Odoo 18 Functional - Experience Accelerate Program

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محتوى الدورة

غير مصنف
- تنبيهات مهمة
Day 1 - Introduction
- 1- إنشاء قاعدة بيانات مجانية ومراجعة نظام أودو
- 2- تغيير لوقو الشركة
- 3- تنسيق الفواتير والأوراق الرسمية
- 4- اضافة اللغات وتنسيق التاريخ
- 6- ضبط الخانات العشرية
- 6- ضبط الضرائب
- 7- ضبط وحدات القياس
- 8- مراجعة نماذج البريد الالكتروني التي يتم ارسالها بصورة تلقائية
- 9- ضبط العملات
- Implementation Tips - 1
- اختبار المقدمة 10 xp
Day 2 - Purchase
- 10- Purchase Introduction
- 11 - Add vindor manually
- المتطلبات الوظيفية لشركة الألوان الجديدة للموضة
- 12 - Configure file to import contacts
- 13 - Import contacts to Odoo
- 14- Add stockable product
- 15- Add consumable product
- 16- Add service product
- 17- Add combo product in odoo 18
- 18 - First RfQ in Purchase
- 19 - Supplier bans and warning messages on products
- 20- Configure limit for purchase amount
- 21- Add approval stage for purchase limit
- 22-Set expected delivery time from suppliers
- 23- Three-way matching
- 24- Purchase Agreement
- 25- Exclusive Purchase Agreement from a Single Supplier
- 26- Tender Agreement
- 27- Purchase Reports
- Implementation Tips - 2
- Purchase Quiz 10 xp
Program MeetUps
- Program Meetup #1
- Program MeetUps #1
Day 3 - CRM
- 28 - Introduction to CRM
- 29- Configure activities
- 30- Customer pipline in CRM
- 31- Adding opportunities in the CRM
- 31- Scheduling activities in the CRM
- 32- Calculating expected revenue from the CRM system
- 33- Manage Leads
- 34- Automation of processes in the CRM 1
- 35- Automation of processes in the CRM
- 36- Turning Opportunity into Winning in CRM
- 38- Lost Opportunities in CRM
- 37- Automated activities after winning the opportunity
- 39- CRM Reports
- Implementation Tips - 3
- CRM Quiz 10 xp
Day4 - Sales
- 40- Sales Introduction
- 41- Sales Requirements
- 42- Adding an external header and footer to the quote
- التحويلات بين البنوك والخزن في أودو 18
- 43- Quotation templates
- 44- Sale margin
- 45- Product variants
- 46- Using product variants
- 47- Using grid selection of variants
- 48- Discount on products in sales
- 49- Add basic price lists
- 50- Add advanced price list
- 51- Advanced price lists by region and country
- 52- Introduction to Loyalty Programs
- 53- Loyalty Program
- 54- Adding products from the catalog
- 55- Print the quote according to the customer's language
- 56- Sales Reports
- Implementation Tips - 4
- Sales Quiz 10 xp
Day 5 - Inventory 1
- 56- Simulation of double entry in inventories
- 57- Introduction to warehouses
- 58- Receiving products in the warehouse
- 59- Customer Deliveries
- 60- Inventory operations
- 61- Inventory quantities adjustment
- 62- Calculating forecast quantities
- 63- Managing multiple warehouse
- 64- Transfers between inventories
- 65- Replenish quantities and transfer between warehouses
- 66 - Track product movements in the warehouse
- Implementation Tips - 5
Day 6 - Inventory 2
- 67- Product management by serial numbers
- 68- Product Management by lots
- 69- Managing products with expiration dates
- 70- Warning of products that are about to expire
- 71- Receiving and delivering products in multiple routes in the warehouses
- 72- Product packaging
- 73 - Replenishment of stored products
- 74- Managing third party products within our warehouses
- 75- Dropshipping
- 76- Warehouse reports
- Implementation Tips - 6
- Inventory Quiz 10 xp
Day 7- Accounting 1
- 77- Introduction to Accounting
- 78- The concept of accounts in Odoo
- 79- Update the chart of accounts in Odoo
- 80- Journals
- 81- Configure bank journals
- 82- Processing customer and supplier invoices
- 84- Customer Invoices and vendor Bills with Multi-currrencies
- 83- Create a customer invoice from sales
- 85 - General Ledger and Trail Balance
- Implementation Tips - 7
Day 8 - Accounting 2
- 86- Accounting inventory valuation
- 87 - Sales effect on inventory valuation
- 88 - Purchase effect on in inventory valuation
- 89 - Landed cost activation
- 90 - Landed cost on received goods
- 91 - Add journal entry manually
- 92 - Fiscal position
- 93 - Refund
- 94 - Credit limit
- 95 - Expenses
Day 8 - Accounting 3
- 96 - Analytic accounts
- 97 - Budget
- 98 - Financial Budget
- 99 - Fixed assets management
- 100 - Fixed assets depreciation
- 101 - Accounting reports
- Accounting Quiz 10 xp
Day 12 - Project 1
- Practice day 1 - First case study
- Setup company and bank accounts
- Warehouses UOM and products
- Assets and languages
- Currencies
- Capitals
- Payment terms
- Purchase Assets
- Purchased 10 packs of Juice
- Purchased 10 packs of Juice 2
- Transfer
- Budgets for sales teams and expenses
- Sale-Budget and payment with terms
- Dispose items
Program MeetUps
- Program MeetUps #3
Day 9 - HR 1
- 102 - Introduciton to HR
- 103 - Add employees
- 104 - Employees types
- 105 - Organization chart
- 106 - HR task lists
- 108 - Time-Off types
- 109 - Add new time-off types
- 110 - Time-off allocation
- 111 - Attendance
- 112 - Manual attendance
- 113 - Add attendance with Kisok
Day 10 - HR 2
- 114 - Payroll intorduction
- 115 - Salary structure
- 116 - Employee contract
- 117 - Salary payment - part 1
- 118 - Salary payment - part 2
- HR Quiz 10 xp
Day 11 - MRP
- 120 - MRP Introduction
- 121 - Manufacturing with Kit
- 122 - Manufacturing with subcontractor
- 123 - Manufactor a product with MRP process
- 124 - Manage manufacturing process with work centers and work orders
- 125 - Add by product to Bill of Materials
- 126 - More BoM setting
- 127 - Complete Manufactoring order
- 128 - Review MRP processes
- 129 - Make to Order MTO in MRP
- 130 - Project management introduction
- 131 - Add a new project
- 132 - Recurring tasks
- 133 - Project milestones
- 134 - Project visibility and portal user access
- 135 - Internal user access for projects
- 136 - Timesheet introduction
- 137- Add a timesheet to a task
- 138 - Sell services - manual quantity delivery
- 139 - Sell services based on timeshee hours
- 140- Sell a service project based on mailestones
- 141 -Prepaid services
Day 13 - Project 2
- Case study 2
- Case study overview
Program MeetUps
- Program MeetUps #4
Day 14 - Odoo Apps
- 142 - Other Odoo Apps - Helpdesk
- 143 - Field Services
- 144 - Survey
- 145 - Odoo Studio Part 1
- 146 - Odoo Studio Part 2
- 147 - Diffrent types of Odoo Apps
Users and Access
- Portal Add Portal User
- Internal user with the access rights
Program MeetUps
- Program MeetUps #5
Final Project
- Final Project
Final Exam
- Odoo Enterprise Functional Experience Accelerate Program
- Program MeetUps #6

31- Scheduling activities in the CRM

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Odoo 18 Functional - Experience Accelerate Program

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31- Scheduling activities in the CRM

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