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M&E Onboarding Program Week 0

M&E Onboarding Program Week 0

Join this Course
Responsible Megan Cummins
Last Update 07/23/2026
Completion Time 23 hours 24 minutes
Members 3
  • Getting started
    9Lessons · 1 hr 12 min
    • Create an Odoo Database
      New
    • Navigate in Odoo
      New
    • Filters and Views
      New
    • Multi-Company Basics
      New
    • Odoo: Multi-Company Transactions
      New
    • Schedule Activities
      New
    • Contacts: Basics
      New
    • Contacts: Views and more
      New
    • Importing and Exporting Data
      New
  • CRM
    16Lessons · 2 hr 32 min
    • CRM Basics - Pipelines & Opportunities
      New
    • CRM Basics: All About Activities
      New
    • Probabilities & Sales Teams
      New
    • Custom Activities
      New
    • Activity Plans
      New
    • Won and Lost Opportunities
      New
    • Sales Teams Setup & Leads Assignment
      New
    • CRM Activities Automations and Reporting
      New
    • CRM Basics Pt. 2: Scheduled Activities & Moving Opportunities
      New
    • CRM Lead & Opportunity Basics
      New
    • Predictive Lead Scoring
      New
    • Gamification
      New
    • Pricelists: Discounts and Margins
      New
    • Commission Plans
      New
    • Odoo CRM SandboxInvoicing for what is ordered
      New
    • Odoo CRM Sandbox
      New
  • Sales
    27Lessons · 4 hr 3 min
    • Invoicing for what is delivered
      New
    • Selling products
      New
    • Create your First Sales Quotation
      New
    • Adding headers and footers to quote templates and products
      New
    • Sales Basics
      New
    • Create Products
      New
    • Create Product VariantsQuotation Templates
      New
    • Your First Quotation
      New
    • Create Products
      New
    • Create Product Variants
      New
    • Quotation Templates
      New
    • PDF Quote Builder
      New
    • Product Documents
      New
    • Invoicing Policies
      New
    • Promotion Basics & Discounts
      New
    • Coupons
      New
    • Loyalty Programs
      New
    • Gift Card Programs
      New
    • Sales Tax: Part 1
      New
    • Sales Tax: Part 2
      New
    • Sales Tax: Part 3
      New
    • Delivery Prices
      New
    • Delivery Lead Times
      New
    • Working with Perishable Products
      New
    • Dropshipping
      New
    • Pricelists: Multiple Prices Per Product
      New
    • Odoo Sales Sandbox
      New
  • Inventory
    27Lessons · 3 hr 45 min
    • Inventory Basics: Receive and Store Stock
      New
    • Inventory Basics & Outgoing Shipments
      New
    • Basic Warehouse Setup
      New
    • Warehouses & Locations
      New
    • Units of Measure
      New
    • Inventory Adjustments & Cycle Counts
      New
    • Integrate Landed Costs
      New
    • Make-to-Order (MTO) | Odoo Inventory
      New
    • Reordering Rules
      New
    • Lead Times
      New
    • Resupplying Warehouse
      New
    • Lots & Serial Numbers
      New
    • Push & Pull Rules
      New
    • Putaway Rules
      New
    • Cross-Docking
      New
    • Consignment
      New
    • Dispatch Management System
      New
    • Reservation Methods
      New
    • Removal Strategies Overview
      New
    • Product Packaging
      New
    • Packages
      New
    • Ship Multi-Box Packages
      New
    • Multi-Package Shipments
      New
    • Shipping Policy
      New
    • Custom Returns Operation
      New
    • Batch Transfers
      New
    • Odoo Inventory Sandbox
      New
  • Accounting
    35Lessons · 4 hr 32 min
    • Getting started
      New
    • Chart of accounts
      New
    • Expiration Dates
      New
    • Update your chart of accounts
      New
    • Vendor bill digitization
      New
    • Import an opening balance
      New
    • Payment terms & terms and conditions
      New
    • Payments and outstanding accounts
      New
    • Online payments
      New
    • Cash discounts
      New
    • Bank configuration
      New
    • Bank transactions and synchronization
      New
    • Bank reconciliation
      New
    • Bank reconciliation models
      New
    • SEPA credit transfer
      New
    • SEPA direct debit
      New
    • Taxes and VAT
      New
    • Fiscal positions
      New
    • Tax report and return
      New
    • Extra Taxes (ecotax, alcohol, luxury,...)
      New
    • Asset creation and management
      New
    • Asset models and automation
      New
    • Expense and revenue recognition and one-shot entries
      New
    • Analytic Accounting
      New
    • Analytic budgets
      New
    • US Tax Compliance - Avatax
      New
    • Multi-company and branch management
      New
    • Financial reports
      New
    • Inventory valuation
      New
    • Inventory valuation (Continental)
      New
    • Inventory valuation (Anglo-Saxon)
      New
    • Multi-currency - Realized Gains/Losses
      New
    • Multi-currency - Unrealized Gains/Losses
      New
    • Closing the fiscal year
      New
    • Odoo Accounting Sandbox
      New
  • Manufacturing
    18Lessons · 2 hr 19 min
    • MRP Overview
      New
    • Manufacturing Order & Work Order Basics
      New
    • Bill of Materials Basics
      New
    • Work Center Basics
      New
    • Work Center Parameters
      New
    • Sales Order to Manufacturing Order
      New
    • Split and Merge Manufacturing Orders
      New
    • Manufacturing Steps
      New
    • Manufacture w/ Lots and Serial Numbers
      New
    • Manufacturing in One Step
      New
    • Manufacture in 2 or 3 Steps
      New
    • Manufacturing Backorders
      New
    • Make-to-Order Manufacturing (MTO)
      New
    • Manufacture with Product Variants
      New
    • Replenishment Methods for Manufacturing
      New
    • Sub-Assemblies
      New
    • Product Kits
      New
    • Odoo Manufacturing Sandbox
      New
  • Purchase
    10Lessons · 1 hr 22 min
    • Purchase and RFQ Basics
      New
    • Cash basis
      New
    • Purchase Lead Times
      New
    • Reordering Rules
      New
    • Vendor Pricelist
      New
    • Blanket Orders
      New
    • Bill Control
      New
    • Purchase Templates
      New
    • EDI Purchase to Sales Order
      New
    • Odoo Purchase Sandbox
      New
  • Quality
    7Lessons · 1 hr 10 min
    • Quality Basics
      New
    • Setting Up Quality Control Points
      New
    • Quality Alerts
      New
    • Quality Checks For Incoming Shipments
      New
    • Using Failure Locations
      New
    • Linking Quality Checks with Manufacturing Orders
      New
    • Odoo Quality Sandbox
      New
  • Website
    3Lessons · 17 min
    • Website configurator
      New
    • Website Analytics
      New
    • Multi-Website
      New
  • Project
    8Lessons · 1 hr 13 min
    • Project basics and your first task
      New
    • Creating tasks from sales orders & Project templates
      New
    • Recurring tasks
      New
    • Visibility and collaboration
      New
    • Automations
      New
    • Timesheets: Configuration & leaderboard
      New
    • Invoicing project tasks
      New
    • Odoo Project Sandbox
      New
  • Odoo Studio
    8Lessons · 59 min
    • Studio Basics
      New
    • Simple fields
      New
    • Simple fields
      New
    • Relational fields
      New
    • Add a field
      New
    • Automations
      New
    • Your First Quotation
      New
    • Odoo Studio Sandbox
      New