Odoo Sales Mastery for Sales Managers
Unlock the full potential of Odoo's Sales module with our interactive, real-world simulation training course. 'Odoo Sales Mastery: From Quotations to Revenue' is designed to equip you with the practical skills needed to effectively accelerate sales. Whether you're an Operations Manager, a CEO scaling up, or an individual looking to enhance your Odoo proficiency, this course is your step-by-step guide to mastering the Sales module. With our tailored checklists, engaging simulations, and expert insights, you'll learn to navigate and operate Odoo Sales like a pro. Complete the course to earn a certification that showcases your expertise
For Sales Managers
Sales Module
V17
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Introduction
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Introduction to Sales App
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How to Set Up Demo Instance
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How to Load Demo Data
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Sales App Overview for User-Own Documents access only
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Sales App Overview for User-All Documents access only
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Sales App Overview for Administrator Access
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Sales - Orders
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How to Create Sales Quotation
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How to Create Sales Order
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How to Print Sales Quotation
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How to create Sales Team and Add Sales Target
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How to Add a Customer
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How to Add followers in the Current Quotation
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How to Send a Message to the Customer and Followers of the Sales Quotation
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Sales - To Invoice
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How to Create Invoice from Sales Order
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Sales - Products
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How to Create a Product
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How to Create Pricelist
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Sales - Reporting
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How to Monitor Sales Performance/Reporting
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Sales - Configuration
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How to Create Quotation Template
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How to Use a Quotation Template
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How to Archive or Delete a Quotation Template
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How to Set a Quotation Template Expiry
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Certification and Survey
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Certificate of Completion - Odoo Sales App Mastery
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