Onboarding

Onboarding

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Responsible	Guillermo Webber
Last Update	05/05/2026
Completion Time	20 hours 6 minutes
Members	2

Course
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Introduction

4Lessons · 38 min
- What is Odoo in two minutes
  
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- Create an Odoo Database | Odoo Getting Started
  
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- BIENVENIDO A ODOO | GUÍA PRÁCTICA PARA INICIAR
  
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- Navigate in Odoo | Getting Started
  
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Blanket Orders | Odoo Purchase

11Lessons · 1 hr 27 min
- Odoo CRM App Tour | The World's #1 Open-source Customer Relationship Management Software
  
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- CRM Basics Pt. 1: Pipelines & Opportunities | Odoo CRM
  
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- Wins and Losses | Odoo CRM
  
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- Sales Teams Setup & Leads Assignment | Odoo CRM
  
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- CRM Activities Automations and Reporting | Odoo CRM
  
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- Leads | Odoo CRM
  
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- Lead Generation - Forms & Email Aliases | Odoo CRM
  
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- Lead Mining Odoo CRM (Leads management)
  
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- Lead Enrichment | Odoo CRM
  
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- Gamification | Odoo CRM
  
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- CRM Activities Automations and Reporting | Odoo CRM
  
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Projects & Timesheets

16Lessons · 1 hr 44 min
- Project basics and your first task | Odoo Project
  
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- Customize your project | Odoo Project
  
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- Project stages and status | Odoo Project
  
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- Creating tasks from sales orders & Project templates | Odoo Project
  
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- Creating tasks from emails & web forms | Odoo Project
  
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- Project basics and your first task | Odoo Project
  
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- Subtasks | Odoo Project
  
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- Recurring tasks | Odoo Project
  
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- Top bar | Odoo Project
  
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- Project basics and your first task | Odoo Project
  
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- Project basics and your first task | Odoo Project
  
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- Visibility and collaboration | Odoo Project
  
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- Automations | Odoo Project
  
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- Invoicing project tasks | Odoo Project
  
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- [archived] Timesheet Costs, Vendor Bills & Profitability | Odoo Project & Timesheets
  
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- [ARCHIVED] Budget | Odoo Project & Timesheets
  
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Purchases

5Lessons · 35 min
- Purchase Basics and Your First Request for Quotation | Odoo Purchase
  
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- Lead Times | Odoo Inventory
  
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- Automatic Reordering Rules | Odoo Inventory
  
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- Blanket Orders | Odoo Purchase
  
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- Bill Control | Odoo Purchase
  
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Sales

11Lessons · 1 hr 20 min
- [ARCHIVED] Expenses | Odoo Project & Timesheets
  
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- [archived] Measuring Project Profitability | Odoo Project & Timesheets
  
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- Create Product Variants | Odoo Sales
  
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- Create Product Variants | Odoo Sales
  
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- Your First Quotation | Odoo Sales
  
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- Quotation Templates | Odoo Sales
  
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- Delivery Lead Times | Odoo Sales
  
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- Pricelists: Multiple Prices Per Product | Odoo Sales
  
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- Commission Plans | Odoo Sales
  
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- Dropshipping | Odoo Sales
  
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- [ARCHIVED] Reporting | Odoo Project & Timesheets
  
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Invoicing

7Lessons · 43 min
- Customer invoice from sales order | Odoo Accounting
  
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- Issue a credit note | Odoo Accounting
  
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- Register a vendor bill | Odoo Accounting
  
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- Vendor bill digitization | Odoo Accounting
  
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- Payment terms & terms and conditions | Odoo Accounting
  
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- [ARCHIVED] Issue a customer invoice | Odoo Accounting
  
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- Odoo - Generación de CFDIs - Localización mexicana
  
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Website

12Lessons · 1 hr 10 min
- Website configurator | Odoo Website
  
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- Design your website: text and colors | Odoo Website
  
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- Design your website: images and motion | Odoo Website
  
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- Contact forms | Odoo Website
  
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- Navigation: links and menus | Odoo Website
  
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- Translations | Odoo Website
  
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- Mobile version | Odoo Website
  
