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FFP Odoo Training Directory

🐟 Fitz Fish Ponds — Odoo Training Directory

Click any lesson to open it in the training portal  ·  66 lessons  ·  15 sections

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🖥️ Core System (Required for All)

Search & Navigate the Contact App in Odoo

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Create and Save a Contact in Odoo

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Create and Select Customers in POS

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Assign Tax Exemption Status in Odoo

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👥 Contacts

Bulk Contact Export

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Customize and Export Contact Data in Odoo

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📊 Sales & Quotations

Create and Manage Quotations in Odoo

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Confirm Quotation into Sales Order in Odoo

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Create a Quotation using BOM

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Create an Annual Contract Quotation

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Setup/Change Payment Terms on Sales Order

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Setup/Change Payment Terms on Contact Level

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Create and Configure Payment Terms in Odoo

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Process a Down Payment

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How to Decide Which Payment Method to Use

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🧾 Invoicing & Payments

Invoice Creation Without Deposit

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Create an Invoice with a Down Payment

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Save Payment Token with Card Information

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Process Manual Credit Card Payments in Odoo

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How to Process a Full Refund in Odoo

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Create and Post Credit Notes in Odoo

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Apply Customer Credits to Invoices in Odoo

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🏪 POS (Point of Sale)

Basic POS Functionality

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Open and Reconcile Cash Register in Odoo POS

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Close Register and Verify Cash Balance in Odoo

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Process POS Transaction with Tax Exemption in Odoo

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How to Reprint & Re-email a Receipt in Odoo POS

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How to Sell a Gift Card

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Issue Refund via Gift Card in POS

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How to Process a Refund

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How to Look Up a Gift Card in POS

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Create PIN Access Only

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Retail Reporting - Weekly Product Sales By Location

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Retail Reporting - How to Review Customer Data Capture in POS

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How to Process a Partial Refund

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How to Process a Multi-Product Refund (Full Refund)

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📦 Products & Inventory

Create Products in Odoo

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Adding Product to POS

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Adding Purchase Info to a New Product

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Configure and Export Products to BigCommerce Store

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Create and Manage Product Variants in Odoo

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🗃️ Inventory Management

Inventory Dashboard Overview

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Manually Adjust Physical Inventory Count in Odoo

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Manage and Filter Inventory Stock in Odoo

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Configure Min/Max Levels in Odoo

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Calculating Landed Costs in Odoo

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How to Receive Inventory Shipment with a Backorder

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Process and Receive Inventory with No Backorder

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How to Conduct Physical Inventory in Odoo

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Create and Manage Marketing Withdrawals in Odoo

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🛒 Purchasing & Warehouse

Create a Purchase Order (for the Warehouse to Receive)

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How to Receive a Purchase Order - Without a Backorder

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Create a Purchase Order for Retail Replenishment

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Fulfill Retail Replenishment Orders

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🚚 Delivery & Operations

View Delivery Order in Odoo

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Drop Ship Sales Orders and Invoices in Odoo

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Evolution Aqua Sale & Warehouse Process

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📈 Reporting

Retail Reporting - View On Hand Quantity by Location

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Retail Reporting - Analyze Stock Velocity and Filter Products in Odoo

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Retail Reporting - Weekly Product Sales by Location

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How to combine state and county taxes, and create specific county fiscal positions

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How to create fiscal position & sales tax

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🎯 CRM / Leads

How to Assign a New Lead in Odoo CRM

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👤 Employees & Users

Create an Employee in Odoo (and Set PIN)

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Create and Configure User Accounts in Odoo

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Reset User Password in Odoo

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Assigning Companies in Odoo

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Configure User Preferences and Security Settings

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Off Boarding an Employee in Odoo

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🔧 Projects & Field Service

Create and Assign Field Service Tasks in Odoo

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Create and Schedule Tasks in Odoo

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Consultation Checklist

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📱 Mobile / Field Service

Switch Your Mobile Account to v19

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Introduction to Mobile View

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Task Location on Mobile Device

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🎓 E-Learning / Training

Access Course Details and View Completion Stats

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Manage Course Attendees in Odoo eLearning

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⭐ Extras

Transferring Out Products from the Sign Out Sheet

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View Payment Status on Delivery Orders

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Filter and Manage Auction Registrations in Odoo

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Memorial Day 20%

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Auction Registration in Person

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Checking in Attendees Scanning a Barcode

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Create Auction Event with Custom Tags

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