\n" " The 5-day training is modular, which means that you can choose to " "participate in the full training or to just 1 or 2 modules.\n" " Nevertheless, the first day of the training is compulsory for " "everyone. The Monday is compulsory because the\n" " introduction of Odoo is important before going through the other " "modules.

\n" " Each day of the week starts from 9 AM (CEST/PST) to 12 PM (CEST/" "PST). A Q&A session will be hosted by an Odoo trainer.\n" " Each day, the participants are expected to have done the following " "BEFORE attending the Q&A session:\n" "

Watch the videos for this day
Do the related exercises (written solutions will be provided " "upfront as well)
Send their questions by email before 5PM (CEST/PST) on the " "previous business day

\n" " The Q&A session will be hosted on a web conference service. A " "stable internet connection is required. The trainer will\n" " screen the questions for the day and select the most relevant ones " "to be answered during the session. The purpose of the\n" " Q&A session is not to cover questions related to a specific " "implementation project or company-specific business\n" " workflows. The questions should be about the material covered in " "the videos and the exercises and should benefit\n" " the other participants of the training as well.
\n" " Each day of the week is dedicated to specific applications in Odoo " "as per the following planning:\n" "

\n" " Monday: \n" " Introduction, CRM, Sales Management\n" "
\n" " Tuesday: \n" " Access rights, Purchase, Sales & Purchase management, " "Financial accounting\n" "
\n" " Wednesday: \n" " Project management, Human resources, Contract management\n" "
\n" " Thursday: \n" " Warehouse management, Manufacturing (MRP) & Sales, " "Import/Export\n" "
\n" " Friday: \n" " Pricelists, Point of Sale (POS), Introduction to report " "customization\n" "

\n" "

Monday

\n" " Introduction, CRM & Sales\n" "

Introduction: Get familiar with the V7.

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Odoo’s architecture \n" " How to create an Odoo Online instance \n" " List and form views, search and filter features\n" " Tooltips and drill-downs \n" " Advanced navigation \n" " Calendar, Graph, Kanban and Gantt views \n" " Social network features: emailing, internal " "communication \n" " \n" "	\n" " The introduction exercises have been created to help " "you discover Odoo in an easy way. Their main objective is to present the " "different applications, menus, view types, shortcuts, field types, wizards, " "actions, etc. It will help you to discover how to navigate in Odoo! \n" " Therefore, the Introduction is compulsory for " "everyone, even if you need to learn a specific module given on an other " "date. This obligation has been made to make sure that you are not lost if " "you arrive in the middle of the training for another module.\n" "

Content

What will you learn?

\n" "

Odoo’s architecture
How to create an Odoo Online instance
List and form views, search and filter features\n" "
Tooltips and drill-downs
Advanced navigation
Calendar, Graph, Kanban and Gantt views
Social network features: emailing, internal " "communication

\n" "

\n" " The introduction exercises have been created to help " "you discover Odoo in an easy way. Their main objective is to present the " "different applications, menus, view types, shortcuts, field types, wizards, " "actions, etc. It will help you to discover how to navigate in Odoo!
\n" " Therefore, the Introduction is compulsory for " "everyone, even if you need to learn a specific module given on an other " "date. This obligation has been made to make sure that you are not lost if " "you arrive in the middle of the training for another module.\n" "

\n" "

CRM Module

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Manage Lead & Opportunities \n" " Call, Meeting \n" " Partners & contacts \n" " Automated actions \n" " \n" "	\n" " \n" " Track all leads coming in and push them to real " "opportunities \n" " Improve the productivity of the sales force\n" " Access all documents and messages related to one " "lead/opportunity in one place \n" " Track the sales pipeline by month and stage to " "produce\n" " accurate sales forecasts at the individual and " "group\n" " levels \n" " Track individual performance of sales people\n" " \n" "

Content

What will you learn?

