Training · Sales
Odoo Sales training: from quotation to invoice
A one-day in-company course, remote or at your premises, to manage your whole sales process in Odoo.
This Odoo Sales training makes your sales teams and your sales administration self-sufficient in the Sales app: customers, products, pricelists, quotations, orders, delivery and invoicing of what was sold. Open to all levels, seven effective hours, remote or at your premises, led by a senior ANOR consultant.
Odoo Sales training at a glance
All levels
No prior Odoo practice needed. Being comfortable with a computer is enough.
One day
Seven effective hours, a break every two hours and a one-hour lunch break.
Remote or on site
By video conference or at your premises, one to one, in pairs or in a small group.
Who is this Odoo Sales training for?
Anyone who wants to be operational in the Odoo Sales app:
- Internal project manager.
- Key user or functional lead of the project.
- User of the solution: sales rep, sales assistant, sales administration.
Prerequisites
Being comfortable with a computer and knowing the commercial side of your business: quotation, order, delivery, invoicing. Prior experience with Odoo is not required.
What will you be able to do by the end of the day?
This training is part of acquiring, maintaining or perfecting knowledge. By the end of the session, each participant can:
- Manage sales master data: customers, products, pricelists.
- Run the sales process, from quotation to invoice.
- Build their own sales dashboard.
- Understand the app's configuration options.
Expected outcome: you manage your whole sales process in Odoo, from creating the quotation to invoicing what was delivered.
Detailed programme of the Odoo Sales training
Round table
- Introduction of the ANOR consultant.
- Gathering each participant's needs and expectations.
Presentation of the course
- Learning objectives.
- Schedule of the day.
Sales app
- Using customer information: contact records, delivery and invoicing addresses, payment terms, tags.
- Managing products: variants, units of measure, invoicing policy on ordered or delivered quantities.
- Managing pricelists and offers: rules per customer or per quantity, discounts, optional products.
- Using sales teams: order assignment, targets, view by salesperson.
- Managing quotations and orders: quotation templates, sending by email, online signature and payment, confirmation, down payments.
- Using sales processes: delivery from the order, invoicing, credit notes, upselling on a delivered order.
- Building dashboards: revenue by salesperson, by customer and by product.
- Using analysis: sales report, filters, grouping, exports.
- Administering settings: app options, access rights, document templates.
Exercises
- Hands-on work on a demo environment: you create a quotation from a template, get it signed, confirm the order, deliver and invoice.
How does enrolment work?
1
Scoping call
Thirty minutes to clarify your sales process, the participants and where the session takes place.
2
Quote and agreement
Enrolment fees are set when the quote is prepared. The usual lead time is two weeks to one month.
3
Training day
At your premises or remotely, led by a senior trainer who is an Odoo project manager. Each participant or pair has a computer connected to the internet.
4
Certificate and follow-up
Each participant receives an individual training certificate. Odoo assistance takes over for the questions that follow.
Odoo training terms: training organisation, teaching resources and assessment
Venue and organisation
Training is delivered at the customer's premises or remotely. If the training takes place in a third-party venue, the corresponding costs are borne by the party funding the training. Our training organisation is based at 121 rue d'Aguesseau, 92100 Boulogne-Billancourt, France. Payment is due on receipt of the invoice. The training fee is due for any cancellation less than seven working days before the dates set in the agreement. In that case, a separate invoice is issued, not chargeable to professional training funds.
Teaching resources
- A course handout with the detailed outline of the day.
- The theory needed.
- Demonstrations of the app on a dedicated environment, accessible over the internet.
- Exercises to put into practice what has been covered.
Assessment
The trainer assesses each participant on the correct completion of the exercises carried out during the training and on their general understanding of Odoo principles. Each participant assesses the trainer on the teaching flow, the value of the exercises offered and the quality of the explanations given.
Accessibility for people with disabilities
Our training generally takes place at the customer's premises, which lets us adapt the arrangements to each situation. Contact us before enrolling so that we can best respond to your situation.
Frequently asked questions about Odoo Sales training
No. The training is open to all levels. Being comfortable with a computer is enough. Knowing the commercial side of your business helps you get the most out of the exercises.
Yes when your Odoo project is under way: we use your test database with your products, your pricelists and your customers. Otherwise, the exercises run on a dedicated demo environment.
It starts from the quotation. Prospecting, leads and the pipeline are the subject of the Odoo CRM training, which complements this one.
Yes. Sessions are organised one to one, in pairs or in a small group. Each participant or pair has a computer connected to the internet.
Lead time to access the training is estimated at two weeks to one month.
Yes: CRM, Purchase and Accounting, as well as tailored courses on the Project or Expenses apps or on a specific role. The full catalogue is on our Odoo training page.
We issue a training agreement and an individual certificate, the documents funders usually request. Funding conditions depend on your OPCO: check them before enrolling and we provide the required documents.
The training covers the tool. When the flow itself is in question, our organisation consulting reviews it with your managers before the session, after a complimentary situation audit. Participants then learn on rules that have already been settled.
The Odoo apps involved
Is your sales team ready to work in Odoo?
Thirty minutes is enough to frame the session: participants, venue, date and working data.