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Evolution Aqua USA & Pond Magic

Evolution Aqua USA & Pond Magic

Learn how to manage contacts, process sales, and follow correct workflows that impact accounting, inventory, and reporting.

Join this Course
Responsible Jillian Tavera
Last Update 02/24/2026
Completion Time 4 hours 22 minutes
Members 10
  • CONTACTS SYSTEM OF RECORD
    4Lessons · 50 min
    • Search & Navigate the Contact App
      Preview 10 xp
    • Create & Save a Contact
      10 xp
    • Assign Tax Exempt Status to a Contact
      10 xp
    • Setup or Change Payment Terms on Contact Level
      10 xp
  • QUOTATIONS & SALES FLOW
    3Lessons · 45 min
    • Create and Manage Quotations in Odoo
      10 xp
    • Setup or Change Payment Terms on Sales Order
      10 xp
    • Confirm Quotation into Sales Order
      10 xp
  • PAYMENTS & TOKENS
    4Lessons · 1 hr 5 min
    • Save Payment Token with Card Information
      10 xp
    • Invoice creation without deposit
      10 xp
    • Create an Invoice with a Down Payment
      10 xp
    • Create and Configure Payment Terms in Odoo
      10 xp
  • DELIVERY & FULFILLMENT
    2Lessons · 30 min
    • View Delivery Order in Odoo
      10 xp
    • Evolution Aqua Sale & Warehouse Process
      10 xp
  • Practice Assignments (Sandbox Required)
    5Lessons · 22 min
    • Multi-Company Customer & Company Context Validation
      10 xp
    • Evolution Aqua & Pond Magic Quotation Workflow
      10 xp
    • Payment Terms, Tokens & Invoicing (Multi-Company)
      10 xp
    • Inventory & Warehouse Validation for EA & Pond Magic
      10 xp
    • Training Completion Verification
      10 xp
  • Week 2 - New Trainings Below
    4Lessons · 50 min
    • Manually Adjust Physical Inventory Count in Odoo
      10 xp
    • Calculating Landed Costs in Odoo
      10 xp
    • Drop Ship Sales Orders and Invoices in Odoo
      10 xp
    • Create and Manage Variant Products
      10 xp