Supademo Directory

Interactive walkthroughs for internal processes.

Use these Supademo guides to learn step by step system workflows.

Responsible	Jillian Tavera
Last Update	07/09/2026
Completion Time	17 hours 20 minutes
Members	76

Course
Reviews

CORE SYSTEM (REQUIRED FOR ALL)

4Lessons · 43 min
- Search & Navigate the Contact App in Odoo
- Create and Save a Contact in Odoo
  
  Preview
- Create and Select Customers in POS
- Assign tax exemption status in Odoo
Contacts

2Lessons · 10 min
- Bulk Contact Export
- Customize and Export Contact Data in Odoo
SALES & QUOTATIONS

7Lessons · 1 hr 55 min
- Create and Manage Quotations in Odoo
- Confirm Quotation into Sales Order in Odoo
- Create a Quotation using BOM
- Create an Annual Contract Quotation
- Setup/Change Payment Terms on Sales Order
- Setup/Change Payment Terms on Contact Level
- Create and Configure Payment Terms in Odoo
INVOICING & PAYMENTS

5Lessons · 59 min
- Invoice creation without deposit
- Create an Invoice with a Down Payment
- Save Payment Token with Card Information
- Process Manual Credit Card Payments in Odoo
- How to Process a Full Refund in Odoo
POS (POINT OF SALE)

12Lessons · 2 hr 16 min
- Basic POS Functionality
- Open and Reconcile Cash Register in Odoo POS
- Close Register and Verify Cash Balance in Odoo
- Process POS Transaction with Tax Exemption in Odoo
- How to Reprint & Re-email a Receipt in Odoo POS
- How to Sell a Gift Card
- Issue Refund via Gift Card in POS
- How to process a refund
- How to look up a gift card in POS
- Create PIN Access only
- Retail Reporting: Weekly Product Sales by Location
- Retail Reporting - How to review customer data capture
PRODUCTS & INVENTORY

3Lessons · 42 min
- Create Products in Odoo
- Adding Product to POS
- Adding Purchase Info to a New Product
INVENTORY MANAGEMENT

7Lessons · 2 hr 8 min
- Inventory Dashboard Overview
- Manually Adjust Physical Inventory Count in Odoo
- Manage and Filter Inventory Stock in Odoo
- Configure Min/Max Levels in Odoo
- Calculating Landed Costs in Odoo
- How to Receive Inventory Shipment with a Backorder
- Process and Receive Inventory with no Backorder
PURCHASING & WAREHOUSE

4Lessons · 38 min
- Create a Purchase Order (for the Warehouse to Receive)
- How to Receive a Purchase Order - without a backorder
- Create a Purchase Order for Retail Replenishment
- Fulfill Retail Replenishment Orders
DELIVERY & OPERATIONS

3Lessons · 1 hr 42 min
- View Delivery Order in Odoo
- Drop Ship Sales Orders and Invoices in Odoo
- Evolution Aqua Sale & Warehouse Process
REPORTING (MERGED + CLEANED)

1Lessons · 18 min
- Retail Reporting - How to view On Hand Quantity by Location
CRM / LEADS

1Lessons · 23 min
- How to Assign a New Lead in Odoo CRM
EMPLOYEES & USERS

6Lessons · 1 hr 31 min
- Create an Employee in Odoo (and set PIN)
- Create and Configure User Accounts in Odoo
- Reset user password in Odoo
- Assigning Companies in Odoo
- Configure user preferences and security settings
- Create Auction Events with Custom Tags
PROJECTS & FIELD SERVICE

3Lessons · 45 min
- Create and Assign Field Service Tasks in Odoo
- Create and Schedule Tasks in Odoo
- Consultation Checklist
MOBILE / FIELD SERVICE

3Lessons · 28 min
- Switch your mobile account to v19
- Introduction to Mobile View
- Task Location on Mobile Device
E-LEARNING / TRAINING

2Lessons · 13 min
- Access Course Details and View Completion Stats
- Manage Course Attendees in Odoo eLearning
!!!EXTRAS

10Lessons · 2 hr 29 min
- Transferring out Products from the Sign Out Sheet
- View Payment Status on Delivery Orders
- Filter and Manage Auction Registrations in Odoo
- Off boarding an employee in Odoo
- Memorial Day 20%
- Configure and Export Products to BigCommerce Store
- Create Auction Event with Custom Tags
- Create and Manage Product Variants in Odoo
- Auction Registration in Person
- Checking in Attendees Scanning a Barcode