Odoo 12 Essentials - Learn the Sales Application
Get a complete walkthrough of the Odoo Sales Application along with tips on using advanced configuration settings
The Odoo 12 Essentials series covers the most common Odoo Applications that many companies find implementing. In this course we take a close look at the Odoo Sales Application. We start at the very beginning setting up an Odoo database and installing the Odoo sales Application.
Free to all OdooClass Subscribers!
Like our other courses we take a business centered approach and use a real-world example to demonstrate how to setup Odoo Sales. Topics include
- Create an Odoo database and Installing the Sales Application
- Get a complete overview of the Odoo Sales cycle from creating a quote, to invoicing to receiving payment from the customer
- Learn about all the options available in the customer and product records
- Understand how to use product variants and options
- Implement multiple units of measure
- Learn how to use quotation templates
Learn with real-world examples
Unlike many Odoo functional courses that just walk you through menu items or provide contrived examples, OdooClass uses real-world cases that we have actually worked through with real clients using Odoo. Along the way you learn tips and tricks to configuring Odoo Sales that you simply won't find anywhere else.
Greg Moss started working with personal computers at 12 years old. At age 15, he wrote his first paid business application, a loan management application for First American Acceptance Corporation. A few months later Greg developed a statistical application to process surveys for John A Logan College. Now more than 30 years later, Greg has produced hundreds of commercial applications and training courses, and has been involved in numerous enterprise application projects.
In addition to completing degrees in Business Administration and Information Systems Design, Greg is a Certified Information Systems Auditor, a Six Sigma Black Belt, and holds an Information Assurance Certification from Carnegie Mellon University. In addition to his successful consulting practice, Greg has worked in positions as a Chief Information Officer (CIO), Chief Executive Officer (CEO), and excels in delivering technology-enabled growth to companies. He is an experienced digital marketer and focuses on real-world results and solutions.
Greg is the founder of First Class Ventures, LLC and OdooClass.com. Over the past 8 years Greg has produced over 200 video courses covering business application development and game design.
Greg is the author of Working with Odoo, Working with Odoo 10, Working with Odoo 11, Working with Odoo 12, and Learn Odoo.
PreviewIntroduction: Creating the Database and Installing the Sales Application (3:05)
PreviewOverview of the Sales Application Workflow (12:47)
StartUsing Odoo 12's New Application Configuration Bar (5:28)
StartDetailed Walkthrough of the Customer Record in Odoo (14:33)
StartDetailed Walkthrough of the Product Record in Odoo (7:26)
StartAdvanced: Configuring Variants and Options (7:32)
StartAdvanced: Defining Multiple Units of Measure (5:12)
StartAdvanced: Delivering Product Specific Email Content to Customers (3:29)
StartAdvanced: Configuring Product Sales Pricing (3:10)
StartAdvanced: Product Discounts and Configuring Price Lists (11:45)
StartAdvanced: Sales Margins, Quotation Templates, and Multiple Addresses (14:16)