Odoo Overview and Process Tutorials

Customer Creation

In this video, I provide an overview of our new Odoo ERP system, detailing how to create and manage customer masters. Users will have access to various applications based on their roles, enabling tasks like sales orders, project management, and invoicing.

Sales Order Creation

In this video, I guide you through the process of creating a quotation, converting it into a sales order, and managing the related configurations. We explore fields like customer selection, expiration dates, recurring plans, and price lists. I demonstrate how to build a quotation, set order lines, and handle optional products. By the end, we confirm the order and discuss the implications of online signatures for customer acceptance.