M&E Onboarding Program Week 0

Responsible	Eva Pedro
Last Update	08/10/2026
Completion Time	20 hours 14 minutes
Members	2

Course
Reviews

Getting started

6Lessons · 44 min
- Create an Odoo Database
- Navigate in Odoo
- Filters and Views
- Schedule Activities
- Contacts: Basics
- Contacts: Views and more
CRM

14Lessons · 2 hr 18 min
- CRM Basics - Pipelines & Opportunities
- CRM Basics: All About Activities
- Probabilities & Sales Teams
- Custom Activities
- Activity Plans
- Won and Lost Opportunities
- Sales Teams Setup & Leads Assignment
- CRM Activities Automations and Reporting
- CRM Lead & Opportunity Basics
- Predictive Lead Scoring
- Gamification
- Pricelists: Discounts and Margins
- Commission Plans
- Odoo CRM Sandbox
Sales

25Lessons · 3 hr 40 min
- Sales Basics
- Invoicing for what is ordered
- Invoicing for what is delivered
- Selling products
- Create your First Sales Quotation
- Adding headers and footers to quote templates and products
- Your First Quotation
- Create Products
- Create Product Variants
- Quotation Templates
- PDF Quote Builder
- Product Documents
- Invoicing Policies
- Promotion Basics & Discounts
- Coupons
- Loyalty Programs
- Gift Card Programs
- Sales Tax: Part 1
- Sales Tax: Part 2
- Sales Tax: Part 3
- Delivery Prices
- Working with Perishable Products
- Dropshipping
- Pricelists: Multiple Prices Per Product
- Odoo Sales Sandbox
Inventory

25Lessons · 3 hr 28 min
- Inventory Basics: Receive and Store Stock
- Inventory Basics & Outgoing Shipments
- Basic Warehouse Setup
- Warehouses & Locations
- Units of Measure
- Inventory Adjustments & Cycle Counts
- Integrate Landed Costs
- Make-to-Order (MTO)
- Reordering Rules
- Resupplying Warehouse
- Lots & Serial Numbers
- Push & Pull Rules
- Putaway Rules
- Cross-Docking
- Consignment
- Dispatch Management System
- Reservation Methods
- Removal Strategies Overview
- Product Packaging
- Ship Multi-Box Packages
- Multi-Package Shipments
- Shipping Policy
- Custom Returns Operation
- Batch Transfers
- Odoo Inventory Sandbox
Accounting

23Lessons · 3 hr 5 min
- Getting started
- Chart of accounts
- Vendor bill digitization
- Import an opening balance
- Payment terms & terms and conditions
- Cash discounts
- Bank configuration
- Bank transactions and synchronization
- Bank reconciliation
- Bank reconciliation models
- SEPA credit transfer
- SEPA direct debit
- Taxes and VAT
- Tax report and return
- Extra Taxes (ecotax, alcohol, luxury,...)
- Asset creation and management
- Asset models and automation
- Analytic budgets
- Financial reports
- Inventory valuation
- Inventory valuation (Continental)
- Closing the fiscal year
- Odoo Accounting Sandbox
Manufacturing

16Lessons · 2 hr 8 min
- MRP Overview
- Manufacturing Order & Work Order Basics
- Bill of Materials Basics
- Work Center Basics
- Sales Order to Manufacturing Order
- Split and Merge Manufacturing Orders
- Manufacturing Steps
- Manufacture w/ Lots and Serial Numbers
- Manufacturing in One Step
- Manufacture in 2 or 3 Steps
- Manufacturing Backorders
- Manufacture with Product Variants
- Replenishment Methods for Manufacturing
- Sub-Assemblies
- Product Kits
- Odoo Manufacturing Sandbox
Purchase

10Lessons · 1 hr 22 min
- Purchase and RFQ Basics
- Cash basis
- Purchase Lead Times
- Reordering Rules
- Vendor Pricelist
- Blanket Orders
- Bill Control
- Purchase Templates
- EDI Purchase to Sales Order
- Odoo Purchase Sandbox
Quality

7Lessons · 1 hr 10 min
- Quality Basics
- Setting Up Quality Control Points
- Quality Alerts
- Quality Checks For Incoming Shipments
- Using Failure Locations
- Linking Quality Checks with Manufacturing Orders
- Odoo Quality Sandbox
Website

3Lessons · 17 min
- Website configurator
- Website Analytics
- Multi-Website
Project

8Lessons · 1 hr 13 min
- Project basics and your first task
- Creating tasks from sales orders & Project templates
- Recurring tasks
- Visibility and collaboration
- Automations
- Timesheets: Configuration & leaderboard
- Invoicing project tasks
- Odoo Project Sandbox
Studio

6Lessons · 49 min
- Studio Basics
- Simple fields
- Relational fields
- Add a field
- Automations
- Odoo Studio Sandbox