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- Blogs | Odoo Website
  
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- Website Analytics | Odoo Website
  
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- Search Engine Optimization (SEO) | Odoo Website
  
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- Multi-Website | Odoo Website
  
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- Register a Free Domain Name | Odoo Website
  
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Ecommerce

10Lessons · 42 min
- {ARCHIVED} Create your product | Odoo eCommerce
  
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- {ARCHIVED} Product variants and stock availability | Odoo eCommerce
  
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- {ARCHIVED Catalog categories | Odoo eCommerce
  
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- {ARCHIVED} Pricing | Odoo eCommerce
  
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- {ARCHIVED} Cart Checkout | Odoo eCommerce
  
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- {ARCHIVED} Shipping and Payment Providers | Odoo eCommerce
  
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- {ARCHIVED} Checkout Policy and Customer Portal | Odoo eCommerce
  
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- {ARCHIVED} Order Management | Odoo eCommerce
  
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- {ARCHIVED} Selling Strategies | Odoo eCommerce
  
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- {ARCHIVED} Gift Cards, Loyalty Programs and E-Wallets | Odoo eCommerce
  
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Inventory

4Lessons · 33 min
- Inventory Basics: Receive and Store Stock | Odoo Inventory
  
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- Inventory Adjustments & Cycle Counts | Odoo Inventory
  
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- Units of Measure | Odoo Inventory
  
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- Working with Perishable Products | Odoo Inventory
  
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Inventory - Track your products

6Lessons · 51 min
- Using Routes | Odoo Inventory
  
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- Push & Pull Rules | Odoo Inventory
  
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- Inventory Basics: Receive and Store Stock | Odoo Inventory
  
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- Picking Methods - Cluster Picking | Odoo Inventory
  
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- Inventory Basics: Receive and Store Stock | Odoo Inventory
  
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- Integrate Landed Costs | Odoo Inventory
  
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Manufacturing Basics: BOM, Orders & Centers

9Lessons · 1 hr 15 min
- MRP Overview | Odoo MRP
  
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- Manufacturing Order & Work Order Basics | Odoo MRP
  
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- Bill of Materials Basics | Odoo MRP
  
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- Work Center Basics | Odoo MRP
  
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- Work Center Controls & Parameters | Odoo MRP
  
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- Using Several Work Centers | Odoo MRP
  
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- From Sales Order to Manufacturing Order | Odoo MRP
  
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- Subcontracting: Resupply Vendors | Odoo MRP
  
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- Subcontracting: Dropshipping | Odoo MRP
  
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Manufacturing - Steps, MPS, Maintenance

7Lessons · 56 min
- Manufacturing in One Step | Odoo MRP
  
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- Manufacturing in Two or Three Steps | Odoo MRP
  
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- Manufacturing with Product Variants | Odoo MRP
  
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- Master Production Schedule (MPS) | Odoo MRP
  
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- Overall Equipment Effectiveness | Odoo MRP
  
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- Quality Checks | Odoo Quality
  
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- Managing Equipment Maintenance | Odoo MRP
  
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Manufacturing - Costs & Planning

9Lessons · 1 hr 20 min
- Costing: Overview | Odoo MRP
  
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- Selling Sets of Products as Kits | Odoo MRP
  
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- Costing: AVCO | Odoo MRP
  
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- Costing: Standard Price | Odoo MRP
  
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- Costing: FIFO | Odoo MRP
  
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- Manufacturing Efficiency | Odoo MRP
  
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- Manufacturing Lead Times | Odoo MRP
  
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- Replenishment Methods for Manufacturing | Odoo MRP
  
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- Byproducts | Odoo MRP
  
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Accounting Basics - Accounts & Journals

6Lessons · 25 min
- [ARCHIVED] Debit and Credit | Odoo Accounting
  
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- [ARCHIVED] Getting started | Odoo Accounting
  
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- [ARCHIVED] Chart of accounts | Odoo Accounting
  
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- [ARCHIVED] Accounting roles | Odoo Accounting
  
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- Update your chart of accounts | Odoo Accounting
  
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- [ARCHIVED] Journals | Odoo Accounting
  
