Responsible Andrew Dyson
Last Update 10/05/2021
Completion Time 13 hours 7 minutes
Members 32

The Dashboard View

Odoo Basics
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The Dashboard View

The form view

Odoo Basics Documentation
The application screen view

CRM
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How to modify a quotation

CRM app documentation
How to create a lead

How to mark a quotation as won or lost

Helpdesk
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Helpdesk Documentation
How to Add a Helpdesk SLA

How to Add a Helpdesk Ticket

How to add a ticket to Lazy Susan's Odoo helpdesk app

Accounting
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Accounting app Documentation
Recording a customer payment against a sales order

Recording an internal transfer

Accounting Monthly Reports
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Setting up deferred revenues

How to carry out a bank reconciliation and a counterpart

Accounting app Monthly Reports Documentation
Carrying out a balance sheet reconciliation

Human Resource/Employees
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Human Resources/Employees App Documentation
Adding an employee’s details to a job position

Sales
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Manual Sales Orders
Sales app Documentation
How to check on the progress of a delivery

How to add specific prices to your variants

The Discuss App
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The Discuss app documentation
How to use the Discuss app

Learn everything you need to grow your business with Odoo, the best management software to run a company at https://www.odoo.com/slides

In this video, learn how to use Odoo's Discuss app.

Other lessons related to this video:
- Create an Odoo database: https://odoo.com/r/Rej
- Navigate in Odoo: https://www.odoo.com/r/xnL
- Schedule activities in Odoo: https://www.odoo.com/r/FrU
- Contacts and Importing Data in Odoo: https://www.odoo.com/r/Ghn

Need more information about Odoo apps?
https://www.odoo.com/documentation/user/

Discover Odoo, schedule a demo or start your own Odoo revolution for free (no credit card required) at https://www.odoo.com/

The Project app
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How to Collaborate on Tasks in Odoo Project

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://www.odoo.com/slides.

In this video, learn how to add followers to a project or tasks, manage communication within tasks, create and schedule activities. Also learn how collaborative pads work in Odoo not just among internal users, but also with portal users, and much more!

Other lessons related to this video:
- Get started with Project: https://odoo.com/r/Hgn
- Tasks & Sub-tasks: https://odoo.com/r/4Fp

Need more information about Odoo apps?
https://www.odoo.com/documentation/user

Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.

Tasks and Sub-tasks in Odoo projects

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://www.odoo.com/slides.

In this video, learn how tasks and sub-tasks work in Odoo Project. Learn how multiple levels of sub-tasks are possible, how to set tasks (or sub-tasks) as recurrent - choosing the recurring time according to your specific needs, and more!

Other lessons related to this video:
- Get started with Project: https://odoo.com/r/Hgn
- Get Started with Timesheets: https://odoo.com/r/fF8

Need more information about Odoo apps?
https://www.odoo.com/documentation/user.

Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.

Get started with Odoo Project

Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at https://www.odoo.com/slides.

In this video, learn the basics of Odoo Project: from creating projects, stages, and tasks to editing settings according to your needs and sharing a project or task with external users!

Other lessons related to this video:
- Tasks & Sub-tasks: https://odoo.com/r/4Fp
- Using Timesheets: https://odoo.com/r/fF8

Need more information about Odoo apps?
https://www.odoo.com/documentation/user.

Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at https://www.odoo.com.

The Time Off app
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How to make a time of request

The Approvals app
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How to configure a new approval type

How to request an approval

The Approvals app documentation