\n" "

Manage Lead & Opportunities
Call, Meeting
Partners & contacts
Automated actions

\n" "

Track all leads coming in and push them to real " "opportunities
Improve the productivity of the sales force\n" "
Access all documents and messages related to one " "lead/opportunity in one place
Track the sales pipeline by month and stage to " "produce\n" " accurate sales forecasts at the individual and " "group\n" " levels
Track individual performance of sales people\n" "

\n" "

Sales Module

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Customers \n" " Products to sell \n" " Manual discounts \n" " Margins \n" " Sales & Warehouse: Invoicing control (On " "demand / On\n" " Delivery Order), Shipping policy (At once / Each " "product\n" " when available) \n" " \n" "	\n" " \n" " Register orders from customers and create " "invoices \n" " Schedule deliveries (for products) or tasks (for " "service) \n" " Ensure that sales orders are properly invoiced " "by tracking pending sales orders \n" " \n" "
\n" " CRM & Sales management:\n" " \n" " From an opportunity to a sale order \n" " Claims \n" " Aftersale communication \n" " \n" "	\n" " Odoo can work with independent applications, so the\n" " whole commercial process can be integrated together in\n" " order to accomplish complete business flows.\n" "

\n" "

Tuesday

\n" " Access rights, Sales & Purchase, Financial accounting\n" "

Access rights

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Users \n" " Groups \n" " Access rights and access rules \n" " Modules configuration \n" " \n" "	\n" " Thanks to the integrated access rights management " "integrated, each user has an access to its relevant information. No " "overloaded screen with a lot of irrelevant data, no unwanted menu, etc. Only " "a clean interface!\n" "

\n" "

Purchase

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Vendors \n" " Products \n" " Request for Quotation \n" " Purchase order \n" " Invoicing & Invoice control \n" " Incoming order (Complete/partial receipt) \n" " Purchase requisition \n" " \n" "	\n" " \n" " Better negotiate volumes and prices based on " "historical data \n" " Centralize all the data to be able to build " "reporting and statistics \n" " Control the invoicing process \n" " Work with purchase requisitions to ask different " "vendors to submit quotations \n" " \n" "
\n" " Sales & Purchase management\n" " \n" " Make to order product \n" " Retailer process: buy a product and sell it " "without any customization/manufacturing \n" " \n" "	\n" " Keep control of the replenishment process based on sales " "demands! Thanks to this integration, you will be able to automate the " "ordering for the missing units ordered by a customer\n" "

\n" "

Financial accounting

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Invoices \n" " Refunds \n" " Journal Entries & Reconciliations \n" " Reports / Closing of fiscal year \n" " Accounts \n" " \n" "	\n" " \n" " Rapidly encode your financial operations or " "accounting transactions \n" " Carry out payments easily and adequately " "reconcile these payments with invoices \n" " Quick creation of invoices with pre-set defaults " "on debtor/creditor and income/expense accounts \n" " Multiple manners to reconcile \n" " Configuration of accounts to ensure correct " "display in balance sheet and profit & loss statement \n" " Apply correct deferral methods to ensure the " "close of the fiscal year \n" " \n" "

Content

What will you learn?

\n" "

Invoices
Refunds
Journal Entries & Reconciliations
Reports / Closing of fiscal year
Accounts

\n" "

Rapidly encode your financial operations or " "accounting transactions
Carry out payments easily and adequately " "reconcile these payments with invoices
Quick creation of invoices with pre-set defaults " "on debtor/creditor and income/expense accounts
Multiple manners to reconcile
Configuration of accounts to ensure correct " "display in balance sheet and profit & loss statement
Apply correct deferral methods to ensure the " "close of the fiscal year

\n" "

Wednesday

\n" " Project management, Human resources, Contract management\n" "

Project Management

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Projects \n" " Tasks \n" " Issues \n" " \n" "	\n" " \n" " Manage and follow your projects, tasks and " "issues \n" " Discover the Kanban view to quickly operate some " "actions and to quickly detect any bottlenecks in your projects flows \n" " Discover the Gantt view to see how your project " "has been planned and adapt it according to new elements or to the people " "agenda \n" " Define project members & delegate tasks \n" " Create automatically timesheet lines in the " "Human Resources menu from recorded work activities \n" " Track and invoice (to customers) the costs " "associated to a project \n" " Manage a support ticket system \n" " \n" "

Content

What will you learn?

