (IAP)
● Outlook CRM Extension
● Email Integrations
● Mass Mailing
● Recurring Revenues (MRR)
● Google Calendar
19. Cont.
● Service
■ Service Invoicing Policy
● Prepaid
● Timesheets on tasks
● Milestones (manually set quantities on order)
■ Service Tracking
● Don't create task
● Create a task in an existing project
● Create a task in sales order's project
● Create a new project but no task
20. ● Product Forecast Report (Inventory)
● Apply Prices and Discount
● Sell in Foreign Currency
● Give Portal Access to Customer
Advance
22. Inventory : Traceability
● Scrap Product
● Lots and Serial Numbers
● Automated Emails at Delivery
● Signature on your delivery orders
● Display Lots & Serial Numbers on Delivery Slips
● Display Lots & Serial Numbers on Invoices
● Process Batch Transfers
23. Inventory : Shipping
● Shipping
○ Set up Delivery Methods
○ Integrate third party shipper