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Accounting - Bank, Payments & Taxes

14Lessons · 1 hr 11 min
- [ARCHIVED] Payments and outstanding accounts | Odoo Accounting
  
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- [ARCHIVED] Online Payments | Odoo Accounting
  
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- [ARCHIVED] Customer payment follow up | Odoo Accounting
  
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- [Archived] Batch Deposit of Checks | Odoo Accounting
  
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- Cash discounts | Odoo Accounting
  
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- Taxes and VAT | Odoo Accounting
  
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- [ARCHIVED] Fiscal positions | Odoo Accounting
  
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- [ARCHIVED] Tax Report and Return | Odoo Accounting
  
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- Cash basis | Odoo Accounting
  
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- Extra Taxes (ecotax, alcohol, luxury,...) | Odoo Invoicing
  
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- Bank configuration | Odoo Accounting
  
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- [ARCHIVED] Bank transactions & bank synchronization | Odoo Accounting
  
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- [ARCHIVED] Bank Reconciliation | Odoo Accounting
  
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- [ARCHIVED] Reconciliation Models | Odoo Accounting
  
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Accounting - Advance managemnet and end of period

9Lessons · 57 min
- [ARCHIVED] Assets Management | Odoo Accounting
  
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- [ARCHIVED] One-shot deferred revenues and expenses | Odoo Accounting
  
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- [ARCHIVED] Deferred Revenue and Expenses | Odoo Accounting
  
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- [ARCHIVED] Analytic Accounting | Odoo Accounting
  
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- [ARCHIVED] Budget Management | Odoo Accounting
  
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- [ARCHIVED] Multi company and Journal Groups | Odoo Accounting
  
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- Multi-currency - Realized Gains/Losses | Odoo Accounting
  
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- Multi-currency - Unrealized Gains/Losses | Odoo Accounting
  
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- [ARCHIVED] Closing the fiscal year | Odoo Accounting
  
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Marketing

8Lessons · 1 hr 21 min
- SMS Marketing | Odoo Marketing
  
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- Managing Your Social Media Accounts | Odoo Marketing
  
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- Email Campaigns | Odoo Marketing
  
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- Push Notifications and Live Chat | Odoo Marketing
  
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- Email Marketing Essentials | Odoo Marketing
  
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- Marketing Automation Essentials | Odoo Marketing
  
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- Marketing Activities | Odoo Marketing
  
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- Testing & Running Campaigns | Odoo Marketing
  
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eLearning

2Lessons · 17 min
- eLearning Basics | Odoo eLearning
  
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- Content, Questions, and Publishing | Odoo eLearning
  
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Subscriptions

5Lessons · 35 min
- Subscription Basics | Odoo Subscriptions
  
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- Renew Subscriptions | Odoo Subscriptions
  
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- Upsell Subscriptions | Odoo Subscriptions
  
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- Subscription Reports | Odoo Subscriptions
  
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- Automatic Alerts | Odoo Subscription
  
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Human Resources

8Lessons · 1 hr 7 min
- Human Resources Basics | Odoo Human Resources
  
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- Attendances | Odoo HR
  
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- Time Off | Odoo Human Resources
  
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- Expenses | Odoo Expenses
  
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- Performance Appraisals | Odoo Human Resources
  
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- Recruit People | Odoo Recruitment
  
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- Questions & Sections | Odoo Surveys
  
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- Fleet Basics | Odoo Human Resources
  
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Surveys

2Lessons · 20 min
- Survey Essentials | Odoo Surveys
  
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- Questions & Sections | Odoo Surveys
  
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Point of Sale

5Lessons · 20 min
- Product creation | Odoo Point of Sale
  
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- Sell products | Odoo Point of Sale
  
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- Refund customers | Odoo Point of Sale
  
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- Manage your floors and tables | Odoo Point of Sale
  
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- Handle quotations | Odoo Point of Sale
  
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Studio

5Lessons · 19 min
- What is Studio? | Odoo Studio
  
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- Studio Basics | Odoo Studio
  
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- Customize views | Odoo Studio
  
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- Filter rules and domains | Odoo Studio
  
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- Create your app | Odoo Studio
  
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