\n" "

Projects
Tasks
Issues

\n" "

Manage and follow your projects, tasks and " "issues
Discover the Kanban view to quickly operate some " "actions and to quickly detect any bottlenecks in your projects flows
Discover the Gantt view to see how your project " "has been planned and adapt it according to new elements or to the people " "agenda
Define project members & delegate tasks
Create automatically timesheet lines in the " "Human Resources menu from recorded work activities
Track and invoice (to customers) the costs " "associated to a project
Manage a support ticket system

\n" "

Human Resources

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Employees \n" " Recruitment \n" " Expenses \n" " Allocations and leaves requests \n" " Time management: timesheet and timesheet lines\n" " \n" "	\n" " About Recruiting:\n" " \n" " Better negotiate volumes and prices based on " "historical data \n" " Centralize all the data to be able to build " "reporting and statistics \n" " Control the invoicing process \n" " Work with purchase requisitions to ask different " "vendors to submit quotations \n" " \n" " About Holidays:\n" " \n" " Track the number of vacation days accrued by " "each employee \n" " Allow managers to approve leave requests and " "plan backups for their teams \n" " \n" "

Content

What will you learn?

\n" "

Employees
Recruitment
Expenses
Allocations and leaves requests
Time management: timesheet and timesheet lines\n" "

\n" "

\n" " About Recruiting:\n" "

Better negotiate volumes and prices based on " "historical data
Centralize all the data to be able to build " "reporting and statistics
Control the invoicing process
Work with purchase requisitions to ask different " "vendors to submit quotations

\n" " About Holidays:\n" "

Track the number of vacation days accrued by " "each employee
Allow managers to approve leave requests and " "plan backups for their teams

\n" "

Contract management

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Contracts \n" " Invoicing methods\n" " Sale orders \n" " Timesheets \n" " Expenses \n" " \n" " \n" "	\n" " \n" " Centralize the data related to a specific " "contract in one single point \n" " Perform the invoicing from one single place " "(Sales order / Timesheet / Expenses) \n" " Follow the renewal process \n" " Compute statistics based on expected revenues\n" " \n" "

\n" "

Thursday

\n" " Warehouse management, Manufacturing (MRP) & Sales, Import/Export\n" "

Warehouse management

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Stock moves \n" " Inventory \n" " Partial delivery / receipt \n" " Units of measure \n" " \n" "	\n" " Odoo Warehouse Management is at once very simple, " "flexible and complete. It is based on the concept of double entry that " "revolutionized accounting: ‘Nothing lost, everything moved’. In Odoo, we " "don’t talk about disappearance, consumption or loss of products: instead we " "speak only of stock moves from one place to another.\n" "

\n" "

Manufacturing (MRP)

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Bill of materials \n" " Multi-level BoM \n" " Routings \n" " Work center operations \n" " \n" "	\n" " \n" " Manage the production planning \n" " Organize the different manufacturing orders to " "optimize the workload of the different resources \n" " From an operational perspective, track which " "products and quantities need to be manufactured \n" " \n" " As a manager:\n" " \n" " Define products to be assembled or to be sold as " "a kit \n" " Organize the pipeline of the production \n" " Track the cost of a manufacturing order and " "measure the efficiency of the department \n" " \n" "
\n" " MRP & Sales\n" " \n" " Product configuration Make to Stock / to Order\n" " Commercial BoM (kit) \n" " Just in Time \n" " \n" "	\n" " From the sales perspective, you will have a " "manufacturing order generated based on a request coming from a customer " "without any manual operation. This integration of those two aplications " "allows you to perform the following flow in an automated way: Sale order –> " "Stock level verification –> Production of the missing units –> Receival in " "stock of the finished goods –> Delivery to the customer.\n" "

Content

What will you learn?

\n" "

Bill of materials
Multi-level BoM
Routings
Work center operations

\n" "

Manage the production planning
Organize the different manufacturing orders to " "optimize the workload of the different resources
From an operational perspective, track which " "products and quantities need to be manufactured

\n" " As a manager:\n" "

Define products to be assembled or to be sold as " "a kit
Organize the pipeline of the production
Track the cost of a manufacturing order and " "measure the efficiency of the department

\n" "

\n" " MRP & Sales\n" "

Product configuration Make to Stock / to Order\n" "
Commercial BoM (kit)
Just in Time

\n" "

