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Fish Sales & Drop Ship

Fish Sales & Drop Ship

This course covers the full Fish Sales and Drop Ship workflow in Odoo, from contact setup and quotations through fulfillment, invoicing, payments, credits, and reporting.

It is designed to ensure sales accuracy, proper tax handling, clean drop ship tracking, and reliable reporting across farm visits, online orders, and secondary contacts.

Lessons must be completed in sequence to maintain data integrity and prevent billing, fulfillment, or reporting issues.
Responsible Jillian Tavera
Last Update 03/20/2026
Completion Time 3 hours 4 minutes
Members 6
  • Foundation: Contacts & Navigation
    2Lessons · 30 min
  • Sales Flow
    3Lessons · 45 min
    • Create and Manage Quotations in Odoo
      10 xp
    • Assign Tax Exemption Status in Odoo
      10 xp
    • Confirm Quotation into Sales Order
      10 xp
  • Fulfillment
    1Lessons · 15 min
    • View Delivery Order in Odoo
      10 xp
  • Billing & Payments
    2Lessons · 30 min
    • Invoice creation without deposit
      10 xp
    • Save Payment Token with Card Information
      10 xp
  • Practice Assignments (Sandbox Required)
    5Lessons · 22 min
    • Customer Setup & Secondary Contact Awareness
      10 xp
    • Quotation, Sales Order & Drop Ship Flow
      10 xp
    • Delivery Orders, Invoicing & Payment Handling
      10 xp
    • Reporting, Credits & DOA Awareness
      10 xp
    • Training Completion Verification
      10 xp
  • Week 2 - New Lessons
    3Lessons · 42 min
    • Drop Ship Sales Orders and Invoices in Odoo
      10 xp
    • Shipping Koi in Odoo
      10 xp
    • Assign a New Lead in Odoo CRM (Multi-Company)
      10 xp