Morning Session – Odoo Essentials

Overview of Odoo

• What is Odoo? Why it's powerful for SMEs & enterprises
• Navigating the Odoo Interface
• User Roles, Access Rights, and General Settings (Odoo Administration)
• Installing Apps & Using the Odoo Apps Store

Mid morning session - Core Workflows & Data in Odoo

• Customers, Vendors & Products – Creating & Managing Records
• Activities, Chatter & Scheduling
• Reporting & Dashboards Overview
• Live Demo: Creating a basic sales-to-invoice cycle
  
  

Afternoon Breakout Tracks (Choose One Track Based on Role/Interest)

Modules Covered: CRM, Sales, Events, Email Marketing

• CRM Pipelines and Lead Qualification
• Sales Quotations, Orders, Pricelists
• POS Setup: Products, Categories, Payment Methods
• Using Email Marketing to Engage Customers
• Managing Events and Registrations
• Reporting & KPI Dashboards for Sales
• Real-World Use Cases
• Tips for Increasing Conversions
  
  

Modules Covered: Purchase, Inventory, Manufacturing (Light)

• Product Configuration (Stockable, Consumable, Service)
• Reordering Rules & Procurement Strategies
• Receiving, Transfers, Lots/Serials
• Basic Manufacturing Flow (BoM, Work Orders)
• Warehouse Layouts & Multi-Location Management
• Inventory Valuation & Costing Methods
• Reporting: Inventory Valuation, Aging Reports
  
  

Modules Covered: Accounting

• Setting Up Chart of Accounts (Zimbabwe)
• Multi-Currency Support
• Customer Invoices & Vendor Bills
• Journals, Bank Reconciliation, Fiscal Periods
• Employee management
• Payroll Module
• Expenses module
• Time-off module
• Attendance module
  
  

Modules Covered: HR Suite 

• Employee Management
• Payroll Configuration & Processing
• Managing Employee Expenses
• Leave & Time-Off Management
• Attendance Tracking & Reporting
• HR Workflows & Automation

Wrap-Up & Certification 

• Certificates of Participation
• Q&A and Networking
• Next Steps: How to continue learning and build solutions with Odoo