MX - Functional Onboarding

Responsable	Daniela
Última actualización	28/08/2025
Tiempo de finalización	20 horas 8 minutos
Miembros	143

Curso
Reseñas

- Create a database
- Navigate Odoo
DAY 1 | CRM

10Lecciones · 1 h 20 min
- Odoo CRM - Amazing Open Source & Cloud CRM
- CRM basics
- Wins and Losses | Odoo CRM
- Sales Teams Setup & Leads Assignment | Odoo CRM
- CRM Activities Automations and Reporting | Odoo CRM
- Leads | Odoo CRM
- Lead Generation | Odoo CRM
- Lead Mining Odoo CRM (Leads management)
- Lead Enrichment | Odoo CRM
- Reporting and Forecasting | Odoo CRM
DAY 1 | SALES

7Lecciones · 56 min
- Create Product Variants | Odoo Sales
- Product Variants - Applying & Customizing | Odoo Sales
- Your First Quotation | Odoo Sales
- Online Quotations | Odoo Sales
- Delivery Lead Times | Odoo Sales
- Pricelists: Multiple Prices Per Product | Odoo Sales
- Dropshipping | Odoo Sales
DAY 2 | INVOICING

7Lecciones · 41 min
- 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
- Issue a customer invoice | Odoo Accounting
- Comprobantes fiscales digitales
DAY 2 | WEBSITE

12Lecciones · 1 h 10 min
- Create Your Website
- Design your website: text and colors | Odoo Website
- Design your website: images and motion | Odoo Website
- Contact Forms
- 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
DAY 3 | ECOMMERCE

10Lecciones · 42 min
- Create your product | Odoo eCommerce
- Product variants and stock availability | Odoo eCommerce
- Catalog categories | Odoo eCommerce
- Pricing | Odoo eCommerce
- Cart Checkout | Odoo eCommerce
- Shipping and Payment Providers | Odoo eCommerce
- Checkout Policy and Customer Portal | Odoo eCommerce
- Order Management | Odoo eCommerce
- Selling Strategies | Odoo eCommerce
- Gift Cards, Loyalty Programs and E-Wallets | Odoo eCommerce
DAY 3 | INVENTORY

4Lecciones · 33 min
- Inventory Basics
- Inventory Adjustments Techniques
- Units of Measure
- Working with Perishable Products | Odoo Inventory
DAY 3 | INVENTORY - TRACK YOUR PRODUCTS

6Lecciones · 49 min
- Using Routes
- Push & Pull Rules
- Managing Lots and Serial Numbers
- Picking Methods - Cluster Picking
- FIFO & LIFO Removal Strategy
- Integrate Landed Costs
DAY 4 | MANUFACTURING BASICS | BOM, ORDERS & CENTERS

9Lecciones · 1 h 16 min
- Manufacturing Basics | 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
DAY 4 | MANUFACTURING - STEPS, MPS, MAINTENANCE

8Lecciones · 1 h 5 min
- 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
- Product Lifecycle Management | Odoo MRP
- Quality Checks | Odoo Quality
- Managing Equipment Maintenance | Odoo MRP
DAY 5 | MANUFACTURING - COSTS AND PLANNING

10Lecciones · 1 h 34 min
- 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 Manufacturing
- Manufacturing Lead Times | Odoo MRP
- Replenishment Methods for Manufacturing | Odoo MRP
- Manufacturing Planning | Odoo MRP
- Byproducts | Odoo MRP
DAY 5 | PURCHASE

5Lecciones · 35 min
- 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
DAY 6 | ACCOUNTING BASICS - ACCOUNTS & JOURNALS

6Lecciones · 25 min
- Debit and Credit | Odoo Accounting
- Getting started | Odoo Accounting
- Chart of accounts | Odoo Accounting
- Accounting roles | Odoo Accounting
- Update your chart of accounts | Odoo Accounting
- Journals | Odoo Accounting
DAY 6 | ACCOUNTING - BANK, PAYMENTS AND TAXES

