Onboarding

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Course content

Introduction
- What is Odoo in two minutes
- Create an Odoo Database | Odoo Getting Started
- BIENVENIDO A ODOO | GUÍA PRÁCTICA PARA INICIAR
- Navigate in Odoo | Getting Started
Blanket Orders | Odoo Purchase
- Odoo CRM App Tour | The World's #1 Open-source Customer Relationship Management Software
- CRM Basics Pt. 1: Pipelines & Opportunities | Odoo CRM
- Wins and Losses | Odoo CRM
- Sales Teams Setup & Leads Assignment | Odoo CRM
- CRM Activities Automations and Reporting | Odoo CRM
- Leads | Odoo CRM
- Lead Generation - Forms & Email Aliases | Odoo CRM
- Lead Mining Odoo CRM (Leads management)
- Lead Enrichment | Odoo CRM
- Gamification | Odoo CRM
- CRM Activities Automations and Reporting | Odoo CRM
Projects & Timesheets
- Project basics and your first task | Odoo Project
- Customize your project | Odoo Project
- Project stages and status | Odoo Project
- Creating tasks from sales orders & Project templates | Odoo Project
- Creating tasks from emails & web forms | Odoo Project
- Project basics and your first task | Odoo Project
- Subtasks | Odoo Project
- Recurring tasks | Odoo Project
- Top bar | Odoo Project
- Project basics and your first task | Odoo Project
- Project basics and your first task | Odoo Project
- Visibility and collaboration | Odoo Project
- Automations | Odoo Project
- Invoicing project tasks | Odoo Project
- [archived] Timesheet Costs, Vendor Bills & Profitability | Odoo Project & Timesheets
- [ARCHIVED] Budget | Odoo Project & Timesheets
Purchases
- Purchase Basics and Your First Request for Quotation | Odoo Purchase
- Lead Times | Odoo Inventory
- Automatic Reordering Rules | Odoo Inventory
- Blanket Orders | Odoo Purchase
- Bill Control | Odoo Purchase
Sales
- [ARCHIVED] Expenses | Odoo Project & Timesheets
- [archived] Measuring Project Profitability | Odoo Project & Timesheets
- Create Product Variants | Odoo Sales
- Create Product Variants | Odoo Sales
- Your First Quotation | Odoo Sales
- Quotation Templates | Odoo Sales
- Delivery Lead Times | Odoo Sales
- Pricelists: Multiple Prices Per Product | Odoo Sales
- Commission Plans | Odoo Sales
- Dropshipping | Odoo Sales
- [ARCHIVED] Reporting | Odoo Project & Timesheets
Invoicing
- Customer invoice from sales order | Odoo Accounting
- Issue a credit note | Odoo Accounting
- Register a vendor bill | Odoo Accounting
- Vendor bill digitization | Odoo Accounting
- Payment terms & terms and conditions | Odoo Accounting
- [ARCHIVED] Issue a customer invoice | Odoo Accounting
- Odoo - Generación de CFDIs - Localización mexicana
Website
- Website configurator | Odoo Website
- Design your website: text and colors | Odoo Website
- Design your website: images and motion | Odoo Website
- Contact forms | Odoo Website
- Navigation: links and menus | Odoo Website
- Translations | Odoo Website
- Mobile version | Odoo Website
- Blogs | Odoo Website
- Website Analytics | Odoo Website
- Search Engine Optimization (SEO) | Odoo Website
- Multi-Website | Odoo Website
- Register a Free Domain Name | Odoo Website
Ecommerce
- {ARCHIVED} Create your product | Odoo eCommerce
- {ARCHIVED} Product variants and stock availability | Odoo eCommerce
- {ARCHIVED Catalog categories | Odoo eCommerce
- {ARCHIVED} Pricing | Odoo eCommerce
- {ARCHIVED} Cart Checkout | Odoo eCommerce
- {ARCHIVED} Shipping and Payment Providers | Odoo eCommerce
- {ARCHIVED} Checkout Policy and Customer Portal | Odoo eCommerce
- {ARCHIVED} Order Management | Odoo eCommerce
- {ARCHIVED} Selling Strategies | Odoo eCommerce
- {ARCHIVED} Gift Cards, Loyalty Programs and E-Wallets | Odoo eCommerce
Inventory
- Inventory Basics: Receive and Store Stock | Odoo Inventory
- Inventory Adjustments & Cycle Counts | Odoo Inventory
- Units of Measure | Odoo Inventory
- Working with Perishable Products | Odoo Inventory
Inventory - Track your products
- Using Routes | Odoo Inventory
- Push & Pull Rules | Odoo Inventory
- Inventory Basics: Receive and Store Stock | Odoo Inventory
- Picking Methods - Cluster Picking | Odoo Inventory
- Inventory Basics: Receive and Store Stock | Odoo Inventory
- Integrate Landed Costs | Odoo Inventory
Manufacturing Basics: BOM, Orders & Centers
- MRP Overview | Odoo MRP
- Manufacturing Order & Work Order Basics | Odoo MRP
- Bill of Materials Basics | Odoo MRP
- Work Center Basics | Odoo MRP
- Work Center Controls & Parameters | Odoo MRP
- Using Several Work Centers | Odoo MRP
- From Sales Order to Manufacturing Order | Odoo MRP