\n" " From the sales perspective, you will have a " "manufacturing order generated based on a request coming from a customer " "without any manual operation. This integration of those two aplications " "allows you to perform the following flow in an automated way: Sale order –> " "Stock level verification –> Production of the missing units –> Receival in " "stock of the finished goods –> Delivery to the customer.\n" "

\n" "

Import/Export

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Import from CSV files \n" " Export as CSV or as Excel file \n" " \n" "	\n" " \n" " Transfer data from one system to Odoo. \n" " \n" " Odoo offers a simple way to import and export data. Odoo " "will guide you for this phase thanks to a FAQ directly integrated into the " "import screen\n" "

\n" "

Friday

\n" " Pricelists, Point of Sale (POS), Introduction to report " "customization\n" "

Pricelists

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Prices for returning customers \n" " Prices in foreign currencies (with exchange " "fees) \n" " Retailer prices (based on a minimal margin)\n" " \n" "	\n" " \n" " Keep control on the pricing policy \n" " Allow discounts for some periods \n" " Ensure your margins even when you define " "discounts \n" " Allow different pricing by customer and/or " "vendor \n" " Update the prices in an easy way \n" " \n" "

\n" "

Point of Sale (POS)

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Payment methods (journals) \n" " POS Configuration \n" " POS front-end \n" " POS back-end \n" " Shops \n" " Sessions \n" " POS Orders \n" " Re-Invoicing \n" " Scanning / Self-scanning \n" " \n" "	\n" " Odoo POS is the first POS running in a 100% web based " "environment, which means any computer with a browser can host the POS. The " "POS is a two-part system with a front-end (interaction with the client) and " "a back-end (managers can configure the system, print reports, " "analyse, ...) \n" " About the front-end:\n" " \n" " Offline mode. Imagine several cases were having " "an offline mode is of prime interest: Connexion to server shutdown at a big " "supermarket / Use in environments that requires mobility but without wifi / " "Use in large environments like restaurants and gardens / Use in low tech " "environments \n" " \n" " About the back-end:\n" " \n" " Configure the products being sold in the POS\n" " Configure the payments methods \n" " Print daily sales report \n" " Analyze sales \n" " \n" "

Content

What will you learn?

\n" "

Payment methods (journals)
POS Configuration
POS front-end
POS back-end
Shops
Sessions
POS Orders
Re-Invoicing
Scanning / Self-scanning

\n" "

\n" " Odoo POS is the first POS running in a 100% web based " "environment, which means any computer with a browser can host the POS. The " "POS is a two-part system with a front-end (interaction with the client) and " "a back-end (managers can configure the system, print reports, " "analyse, ...)

\n" " About the front-end:\n" "

Offline mode. Imagine several cases were having " "an offline mode is of prime interest: Connexion to server shutdown at a big " "supermarket / Use in environments that requires mobility but without wifi / " "Use in large environments like restaurants and gardens / Use in low tech " "environments

\n" " About the back-end:\n" "

Configure the products being sold in the POS\n" "
Configure the payments methods
Print daily sales report
Analyze sales

\n" "

Introduction to report customization

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

Content	What will you learn?
\n" " \n" " Customize the layout of your invoices \n" " Change the footer/header of documents \n" " Add a field in a standard document / report\n" " \n" "	\n" " This features will help you to fully customize the " "standard documents made from Odoo.\n" "

\n" "

\n" " As soon as registration will be finalized (ie. payment " "confirmation), the participants will be provided with the material listed\n" " below:\n" "

Access to online videos with detailed demos
Training material with exercises
Written solutions to the exercises

\n" " Therefore, there is an advantage to registering early to the " "training if you are interested in preparing your live sessions ahead of " "time. Moreover, the number of participants is limited per online session " "which is another reason to consider registering early and securing your " "seat.\n" "

\n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" " \n" "

\n" " With the live sessions, we learned a lot more than what " "was covered in the videos. Definitely a good start for building up a solid " "base of working knowledge of Odoo.\n" "	\n" " The trainer did a wonderful job with the training! He " "was well informed and interactive online and offline. Thank you so much for " "the experience! \n" "
\n" " It would be very difficult to cover all of the " "possibilities of Odoo and I believe the major aspects were covered very " "well \n" "	\n" " The trainer has a very good knowledge of the subject, he " "understands the issues of the trainees very fast and provided answers with " "the right level of illustration.\n" "

\n" "

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