The course covers Odoo navigation, core modules, sales, CRM, inventory, accounting basics, and reporting.
Overview
This Odoo Essentials training is designed to help participants understand and use Odoo ERP to manage core business operations efficiently. The course covers Odoo navigation, core modules, sales, CRM, inventory, accounting basics, and reporting. Participants will gain hands-on experience to streamline business processes and improve operational visibility using the Odoo platform.
Learning Outcomes
• Understand the core features, modules, and business capabilities of Odoo.
• Navigate Odoo dashboards, applications, records, and business workflows efficiently.
• Manage sales, CRM, inventory, purchasing, accounting, and operational processes effectively.
• Configure users, roles, access permissions, and business process automation.
• Generate reports, dashboards, analytics, and real-time business insights for decision-making.
• Improve operational efficiency, collaboration, and business productivity using Odoo best practices.
Duration & Delivery Mode
14 hours
Target Audience
• Business users
• Operations and administration teams
• Sales and CRM users
• Small and medium business teams
• Organizations implementing Odoo ERP
Pre-requisites
• Basic computer and internet usage skills
• No prior Odoo experience required
• Interest in ERP systems and business process automation
Skillset Achieved
• Navigating the Odoo user interface
• Managing sales and CRM processes
• Using inventory and warehouse modules
• Understanding basic accounting workflows
• Creating and using reports and dashboards
• Managing customer and vendor records
• Streamlining business operations
• Applying ERP best practices
Course Outcome
By the end of this training, participants will be able to use Odoo confidently to manage core business operations including sales, inventory, and basic accounting. Learners will gain strong fundamentals in ERP usage, enabling them to improve operational efficiency and business visibility.
Course Outline
Introduction to Odoo & ERP Fundamentals
• Overview of Odoo platform
• ERP concepts and terminology
• User interface and navigation
• Personalization and settings
Sales & CRM Management
• Managing leads and opportunities
• Creating and managing quotations
• Sales order processing
• Customer communication tracking
Inventory & Warehouse Basics
• Product management
• Stock moves and transfers
• Warehouse locations
• Inventory adjustments
Purchasing & Vendor Management
• Creating purchase orders
• Managing vendors
• Receiving products
• Vendor communication tracking
Accounting & Invoicing Basics
• Customer invoicing
• Vendor bills
• Payment processing basics
• Financial reporting overview
Manufacturing & Project Overview (Optional)
• Manufacturing module overview
• Bill of materials basics
• Work orders overview
• Project management basics
Reporting & Dashboards
• Standard reports
• Custom dashboards basics
• Exporting data
• Business performance monitoring
User Management & Security Basics
• User roles and access rights
• Managing permissions
• Security best practices
• Audit trail basics
Odoo Essentials Workshop & Best Practices
• Managing end-to-end business workflows
• Processing sales to invoicing
• Managing inventory updates
• Final workshop review and best practices
Assessment Topics
• Odoo Setup & Interface Navigation
• Sales, CRM & Customer Management
• Inventory, Purchasing & Operations Management
• User Roles, Workflow Automation & Reporting
• End-to-End ERP Business Process Project
Evaluation
Participants will be evaluated through hands-on Odoo labs, practical ERP usage exercises, instructor-led reviews, and a final assessment focused on completing real-world Odoo business workflows.
Course Materials
Participants will receive course materials, slides, reference materials, exercises and access to resources for further learning.
Certification
Upon successful completion of the training, participants will receive an AcadNXT Certificate of Completion for Odoo Essentials. This digital, verifiable certification validates practical Odoo ERP usage, core business process management, and ERP productivity skills and can be shared on LinkedIn and included in professional profiles to enhance ERP and business systems career credibility.
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What Our Students Say
Says this Odoo training helped his team streamline sales and inventory processes.
Highlights AcadNXT’s Odoo course as an excellent program for mastering ERP fundamentals.
Shares that the training improved his team’s ability to use Odoo for day-to-day operations.
States that this course provided strong practical guidance for improving Odoo user adoption.
Recommends AcadNXT’s Odoo Essentials training for organizations implementing flexible ERP solutions.