M&E Onboarding Program Week 0

Responsable	Megan Cummins
Dernière mise à jour	2026-07-23
Temps d'achèvement	23 heures 24 minutes
Membres	3

Cours
Avis

Getting started

9Leçons · 1 h 12 min
- Create an Odoo Database
  
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- Navigate in Odoo
  
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- Filters and Views
  
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- Multi-Company Basics
  
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- Odoo: Multi-Company Transactions
  
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- Schedule Activities
  
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- Contacts: Basics
  
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- Contacts: Views and more
  
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- Importing and Exporting Data
  
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CRM

16Leçons · 2 h 32 min
- CRM Basics - Pipelines & Opportunities
  
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- CRM Basics: All About Activities
  
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- Probabilities & Sales Teams
  
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- Custom Activities
  
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- Activity Plans
  
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- Won and Lost Opportunities
  
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- Sales Teams Setup & Leads Assignment
  
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- CRM Activities Automations and Reporting
  
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- CRM Basics Pt. 2: Scheduled Activities & Moving Opportunities
  
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- CRM Lead & Opportunity Basics
  
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- Predictive Lead Scoring
  
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- Gamification
  
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- Pricelists: Discounts and Margins
  
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- Commission Plans
  
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- Odoo CRM SandboxInvoicing for what is ordered
  
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- Odoo CRM Sandbox
  
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Sales

27Leçons · 4 h 3 min
- Invoicing for what is delivered
  
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- Selling products
  
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- Create your First Sales Quotation
  
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- Adding headers and footers to quote templates and products
  
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- Sales Basics
  
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- Create Products
  
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- Create Product VariantsQuotation Templates
  
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- Your First Quotation
  
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- Create Products
  
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- Create Product Variants
  
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- Quotation Templates
  
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- PDF Quote Builder
  
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- Product Documents
  
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- Invoicing Policies
  
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- Promotion Basics & Discounts
  
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- Coupons
  
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- Loyalty Programs
  
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- Gift Card Programs
  
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- Sales Tax: Part 1
  
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- Sales Tax: Part 2
  
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- Sales Tax: Part 3
  
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- Delivery Prices
  
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- Delivery Lead Times
  
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- Working with Perishable Products
  
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- Dropshipping
  
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- Pricelists: Multiple Prices Per Product
  
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- Odoo Sales Sandbox
  
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Inventory

27Leçons · 3 h 45 min
- Inventory Basics: Receive and Store Stock
  
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- Inventory Basics & Outgoing Shipments
  
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- Basic Warehouse Setup
  
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- Warehouses & Locations
  
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- Units of Measure
  
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- Inventory Adjustments & Cycle Counts
  
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- Integrate Landed Costs
  
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- Make-to-Order (MTO) | Odoo Inventory
  
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- Reordering Rules
  
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- Lead Times
  
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- Resupplying Warehouse
  
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- Lots & Serial Numbers
  
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- Push & Pull Rules
  
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- Putaway Rules
  
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- Cross-Docking
  
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- Consignment
  
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- Dispatch Management System
  
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- Reservation Methods
  
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- Removal Strategies Overview
  
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- Product Packaging
  
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- Packages
  
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- Ship Multi-Box Packages
  
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- Multi-Package Shipments
  
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- Shipping Policy
  
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- Custom Returns Operation
  
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- Batch Transfers
  
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- Odoo Inventory Sandbox
  
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Accounting

35Leçons · 4 h 32 min
- Getting started
  
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- Chart of accounts
  
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- Expiration Dates
  
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- Update your chart of accounts
  
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- Vendor bill digitization
  
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- Import an opening balance
  
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- Payment terms & terms and conditions
  
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- Payments and outstanding accounts
  
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- Online payments
  
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- Cash discounts
  
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- Bank configuration
  
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- Bank transactions and synchronization
  
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- Bank reconciliation
  
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- Bank reconciliation models
  
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- SEPA credit transfer
  
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- SEPA direct debit
  
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- Taxes and VAT
  
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- Fiscal positions
  
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- Tax report and return
  
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- Extra Taxes (ecotax, alcohol, luxury,...)
  
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- Asset creation and management
  
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- Asset models and automation
  
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- Expense and revenue recognition and one-shot entries
  
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- Analytic Accounting
  
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- Analytic budgets
  
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- US Tax Compliance - Avatax
  
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- Multi-company and branch management
  
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- Financial reports
  
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- Inventory valuation
  
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- Inventory valuation (Continental)
  
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- Inventory valuation (Anglo-Saxon)
  
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- Multi-currency - Realized Gains/Losses
  
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- Multi-currency - Unrealized Gains/Losses
  
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- Closing the fiscal year
  
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- Odoo Accounting Sandbox
  
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Manufacturing

18Leçons · 2 h 19 min
- MRP Overview
  
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- Manufacturing Order & Work Order Basics
  
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- Bill of Materials Basics
  
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- Work Center Basics
  
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- Work Center Parameters
  
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- Sales Order to Manufacturing Order
  
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- Split and Merge Manufacturing Orders
  
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- Manufacturing Steps
  
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- Manufacture w/ Lots and Serial Numbers
  
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- Manufacturing in One Step
  
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- Manufacture in 2 or 3 Steps
  
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- Manufacturing Backorders
  
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- Make-to-Order Manufacturing (MTO)
  
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- Manufacture with Product Variants
  
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- Replenishment Methods for Manufacturing
  
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- Sub-Assemblies
  
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- Product Kits
  
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- Odoo Manufacturing Sandbox
  
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Purchase

10Leçons · 1 h 22 min
- Purchase and RFQ Basics
  
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- Cash basis
  
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- Purchase Lead Times
  
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- Reordering Rules
  
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- Vendor Pricelist
  
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- Blanket Orders
  
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- Bill Control
  
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- Purchase Templates
  
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- EDI Purchase to Sales Order
  
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- Odoo Purchase Sandbox
  
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Quality

7Leçons · 1 h 10 min
- Quality Basics
  
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- Setting Up Quality Control Points
  
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- Quality Alerts
  
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- Quality Checks For Incoming Shipments
  
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- Using Failure Locations
  
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- Linking Quality Checks with Manufacturing Orders
  
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- Odoo Quality Sandbox
  
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Website

3Leçons · 17 min
- Website configurator
  
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- Website Analytics
  
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- Multi-Website
  
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Project

8Leçons · 1 h 13 min
- Project basics and your first task
  
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- Creating tasks from sales orders & Project templates
  
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- Recurring tasks
  
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- Visibility and collaboration
  
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- Automations
  
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- Timesheets: Configuration & leaderboard
  
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- Invoicing project tasks
  
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- Odoo Project Sandbox
  
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Odoo Studio

8Leçons · 59 min
- Studio Basics
  
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- Simple fields
  
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- Simple fields
  
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- Relational fields
  
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- Add a field
  
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- Automations
  
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- Your First Quotation
  
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- Odoo Studio Sandbox
  
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