- Subcontracting: Resupply Vendors | Odoo MRP
- Subcontracting: Dropshipping | Odoo MRP
Manufacturing - Steps, MPS, Maintenance
- Manufacturing in One Step | Odoo MRP
- Manufacturing in Two or Three Steps | Odoo MRP
- Manufacturing with Product Variants | Odoo MRP
- Master Production Schedule (MPS) | Odoo MRP
- Overall Equipment Effectiveness | Odoo MRP
- Quality Checks | Odoo Quality
- Managing Equipment Maintenance | Odoo MRP
Manufacturing - Costs & Planning
- Costing: Overview | Odoo MRP
- Selling Sets of Products as Kits | Odoo MRP
- Costing: AVCO | Odoo MRP
- Costing: Standard Price | Odoo MRP
- Costing: FIFO | Odoo MRP
- Manufacturing Efficiency | Odoo MRP
- Manufacturing Lead Times | Odoo MRP
- Replenishment Methods for Manufacturing | Odoo MRP
- Byproducts | Odoo MRP
Accounting Basics - Accounts & Journals
- [ARCHIVED] Debit and Credit | Odoo Accounting
- [ARCHIVED] Getting started | Odoo Accounting
- [ARCHIVED] Chart of accounts | Odoo Accounting
- [ARCHIVED] Accounting roles | Odoo Accounting
- Update your chart of accounts | Odoo Accounting
- [ARCHIVED] Journals | Odoo Accounting
Accounting - Bank, Payments & Taxes
- [ARCHIVED] Payments and outstanding accounts | Odoo Accounting
- [ARCHIVED] Online Payments | Odoo Accounting
- [ARCHIVED] Customer payment follow up | Odoo Accounting
- [Archived] Batch Deposit of Checks | Odoo Accounting
- Cash discounts | Odoo Accounting
- Taxes and VAT | Odoo Accounting
- [ARCHIVED] Fiscal positions | Odoo Accounting
- [ARCHIVED] Tax Report and Return | Odoo Accounting
- Cash basis | Odoo Accounting
- Extra Taxes (ecotax, alcohol, luxury,...) | Odoo Invoicing
- Bank configuration | Odoo Accounting
- [ARCHIVED] Bank transactions & bank synchronization | Odoo Accounting
- [ARCHIVED] Bank Reconciliation | Odoo Accounting
- [ARCHIVED] Reconciliation Models | Odoo Accounting
Accounting - Advance managemnet and end of period
- [ARCHIVED] Assets Management | Odoo Accounting
- [ARCHIVED] One-shot deferred revenues and expenses | Odoo Accounting
- [ARCHIVED] Deferred Revenue and Expenses | Odoo Accounting
- [ARCHIVED] Analytic Accounting | Odoo Accounting
- [ARCHIVED] Budget Management | Odoo Accounting
- [ARCHIVED] Multi company and Journal Groups | Odoo Accounting
- Multi-currency - Realized Gains/Losses | Odoo Accounting
- Multi-currency - Unrealized Gains/Losses | Odoo Accounting
- [ARCHIVED] Closing the fiscal year | Odoo Accounting
Marketing
- SMS Marketing | Odoo Marketing
- Managing Your Social Media Accounts | Odoo Marketing
- Email Campaigns | Odoo Marketing
- Push Notifications and Live Chat | Odoo Marketing
- Email Marketing Essentials | Odoo Marketing
- Marketing Automation Essentials | Odoo Marketing
- Marketing Activities | Odoo Marketing
- Testing & Running Campaigns | Odoo Marketing
eLearning
- eLearning Basics | Odoo eLearning
- Content, Questions, and Publishing | Odoo eLearning
Subscriptions
- Subscription Basics | Odoo Subscriptions
- Renew Subscriptions | Odoo Subscriptions
- Upsell Subscriptions | Odoo Subscriptions
- Subscription Reports | Odoo Subscriptions
- Automatic Alerts | Odoo Subscription
Human Resources
- Human Resources Basics | Odoo Human Resources
- Attendances | Odoo HR
- Time Off | Odoo Human Resources
- Expenses | Odoo Expenses
- Performance Appraisals | Odoo Human Resources
- Recruit People | Odoo Recruitment
- Questions & Sections | Odoo Surveys
- Fleet Basics | Odoo Human Resources
Surveys
- Survey Essentials | Odoo Surveys
- Questions & Sections | Odoo Surveys
Point of Sale
- Product creation | Odoo Point of Sale
- Sell products | Odoo Point of Sale
- Refund customers | Odoo Point of Sale
- Manage your floors and tables | Odoo Point of Sale
- Handle quotations | Odoo Point of Sale
Studio
- What is Studio? | Odoo Studio
- Studio Basics | Odoo Studio
- Customize views | Odoo Studio
- Filter rules and domains | Odoo Studio
- Create your app | Odoo Studio

Quotation Templates | Odoo Sales

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In this video, learn how to create quotation templates with Odoo Sales. 0:00 - Introduction 0:39 - Configuration 1:32 - Quotation Template page 2:01 - Quotation Template form 7:19 - Use Quotation Templates 9:41 - Conclusion **App documentation** - https://www.odoo.com/documentation/17.0/applications/sales/sales.html **See what Odoo can do for you!** - Schedule a demo: https://www.odoo.com/r/jMGc - Start a free trial: https://www.odoo.com/r/43Ey

Onboarding

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Quotation Templates | Odoo Sales