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.

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

3. Agenda

4. Agenda
● Part-1
○ Introduction
○ CRM
○ Sales Management
○ Inventory
○ Invoicing

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

6. Odoo Release history
14.0 | October 2020 | Lots of new features

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

9. Flow with CRM

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

13. SALES Generate
Sales
Order
ebay Amazon
Odoo
eCommerce
From
Opportunity
Any
Third
Party
Rent
Application

14. SALES
Add
Optional
Product
Get
Signature
To
confirm
Use
Deadline
Use
different
Address
Invoicing
Request
a down
payment
Send a
Pro-forma
Invoice

15. Sales Management
● Products to Define : Storable, Consumable, Service
● Pricing Strategies
● Discounts
● Quotation Template
● Quotation Builder
● Sales Analyses
● After Sales Services(task or helpdesk)

16. Product: Can be
Product
Can be
Sold
Can be
Purchased
Can be
Expensed
Sell on
eBay
Subscription
Product
Can be
Rented
Event
Product

17. Product Type
● Storable
● Consumable
● Service

18. Sales Order Billing
● Storable/Consumable
○ Order Quantities
○ Deliver Quantities

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

21. Inventory Management
● Inventory Adjustment
○ Initial inventory
● Replenishment (anytime from Product)
● Route View
● Generate Price List
●

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

24. Inventory : Advance

25. Inventory : Advance Route
● Concepts : Inter WH
● Product costing
○ Costing method (standard,avg.,fifo)
○ perpetual FIFO or LIFO inventory valuation
○ Landed cost
● Putaway and Removal Strategies
○ Putaway
○ Removal - FIFO, LIFO, FEFO

26. Thanks
Pinakin Nayi
Techno-Functional Expert
Connect for any odoo help
Skype: pinakinerp
Email: nayi.pinakin@gmail.com
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