Lazy Susan User Training
The Dashboard View
Odoo Basics
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The Dashboard View
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The form view
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Odoo Basics Documentation
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The application screen view
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CRM
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How to modify a quotation
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CRM app documentation
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How to create a lead
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How to mark a quotation as won or lost
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Helpdesk
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Helpdesk Documentation
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How to Add a Helpdesk SLA
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How to Add a Helpdesk Ticket
How to add a ticket to Lazy Susan's Odoo helpdesk app
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Accounting
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Accounting app Documentation
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Recording a customer payment against a sales order
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Recording an internal transfer
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Accounting Monthly Reports
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Setting up deferred revenues
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How to carry out a bank reconciliation and a counterpart
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Accounting app Monthly Reports Documentation
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Carrying out a balance sheet reconciliation
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Human Resource/Employees
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Human Resources/Employees App Documentation
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Adding an employee’s details to a job position
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Sales
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Manual Sales Orders
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Sales app Documentation
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How to check on the progress of a delivery
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How to add specific prices to your variants
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The Discuss App
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The Discuss app documentation
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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/
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/
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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.
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.
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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.
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.
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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.
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.
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The Time Off app
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How to make a time of request
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The Approvals app
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How to configure a new approval type
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How to request an approval
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The Approvals app documentation
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