M&E Onboarding Program Week 0

Responsable	Eva Pedro
Dernière mise à jour	2026-08-10
Temps d'achèvement	20 heures 14 minutes
Membres	1

Cours
Avis

Getting started

6Leçons · 44 min
- Create an Odoo Database
- Navigate in Odoo
- Filters and Views
- Schedule Activities
- Contacts: Basics
- Contacts: Views and more
CRM

14Leçons · 2 h 18 min
- CRM Basics - Pipelines & Opportunities
- CRM Basics: All About Activities
- Probabilities & Sales Teams
- Custom Activities
- Activity Plans
- Won and Lost Opportunities
- Sales Teams Setup & Leads Assignment
- CRM Activities Automations and Reporting
- CRM Lead & Opportunity Basics
- Predictive Lead Scoring
- Gamification
- Pricelists: Discounts and Margins
- Commission Plans
- Odoo CRM Sandbox
Sales

25Leçons · 3 h 40 min
- Sales Basics
- Invoicing for what is ordered
- Invoicing for what is delivered
- Selling products
- Create your First Sales Quotation
- Adding headers and footers to quote templates and products
- Your First Quotation
- Create Products
- Create Product Variants
- Quotation Templates
- PDF Quote Builder
- Product Documents
- Invoicing Policies
- Promotion Basics & Discounts
- Coupons
- Loyalty Programs
- Gift Card Programs
- Sales Tax: Part 1
- Sales Tax: Part 2
- Sales Tax: Part 3
- Delivery Prices
- Working with Perishable Products
- Dropshipping
- Pricelists: Multiple Prices Per Product
- Odoo Sales Sandbox
Inventory

25Leçons · 3 h 28 min
- Inventory Basics: Receive and Store Stock
- Inventory Basics & Outgoing Shipments
- Basic Warehouse Setup
- Warehouses & Locations
- Units of Measure
- Inventory Adjustments & Cycle Counts
- Integrate Landed Costs
- Make-to-Order (MTO)
- Reordering Rules
- Resupplying Warehouse
- Lots & Serial Numbers
- Push & Pull Rules
- Putaway Rules
- Cross-Docking
- Consignment
- Dispatch Management System
- Reservation Methods
- Removal Strategies Overview
- Product Packaging
- Ship Multi-Box Packages
- Multi-Package Shipments
- Shipping Policy
- Custom Returns Operation
- Batch Transfers
- Odoo Inventory Sandbox
Accounting

23Leçons · 3 h 5 min
- Getting started
- Chart of accounts
- Vendor bill digitization
- Import an opening balance
- Payment terms & terms and conditions
- Cash discounts
- Bank configuration
- Bank transactions and synchronization
- Bank reconciliation
  
  Nouveau
- 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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- 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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- Analytic budgets
  
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- Financial reports
  
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- Inventory valuation
  
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- Inventory valuation (Continental)
  
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- Closing the fiscal year
  
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- Odoo Accounting Sandbox
  
  Nouveau
Manufacturing

16Leçons · 2 h 8 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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- 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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- 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
  
  Nouveau
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
  
  Nouveau
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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Studio

6Leçons · 49 min
- Studio Basics
  
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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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- Odoo Studio Sandbox
  
  Nouveau