A five-day training covering the functional usage of Odoo: installation, configuration, and mastery of all major business modules. From inventory and invoicing to website and e-commerce.

Duration 5 days (35 hours)

Format 50 percent presentation, 50 percent exercises

Prerequisites Basic computer skills, no programming required

Materials Virtual machines provided, electronic course materials

Installation

Installing Odoo: system requirements, dependencies
Database creation and management
Server configuration and startup

Configuration and Initialization

General settings: company information, users, access rights
Module installation and configuration
Initial data import: products, contacts, chart of accounts

Business Modules Discovery

Products and Inventory

Product management: types, variants, categories, pricelists
Stock management: warehouses, locations, stock moves, inventory adjustments
Procurement rules and reordering rules

Invoicing

Customer invoices and vendor bills
Payment registration and reconciliation
Accounting reports and fiscal year

CRM

Lead and opportunity management
Sales pipeline configuration
Activity scheduling and follow-up

Project Management

Project creation and task management
Kanban views and stages
Time tracking and timesheets

Helpdesk and Support

Ticket management and SLA configuration
Customer portal and self-service

Point of Sale (POS)

POS configuration: payment methods, hardware
Session management and daily operations
POS reporting and reconciliation

Administration

User management: roles, groups, access rights
Record rules and security configuration
Automated actions and scheduled tasks
Database backup and restoration

Customization

Interface modifications: custom views, fields, and menus
Workflow customization: stages, transitions, automated actions
Report customization: modifying existing reports

Website and E-Commerce

Website builder: pages, themes, building blocks
SEO configuration and content management
Online store: product catalog, shopping cart, checkout
Payment provider configuration
Shipping methods and delivery management

RECOMMENDATIONS

The following updates are suggested for review to modernize this training program:

Update module names and screenshots to Odoo 17 or 18 nomenclature
Include the new Odoo Studio module for no-code customization
Add coverage of the updated accounting module (Odoo 17 and later)
Include the Knowledge and Planning modules
Update POS section for the new web-based POS interface

Odoo Functional