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Fish Health

Fish Health

This course covers Fish Health sales operations including quotation management, order confirmation, delivery visibility, invoicing, payment processing, and customer billing controls.

It is designed to ensure Fish Health staff accurately manage customer transactions, apply correct tax and payment terms, and maintain clean financial records.

Join this Course
Responsible Jillian Tavera
Last Update 01/28/2026
Completion Time 3 hours 22 minutes
Members 5
  • SALES FOUNDATION
    3Lessons · 25 min
  • FISH HEALTH SALES FLOW
    3Lessons · 45 min
    • Create and Manage Quotations in Odoo
      10 xp
    • Confirm Quotation into Sales Order
      10 xp
    • View Delivery Order in Odoo
      10 xp
  • BILLING & PAYMENTS
    3Lessons · 45 min
    • Create an Invoice with a Down Payment
      10 xp
    • Invoice creation without deposit
      10 xp
    • Save Payment Token with Card Information
      10 xp
  • TAX & PAYMENT CONTROLS Purpose
    4Lessons · 1 hr 5 min
    • Assign Tax Exempt Status to a Contact
      10 xp
    • Setup or Change Payment Terms on Contact Level
      10 xp
    • Setup or Change Payment Terms on Sales Order
      10 xp
    • Create and Configure Payment Terms in Odoo
      10 xp
  • Practice Assignments (Sandbox Required)
    5Lessons · 22 min
    • Customer & Fish Health Context Review
      10 xp
    • Sales Order & Delivery Order Review for Health Issues
      10 xp
    • Credits, Adjustments & Documentation Awareness
      10 xp
    • Internal Communication & Task Awareness
      10 xp
    • Training Completion Verification
      10 xp