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Getting Started
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Navigate in Odoo
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Scheduling Activities
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CRM & Sales Applications: Fundamentals
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Flow Chart & Reporting
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Products
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Pricelists
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Customers & Contacts
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CRM Pipeline
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Won vs Lost
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Chatter & Followers
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Using Language Templates
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Quoting using the Customer View Tab
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Expectation - Project Setup
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Configuring Quotations For Invoicing Needs
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Invoicing Introduction
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Customer Project VS Internal Project
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Quotation Setup - Single Customer Project
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Quotation Setup - Multiple Customer Projects - Invoiced Separately
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Moving Sales Order to Different Invoicing Group
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Invoice Group Configuration
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Project Staging
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Project & Tasks Setup (General)
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Assigning Employees to Tasks (Mapping)
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Un-Assigning Employees from Tasks (Mapping)
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Project Management
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Time Sheets Approval
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Expense Approval through the Expense App
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Sales Order Budget
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Project Profitability for Hourly Products
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Project Profitability for Fixed Bid Products
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Project Set Status
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Creating an Invoice
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Support
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Knowledge
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Helpdesk
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Business Cases
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Title & Commitment Quote
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Time & Material Quote
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Fixed Fee Quote
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Renewables Time & Material Quote
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Bulletins
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Bulletins & Change Log 8/2/2023 Questionnaire
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Bulletins & Change Log 8/17/2023 Questionnaire
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