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Odoo System and Process

Odoo System and Process

Our Odoo System and Process course is designed to provide all of the resources that you will need to utilize the Odoo system. If there is something you would like to see, open an IT ticket at ithelp@conequip.com. 

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Responsible Admin
Last Update 08/03/2023
Completion Time 1 hour 25 minutes
Members 267
  • Contacts
    2Lessons ·
    • Understanding Contact Roles in Sales Orders
    • Best Practices for Making Contacts within the Sale Order 👥
  • Tips and Tricks
    13Lessons ·
    • Search Customer by Phone Tips
    • Copy Paste with History Windows Key + V
    • Resale Certificate Number and File
    • Sales Tax Calculation in Odoo 7 February 2023
    • Address Check in Odoo 7 February 2023
    • Problem Order Handling in Odoo
    • Credit Card Payments Odoo IMPORTANT
    • Remove Sales Tax on Shipping to NY Customer/Sales Order
    • Sales Tax Fix No Return Of Funds
    • Sales Tax Fix Return of Excess Funds Paid
    • Set a Customer or an Order to Tax Exempt
    • Select Part and Description
    • Notify Mafia After Fixing A "Not Approved" PO
  • Introduction
    2Lessons ·
    • CRM Basics and Pipelines | Odoo CRM
    • Schedule activities | Getting Started
  • Sales
    1Lessons ·
    • Understanding Pseudo Stages in Sales 📊
  • Returns
    1Lessons ·
    • How to Process Returns and Refunds in Odoo V15
  • Accounting
    3Lessons ·
    • Fixed Assets Management | Odoo Accounting
    • Purchasing & Accounting - RFQ to Reconciled Payment.webm
    • Sales & Accounting - Quote to Cash.webm
  • IT
    1Lessons ·
    • Add a Field to a Search Bar