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Duration 21 hours
Course Outline
Introduction to Odoo for Administrators
- Overview of Odoo architecture and module structure
- Defining administrator roles and responsibilities
- Navigating the Odoo user interface
Project Module Administration
- Setting up projects and configuring task workflows
- Allocating and monitoring project resources
- Creating project reports and analytics
Planning Module Administration
- Establishing planning tools for resource allocation
- Managing schedules and project timelines
- Connecting planning functions with other modules
Sales Module Administration
- Tailoring sales workflows and pipelines
- Overseeing quotes, orders, and invoicing
- Evaluating sales performance and market trends
Accounting Module Administration
- Configuring and managing the Analytics Accounting Plan
- Monitoring expenses, revenue streams, and budgets
- Producing financial reports and compliance documentation
Employee Module Administration
- Setting up HR configurations and employee records
- Managing leave, appraisals, and payroll integrations
- Automating workflows for employee management
Contact Module Administration
- Structuring and managing customer and vendor information
- Linking contact data with sales and accounting modules
- Applying CRM features to enhance customer engagement
Settings Module Administration
- Adjusting global system settings
- Managing user access, roles, and permissions
- Integrating third-party applications and custom solutions
Best Practices and Optimization
- Streamlining workflows across different modules
- Maintaining data integrity and security standards
- Planning for scalability and future system enhancements
Summary and Future Directions
Requirements
- Fundamental knowledge of enterprise resource planning (ERP) systems
- Understanding of standard business operations and workflows
Target Audience
- System administrators managing Odoo implementations
- 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.