14Lecciones · 1 h 11 min
- Payments and outstanding accounts | Odoo Accounting
- Online Payments | Odoo Accounting
- Customer payment follow up | Odoo Accounting
- Batch Deposit of Checks | Odoo Accounting
- Cash discounts | Odoo Accounting
- Taxes and VAT | Odoo Accounting
- Fiscal positions | Odoo Accounting
- Tax Report and Return | Odoo Accounting
- Cash basis | Odoo Accounting
- Extra Taxes (ecotax, alcohol, luxury,...) | Odoo Invoicing
- Bank configuration | Odoo Accounting
- Bank transactions & bank synchronization | Odoo Accounting
- Bank reconciliation | Odoo Accounting
- Reconciliation Models | Odoo Accounting
DAY 6 | ADVANCE ACCOUNTING - MANAGEMENT AND END OF PERIOD

9Lecciones · 57 min
- Assets Management | Odoo Accounting
- One-shot deferred revenues and expenses | Odoo Accounting
- Deferred Revenue and Expenses | Odoo Accounting
- Analytic Accounting | Odoo Accounting
- Budget Management | Odoo Accounting
- Multi company and Journal Groups | Odoo Accounting
- Multi-currency - Realized Gains/Losses | Odoo Accounting
- Multi-currency - Unrealized Gains/Losses | Odoo Accounting
- Closing the fiscal year | Odoo Accounting
DAY 7 | PROJECTS & TIMESHEETS

19Lecciones · 1 h 47 min
- Project basics and your first task | Odoo Project
- Customize your project | Odoo Project
- Project stages and status | Odoo Project
- Creating tasks from sales orders and project templates
- Creating tasks from emails & web forms | Odoo Project
- Task dependencies
- Sub-tasks
- Recurring tasks
- Top bar | Odoo Project
- Timesheets
- Reminders
- Visibility and collaboration
- Automations | Odoo Project
- Invoicing project tasks | Odoo Project
- Timesheet Costs, Vendor Bills & Profitability
- Budget
- Expenses
- Reporting
- Measuring Project Profitability
DAY 8 | MARKETING

8Lecciones · 1 h 21 min
- 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
DAY 8 | ELEARNING

3Lecciones · 17 min
- eLearning Basics | Odoo eLearning
- Advanced eLearning | Odoo eLearning
- Content, Questions, and Publishing | Odoo eLearning
DAY 8 | SUBSCRIPTIONS

5Lecciones · 35 min
- Subscription Basics | Odoo Subscriptions
- Renew Subscriptions | Odoo Subscriptions
- Upsell Subscriptions | Odoo Subscriptions
- Subscription Reports | Odoo Subscriptions
- Automatic Alerts | Odoo Subscription
DAY 8 | HUMAN RESOURCES

7Lecciones · 1 h 1 min
- Attendances | Odoo HR
- Time Off | Odoo Human Resources
- Expenses | Odoo Expenses
- Performance Appraisals | Odoo Human Resources
- Recruit People | Odoo Recruitment
- Questions & Sections | Odoo Survey
- Fleet Basics | Odoo Human Resources
DAY 8 | SURVEYS

2Lecciones · 18 min
- Survey Essentials | Odoo Survey
- Analysis | Odoo Surveys
DAY 9 | POINT OF SALE

7Lecciones · 42 min
- Products Creation | Odoo Point of Sale
- Sell it | Odoo Point of Sale
- Refund them | Odoo Point of Sale
- Add a second POS | Odoo Point of Sale
- Set up your restaurant | Odoo Point of Sale
- Sales integrations: Quotations | Odoo Point of Sale
- Human Resources Basics | Odoo Human Resources
DAY 10 | STUDIO & OTHER THINGS

6Lecciones · 24 min
- What is Studio? | Odoo Studio
- Studio Basics | Odoo Studio
- Customize views | Odoo Studio
- Filter rules and domains | Odoo Studio
- Create your app | Odoo Studio
- Survey
OTHERS

5Lecciones ·
- Open Source, Open Core, Odoo Community y Odoo Enterprise
- Odoo SAAS vs OnPremise
- Odoo SH
- Odoo Upgrade
- Odoo App Store - Explorando miles de aplicaciones de terceros