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Lessons > Email/Action Rules & Automated Workflows

Email/Action Rules & Automated Workflows

Course Content
Day 1 – Introduction to Odoo & Functional Consultant Role
0/2
Odoo Overview & Ecosystem
00:30:00
Functional Consultant’s Responsibilities
00:30:00
Day 2 – Company Setup & General Configuration
0/2
Setting Up a New Company
00:30:00
User Roles, Access Rights & Multi-company Management
00:30:00
Day 3 – CRM & Sales Module
0/2
Lead Pipeline, Stages, and Follow-ups
00:30:00
Quotations to Sales Orders Workflow
00:30:00
Day 4 – Purchase & Vendor Management
0/2
Supplier Registration and Pricelists
00:30:00
Purchase Orders, Receipts & Bills
00:30:00
Day 5 – Inventory Management & Stock Movements
0/2
Warehouse & Location Configuration
00:30:00
Reordering Rules, Serial Numbers, and Lot Tracking
00:30:00
Day 6 – Accounting & Invoicing
0/2
Journals, Payments, and Bank Sync
00:30:00
Customer & Vendor Invoicing
00:30:00
Day 7 – Human Resources (HR) & Payroll
0/2
Employee Records & Contracts
00:30:00
Attendance, Leaves & Payslips
00:30:00
Day 8 – Manufacturing (MRP)
0/2
Bill of Materials, Routing & Work Centers
00:30:00
Manufacturing Orders & Planning
00:30:00
Day 9 – Studio, Automation & Website Modules
0/3
Odoo Studio (No-Code Customization)
00:30:00
Email/Action Rules & Automated Workflows
00:30:00
Website, Blog, and eCommerce Setup
00:30:00
Day 10 – Project Delivery + Final Capstone
0/2
Implementation Lifecycle
00:30:00
Capstone Project
00:30:00
Odoo for Functional Consultants

Set automated triggers for approvals, alerts, or escalations.

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